Lido Advisors’s Klaviyo KVYO Stock Holding History

Lido Advisors’s Portfolio KVYO Stock Details KVYO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,509	Closed	-$443K	–	1552
2024 Q3	$443K	Buy	+12,509	New	+$363K	﹤0.01%	999

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Lido Advisors's KVYO Position: Q4 2024 in Review

Lido Advisors sold out of Klaviyo (KVYO) in Q4 2024, closing a stake of 12,509 shares — an estimated $443K sold.

Lido Advisors first reported a position in KVYO in Q3 2024 and held it in 1 quarter. The position peaked at $443K in Q3 2024. 183 funds tracked by Wall St. Rank hold KVYO as of Q4 2024.

Lido Advisors reported no remaining Klaviyo position as of Q4 2024 after selling out during the quarter.
Lido Advisors sold 12,509 Klaviyo shares in Q4 2024, an estimated $443K.
Lido Advisors first reported a position in Klaviyo in Q3 2024 and held it in 1 quarter.
Lido Advisors's Klaviyo position peaked at $443K in Q3 2024.
183 funds tracked by Wall St. Rank held Klaviyo as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.