LMR Partners’s Klaviyo KVYO Stock Holding History

LMR Partners’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
2026 Q1	–	Sell	-150,000	Closed	-$4.87M	–	1689
2025 Q4	$4.87M	Buy	150,000 +50,000	+50%	+$1.4M	0.01%	580
2025 Q3	$2.77M	Buy	+100,000	New	+$3.23M	0.01%	650

Other funds holding KVYO

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LMR Partners's KVYO Position: Q1 2026 in Review

LMR Partners sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 150,000 shares — an estimated $4.87M sold.

LMR Partners first reported a position in KVYO in Q3 2025 and held it in 2 quarters. The position peaked at $4.87M in Q4 2025. 266 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

LMR Partners reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
LMR Partners sold 150,000 Klaviyo shares in Q1 2026, an estimated $4.87M.
LMR Partners first reported a position in Klaviyo in Q3 2025 and held it in 2 quarters.
LMR Partners's Klaviyo position peaked at $4.87M in Q4 2025.
266 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.