M&G plc’s Klaviyo KVYO Stock Holding History

M&G plc’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 Q3	–	Sell	-9,103	Closed	-$137K	–	372
2026 Q2	$137K	Sell	9,103 -33,715	-79%	-$559K	﹤0.01%	365
2026 Q1	$814K	Hold	42,818	–	–	﹤0.01%	337
2025 Q4	$1.37M	Sell	42,818 -92	-0.2%	-$2.58K	0.01%	317
2025 Q3	$1.2M	Buy	+42,910	New	+$1.39M	0.01%	326

Other funds holding KVYO

Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

M&G plc's KVYO Position: Q3 2026 in Review

M&G plc sold out of Klaviyo (KVYO) in Q3 2026, closing a stake of 9,103 shares — an estimated $137K sold.

M&G plc first reported a position in KVYO in Q3 2025 and held it in 4 quarters. The position peaked at $1.37M in Q4 2025. 134 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

M&G plc reported no remaining Klaviyo position as of Q3 2026 after selling out during the quarter.
M&G plc sold 9,103 Klaviyo shares in Q3 2026, an estimated $137K.
M&G plc first reported a position in Klaviyo in Q3 2025 and held it in 4 quarters.
M&G plc's Klaviyo position peaked at $1.37M in Q4 2025.
134 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on M&G plc's 13F filing for Q3 2026, filed 4 Nov 2026.