M & L Capital Management’s Klaviyo KVYO Stock Holding History

M & L Capital Management’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
2025 Q4	–	Sell	-25,700	Closed	-$712K	–	28
2025 Q3	$712K	Buy	+25,700	New	+$830K	0.14%	21

Other funds holding KVYO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

M & L Capital Management's KVYO Position: Q4 2025 in Review

M & L Capital Management sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 25,700 shares — an estimated $712K sold.

M & L Capital Management first reported a position in KVYO in Q3 2025 and held it in 1 quarter. The position peaked at $712K in Q3 2025. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

M & L Capital Management reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
M & L Capital Management sold 25,700 Klaviyo shares in Q4 2025, an estimated $712K.
M & L Capital Management first reported a position in Klaviyo in Q3 2025 and held it in 1 quarter.
M & L Capital Management's Klaviyo position peaked at $712K in Q3 2025.
261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on M & L Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.