MS
KVYO icon

Marc Stad’s Klaviyo KVYO Stock Holding History

Marc Stad’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
Q3 		– Sell
-500,000
Closed -$12.4M – 27
2024
Q2 		$12.4M Hold
500,000
– – 0.24% 25
2024
Q1 		$12.7M Hold
500,000
– – 0.3% 23
2023
Q4 		$13.9M Hold
500,000
– – 0.3% 25
2023
Q3 		$17.3M Buy
+500,000
New +$17.2M 0.4% 26

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Marc Stad's KVYO Position: Q3 2024 in Review

Marc Stad sold out of Klaviyo (KVYO) in Q3 2024, closing a stake of 500,000 shares — an estimated $12.4M sold.

Marc Stad first reported a position in KVYO in Q3 2023 and held it in 4 quarters. The position peaked at $17.3M in Q3 2023. 156 funds tracked by Wall St. Rank hold KVYO as of Q3 2024.

  • Marc Stad reported no remaining Klaviyo position as of Q3 2024 after selling out during the quarter.
  • Marc Stad sold 500,000 Klaviyo shares in Q3 2024, an estimated $12.4M.
  • Marc Stad first reported a position in Klaviyo in Q3 2023 and held it in 4 quarters.
  • Marc Stad's Klaviyo position peaked at $17.3M in Q3 2023.
  • 156 funds tracked by Wall St. Rank held Klaviyo as of Q3 2024.

Based on Dragoneer Investment Group's 13F filing for Q3 2024, filed 14 Nov 2024.