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Marshall & Sullivan’s Klaviyo KVYO Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-111
Closed -$3.73K – 73
2025
Q2 		$3.73K Buy
+111
New +$3.52K ﹤0.01% 111

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall & Sullivan's KVYO Position: Q3 2025 in Review

Marshall & Sullivan sold out of Klaviyo (KVYO) in Q3 2025, closing a stake of 111 shares — an estimated $3.73K sold.

Marshall & Sullivan first reported a position in KVYO in Q2 2025 and held it in 1 quarter. The position peaked at $3.73K in Q2 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q3 2025.

  • Marshall & Sullivan reported no remaining Klaviyo position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 111 Klaviyo shares in Q3 2025, an estimated $3.73K.
  • Marshall & Sullivan first reported a position in Klaviyo in Q2 2025 and held it in 1 quarter.
  • Marshall & Sullivan's Klaviyo position peaked at $3.73K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.