Marshall Wace
KVYO icon

Marshall Wace’s Klaviyo KVYO Stock Holding History

Marshall Wace’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
Q2 		$18.4M Buy
1,218,359
+82,975
+7% +$1.38M 0.01% 764
2026
Q1 		$22.1M Buy
1,135,384
+1,044,824
+1,154% +$22.4M 0.02% 670
2025
Q4 		$2.94M Sell
90,560
-424,858
-82% -$11.9M ﹤0.01% 1398
2025
Q3 		$14.3M Sell
515,418
-164,257
-24% -$5.3M 0.01% 794
2025
Q2 		$22.8M Buy
679,675
+304,531
+81% +$9.65M 0.03% 540
2025
Q1 		$11.4M Sell
375,144
-18,847
-5% -$760K 0.01% 726
2024
Q4 		$16.2M Sell
393,991
-52,857
-12% -$2.02M 0.02% 608
2024
Q3 		$15.8M Sell
446,848
-106,745
-19% -$3.09M 0.02% 589
2024
Q2 		$13.8M Buy
553,593
+209,544
+61% +$4.9M 0.02% 609
2024
Q1 		$8.77M Buy
344,049
+155,580
+83% +$4.16M 0.01% 786
2023
Q4 		$5.24M Buy
188,469
+117,456
+165% +$3.48M 0.01% 890
2023
Q3 		$2.45M Buy
+71,013
New +$2.44M 0.01% 1136

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace's KVYO Position: Q2 2026 in Review

Marshall Wace increased its Klaviyo (KVYO) stake by 7.3% in Q2 2026, buying an estimated $1.38M and bringing the position to 1,218,359 shares worth $18.4M. The position accounts for 0.01% of the portfolio, ranked #764.

Marshall Wace first reported a position in KVYO in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.8M in Q2 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Marshall Wace held 1,218,359 shares of Klaviyo worth $18.4M as of Q2 2026.
  • Marshall Wace bought 82,975 Klaviyo shares in Q2 2026, an estimated $1.38M.
  • Klaviyo made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #764 holding.
  • Marshall Wace first reported a position in Klaviyo in Q3 2023 and has held it in 12 quarters since.
  • Marshall Wace's Klaviyo position peaked at $22.8M in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.