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
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 0.02% 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 0.02% 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 $670M AUM 6.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return