Mitsubishi UFJ Asset Management
KVYO icon

Mitsubishi UFJ Asset Management’s Klaviyo KVYO Stock Holding History

Mitsubishi UFJ Asset 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
2024
Q3 		– Sell
-27,600
Closed -$687K – 1596
2024
Q2 		$687K Sell
27,600
-39,100
-59% -$915K ﹤0.01% 814
2024
Q1 		$1.7M Hold
66,700
– – ﹤0.01% 745
2023
Q4 		$1.78M Buy
+66,700
New +$1.97M ﹤0.01% 744

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mitsubishi UFJ Asset Management's KVYO Position: Q3 2024 in Review

Mitsubishi UFJ Asset Management sold out of Klaviyo (KVYO) in Q3 2024, closing a stake of 27,600 shares — an estimated $687K sold.

Mitsubishi UFJ Asset Management first reported a position in KVYO in Q4 2023 and held it in 3 quarters. The position peaked at $1.78M in Q4 2023. 156 funds tracked by Wall St. Rank hold KVYO as of Q3 2024.

  • Mitsubishi UFJ Asset Management reported no remaining Klaviyo position as of Q3 2024 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 27,600 Klaviyo shares in Q3 2024, an estimated $687K.
  • Mitsubishi UFJ Asset Management first reported a position in Klaviyo in Q4 2023 and held it in 3 quarters.
  • Mitsubishi UFJ Asset Management's Klaviyo position peaked at $1.78M in Q4 2023.
  • 156 funds tracked by Wall St. Rank held Klaviyo as of Q3 2024.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q3 2024, filed 8 Nov 2024.