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Monashee Investment Management’s Klaviyo KVYO Stock Holding History

Monashee Investment 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
2025
Q4 		– Sell
-40,000
Closed -$1.11M – 50
2025
Q3 		$1.11M Buy
+40,000
New +$1.29M 0.55% 49
2024
Q1 		– Sell
-68,974
Closed -$1.92M – 114
2023
Q4 		$1.92M Sell
68,974
-91,766
-57% -$2.72M 0.34% 27
2023
Q3 		$5.55M Buy
+160,740
New +$5.52M 2.32% 13

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Monashee Investment Management's KVYO Position: Q4 2025 in Review

Monashee Investment Management sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 40,000 shares — an estimated $1.11M sold.

Monashee Investment Management first reported a position in KVYO in Q3 2023 and held it in 3 quarters. The position peaked at $5.55M in Q3 2023. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • Monashee Investment Management reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • Monashee Investment Management sold 40,000 Klaviyo shares in Q4 2025, an estimated $1.11M.
  • Monashee Investment Management first reported a position in Klaviyo in Q3 2023 and held it in 3 quarters.
  • Monashee Investment Management's Klaviyo position peaked at $5.55M in Q3 2023.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Monashee Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.