Morgan Stanley’s Klaviyo KVYO Stock Holding History

Morgan Stanley’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	$67.1M	Sell	4,444,684 -623,006	-12%	-$10.3M	﹤0.01%	1943
2026 Q1	$98.6M	Sell	5,067,690 -9,479,400	-65%	-$203M	0.01%	1454
2025 Q4	$472M	Buy	14,547,090 +3,855,160	+36%	+$108M	0.03%	550
2025 Q3	$296M	Buy	10,691,930 +6,248,281	+141%	+$202M	0.02%	729
2025 Q2	$149M	Buy	4,443,649 +3,071,431	+224%	+$97.3M	0.01%	1049
2025 Q1	$41.5M	Buy	1,372,218 +277,259	+25%	+$11.2M	﹤0.01%	1981
2024 Q4	$45.2M	Sell	1,094,959 -238,179	-18%	-$9.09M	﹤0.01%	1922
2024 Q3	$47.2M	Sell	1,333,138 -454,088	-25%	-$13.2M	﹤0.01%	1883
2024 Q2	$44.5M	Buy	1,787,226 +1,235,991	+224%	+$28.9M	﹤0.01%	1857
2024 Q1	$14M	Buy	551,235 +122,825	+29%	+$3.28M	﹤0.01%	3053
2023 Q4	$11.9M	Buy	428,410 +31,341	+8%	+$928K	﹤0.01%	3175
2023 Q3	$13.7M	Buy	+397,069	New	+$13.6M	﹤0.01%	2835

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

Morgan Stanley's KVYO Position: Q2 2026 in Review

Morgan Stanley reduced its Klaviyo (KVYO) stake by 12% in Q2 2026, selling an estimated $10.3M and leaving 4,444,684 shares worth $67.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Morgan Stanley first reported a position in KVYO in Q3 2023 and has held it in 12 quarters since. The position peaked at $472M in Q4 2025. 275 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Morgan Stanley held 4,444,684 shares of Klaviyo worth $67.1M as of Q2 2026.
Morgan Stanley sold 623,006 Klaviyo shares in Q2 2026, an estimated $10.3M.
Klaviyo made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1943 holding.
Morgan Stanley first reported a position in Klaviyo in Q3 2023 and has held it in 12 quarters since.
Morgan Stanley's Klaviyo position peaked at $472M in Q4 2025.
275 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.