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Morgens Waterfall Vintiadis & Co’s Klaviyo KVYO Stock Holding History

Morgens Waterfall Vintiadis & Co’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 		– Sell
-85,000
Closed -$2.76M – 19
2025
Q4 		$2.76M Buy
+85,000
New +$2.38M 2.02% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's KVYO Position: Q1 2026 in Review

Morgens Waterfall Vintiadis & Co sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 85,000 shares — an estimated $2.76M sold.

Morgens Waterfall Vintiadis & Co first reported a position in KVYO in Q4 2025 and held it in 1 quarter. The position peaked at $2.76M in Q4 2025. 266 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Morgens Waterfall Vintiadis & Co reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 85,000 Klaviyo shares in Q1 2026, an estimated $2.76M.
  • Morgens Waterfall Vintiadis & Co first reported a position in Klaviyo in Q4 2025 and held it in 1 quarter.
  • Morgens Waterfall Vintiadis & Co's Klaviyo position peaked at $2.76M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q1 2026, filed 15 May 2026.