NBC Securities’s Klaviyo KVYO Stock Holding History

NBC Securities’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	-373	Closed	-$10.3K	–	2871
2025 Q3	$10.3K	Hold	373	–	–	﹤0.01%	2003
2025 Q2	$12K	Hold	373	–	–	﹤0.01%	1895
2025 Q1	$11K	Buy	+373	New	+$15K	﹤0.01%	1705

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 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

NBC Securities's KVYO Position: Q4 2025 in Review

NBC Securities sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 373 shares — an estimated $10.3K sold.

NBC Securities first reported a position in KVYO in Q1 2025 and held it in 3 quarters. The position peaked at $12K in Q2 2025. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

NBC Securities reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
NBC Securities sold 373 Klaviyo shares in Q4 2025, an estimated $10.3K.
NBC Securities first reported a position in Klaviyo in Q1 2025 and held it in 3 quarters.
NBC Securities's Klaviyo position peaked at $12K in Q2 2025.
261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on NBC Securities's 13F filing for Q4 2025, filed 29 Jan 2026.