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Nearwater Capital Markets’s Klaviyo KVYO Stock Holding History

Nearwater Capital Markets’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
-600,000
Closed -$19.5M – 113
2025
Q4 		$19.5M Buy
+600,000
New +$16.8M 0.33% 58

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 $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nearwater Capital Markets's KVYO Position: Q1 2026 in Review

Nearwater Capital Markets sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 600,000 shares — an estimated $19.5M sold.

Nearwater Capital Markets first reported a position in KVYO in Q4 2025 and held it in 1 quarter. The position peaked at $19.5M in Q4 2025. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Nearwater Capital Markets reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 600,000 Klaviyo shares in Q1 2026, an estimated $19.5M.
  • Nearwater Capital Markets first reported a position in Klaviyo in Q4 2025 and held it in 1 quarter.
  • Nearwater Capital Markets's Klaviyo position peaked at $19.5M in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.