Needham Investment Management’s Klaviyo KVYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
305,000
-4,000
| -1% | -$134K | 0.82% | 41 |
|
|
2025
Q1 | $9.35M | Sell |
309,000
-6,000
| -2% | -$182K | 0.88% | 42 |
|
|
2024
Q4 | $13M | Hold |
315,000
| – | – | 1% | 35 |
|
|
2024
Q3 | $11.1M | Hold |
315,000
| – | – | 0.86% | 42 |
|
|
2024
Q2 | $7.84M | Buy |
315,000
+35,000
| +13% | +$871K | 0.64% | 46 |
|
|
2024
Q1 | $7.13M | Buy |
280,000
+207,500
| +286% | +$5.29M | 0.66% | 45 |
|
|
2023
Q4 | $2.01M | Buy |
+72,500
| New | +$2.01M | 0.25% | 88 |
|