Needham Investment Management’s Klaviyo KVYO Stock Holding History

Needham Investment Management’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	$982K	Hold	65,000	–	–	0.03%	153
2026 Q1	$1.26M	Hold	65,000	–	–	0.06%	132
2025 Q4	$2.11M	Sell	65,000 -240,000	-79%	-$6.72M	0.13%	121
2025 Q3	$8.45M	Hold	305,000	–	–	0.59%	53
2025 Q2	$10.2M	Sell	305,000 -4,000	-1%	-$127K	0.82%	41
2025 Q1	$9.35M	Sell	309,000 -6,000	-2%	-$242K	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%	+$819K	0.64%	46
2024 Q1	$7.13M	Buy	280,000 +207,500	+286%	+$5.54M	0.66%	45
2023 Q4	$2.01M	Buy	+72,500	New	+$2.15M	0.25%	88

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Needham Investment Management's KVYO Position: Q2 2026 in Review

Needham Investment Management held its Klaviyo (KVYO) position steady in Q2 2026 at 65,000 shares worth $982K. The position accounts for 0.03% of the portfolio, ranked #153.

Needham Investment Management first reported a position in KVYO in Q4 2023 and has held it in 11 quarters since. The position peaked at $13M in Q4 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Needham Investment Management held 65,000 shares of Klaviyo worth $982K as of Q2 2026.
Needham Investment Management left its Klaviyo share count unchanged in Q2 2026.
Klaviyo made up 0.03% of Needham Investment Management's portfolio in Q2 2026, its #153 holding.
Needham Investment Management first reported a position in Klaviyo in Q4 2023 and has held it in 11 quarters since.
Needham Investment Management's Klaviyo position peaked at $13M in Q4 2024.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.