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 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 $670M AUM 6.71% 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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Needham Investment Management's KVYO Position: Q1 2026 in Review

Needham Investment Management held its Klaviyo (KVYO) position steady in Q1 2026 at 65,000 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #132.

Needham Investment Management first reported a position in KVYO in Q4 2023 and has held it in 10 quarters since. The position peaked at $13M in Q4 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

Needham Investment Management held 65,000 shares of Klaviyo worth $1.26M as of Q1 2026.
Needham Investment Management left its Klaviyo share count unchanged in Q1 2026.
Klaviyo made up 0.06% of Needham Investment Management's portfolio in Q1 2026, its #132 holding.
Needham Investment Management first reported a position in Klaviyo in Q4 2023 and has held it in 10 quarters since.
Needham Investment Management's Klaviyo position peaked at $13M in Q4 2024.
264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.