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Neil Mehta’s Klaviyo KVYO Stock Holding History

Neil Mehta’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 		$35M Hold
2,316,796
– – 1.48% 8
2026
Q1 		$45.1M Hold
2,316,796
– – 1.96% 6
2025
Q4 		$75.2M Hold
2,316,796
– – 2.52% 7
2025
Q3 		$64.2M Sell
2,316,796
-28,784
-1% -$930K 2.09% 6
2025
Q2 		$78.8M Buy
2,345,580
+28,784
+1% +$912K 2.96% 4
2025
Q1 		$70.1M Hold
2,316,796
– – 3.88% 5
2024
Q4 		$95.5M Hold
2,316,796
– – 5.19% 3
2024
Q3 		$82M Sell
2,316,796
-195,000
-8% -$5.65M 4.4% 4
2024
Q2 		$62.5M Hold
2,511,796
– – 4.21% 4
2024
Q1 		$64M Buy
+2,511,796
New +$67.1M 5.28% 4
2023
Q4 		– Sell
-250,000
Closed -$8.63M – 15
2023
Q3 		$8.63M Buy
+250,000
New +$8.58M 1.07% 12

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 $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Neil Mehta's KVYO Position: Q2 2026 in Review

Neil Mehta held its Klaviyo (KVYO) position steady in Q2 2026 at 2,316,796 shares worth $35M. The position accounts for 1.48% of the portfolio, ranked #8.

Neil Mehta first reported a position in KVYO in Q3 2023 and has held it in 11 quarters since. The position peaked at $95.5M in Q4 2024. 274 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Neil Mehta held 2,316,796 shares of Klaviyo worth $35M as of Q2 2026.
  • Neil Mehta left its Klaviyo share count unchanged in Q2 2026.
  • Klaviyo made up 1.48% of Neil Mehta's portfolio in Q2 2026, its #8 holding.
  • Neil Mehta first reported a position in Klaviyo in Q3 2023 and has held it in 11 quarters since.
  • Neil Mehta's Klaviyo position peaked at $95.5M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Greenoaks Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.