Neuberger Berman Group
KVYO icon

Neuberger Berman Group’s Klaviyo KVYO Stock Holding History

Neuberger Berman Group’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 		– Sell
-123,466
Closed -$2.4M – 2378
2026
Q1 		$2.4M Sell
123,466
-322,004
-72% -$6.91M ﹤0.01% 1132
2025
Q4 		$14.5M Buy
+445,470
New +$12.5M 0.01% 718
2024
Q3 		– Sell
-45,589
Closed -$1.13M – 1964
2024
Q2 		$1.13M Buy
45,589
+122
+0.3% +$2.85K ﹤0.01% 1233
2024
Q1 		$1.16M Sell
45,467
-44,899
-50% -$1.2M ﹤0.01% 1247
2023
Q4 		$2.51M Buy
90,366
+32,583
+56% +$964K ﹤0.01% 1219
2023
Q3 		$1.99M Buy
+57,783
New +$1.98M ﹤0.01% 1080

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

Neuberger Berman Group's KVYO Position: Q2 2026 in Review

Neuberger Berman Group sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 123,466 shares — an estimated $2.4M sold.

Neuberger Berman Group first reported a position in KVYO in Q3 2023 and held it in 6 quarters. The position peaked at $14.5M in Q4 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Neuberger Berman Group reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Neuberger Berman Group sold 123,466 Klaviyo shares in Q2 2026, an estimated $2.4M.
  • Neuberger Berman Group first reported a position in Klaviyo in Q3 2023 and held it in 6 quarters.
  • Neuberger Berman Group's Klaviyo position peaked at $14.5M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.