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NFJ Investment Group’s Klaviyo KVYO Stock Holding History

NFJ Investment 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
Q1 		$30.7K Buy
1,577
+1,502
+2,003% +$32.2K ﹤0.01% 198
2025
Q4 		$2.44K Buy
+75
New +$2.1K ﹤0.01% 220

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NFJ Investment Group's KVYO Position: Q1 2026 in Review

NFJ Investment Group increased its Klaviyo (KVYO) stake by 2,003% in Q1 2026, buying an estimated $32.2K and bringing the position to 1,577 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

NFJ Investment Group first reported a position in KVYO in Q4 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • NFJ Investment Group held 1,577 shares of Klaviyo worth $30.7K as of Q1 2026.
  • NFJ Investment Group bought 1,502 Klaviyo shares in Q1 2026, an estimated $32.2K.
  • Klaviyo made up ﹤0.01% of NFJ Investment Group's portfolio in Q1 2026, its #198 holding.
  • NFJ Investment Group first reported a position in Klaviyo in Q4 2025 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.