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Nicholas Investment Partners’s Klaviyo KVYO Stock Holding History

Nicholas Investment Partners’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
2025
Q4 		– Sell
-103,619
Closed -$2.87M – 227
2025
Q3 		$2.87M Buy
103,619
+1,709
+2% +$55.2K 0.22% 148
2025
Q2 		$3.42M Sell
101,910
-4,077
-4% -$129K 0.3% 121
2025
Q1 		$3.21M Sell
105,987
-34,568
-25% -$1.39M 0.33% 110
2024
Q4 		$5.8M Buy
140,555
+54,509
+63% +$2.08M 0.51% 72
2024
Q3 		$3.04M Buy
+86,046
New +$2.49M 0.28% 133
2024
Q2 		– Sell
-99,394
Closed -$2.53M – 224
2024
Q1 		$2.53M Buy
+99,394
New +$2.66M 0.26% 134

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Nicholas Investment Partners's KVYO Position: Q4 2025 in Review

Nicholas Investment Partners sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 103,619 shares — an estimated $2.87M sold.

Nicholas Investment Partners first reported a position in KVYO in Q1 2024 and held it in 6 quarters. The position peaked at $5.8M in Q4 2024. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • Nicholas Investment Partners reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • Nicholas Investment Partners sold 103,619 Klaviyo shares in Q4 2025, an estimated $2.87M.
  • Nicholas Investment Partners first reported a position in Klaviyo in Q1 2024 and held it in 6 quarters.
  • Nicholas Investment Partners's Klaviyo position peaked at $5.8M in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Nicholas Investment Partners's 13F filing for Q4 2025, filed 13 Feb 2026.