Nuveen
KVYO icon

Nuveen’s Klaviyo KVYO Stock Holding History

Nuveen’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 		$5.42M Buy
359,127
+335,794
+1,439% +$5.57M ﹤0.01% 2050
2026
Q1 		$454K Buy
23,333
+5,814
+33% +$125K ﹤0.01% 2878
2025
Q4 		$569K Hold
17,519
– – ﹤0.01% 2825
2025
Q3 		$485K Buy
+17,519
New +$566K ﹤0.01% 2907
2025
Q1 		– Sell
-304,126
Closed -$12.5M – 3298
2024
Q4 		$12.5M Sell
304,126
-45,994
-13% -$1.76M ﹤0.01% 1474
2024
Q3 		$12.4M Sell
350,120
-11,357
-3% -$329K ﹤0.01% 1476
2024
Q2 		$9M Buy
361,477
+11,636
+3% +$272K ﹤0.01% 1635
2024
Q1 		$8.91M Buy
349,841
+169,959
+94% +$4.54M ﹤0.01% 1669
2023
Q4 		$5M Sell
179,882
-20,118
-10% -$595K ﹤0.01% 1976
2023
Q3 		$6.9M Buy
+200,000
New +$6.86M ﹤0.01% 1698

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

Nuveen's KVYO Position: Q2 2026 in Review

Nuveen increased its Klaviyo (KVYO) stake by 1,439% in Q2 2026, buying an estimated $5.57M and bringing the position to 359,127 shares worth $5.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Nuveen first reported a position in KVYO in Q3 2023 and has held it in 10 quarters since. The position peaked at $12.5M in Q4 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Nuveen held 359,127 shares of Klaviyo worth $5.42M as of Q2 2026.
  • Nuveen bought 335,794 Klaviyo shares in Q2 2026, an estimated $5.57M.
  • Klaviyo made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2050 holding.
  • Nuveen first reported a position in Klaviyo in Q3 2023 and has held it in 10 quarters since.
  • Nuveen's Klaviyo position peaked at $12.5M in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.