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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
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 $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 $6.73T AUM 46.02% 1-Year Est. Return

Nuveen's KVYO Position: Q1 2026 in Review

Nuveen increased its Klaviyo (KVYO) stake by 33% in Q1 2026, buying an estimated $125K and bringing the position to 23,333 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Nuveen first reported a position in KVYO in Q3 2023 and has held it in 9 quarters since. The position peaked at $12.5M in Q4 2024. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Nuveen held 23,333 shares of Klaviyo worth $454K as of Q1 2026.
  • Nuveen bought 5,814 Klaviyo shares in Q1 2026, an estimated $125K.
  • Klaviyo made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #2878 holding.
  • Nuveen first reported a position in Klaviyo in Q3 2023 and has held it in 9 quarters since.
  • Nuveen's Klaviyo position peaked at $12.5M in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.