Oak Ridge Investments’s Klaviyo KVYO Stock Holding History

Oak Ridge Investments’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	-48,566	Closed	-$1.34M	–	189
2025 Q3	$1.34M	Sell	48,566 -337	-0.7%	-$10.9K	0.09%	111
2025 Q2	$1.64M	Sell	48,903 -2,244	-4%	-$71.1K	0.12%	97
2025 Q1	$1.55M	Buy	51,147 +11,228	+28%	+$453K	0.13%	100
2024 Q4	$1.65M	Buy	+39,919	New	+$1.52M	0.13%	99

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 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

Oak Ridge Investments's KVYO Position: Q4 2025 in Review

Oak Ridge Investments sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 48,566 shares — an estimated $1.34M sold.

Oak Ridge Investments first reported a position in KVYO in Q4 2024 and held it in 4 quarters. The position peaked at $1.65M in Q4 2024. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

Oak Ridge Investments reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
Oak Ridge Investments sold 48,566 Klaviyo shares in Q4 2025, an estimated $1.34M.
Oak Ridge Investments first reported a position in Klaviyo in Q4 2024 and held it in 4 quarters.
Oak Ridge Investments's Klaviyo position peaked at $1.65M in Q4 2024.
261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Oak Ridge Investments's 13F filing for Q4 2025, filed 23 Jan 2026.