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Osterweis Capital Management’s Klaviyo KVYO Stock Holding History

Osterweis Capital Management’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
-98,528
Closed -$2.73M – 305
2025
Q3 		$2.73M Sell
98,528
-16,195
-14% -$523K 0.12% 91
2025
Q2 		$3.85M Sell
114,723
-206,490
-64% -$6.54M 0.18% 85
2025
Q1 		$9.72M Sell
321,213
-12,330
-4% -$497K 0.48% 64
2024
Q4 		$13.8M Buy
333,543
+68,988
+26% +$2.63M 0.64% 53
2024
Q3 		$9.36M Buy
+264,555
New +$7.67M 0.47% 67

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Osterweis Capital Management's KVYO Position: Q4 2025 in Review

Osterweis Capital Management sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 98,528 shares — an estimated $2.73M sold.

Osterweis Capital Management first reported a position in KVYO in Q3 2024 and held it in 5 quarters. The position peaked at $13.8M in Q4 2024. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • Osterweis Capital Management reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 98,528 Klaviyo shares in Q4 2025, an estimated $2.73M.
  • Osterweis Capital Management first reported a position in Klaviyo in Q3 2024 and held it in 5 quarters.
  • Osterweis Capital Management's Klaviyo position peaked at $13.8M in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Osterweis Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.