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Perbak Capital Partners’s Klaviyo KVYO Stock Holding History

Perbak Capital 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
2026
Q1 		$292K Buy
14,992
+8,372
+126% +$180K 0.07% 261
2025
Q4 		$215K Sell
6,620
-3,774
-36% -$106K 0.07% 211
2025
Q3 		$288K Buy
+10,394
New +$336K 0.05% 271

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 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 $5.72T AUM 30.48% 1-Year Est. Return

Perbak Capital Partners's KVYO Position: Q1 2026 in Review

Perbak Capital Partners increased its Klaviyo (KVYO) stake by 126% in Q1 2026, buying an estimated $180K and bringing the position to 14,992 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #261.

Perbak Capital Partners first reported a position in KVYO in Q3 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Perbak Capital Partners held 14,992 shares of Klaviyo worth $292K as of Q1 2026.
  • Perbak Capital Partners bought 8,372 Klaviyo shares in Q1 2026, an estimated $180K.
  • Klaviyo made up 0.07% of Perbak Capital Partners's portfolio in Q1 2026, its #261 holding.
  • Perbak Capital Partners first reported a position in Klaviyo in Q3 2025 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.