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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
Q2 		– Sell
-14,992
Closed -$292K – 136
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 $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

Perbak Capital Partners's KVYO Position: Q2 2026 in Review

Perbak Capital Partners sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 14,992 shares — an estimated $292K sold.

Perbak Capital Partners first reported a position in KVYO in Q3 2025 and held it in 3 quarters. The position peaked at $292K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Perbak Capital Partners reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 14,992 Klaviyo shares in Q2 2026, an estimated $292K.
  • Perbak Capital Partners first reported a position in Klaviyo in Q3 2025 and held it in 3 quarters.
  • Perbak Capital Partners's Klaviyo position peaked at $292K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.