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Petrus Trust Company’s Klaviyo KVYO Stock Holding History

Petrus Trust Company’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
Q3 		– Sell
-14,900
Closed -$500K – 365
2025
Q2 		$500K Buy
14,900
+1,461
+11% +$46.3K 0.05% 115
2025
Q1 		$407K Buy
13,439
+884
+7% +$35.7K 0.04% 285
2024
Q4 		$518K Buy
+12,555
New +$479K 0.05% 198

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Petrus Trust Company's KVYO Position: Q3 2025 in Review

Petrus Trust Company sold out of Klaviyo (KVYO) in Q3 2025, closing a stake of 14,900 shares — an estimated $500K sold.

Petrus Trust Company first reported a position in KVYO in Q4 2024 and held it in 3 quarters. The position peaked at $518K in Q4 2024. 276 funds tracked by Wall St. Rank hold KVYO as of Q3 2025.

  • Petrus Trust Company reported no remaining Klaviyo position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 14,900 Klaviyo shares in Q3 2025, an estimated $500K.
  • Petrus Trust Company first reported a position in Klaviyo in Q4 2024 and held it in 3 quarters.
  • Petrus Trust Company's Klaviyo position peaked at $518K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.