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Picton Mahoney Asset Management’s Klaviyo KVYO Stock Holding History

Picton Mahoney Asset 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
2026
Q1 		$7.8M Buy
401,068
+368,774
+1,142% +$7.91M 0.06% 280
2025
Q4 		$1.05M Buy
32,294
+7,805
+32% +$219K 0.01% 543
2025
Q3 		$678K Buy
24,489
+12,640
+107% +$408K 0.01% 594
2025
Q2 		$398K Buy
+11,849
New +$375K ﹤0.01% 538

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 $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 $6.73T AUM 46.02% 1-Year Est. Return

Picton Mahoney Asset Management's KVYO Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Klaviyo (KVYO) stake by 1,142% in Q1 2026, buying an estimated $7.91M and bringing the position to 401,068 shares worth $7.8M. The position accounts for 0.06% of the portfolio, ranked #280.

Picton Mahoney Asset Management first reported a position in KVYO in Q2 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Picton Mahoney Asset Management held 401,068 shares of Klaviyo worth $7.8M as of Q1 2026.
  • Picton Mahoney Asset Management bought 368,774 Klaviyo shares in Q1 2026, an estimated $7.91M.
  • Klaviyo made up 0.06% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #280 holding.
  • Picton Mahoney Asset Management first reported a position in Klaviyo in Q2 2025 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.