Pier 88 Investment Partners’s Klaviyo KVYO Stock Holding History

Pier 88 Investment 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	$353K	Buy	23,400 +8,700	+59%	+$144K	0.08%	74
2026 Q1	$286K	Sell	14,700 -9,020	-38%	-$193K	0.07%	95
2025 Q4	$770K	Sell	23,720 -22,040	-48%	-$617K	0.17%	64
2025 Q3	$1.27M	Buy	45,760 +4,780	+12%	+$154K	0.24%	45
2025 Q2	$1.38M	Buy	40,980 +5,310	+15%	+$168K	0.26%	40
2025 Q1	$1.08M	Sell	35,670 -3,030	-8%	-$122K	0.21%	47
2024 Q4	$1.6M	Buy	38,700 +11,400	+42%	+$435K	0.31%	41
2024 Q3	$966K	Buy	+27,300	New	+$791K	0.21%	57

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pier 88 Investment Partners's KVYO Position: Q2 2026 in Review

Pier 88 Investment Partners increased its Klaviyo (KVYO) stake by 59% in Q2 2026, buying an estimated $144K and bringing the position to 23,400 shares worth $353K. The position accounts for 0.08% of the portfolio, ranked #74.

Pier 88 Investment Partners first reported a position in KVYO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q4 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Pier 88 Investment Partners held 23,400 shares of Klaviyo worth $353K as of Q2 2026.
Pier 88 Investment Partners bought 8,700 Klaviyo shares in Q2 2026, an estimated $144K.
Klaviyo made up 0.08% of Pier 88 Investment Partners's portfolio in Q2 2026, its #74 holding.
Pier 88 Investment Partners first reported a position in Klaviyo in Q3 2024 and has held it in 8 quarters since.
Pier 88 Investment Partners's Klaviyo position peaked at $1.6M in Q4 2024.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Pier 88 Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.