P8IP
KVYO icon

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
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

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 $5.72T AUM 30.48% 1-Year Est. Return

Pier 88 Investment Partners's KVYO Position: Q1 2026 in Review

Pier 88 Investment Partners reduced its Klaviyo (KVYO) stake by 38% in Q1 2026, selling an estimated $193K and leaving 14,700 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #95.

Pier 88 Investment Partners first reported a position in KVYO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Pier 88 Investment Partners held 14,700 shares of Klaviyo worth $286K as of Q1 2026.
  • Pier 88 Investment Partners sold 9,020 Klaviyo shares in Q1 2026, an estimated $193K.
  • Klaviyo made up 0.07% of Pier 88 Investment Partners's portfolio in Q1 2026, its #95 holding.
  • Pier 88 Investment Partners first reported a position in Klaviyo in Q3 2024 and has held it in 7 quarters since.
  • Pier 88 Investment Partners's Klaviyo position peaked at $1.6M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Pier 88 Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.