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Polar Capital Holdings’s Klaviyo KVYO Stock Holding History

Polar Capital Holdings’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
-246,812
Closed -$8.29M – 275
2025
Q2 		$8.29M Sell
246,812
-14,345
-5% -$454K 0.04% 206
2025
Q1 		$7.9M Buy
261,157
+93,019
+55% +$3.75M 0.05% 207
2024
Q4 		$6.93M Sell
168,138
-148,607
-47% -$5.67M 0.04% 232
2024
Q3 		$11.2M Buy
316,745
+157,781
+99% +$4.57M 0.05% 193
2024
Q2 		$3.96M Hold
158,964
– – 0.02% 234
2024
Q1 		$4.05M Sell
158,964
-85,619
-35% -$2.29M 0.02% 246
2023
Q4 		$6.79M Buy
+244,583
New +$7.24M 0.04% 222

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 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 $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Polar Capital Holdings's KVYO Position: Q3 2025 in Review

Polar Capital Holdings sold out of Klaviyo (KVYO) in Q3 2025, closing a stake of 246,812 shares — an estimated $8.29M sold.

Polar Capital Holdings first reported a position in KVYO in Q4 2023 and held it in 7 quarters. The position peaked at $11.2M in Q3 2024. 276 funds tracked by Wall St. Rank hold KVYO as of Q3 2025.

  • Polar Capital Holdings reported no remaining Klaviyo position as of Q3 2025 after selling out during the quarter.
  • Polar Capital Holdings sold 246,812 Klaviyo shares in Q3 2025, an estimated $8.29M.
  • Polar Capital Holdings first reported a position in Klaviyo in Q4 2023 and held it in 7 quarters.
  • Polar Capital Holdings's Klaviyo position peaked at $11.2M in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q3 2025.

Based on Polar Capital Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.