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KVYO icon

Prelude Capital Management’s Klaviyo KVYO Stock Holding History

Prelude Capital 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 		– Sell
-24,751
Closed -$804K – 1425
2025
Q4 		$804K Sell
24,751
-5,867
-19% -$164K 0.06% 377
2025
Q3 		$848K Buy
30,618
+10,004
+49% +$323K 0.07% 344
2025
Q2 		$692K Buy
20,614
+7,624
+59% +$242K 0.07% 355
2025
Q1 		$393K Buy
+12,990
New +$524K 0.03% 591

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 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

Prelude Capital Management's KVYO Position: Q1 2026 in Review

Prelude Capital Management sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 24,751 shares — an estimated $804K sold.

Prelude Capital Management first reported a position in KVYO in Q1 2025 and held it in 4 quarters. The position peaked at $848K in Q3 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Prelude Capital Management reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 24,751 Klaviyo shares in Q1 2026, an estimated $804K.
  • Prelude Capital Management first reported a position in Klaviyo in Q1 2025 and held it in 4 quarters.
  • Prelude Capital Management's Klaviyo position peaked at $848K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.