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Principal Securities’s Klaviyo KVYO Stock Holding History

Principal Securities’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
Q4 		– Sell
-209
Closed -$5.79K – 2560
2025
Q3 		$5.79K Hold
209
– – ﹤0.01% 2913
2025
Q2 		$7.02K Sell
209
-416
-67% -$13.2K ﹤0.01% 2766
2025
Q1 		$25.8K Hold
625
– – ﹤0.01% 2076
2024
Q4 		$25.8K Hold
625
– – ﹤0.01% 2070
2024
Q3 		$22.1K Buy
+625
New +$18.1K ﹤0.01% 2072

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Principal Securities's KVYO Position: Q4 2025 in Review

Principal Securities sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 209 shares — an estimated $5.79K sold.

Principal Securities first reported a position in KVYO in Q3 2024 and held it in 5 quarters. The position peaked at $25.8K in Q1 2025. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • Principal Securities reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 209 Klaviyo shares in Q4 2025, an estimated $5.79K.
  • Principal Securities first reported a position in Klaviyo in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Klaviyo position peaked at $25.8K in Q1 2025.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.