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Rakuten Investment Management’s Klaviyo KVYO Stock Holding History

Rakuten Investment 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
2024
Q1 		– Sell
-443
Closed -$12.5K – 537
2023
Q4 		$12.5K Buy
+443
New +$13.1K ﹤0.01% 456

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rakuten Investment Management's KVYO Position: Q1 2024 in Review

Rakuten Investment Management sold out of Klaviyo (KVYO) in Q1 2024, closing a stake of 443 shares — an estimated $12.5K sold.

Rakuten Investment Management first reported a position in KVYO in Q4 2023 and held it in 1 quarter. The position peaked at $12.5K in Q4 2023. 130 funds tracked by Wall St. Rank hold KVYO as of Q1 2024.

  • Rakuten Investment Management reported no remaining Klaviyo position as of Q1 2024 after selling out during the quarter.
  • Rakuten Investment Management sold 443 Klaviyo shares in Q1 2024, an estimated $12.5K.
  • Rakuten Investment Management first reported a position in Klaviyo in Q4 2023 and held it in 1 quarter.
  • Rakuten Investment Management's Klaviyo position peaked at $12.5K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Klaviyo as of Q1 2024.

Based on Rakuten Investment Management's 13F filing for Q1 2024, filed 15 May 2025.