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Rakuten Securities’s Klaviyo KVYO Stock Holding History

Rakuten 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
2026
Q2 		$25.7K Buy
1,703
+893
+110% +$14.8K 0.01% 340
2026
Q1 		$15.8K Buy
810
+317
+64% +$6.8K 0.01% 373
2025
Q4 		$16K Sell
493
-271
-35% -$7.59K 0.01% 362
2025
Q3 		$21.2K Buy
764
+655
+601% +$21.2K 0.01% 314
2025
Q2 		$3.66K Buy
+109
New +$3.45K ﹤0.01% 524
2024
Q3 		– Sell
-513
Closed -$12.8K – 757
2024
Q2 		$12.8K Sell
513
-4,723
-90% -$111K 0.01% 306
2024
Q1 		$133K Sell
5,236
-7,155
-58% -$191K 0.06% 119
2023
Q4 		$344K Buy
+12,391
New +$367K 0.27% 62

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 $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Rakuten Securities's KVYO Position: Q2 2026 in Review

Rakuten Securities increased its Klaviyo (KVYO) stake by 110% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,703 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #340.

Rakuten Securities first reported a position in KVYO in Q4 2023 and has held it in 8 quarters since. The position peaked at $344K in Q4 2023. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Rakuten Securities held 1,703 shares of Klaviyo worth $25.7K as of Q2 2026.
  • Rakuten Securities bought 893 Klaviyo shares in Q2 2026, an estimated $14.8K.
  • Klaviyo made up 0.01% of Rakuten Securities's portfolio in Q2 2026, its #340 holding.
  • Rakuten Securities first reported a position in Klaviyo in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Securities's Klaviyo position peaked at $344K in Q4 2023.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.