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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
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 $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

Rakuten Securities's KVYO Position: Q1 2026 in Review

Rakuten Securities increased its Klaviyo (KVYO) stake by 64% in Q1 2026, buying an estimated $6.8K and bringing the position to 810 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #373.

Rakuten Securities first reported a position in KVYO in Q4 2023 and has held it in 7 quarters since. The position peaked at $344K in Q4 2023. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Rakuten Securities held 810 shares of Klaviyo worth $15.8K as of Q1 2026.
  • Rakuten Securities bought 317 Klaviyo shares in Q1 2026, an estimated $6.8K.
  • Klaviyo made up 0.01% of Rakuten Securities's portfolio in Q1 2026, its #373 holding.
  • Rakuten Securities first reported a position in Klaviyo in Q4 2023 and has held it in 7 quarters since.
  • Rakuten Securities's Klaviyo position peaked at $344K in Q4 2023.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.