Rockefeller Capital Management
KVYO icon

Rockefeller Capital Management’s Klaviyo KVYO Stock Holding History

Rockefeller 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 		$14.1K Sell
725
-2,482
-77% -$53.2K ﹤0.01% 3852
2025
Q4 		$104K Buy
3,207
+3,090
+2,641% +$86.6K ﹤0.01% 2711
2025
Q3 		$3.24K Buy
+117
New +$3.78K ﹤0.01% 3992

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

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

Rockefeller Capital Management reduced its Klaviyo (KVYO) stake by 77% in Q1 2026, selling an estimated $53.2K and leaving 725 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3852.

Rockefeller Capital Management first reported a position in KVYO in Q3 2025 and has held it in 3 quarters since. The position peaked at $104K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Rockefeller Capital Management held 725 shares of Klaviyo worth $14.1K as of Q1 2026.
  • Rockefeller Capital Management sold 2,482 Klaviyo shares in Q1 2026, an estimated $53.2K.
  • Klaviyo made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3852 holding.
  • Rockefeller Capital Management first reported a position in Klaviyo in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Klaviyo position peaked at $104K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.