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
Q2 		$31.7K Buy
2,097
+1,372
+189% +$22.7K ﹤0.01% 3568
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 $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

Rockefeller Capital Management's KVYO Position: Q2 2026 in Review

Rockefeller Capital Management increased its Klaviyo (KVYO) stake by 189% in Q2 2026, buying an estimated $22.7K and bringing the position to 2,097 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3568.

Rockefeller Capital Management first reported a position in KVYO in Q3 2025 and has held it in 4 quarters since. The position peaked at $104K in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Rockefeller Capital Management held 2,097 shares of Klaviyo worth $31.7K as of Q2 2026.
  • Rockefeller Capital Management bought 1,372 Klaviyo shares in Q2 2026, an estimated $22.7K.
  • Klaviyo made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3568 holding.
  • Rockefeller Capital Management first reported a position in Klaviyo in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Klaviyo position peaked at $104K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.