Russell Investments Group
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Russell Investments Group’s Klaviyo KVYO Stock Holding History

Russell Investments Group’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
2025
Q4 		– Sell
-3,710
Closed -$103K – 4222
2025
Q3 		$103K Sell
3,710
-13,417
-78% -$433K ﹤0.01% 3019
2025
Q2 		$575K Sell
17,127
-23,579
-58% -$747K ﹤0.01% 2283
2025
Q1 		$1.26M Buy
40,706
+24,309
+148% +$981K ﹤0.01% 1930
2024
Q4 		$686K Buy
+16,397
New +$626K ﹤0.01% 2164

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Russell Investments Group's KVYO Position: Q4 2025 in Review

Russell Investments Group sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 3,710 shares — an estimated $103K sold.

Russell Investments Group first reported a position in KVYO in Q4 2024 and held it in 4 quarters. The position peaked at $1.26M in Q1 2025. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • Russell Investments Group reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • Russell Investments Group sold 3,710 Klaviyo shares in Q4 2025, an estimated $103K.
  • Russell Investments Group first reported a position in Klaviyo in Q4 2024 and held it in 4 quarters.
  • Russell Investments Group's Klaviyo position peaked at $1.26M in Q1 2025.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Russell Investments Group's 13F filing for Q4 2025, filed 17 Feb 2026.