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
2026
Q2 		$167K Buy
+11,081
New +$184K ﹤0.01% 3248
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 $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
Whale Rock Capital Management
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

Russell Investments Group's KVYO Position: Q2 2026 in Review

Russell Investments Group opened a new position in Klaviyo (KVYO) in Q2 2026: 11,081 shares worth $167K. The stake represents ﹤0.01% of the portfolio and ranks #3248 among its holdings. This is a return to the name: Russell Investments Group previously reported a position in KVYO as recently as Q3 2025.

Russell Investments Group first reported a position in KVYO in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.26M in Q1 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Russell Investments Group held 11,081 shares of Klaviyo worth $167K as of Q2 2026.
  • Klaviyo was a new Russell Investments Group position in Q2 2026.
  • Klaviyo made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3248 holding.
  • Russell Investments Group first reported a position in Klaviyo in Q4 2024 and has held it in 5 quarters since.
  • Russell Investments Group's Klaviyo position peaked at $1.26M in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.