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Sandia Investment Management’s Klaviyo KVYO Stock Holding History

Sandia Investment 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
2025
Q4 		$212K Sell
6,534
-3,466
-35% -$97.1K 0.53% 69
2025
Q3 		$277K Sell
10,000
-5,000
-33% -$161K 0.83% 42
2025
Q2 		$504K Buy
+15,000
New +$475K 1.29% 27
2024
Q2 		– Sell
-4,000
Closed -$102K – 131
2024
Q1 		$102K Sell
4,000
-2,000
-33% -$53.4K 0.1% 91
2023
Q4 		$167K Sell
6,000
-9,000
-60% -$266K 0.11% 85
2023
Q3 		$518K Buy
+15,000
New +$515K 0.14% 88

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 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

Sandia Investment Management's KVYO Position: Q4 2025 in Review

Sandia Investment Management reduced its Klaviyo (KVYO) stake by 35% in Q4 2025, selling an estimated $97.1K and leaving 6,534 shares worth $212K. The position accounts for 0.53% of the portfolio, ranked #69.

Sandia Investment Management first reported a position in KVYO in Q3 2023 and has held it in 6 quarters since. The position peaked at $518K in Q3 2023. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • Sandia Investment Management held 6,534 shares of Klaviyo worth $212K as of Q4 2025.
  • Sandia Investment Management sold 3,466 Klaviyo shares in Q4 2025, an estimated $97.1K.
  • Klaviyo made up 0.53% of Sandia Investment Management's portfolio in Q4 2025, its #69 holding.
  • Sandia Investment Management first reported a position in Klaviyo in Q3 2023 and has held it in 6 quarters since.
  • Sandia Investment Management's Klaviyo position peaked at $518K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Sandia Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.