SS
KVYO icon

SBI Securities’s Klaviyo KVYO Stock Holding History

SBI Securities’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 		$24.2K Buy
1,246
+61
+5% +$1.31K ﹤0.01% 1388
2025
Q4 		$38.5K Sell
1,185
-3,721
-76% -$104K ﹤0.01% 1186
2025
Q3 		$136K Buy
4,906
+4,040
+467% +$130K ﹤0.01% 752
2025
Q2 		$29.1K Sell
866
-1,808
-68% -$57.3K ﹤0.01% 1267
2025
Q1 		$80.9K Sell
2,674
-2,075
-44% -$83.7K ﹤0.01% 824
2024
Q4 		$196K Buy
+4,749
New +$181K 0.01% 543

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

SBI Securities's KVYO Position: Q1 2026 in Review

SBI Securities increased its Klaviyo (KVYO) stake by 5.1% in Q1 2026, buying an estimated $1.31K and bringing the position to 1,246 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

SBI Securities first reported a position in KVYO in Q4 2024 and has held it in 6 quarters since. The position peaked at $196K in Q4 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • SBI Securities held 1,246 shares of Klaviyo worth $24.2K as of Q1 2026.
  • SBI Securities bought 61 Klaviyo shares in Q1 2026, an estimated $1.31K.
  • Klaviyo made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #1388 holding.
  • SBI Securities first reported a position in Klaviyo in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Klaviyo position peaked at $196K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.