SBI Securities
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
Q2 		$22.9K Buy
1,519
+273
+22% +$4.53K ﹤0.01% 1496
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 $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

SBI Securities's KVYO Position: Q2 2026 in Review

SBI Securities increased its Klaviyo (KVYO) stake by 22% in Q2 2026, buying an estimated $4.53K and bringing the position to 1,519 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

SBI Securities first reported a position in KVYO in Q4 2024 and has held it in 7 quarters since. The position peaked at $196K in Q4 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • SBI Securities held 1,519 shares of Klaviyo worth $22.9K as of Q2 2026.
  • SBI Securities bought 273 Klaviyo shares in Q2 2026, an estimated $4.53K.
  • Klaviyo made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1496 holding.
  • SBI Securities first reported a position in Klaviyo in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Klaviyo position peaked at $196K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.