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Scientech Research LLC’s Klaviyo KVYO Stock Holding History

Scientech Research LLC’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 		– Sell
-10,120
Closed -$197K – 412
2026
Q1 		$197K Buy
+10,120
New +$217K 0.16% 253
2025
Q4 		– Sell
-25,412
Closed -$704K – 664
2025
Q3 		$704K Buy
+25,412
New +$821K 0.25% 159
2025
Q1 		– Sell
-7,350
Closed -$303K – 703
2024
Q4 		$303K Buy
+7,350
New +$281K 0.09% 423

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
WRCM
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

Scientech Research LLC's KVYO Position: Q2 2026 in Review

Scientech Research LLC sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 10,120 shares — an estimated $197K sold.

Scientech Research LLC first reported a position in KVYO in Q4 2024 and held it in 3 quarters. The position peaked at $704K in Q3 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Scientech Research LLC reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Scientech Research LLC sold 10,120 Klaviyo shares in Q2 2026, an estimated $197K.
  • Scientech Research LLC first reported a position in Klaviyo in Q4 2024 and held it in 3 quarters.
  • Scientech Research LLC's Klaviyo position peaked at $704K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Scientech Research LLC's 13F filing for Q2 2026, filed 14 Aug 2026.