Seven Grand Managers’s Klaviyo KVYO Stock Holding History

Seven Grand Managers’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	–	Sell	-150,000	Closed	-$4.15M	–	149
2025 Q3	$4.15M	Buy	+150,000	New	+$4.84M	0.34%	72
2024 Q1	–	Sell	-50,000	Closed	-$1.39M	–	56
2023 Q4	$1.39M	Buy	50,000 +30,000	+150%	+$888K	1.33%	25
2023 Q3	$690K	Buy	+20,000	New	+$686K	0.92%	22

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Seven Grand Managers's KVYO Position: Q4 2025 in Review

Seven Grand Managers sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 150,000 shares — an estimated $4.15M sold.

Seven Grand Managers first reported a position in KVYO in Q3 2023 and held it in 3 quarters. The position peaked at $4.15M in Q3 2025. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

Seven Grand Managers reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
Seven Grand Managers sold 150,000 Klaviyo shares in Q4 2025, an estimated $4.15M.
Seven Grand Managers first reported a position in Klaviyo in Q3 2023 and held it in 3 quarters.
Seven Grand Managers's Klaviyo position peaked at $4.15M in Q3 2025.
261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Seven Grand Managers's 13F filing for Q4 2025, filed 10 Feb 2026.