SG Americas Securities’s Klaviyo KVYO Stock Holding History

SG Americas 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	$584K	Buy	38,651 +28,196	+270%	+$467K	﹤0.01%	2229
2026 Q1	$203K	Sell	10,455 -97,864	-90%	-$2.1M	﹤0.01%	2632
2025 Q4	$3.52M	Buy	108,319 +45,043	+71%	+$1.26M	﹤0.01%	1248
2025 Q3	$1.75M	Buy	+63,276	New	+$2.04M	0.01%	1021
2025 Q2	–	Sell	-13,918	Closed	-$421K	–	3286
2025 Q1	$421K	Buy	13,918 +2,989	+27%	+$121K	﹤0.01%	1918
2024 Q4	$451K	Buy	10,929 +1,923	+21%	+$73.4K	﹤0.01%	1423
2024 Q3	$319K	Sell	9,006 -481	-5%	-$13.9K	﹤0.01%	2092
2024 Q2	$236K	Buy	+9,487	New	+$222K	﹤0.01%	2087

Other funds holding KVYO

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SG Americas Securities's KVYO Position: Q2 2026 in Review

SG Americas Securities increased its Klaviyo (KVYO) stake by 270% in Q2 2026, buying an estimated $467K and bringing the position to 38,651 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

SG Americas Securities first reported a position in KVYO in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.52M in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

SG Americas Securities held 38,651 shares of Klaviyo worth $584K as of Q2 2026.
SG Americas Securities bought 28,196 Klaviyo shares in Q2 2026, an estimated $467K.
Klaviyo made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #2229 holding.
SG Americas Securities first reported a position in Klaviyo in Q2 2024 and has held it in 8 quarters since.
SG Americas Securities's Klaviyo position peaked at $3.52M in Q4 2025.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.