SSA
KVYO icon

Sierra Summit Advisors’s Klaviyo KVYO Stock Holding History

Sierra Summit Advisors’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
Q1 		– Sell
-192,816
Closed -$7.95M – 187
2024
Q4 		$7.95M Buy
+192,816
New +$7.36M 1.6% 29

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sierra Summit Advisors's KVYO Position: Q1 2025 in Review

Sierra Summit Advisors sold out of Klaviyo (KVYO) in Q1 2025, closing a stake of 192,816 shares — an estimated $7.95M sold.

Sierra Summit Advisors first reported a position in KVYO in Q4 2024 and held it in 1 quarter. The position peaked at $7.95M in Q4 2024. 216 funds tracked by Wall St. Rank hold KVYO as of Q1 2025.

  • Sierra Summit Advisors reported no remaining Klaviyo position as of Q1 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 192,816 Klaviyo shares in Q1 2025, an estimated $7.95M.
  • Sierra Summit Advisors first reported a position in Klaviyo in Q4 2024 and held it in 1 quarter.
  • Sierra Summit Advisors's Klaviyo position peaked at $7.95M in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Klaviyo as of Q1 2025.

Based on Sierra Summit Advisors's 13F filing for Q1 2025, filed 12 May 2025.