Simplex Trading
KVYO icon

Simplex Trading’s Klaviyo KVYO Stock Holding History

Simplex Trading’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 		$598K Buy
39,585
+22,376
+130% +$371K ﹤0.01% 3372
2026
Q1 		$335K Buy
17,209
+16,531
+2,438% +$355K ﹤0.01% 3698
2025
Q4 		$22K Sell
678
-10,469
-94% -$293K ﹤0.01% 6390
2025
Q3 		$308K Buy
11,147
+9,693
+667% +$313K ﹤0.01% 4423
2025
Q2 		$48K Buy
+1,454
New +$46.1K ﹤0.01% 5965
2024
Q3 		– Sell
-6,228
Closed -$181K – 9054
2024
Q2 		$155K Sell
6,228
-13,418
-68% -$314K ﹤0.01% 4909
2024
Q1 		$500K Buy
19,646
+1,687
+9% +$45.1K ﹤0.01% 3865
2023
Q4 		$498K Buy
17,959
+10,031
+127% +$297K ﹤0.01% 3708
2023
Q3 		$273K Buy
+7,928
New +$272K ﹤0.01% 4028

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

Simplex Trading's KVYO Position: Q2 2026 in Review

Simplex Trading increased its Klaviyo (KVYO) stake by 130% in Q2 2026, buying an estimated $371K and bringing the position to 39,585 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

Simplex Trading first reported a position in KVYO in Q3 2023 and has held it in 9 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Simplex Trading held 39,585 shares of Klaviyo worth $598K as of Q2 2026.
  • Simplex Trading bought 22,376 Klaviyo shares in Q2 2026, an estimated $371K.
  • Klaviyo made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #3372 holding.
  • Simplex Trading first reported a position in Klaviyo in Q3 2023 and has held it in 9 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.