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
Q1 		$502K Buy
25,800
+9,500
+58% +$204K ﹤0.01% 3261
2025
Q4 		$529K Sell
16,300
-57,200
-78% -$1.6M ﹤0.01% 3253
2025
Q3 		$2.04M Sell
73,500
-78,600
-52% -$2.54M ﹤0.01% 2311
2025
Q2 		$5.11M Sell
152,100
-39,700
-21% -$1.26M ﹤0.01% 1328
2025
Q1 		$5.8M Buy
191,800
+118,900
+163% +$4.8M ﹤0.01% 1210
2024
Q4 		$3.01M Buy
72,900
+31,000
+74% +$1.18M ﹤0.01% 1847
2024
Q3 		$1.48M Buy
41,900
+27,900
+199% +$809K ﹤0.01% 2542
2024
Q2 		$348K Sell
14,000
-37,800
-73% -$884K ﹤0.01% 4056
2024
Q1 		$1.32M Buy
51,800
+22,300
+76% +$596K ﹤0.01% 2829
2023
Q4 		$819K Buy
29,500
+20,500
+228% +$607K ﹤0.01% 3198
2023
Q3 		$310K Buy
+9,000
New +$309K ﹤0.01% 3907

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simplex Trading's KVYO Position: Q1 2026 in Review

Simplex Trading increased its Klaviyo (KVYO) stake by 2,438% in Q1 2026, buying an estimated $355K and bringing the position to 17,209 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #3698.

Simplex Trading first reported a position in KVYO in Q3 2023 and has held it in 8 quarters since. The position peaked at $500K in Q1 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Simplex Trading held 17,209 shares of Klaviyo worth $335K as of Q1 2026.
  • Simplex Trading bought 16,531 Klaviyo shares in Q1 2026, an estimated $355K.
  • Klaviyo made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3698 holding.
  • Simplex Trading first reported a position in Klaviyo in Q3 2023 and has held it in 8 quarters since.
  • Simplex Trading's Klaviyo position peaked at $500K in Q1 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.