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SpiderRock Advisors’s Klaviyo KVYO Stock Holding History

SpiderRock 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
2024
Q3 		$17.7M Buy
501,500
+471,500
+1,572% +$13.7M 0.28% 56
2024
Q2 		$747K Buy
+30,000
New +$702K 0.02% 470

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SpiderRock Advisors's KVYO Position: Q3 2024 in Review

SpiderRock Advisors increased its Klaviyo (KVYO) stake by 1,572% in Q3 2024, buying an estimated $13.7M and bringing the position to 501,500 shares worth $17.7M. The position accounts for 0.28% of the portfolio, ranked #56.

SpiderRock Advisors first reported a position in KVYO in Q2 2024 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold KVYO as of Q3 2024.

  • SpiderRock Advisors held 501,500 shares of Klaviyo worth $17.7M as of Q3 2024.
  • SpiderRock Advisors bought 471,500 Klaviyo shares in Q3 2024, an estimated $13.7M.
  • Klaviyo made up 0.28% of SpiderRock Advisors's portfolio in Q3 2024, its #56 holding.
  • SpiderRock Advisors first reported a position in Klaviyo in Q2 2024 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Klaviyo as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.