Squarepoint
KVYO icon

Squarepoint’s Klaviyo KVYO Stock Holding History

Squarepoint’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 		– Sell
-27,100
Closed -$527K – 4719
2026
Q1 		$527K Buy
+27,100
New +$581K ﹤0.01% 3302
2024
Q3 		– Sell
-111,300
Closed -$2.77M – 4415
2024
Q2 		$2.77M Sell
111,300
-18,000
-14% -$421K ﹤0.01% 1800
2024
Q1 		$3.29M Hold
129,300
– – 0.01% 1761
2023
Q4 		$3.59M Buy
+129,300
New +$3.83M 0.01% 1610

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

Squarepoint's KVYO Position: Q2 2026 in Review

Squarepoint increased its Klaviyo (KVYO) stake by 1,154% in Q2 2026, buying an estimated $14.7M and bringing the position to 962,136 shares worth $14.5M. The position accounts for 0.02% of the portfolio, ranked #863.

Squarepoint first reported a position in KVYO in Q3 2023 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Squarepoint held 962,136 shares of Klaviyo worth $14.5M as of Q2 2026.
  • Squarepoint bought 885,385 Klaviyo shares in Q2 2026, an estimated $14.7M.
  • Klaviyo made up 0.02% of Squarepoint's portfolio in Q2 2026, its #863 holding.
  • Squarepoint first reported a position in Klaviyo in Q3 2023 and has held it in 10 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.