State Street
KVYO icon

State Street’s Klaviyo KVYO Stock Holding History

State Street’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 		$22.5M Buy
1,155,820
+104,365
+10% +$2.24M ﹤0.01% 2183
2025
Q4 		$34.1M Buy
1,051,455
+234,288
+29% +$6.56M ﹤0.01% 1967
2025
Q3 		$22.6M Buy
817,167
+103,360
+14% +$3.34M ﹤0.01% 2170
2025
Q2 		$24M Buy
713,807
+159,831
+29% +$5.06M ﹤0.01% 2086
2025
Q1 		$16.8M Buy
553,976
+27,281
+5% +$1.1M ﹤0.01% 2234
2024
Q4 		$21.7M Buy
526,695
+91,247
+21% +$3.48M ﹤0.01% 2189
2024
Q3 		$15.4M Buy
435,448
+32,034
+8% +$928K ﹤0.01% 2358
2024
Q2 		$10M Buy
403,414
+162,935
+68% +$3.81M ﹤0.01% 2558
2024
Q1 		$6.13M Buy
240,479
+206,379
+605% +$5.51M ﹤0.01% 2840
2023
Q4 		$947K Buy
+34,100
New +$1.01M ﹤0.01% 3490

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