Strategic Blueprint’s Klaviyo KVYO Stock Holding History

Strategic Blueprint’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
2025 Q1	–	Sell	-4,270	Closed	-$176K	–	710
2024 Q4	$176K	Buy	+4,270	New	+$163K	0.01%	643

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Strategic Blueprint's KVYO Position: Q1 2025 in Review

Strategic Blueprint sold out of Klaviyo (KVYO) in Q1 2025, closing a stake of 4,270 shares — an estimated $176K sold.

Strategic Blueprint first reported a position in KVYO in Q4 2024 and held it in 1 quarter. The position peaked at $176K in Q4 2024. 217 funds tracked by Wall St. Rank hold KVYO as of Q1 2025.

Strategic Blueprint reported no remaining Klaviyo position as of Q1 2025 after selling out during the quarter.
Strategic Blueprint sold 4,270 Klaviyo shares in Q1 2025, an estimated $176K.
Strategic Blueprint first reported a position in Klaviyo in Q4 2024 and held it in 1 quarter.
Strategic Blueprint's Klaviyo position peaked at $176K in Q4 2024.
217 funds tracked by Wall St. Rank held Klaviyo as of Q1 2025.

Based on Strategic Blueprint's 13F filing for Q1 2025, filed 29 Apr 2025.