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KVYO icon

Summit Partners’s Klaviyo KVYO Stock Holding History

Summit Partners’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 		$367M Hold
18,852,778
– – 54.74% 1
2025
Q4 		$612M Hold
18,852,778
– – 58.24% 1
2025
Q3 		$522M Sell
18,852,778
-11,975,000
-39% -$387M 56.48% 1
2025
Q2 		$1.04B Sell
30,827,778
-8,000,000
-21% -$253M 73.01% 1
2025
Q1 		$1.17B Sell
38,827,778
-2,000,000
-5% -$80.7M 72.87% 1
2024
Q4 		$1.68B Sell
40,827,778
-5,600,000
-12% -$214M 75.4% 1
2024
Q3 		$1.64B Sell
46,427,778
-1,313,851
-3% -$38.1M 73.34% 1
2024
Q2 		$1.19B Hold
47,741,629
– – 70.72% 1
2024
Q1 		$1.22B Hold
47,741,629
– – 67.09% 1
2023
Q4 		$1.33B Sell
47,741,629
-1,770,318
-4% -$52.4M 48.39% 1
2023
Q3 		$1.71B Buy
+49,511,947
New +$1.7B 58.54% 1

Other funds holding KVYO

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return