Summit Partners’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04B Sell
30,827,778
-8,000,000
-21% -$269M 73.01% 1
2025
Q1
$1.17B Sell
38,827,778
-2,000,000
-5% -$60.5M 72.87% 1
2024
Q4
$1.68B Sell
40,827,778
-5,600,000
-12% -$231M 75.4% 1
2024
Q3
$1.64B Sell
46,427,778
-1,313,851
-3% -$46.5M 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% -$49.2M 48.39% 1
2023
Q3
$1.71B Buy
+49,511,947
New +$1.71B 58.54% 1