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Susquehanna Portfolio Strategies’s Klaviyo KVYO Stock Holding History

Susquehanna Portfolio Strategies’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 		– Sell
-124,228
Closed -$4.03M – 1046
2025
Q4 		$4.03M Sell
124,228
-264,918
-68% -$7.42M 0.06% 342
2025
Q3 		$10.8M Buy
389,146
+261,732
+205% +$8.45M 0.17% 164
2025
Q2 		$4.28M Buy
+127,414
New +$4.04M 0.09% 248

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 $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 $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna Portfolio Strategies's KVYO Position: Q1 2026 in Review

Susquehanna Portfolio Strategies sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 124,228 shares — an estimated $4.03M sold.

Susquehanna Portfolio Strategies first reported a position in KVYO in Q2 2025 and held it in 3 quarters. The position peaked at $10.8M in Q3 2025. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Susquehanna Portfolio Strategies reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 124,228 Klaviyo shares in Q1 2026, an estimated $4.03M.
  • Susquehanna Portfolio Strategies first reported a position in Klaviyo in Q2 2025 and held it in 3 quarters.
  • Susquehanna Portfolio Strategies's Klaviyo position peaked at $10.8M in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q1 2026, filed 15 May 2026.