SVB Wealth’s Klaviyo KVYO Stock Holding History

SVB Wealth’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 Q2	–	Sell	-4,400	Closed	-$133K	–	1111
2025 Q1	$133K	Buy	+4,400	New	+$177K	0.01%	363
2024 Q2	–	Sell	-11,724	Closed	-$299K	–	789
2024 Q1	$299K	Buy	+11,724	New	+$313K	0.01%	638

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SVB Wealth's KVYO Position: Q2 2025 in Review

SVB Wealth sold out of Klaviyo (KVYO) in Q2 2025, closing a stake of 4,400 shares — an estimated $133K sold.

SVB Wealth first reported a position in KVYO in Q1 2024 and held it in 2 quarters. The position peaked at $299K in Q1 2024. 254 funds tracked by Wall St. Rank hold KVYO as of Q2 2025.

SVB Wealth reported no remaining Klaviyo position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 4,400 Klaviyo shares in Q2 2025, an estimated $133K.
SVB Wealth first reported a position in Klaviyo in Q1 2024 and held it in 2 quarters.
SVB Wealth's Klaviyo position peaked at $299K in Q1 2024.
254 funds tracked by Wall St. Rank held Klaviyo as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.