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Tower Research Capital (TRC)’s Klaviyo KVYO Stock Holding History

Tower Research Capital (TRC)’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 		$3.89K Buy
200
+165
+471% +$3.54K ﹤0.01% 4252
2025
Q4 		$1.14K Sell
35
-5,814
-99% -$163K ﹤0.01% 4749
2025
Q3 		$162K Buy
5,849
+969
+20% +$31.3K ﹤0.01% 1636
2025
Q2 		$164K Sell
4,880
-1,911
-28% -$60.5K ﹤0.01% 1968
2025
Q1 		$205K Buy
6,791
+4,917
+262% +$198K 0.01% 1361
2024
Q4 		$77.3K Buy
1,874
+818
+77% +$31.2K ﹤0.01% 2307
2024
Q3 		$37.4K Sell
1,056
-2,252
-68% -$65.3K ﹤0.01% 2884
2024
Q2 		$82.3K Buy
3,308
+2,308
+231% +$54K ﹤0.01% 2722
2024
Q1 		$25.5K Sell
1,000
-3,081
-75% -$82.3K ﹤0.01% 2786
2023
Q4 		$113K Buy
4,081
+4,061
+20,305% +$120K ﹤0.01% 2554
2023
Q3 		$690 Buy
+20
New +$686 ﹤0.01% 5499

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 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 $5.72T AUM 30.48% 1-Year Est. Return

Tower Research Capital (TRC)'s KVYO Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Klaviyo (KVYO) stake by 471% in Q1 2026, buying an estimated $3.54K and bringing the position to 200 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #4252.

Tower Research Capital (TRC) first reported a position in KVYO in Q3 2023 and has held it in 11 quarters since. The position peaked at $205K in Q1 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Tower Research Capital (TRC) held 200 shares of Klaviyo worth $3.89K as of Q1 2026.
  • Tower Research Capital (TRC) bought 165 Klaviyo shares in Q1 2026, an estimated $3.54K.
  • Klaviyo made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #4252 holding.
  • Tower Research Capital (TRC) first reported a position in Klaviyo in Q3 2023 and has held it in 11 quarters since.
  • Tower Research Capital (TRC)'s Klaviyo position peaked at $205K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.