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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
Q2 		$8.26K Buy
547
+347
+174% +$5.75K ﹤0.01% 4084
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 $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Tower Research Capital (TRC)'s KVYO Position: Q2 2026 in Review

Tower Research Capital (TRC) increased its Klaviyo (KVYO) stake by 174% in Q2 2026, buying an estimated $5.75K and bringing the position to 547 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #4084.

Tower Research Capital (TRC) first reported a position in KVYO in Q3 2023 and has held it in 12 quarters since. The position peaked at $205K in Q1 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Tower Research Capital (TRC) held 547 shares of Klaviyo worth $8.26K as of Q2 2026.
  • Tower Research Capital (TRC) bought 347 Klaviyo shares in Q2 2026, an estimated $5.75K.
  • Klaviyo made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #4084 holding.
  • Tower Research Capital (TRC) first reported a position in Klaviyo in Q3 2023 and has held it in 12 quarters since.
  • Tower Research Capital (TRC)'s Klaviyo position peaked at $205K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.