TwinBeech Capital’s Klaviyo KVYO Stock Holding History

TwinBeech Capital’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 Q4	–	Sell	-65,029	Closed	-$1.8M	–	740
2025 Q3	$1.8M	Buy	+65,029	New	+$2.1M	0.07%	241
2025 Q2	–	Sell	-243,034	Closed	-$7.35M	–	837
2025 Q1	$7.35M	Buy	+243,034	New	+$9.8M	0.13%	193
2024 Q2	–	Sell	-39,964	Closed	-$1.02M	–	683
2024 Q1	$1.02M	Buy	+39,964	New	+$1.07M	0.02%	411

Other funds holding KVYO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

TwinBeech Capital's KVYO Position: Q4 2025 in Review

TwinBeech Capital sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 65,029 shares — an estimated $1.8M sold.

TwinBeech Capital first reported a position in KVYO in Q1 2024 and held it in 3 quarters. The position peaked at $7.35M in Q1 2025. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

TwinBeech Capital reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 65,029 Klaviyo shares in Q4 2025, an estimated $1.8M.
TwinBeech Capital first reported a position in Klaviyo in Q1 2024 and held it in 3 quarters.
TwinBeech Capital's Klaviyo position peaked at $7.35M in Q1 2025.
261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.