UBS AM
KVYO icon

UBS AM’s Klaviyo KVYO Stock Holding History

UBS AM’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 		$4.62M Buy
237,428
+12,040
+5% +$258K ﹤0.01% 1594
2025
Q4 		$7.32M Buy
225,388
+42,770
+23% +$1.2M ﹤0.01% 1273
2025
Q3 		$5.06M Sell
182,618
-99,941
-35% -$3.23M ﹤0.01% 1363
2025
Q2 		$9.49M Buy
282,559
+134,401
+91% +$4.26M ﹤0.01% 1379
2025
Q1 		$4.48M Buy
148,158
+42,980
+41% +$1.73M ﹤0.01% 1624
2024
Q4 		$4.34M Buy
105,178
+45,523
+76% +$1.74M ﹤0.01% 1678
2024
Q3 		$2.11M Sell
59,655
-25,962
-30% -$753K ﹤0.01% 2008
2024
Q2 		$2.13M Buy
+85,617
New +$2M ﹤0.01% 1962
2024
Q1 		– Sell
-59,200
Closed -$1.64M – 2541
2023
Q4 		$1.64M Buy
59,200
+24,200
+69% +$716K ﹤0.01% 1781
2023
Q3 		$1.21M Buy
+35,000
New +$1.2M ﹤0.01% 1859

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 $5.7T AUM 30.48% 1-Year Est. Return