UBS Group
KVYO icon

UBS Group’s Klaviyo KVYO Stock Holding History

UBS Group’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 		$3.82M Sell
196,411
-272,199
-58% -$5.84M ﹤0.01% 4345
2025
Q4 		$15.2M Buy
468,610
+49,326
+12% +$1.38M ﹤0.01% 2854
2025
Q3 		$11.6M Sell
419,284
-105,846
-20% -$3.42M ﹤0.01% 3127
2025
Q2 		$17.6M Buy
525,130
+324,523
+162% +$10.3M ﹤0.01% 2499
2025
Q1 		$6.07M Buy
200,607
+52,476
+35% +$2.12M ﹤0.01% 3586
2024
Q4 		$6.11M Buy
148,131
+91,452
+161% +$3.49M ﹤0.01% 3600
2024
Q3 		$2.01M Buy
56,679
+11,610
+26% +$337K ﹤0.01% 3991
2024
Q2 		$1.12M Sell
45,069
-13,174
-23% -$308K ﹤0.01% 4315
2024
Q1 		$1.48M Buy
58,243
+51,243
+732% +$1.37M ﹤0.01% 4239
2023
Q4 		$194K Buy
+7,000
New +$207K ﹤0.01% 5797

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