UBS Group
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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
Q2 		$213K Buy
+14,112
New +$234K ﹤0.01% 6752
2024
Q2 		– Sell
-42,700
Closed -$1.09M – 9839
2024
Q1 		$1.09M Sell
42,700
-82,200
-66% -$2.2M ﹤0.01% 4534
2023
Q4 		$3.47M Buy
+124,900
New +$3.7M ﹤0.01% 3173

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

UBS Group's KVYO Position: Q2 2026 in Review

UBS Group increased its Klaviyo (KVYO) stake by 311% in Q2 2026, buying an estimated $10.1M and bringing the position to 808,204 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

UBS Group first reported a position in KVYO in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.6M in Q2 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • UBS Group held 808,204 shares of Klaviyo worth $12.2M as of Q2 2026.
  • UBS Group bought 611,793 Klaviyo shares in Q2 2026, an estimated $10.1M.
  • Klaviyo made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3230 holding.
  • UBS Group first reported a position in Klaviyo in Q4 2023 and has held it in 11 quarters since.
  • UBS Group's Klaviyo position peaked at $17.6M in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.