Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Klaviyo KVYO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$221K Buy
+14,613
New +$242K ﹤0.01% 2006
2026
Q1 		– Sell
-7,116
Closed -$231K – 2109
2025
Q4 		$231K Buy
+7,116
New +$199K ﹤0.01% 1947
2025
Q2 		– Sell
-7,876
Closed -$238K – 2059
2025
Q1 		$238K Buy
+7,876
New +$318K ﹤0.01% 1840

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's KVYO Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft opened a new position in Klaviyo (KVYO) in Q2 2026: 14,613 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #2006 among its holdings. This is a return to the name: Universal-Beteiligungs- und Servicegesellschaft previously reported a position in KVYO as recently as Q4 2025.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in KVYO in Q1 2025 and has held it in 3 quarters since. The position peaked at $238K in Q1 2025. 170 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 14,613 shares of Klaviyo worth $221K as of Q2 2026.
  • Klaviyo was a new Universal-Beteiligungs- und Servicegesellschaft position in Q2 2026.
  • Klaviyo made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #2006 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Klaviyo in Q1 2025 and has held it in 3 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Klaviyo position peaked at $238K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.