Verition Fund Management
KVYO icon

Verition Fund Management’s Klaviyo KVYO Stock Holding History

Verition Fund Management’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 		– Sell
-87,600
Closed -$2.84M – 2993
2025
Q4 		$2.84M Sell
87,600
-64,631
-42% -$1.81M 0.02% 1298
2025
Q3 		$4.22M Sell
152,231
-15,564
-9% -$503K 0.02% 1333
2025
Q2 		$5.63M Buy
167,795
+61,871
+58% +$1.96M 0.03% 987
2025
Q1 		$3.21M Buy
+105,924
New +$4.27M 0.02% 1224
2024
Q4 		– Sell
-49,598
Closed -$1.75M – 3384
2024
Q3 		$1.75M Sell
49,598
-928
-2% -$26.9K 0.01% 1500
2024
Q2 		$1.26M Buy
50,526
+4,421
+10% +$103K 0.01% 1537
2024
Q1 		$1.17M Sell
46,105
-2,771
-6% -$74K 0.01% 1528
2023
Q4 		$1.36M Buy
48,876
+38,876
+389% +$1.15M 0.01% 1029
2023
Q3 		$345K Buy
+10,000
New +$343K ﹤0.01% 1644

Other funds holding KVYO

SP
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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