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Versor Investments’s Klaviyo KVYO Stock Holding History

Versor Investments’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
2024
Q4 		– Sell
-6,800
Closed -$241K – 877
2024
Q3 		$241K Sell
6,800
-5,600
-45% -$162K 0.04% 666
2024
Q2 		$309K Buy
+12,400
New +$290K 0.06% 512

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Versor Investments's KVYO Position: Q4 2024 in Review

Versor Investments sold out of Klaviyo (KVYO) in Q4 2024, closing a stake of 6,800 shares — an estimated $241K sold.

Versor Investments first reported a position in KVYO in Q2 2024 and held it in 2 quarters. The position peaked at $309K in Q2 2024. 183 funds tracked by Wall St. Rank hold KVYO as of Q4 2024.

  • Versor Investments reported no remaining Klaviyo position as of Q4 2024 after selling out during the quarter.
  • Versor Investments sold 6,800 Klaviyo shares in Q4 2024, an estimated $241K.
  • Versor Investments first reported a position in Klaviyo in Q2 2024 and held it in 2 quarters.
  • Versor Investments's Klaviyo position peaked at $309K in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Klaviyo as of Q4 2024.

Based on Versor Investments's 13F filing for Q4 2024, filed 5 Feb 2025.