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Voleon Capital Management’s Klaviyo KVYO Stock Holding History

Voleon Capital 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 		$729K Buy
37,477
+12,230
+48% +$262K 0.02% 500
2025
Q4 		$820K Sell
25,247
-20,584
-45% -$577K 0.02% 475
2025
Q3 		$1.27M Buy
+45,831
New +$1.48M 0.03% 388
2025
Q2 		– Sell
-22,564
Closed -$683K – 505
2025
Q1 		$683K Buy
+22,564
New +$910K 0.05% 239

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

Voleon Capital Management's KVYO Position: Q1 2026 in Review

Voleon Capital Management increased its Klaviyo (KVYO) stake by 48% in Q1 2026, buying an estimated $262K and bringing the position to 37,477 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #500.

Voleon Capital Management first reported a position in KVYO in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q3 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Voleon Capital Management held 37,477 shares of Klaviyo worth $729K as of Q1 2026.
  • Voleon Capital Management bought 12,230 Klaviyo shares in Q1 2026, an estimated $262K.
  • Klaviyo made up 0.02% of Voleon Capital Management's portfolio in Q1 2026, its #500 holding.
  • Voleon Capital Management first reported a position in Klaviyo in Q1 2025 and has held it in 4 quarters since.
  • Voleon Capital Management's Klaviyo position peaked at $1.27M in Q3 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.