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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
Q2 		$7.21M Buy
477,352
+439,875
+1,174% +$7.29M 0.13% 161
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 $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

Voleon Capital Management's KVYO Position: Q2 2026 in Review

Voleon Capital Management increased its Klaviyo (KVYO) stake by 1,174% in Q2 2026, buying an estimated $7.29M and bringing the position to 477,352 shares worth $7.21M. The position accounts for 0.13% of the portfolio, ranked #161.

Voleon Capital Management first reported a position in KVYO in Q1 2025 and has held it in 5 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Voleon Capital Management held 477,352 shares of Klaviyo worth $7.21M as of Q2 2026.
  • Voleon Capital Management bought 439,875 Klaviyo shares in Q2 2026, an estimated $7.29M.
  • Klaviyo made up 0.13% of Voleon Capital Management's portfolio in Q2 2026, its #161 holding.
  • Voleon Capital Management first reported a position in Klaviyo in Q1 2025 and has held it in 5 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.