WCM
KVYO icon

Washington Capital Management’s Klaviyo KVYO Stock Holding History

Washington 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
2024
Q4 		– Sell
-17,200
Closed -$609K – 120
2024
Q3 		$609K Hold
17,200
– – 0.47% 60
2024
Q2 		$428K Buy
+17,200
New +$402K 0.36% 84

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Washington Capital Management's KVYO Position: Q4 2024 in Review

Washington Capital Management sold out of Klaviyo (KVYO) in Q4 2024, closing a stake of 17,200 shares — an estimated $609K sold.

Washington Capital Management first reported a position in KVYO in Q2 2024 and held it in 2 quarters. The position peaked at $609K in Q3 2024. 183 funds tracked by Wall St. Rank hold KVYO as of Q4 2024.

  • Washington Capital Management reported no remaining Klaviyo position as of Q4 2024 after selling out during the quarter.
  • Washington Capital Management sold 17,200 Klaviyo shares in Q4 2024, an estimated $609K.
  • Washington Capital Management first reported a position in Klaviyo in Q2 2024 and held it in 2 quarters.
  • Washington Capital Management's Klaviyo position peaked at $609K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Klaviyo as of Q4 2024.

Based on Washington Capital Management's 13F filing for Q4 2024, filed 23 Jan 2025.