WCM Investment Management
KVYO icon

WCM Investment Management’s Klaviyo KVYO Stock Holding History

WCM Investment 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
2025
Q4 		– Sell
-389,303
Closed -$12.3M – 250
2025
Q3 		$12.3M Sell
389,303
-229,862
-37% -$7.42M 0.03% 133
2025
Q2 		$20.5M Buy
619,165
+229,046
+59% +$7.26M 0.05% 90
2025
Q1 		$12.1M Buy
390,119
+84,715
+28% +$3.42M 0.03% 132
2024
Q4 		$12.8M Buy
+305,404
New +$11.7M 0.03% 140

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

WCM Investment Management's KVYO Position: Q4 2025 in Review

WCM Investment Management sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 389,303 shares — an estimated $12.3M sold.

WCM Investment Management first reported a position in KVYO in Q4 2024 and held it in 4 quarters. The position peaked at $20.5M in Q2 2025. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • WCM Investment Management reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • WCM Investment Management sold 389,303 Klaviyo shares in Q4 2025, an estimated $12.3M.
  • WCM Investment Management first reported a position in Klaviyo in Q4 2024 and held it in 4 quarters.
  • WCM Investment Management's Klaviyo position peaked at $20.5M in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on WCM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.