Whale Rock Capital Management’s Klaviyo KVYO Stock Holding History

Whale Rock 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	$133M	Buy	6,825,206 +3,767,317	+123%	+$80.8M	1.72%	24
2025 Q4	$99.3M	Buy	3,057,889 +922	+0%	+$25.8K	1.27%	27
2025 Q3	$84.6M	Sell	3,056,967 -627,478	-17%	-$20.3M	1%	29
2025 Q2	$124M	Sell	3,684,445 -645,304	-15%	-$20.4M	1.72%	18
2025 Q1	$131M	Buy	4,329,749 +461,298	+12%	+$18.6M	2.27%	17
2024 Q4	$160M	Buy	3,868,451 +267,845	+7%	+$10.2M	1.89%	21
2024 Q3	$127M	Buy	3,600,606 +3,092,725	+609%	+$89.6M	1.79%	23
2024 Q2	$12.6M	Sell	507,881 -71,232	-12%	-$1.67M	0.18%	39
2024 Q1	$14.8M	Buy	579,113 +318,217	+122%	+$8.5M	0.22%	33
2023 Q4	$7.25M	Buy	260,896 +10,896	+4%	+$323K	0.13%	37
2023 Q3	$8.63M	Buy	+250,000	New	+$8.58M	0.17%	40

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Whale Rock Capital Management's KVYO Position: Q1 2026 in Review

Whale Rock Capital Management increased its Klaviyo (KVYO) stake by 123% in Q1 2026, buying an estimated $80.8M and bringing the position to 6,825,206 shares worth $133M. The position accounts for 1.72% of the portfolio, ranked #24.

Whale Rock Capital Management first reported a position in KVYO in Q3 2023 and has held it in 11 quarters since. The position peaked at $160M in Q4 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

Whale Rock Capital Management held 6,825,206 shares of Klaviyo worth $133M as of Q1 2026.
Whale Rock Capital Management bought 3,767,317 Klaviyo shares in Q1 2026, an estimated $80.8M.
Klaviyo made up 1.72% of Whale Rock Capital Management's portfolio in Q1 2026, its #24 holding.
Whale Rock Capital Management first reported a position in Klaviyo in Q3 2023 and has held it in 11 quarters since.
Whale Rock Capital Management's Klaviyo position peaked at $160M in Q4 2024.
264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

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