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 Q2	$83.5M	Sell	5,528,166 -1,297,040	-19%	-$21.5M	0.67%	26
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 $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

Whale Rock Capital Management's KVYO Position: Q2 2026 in Review

Whale Rock Capital Management reduced its Klaviyo (KVYO) stake by 19% in Q2 2026, selling an estimated $21.5M and leaving 5,528,166 shares worth $83.5M. The position accounts for 0.67% of the portfolio, ranked #26.

Whale Rock Capital Management first reported a position in KVYO in Q3 2023 and has held it in 12 quarters since. The position peaked at $160M in Q4 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Whale Rock Capital Management held 5,528,166 shares of Klaviyo worth $83.5M as of Q2 2026.
Whale Rock Capital Management sold 1,297,040 Klaviyo shares in Q2 2026, an estimated $21.5M.
Klaviyo made up 0.67% of Whale Rock Capital Management's portfolio in Q2 2026, its #26 holding.
Whale Rock Capital Management first reported a position in Klaviyo in Q3 2023 and has held it in 12 quarters since.
Whale Rock Capital Management's Klaviyo position peaked at $160M in Q4 2024.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

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