William Blair & Company
KVYO icon

William Blair & Company’s Klaviyo KVYO Stock Holding History

William Blair & Company’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 		$1.19M Sell
60,971
-14,166
-19% -$304K ﹤0.01% 887
2025
Q4 		$2.44M Sell
75,137
-163,639
-69% -$4.58M 0.01% 696
2025
Q3 		$6.61M Sell
238,776
-6,479
-3% -$209K 0.02% 454
2025
Q2 		$8.24M Buy
245,255
+14,102
+6% +$447K 0.02% 387
2025
Q1 		$6.99M Buy
231,153
+24,929
+12% +$1.01M 0.02% 407
2024
Q4 		$8.5M Sell
206,224
-744
-0.4% -$28.4K 0.02% 364
2024
Q3 		$7.32M Buy
206,968
+6,288
+3% +$182K 0.02% 407
2024
Q2 		$4.99M Buy
200,680
+25,149
+14% +$588K 0.02% 491
2024
Q1 		$4.47M Buy
175,531
+162,373
+1,234% +$4.34M 0.01% 506
2023
Q4 		$366K Buy
+13,158
New +$389K ﹤0.01% 1164

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair & Company's KVYO Position: Q1 2026 in Review

William Blair & Company reduced its Klaviyo (KVYO) stake by 19% in Q1 2026, selling an estimated $304K and leaving 60,971 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #887.

William Blair & Company first reported a position in KVYO in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.5M in Q4 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • William Blair & Company held 60,971 shares of Klaviyo worth $1.19M as of Q1 2026.
  • William Blair & Company sold 14,166 Klaviyo shares in Q1 2026, an estimated $304K.
  • Klaviyo made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #887 holding.
  • William Blair & Company first reported a position in Klaviyo in Q4 2023 and has held it in 10 quarters since.
  • William Blair & Company's Klaviyo position peaked at $8.5M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.