WG
KVYO icon

Winton Group’s Klaviyo KVYO Stock Holding History

Winton Group’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 		– Sell
-21,320
Closed -$415K – 1353
2026
Q1 		$415K Buy
21,320
+5,445
+34% +$117K 0.01% 769
2025
Q4 		$515K Buy
+15,875
New +$445K 0.02% 629
2025
Q1 		– Sell
-5,839
Closed -$241K – 739
2024
Q4 		$241K Buy
+5,839
New +$223K 0.02% 544
2023
Q4 		– Sell
-31,676
Closed -$1.09M – 804
2023
Q3 		$1.09M Buy
+31,676
New +$1.09M 0.09% 149

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Winton Group's KVYO Position: Q2 2026 in Review

Winton Group sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 21,320 shares — an estimated $415K sold.

Winton Group first reported a position in KVYO in Q3 2023 and held it in 4 quarters. The position peaked at $1.09M in Q3 2023. 187 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Winton Group reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 21,320 Klaviyo shares in Q2 2026, an estimated $415K.
  • Winton Group first reported a position in Klaviyo in Q3 2023 and held it in 4 quarters.
  • Winton Group's Klaviyo position peaked at $1.09M in Q3 2023.
  • 187 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.