Y-Intercept (HK)
KVYO icon

Y-Intercept (HK)’s Klaviyo KVYO Stock Holding History

Y-Intercept (HK)’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
Q3 		$3.8M Buy
241,660
+74,351
+44% +$1.3M 0.08% 333
2026
Q2 		$2.53M Buy
+167,309
New +$2.77M 0.05% 572
2025
Q4 		– Sell
-40,793
Closed -$1.13M – 1797
2025
Q3 		$1.13M Buy
40,793
+31,838
+356% +$1.03M 0.03% 924
2025
Q2 		$301K Sell
8,955
-26,177
-75% -$829K 0.01% 1354
2025
Q1 		$1.06M Buy
35,132
+26,068
+288% +$1.05M 0.07% 385
2024
Q4 		$374K Buy
+9,064
New +$346K 0.02% 857

Other funds holding KVYO

Summit Partners
Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Morangie Management
Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Y-Intercept (HK)'s KVYO Position: Q3 2026 in Review

Y-Intercept (HK) increased its Klaviyo (KVYO) stake by 44% in Q3 2026, buying an estimated $1.3M and bringing the position to 241,660 shares worth $3.8M. The position accounts for 0.08% of the portfolio, ranked #333.

Y-Intercept (HK) first reported a position in KVYO in Q4 2024 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • Y-Intercept (HK) held 241,660 shares of Klaviyo worth $3.8M as of Q3 2026.
  • Y-Intercept (HK) bought 74,351 Klaviyo shares in Q3 2026, an estimated $1.3M.
  • Klaviyo made up 0.08% of Y-Intercept (HK)'s portfolio in Q3 2026, its #333 holding.
  • Y-Intercept (HK) first reported a position in Klaviyo in Q4 2024 and has held it in 6 quarters since.
  • 77 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.