YIH
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
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

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $300M AUM 61.93% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK)'s KVYO Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Klaviyo (KVYO) in Q2 2026: 167,309 shares worth $2.53M. The stake represents 0.05% of the portfolio and ranks #572 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in KVYO as recently as Q3 2025.

Y-Intercept (HK) first reported a position in KVYO in Q4 2024 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Y-Intercept (HK) held 167,309 shares of Klaviyo worth $2.53M as of Q2 2026.
  • Klaviyo was a new Y-Intercept (HK) position in Q2 2026.
  • Klaviyo made up 0.05% of Y-Intercept (HK)'s portfolio in Q2 2026, its #572 holding.
  • Y-Intercept (HK) first reported a position in Klaviyo in Q4 2024 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.