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Yorktown Management & Research Company’s Klaviyo KVYO Stock Holding History

Yorktown Management & Research 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 		– Sell
-11,850
Closed -$385K – 233
2025
Q4 		$385K Buy
+11,850
New +$332K 0.31% 130

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

Yorktown Management & Research Company's KVYO Position: Q1 2026 in Review

Yorktown Management & Research Company sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 11,850 shares — an estimated $385K sold.

Yorktown Management & Research Company first reported a position in KVYO in Q4 2025 and held it in 1 quarter. The position peaked at $385K in Q4 2025. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Yorktown Management & Research Company reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Yorktown Management & Research Company sold 11,850 Klaviyo shares in Q1 2026, an estimated $385K.
  • Yorktown Management & Research Company first reported a position in Klaviyo in Q4 2025 and held it in 1 quarter.
  • Yorktown Management & Research Company's Klaviyo position peaked at $385K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Yorktown Management & Research Company's 13F filing for Q1 2026, filed 20 Apr 2026.