ZP
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Zimmer Partners’s Klaviyo KVYO Stock Holding History

Zimmer Partners’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
2025
Q3 		– Sell
-719,636
Closed -$24.2M – 176
2025
Q2 		$24.2M Buy
+719,636
New +$22.8M 0.53% 44
2023
Q4 		– Sell
-21,000
Closed -$725K – 129
2023
Q3 		$725K Buy
+21,000
New +$721K 0.02% 111

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Zimmer Partners's KVYO Position: Q3 2025 in Review

Zimmer Partners sold out of Klaviyo (KVYO) in Q3 2025, closing a stake of 719,636 shares — an estimated $24.2M sold.

Zimmer Partners first reported a position in KVYO in Q3 2023 and held it in 2 quarters. The position peaked at $24.2M in Q2 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q3 2025.

  • Zimmer Partners reported no remaining Klaviyo position as of Q3 2025 after selling out during the quarter.
  • Zimmer Partners sold 719,636 Klaviyo shares in Q3 2025, an estimated $24.2M.
  • Zimmer Partners first reported a position in Klaviyo in Q3 2023 and held it in 2 quarters.
  • Zimmer Partners's Klaviyo position peaked at $24.2M in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q3 2025.

Based on Zimmer Partners's 13F filing for Q3 2025, filed 14 Nov 2025.