KVYO KLAVIYO INC

Ownership history in Renaissance Capital LLC  ·  9 quarters on record

AI Ownership Summary

Renaissance Capital LLC reported KLAVIYO INC (KVYO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.32% in 2024 Q4. The latest visible filing shows KVYO at 1.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KVYO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Renaissance Capital LLC's position in KLAVIYO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KVYO was reported at 1.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.32% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Renaissance Capital LLC held KVYO — position size vs. price
% of Fund (quarterly)    KVYO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 73,557 -31,398 -29.9% 1.72% $2.4M 2026-02-14 (Est.) $18.60
2025 Q3 ADDED 104,955 +14,867 +16.5% 1.63% $2.9M 2025-10-20 $24.33
2025 Q2 REDUCED 90,088 -19,180 -17.6% 2.11% $3.0M 2025-07-18 $32.22
2025 Q1 REDUCED 109,268 -13,378 -10.9% 2.55% $3.3M 2025-04-11 $27.10
2024 Q4 ADDED 122,646 +44,245 +56.4% 3.32% $5.1M 2025-01-24 $43.67
2024 Q3 ADDED 78,401 +44,977 +134.6% 1.83% $2.8M 2024-10-15 $37.42
2024 Q2 ADDED 33,424 +20,766 +164.1% 0.46% $832K 2024-07-11 $23.86
2024 Q1 ADDED 12,658 +367 +3.0% 0.17% $323K 2024-04-09 $24.29
2023 Q4 INITIATED 12,291 0.17% $341K 2024-01-05 $26.32

FAQ About Renaissance Capital LLC and KVYO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Renaissance Capital LLC reported owning KVYO?

Renaissance Capital LLC reported KVYO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KVYO position in Renaissance Capital LLC's portfolio?

The largest reported portfolio weight for KVYO was 3.32% in 2024 Q4.

What is the latest reported KVYO position on this page?

The most recent filing on this page is 2025 Q4, when Renaissance Capital LLC reported 73,557 shares, equal to 1.72% of portfolio, with an estimated market value of $2.4M.

What does the chart on this KVYO ownership page compare?

The chart compares Renaissance Capital LLC's quarterly KVYO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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