Renaissance Capital LLC KVYO — KLAVIYO INC

Ownership history in Renaissance Capital LLC  ·  11 quarters on record

AI Ownership Summary

Renaissance Capital LLC reported KLAVIYO INC (KVYO) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 3.32% in 2024 Q4. The latest visible filing shows KVYO at 0.59% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

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
2026 Q2

KVYO was reported at 0.59% 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
2024 Q1 to 2026 Q2

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.

KVYO stock page Renaissance Capital LLC fund profile Renaissance Capital LLC full holdings
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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 70,905 +5,866 +9.0% 0.59% $1.1M 2026-08-05 $19.30
2026 Q1 REDUCED 11.6% -23.3% ✅ 65,039 -8,518 -11.6% 0.95% $1.3M 2026-05-07 $15.77
2025 Q4 REDUCED 29.9% -40.1% ✅ 73,557 -31,398 -29.9% 1.72% $2.4M 2026-01-29 $22.32
2025 Q3 ADDED — — — 104,955 +14,867 +16.5% 1.63% $2.9M 2025-10-20 $24.33
2025 Q2 REDUCED 17.6% -6.2% ✅ 90,088 -19,180 -17.6% 2.11% $3.0M 2025-07-18 $32.22
2025 Q1 REDUCED 10.9% +11.0% ❌ 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
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KVYO

As of 2026 Q2 — sorted by position size

SUMMIT PARTNERS L P 3Y 7Y 46.75% Morangie Management LLC 5.06% Barton Investment Management 3Y 7Y 2.57% TWIN FOCUS CAPITAL PARTNERS, LLC 3Y 7Y 0.56% Eaton Financial Holdings Company, LLC 3Y 0.37% Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.34% LAVELLE CAPITAL LP 0.33% Mayflower Financial Advisors, LLC 3Y 0.3% Seelaus Asset Management LLC 3Y 7Y 0.2% Miramar Capital, LLC 3Y 7Y 0.09%

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 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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 2026 Q2, when Renaissance Capital LLC reported 70,905 shares, equal to 0.59% of portfolio, with an estimated market value of $1.1M.

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.

How well did Renaissance Capital LLC time their KVYO position?

Based on 13F filing dates vs. subsequent KVYO price moves, Renaissance Capital LLC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on KVYO relative to SPY over the holding period was -27.7%.

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