KVYO β€” KLAVIYO, INC.

Ownership history in SUMMIT PARTNERS L P  Β·  10 quarters on record

AI Ownership Summary

SUMMIT PARTNERS L P reported KLAVIYO, INC. (KVYO) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 75.4% in 2024 Q4. The latest visible filing shows KVYO at 58.24% 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 SUMMIT PARTNERS L P'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 58.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
75.4% 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 SUMMIT PARTNERS L P held KVYO β€” position size vs. price
% of Fund (quarterly)    KVYO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 18,852,778 β€” 0% 58.24% $612.1M 2026-02-14 (Est.) $18.60
2025 Q3 REDUCED 18,852,778 -11,975,000 -38.8% 56.48% $522.0M 2025-11-04 $26.00
2025 Q2 REDUCED 30,827,778 -8,000,000 -20.6% 73.01% $1.04B 2025-07-16 $31.77
2025 Q1 REDUCED 38,827,778 -2,000,000 -4.9% 72.87% $1.17B 2025-05-05 $31.36
2024 Q4 REDUCED 40,827,778 -5,600,000 -12.1% 75.40% $1.68B 2025-02-04 $48.01
2024 Q3 REDUCED 46,427,778 -1,313,851 -2.8% 73.34% $1.64B 2024-10-31 $38.03
2024 Q2 UNCHANGED 47,741,629 β€” 0% 70.72% $1.19B 2024-07-18 $25.01
2024 Q1 UNCHANGED 47,741,629 β€” 0% 67.09% $1.22B 2024-05-15 $24.80
2023 Q4 REDUCED 47,741,629 -1,770,318 -3.6% 48.39% $1.33B 2024-01-12 $26.19
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding KVYO

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About SUMMIT PARTNERS L P and KVYO

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

How long has SUMMIT PARTNERS L P reported owning KVYO?

SUMMIT PARTNERS L P reported KVYO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KVYO position in SUMMIT PARTNERS L P's portfolio?

The largest reported portfolio weight for KVYO was 75.40% in 2024 Q4.

What is the latest reported KVYO position on this page?

The most recent filing on this page is 2025 Q4, when SUMMIT PARTNERS L P reported 18,852,778 shares, equal to 58.24% of portfolio, with an estimated market value of $612.1M.

What does the chart on this KVYO ownership page compare?

The chart compares SUMMIT PARTNERS L P'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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