SEC 13F Intelligence

Whale Rock Capital Management LLC / KVYO

Whale Rock Capital Management LLC’s Klaviyo Inc Position

Does Whale Rock Capital Management LLC own Klaviyo Inc (KVYO)? Yes — 6.83M shares worth $133M (+1.72% of its 13F portfolio) as of Q1 2026, up from 3.06M shares the prior filed quarter.

Position Value
$133M
Q1 2026
Shares
6.83M
% of Portfolio
+1.72%
Quarters Held
11
currently held

Position History KVYO

Reported value by quarter
Q3 ’23: $9MQ3 ’23Q4 ’23: $7MQ1 ’24: $15MQ1 ’24Q2 ’24: $13MQ3 ’24: $127MQ3 ’24Q4 ’24: $160MQ1 ’25: $131MQ1 ’25Q2 ’25: $124MQ3 ’25: $85MQ3 ’25Q4 ’25: $99MQ1 ’26: $133MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.83M$133M+1.72%
Q4 20253.06M$99M+1.27%
Q3 20253.06M$85M+1.00%
Q2 20253.68M$124M+1.72%
Q1 20254.33M$131M+2.27%
Q4 20243.87M$160M+1.89%
Q3 20243.60M$127M+1.79%
Q2 2024507.9K$13M+0.18%
Q1 2024579.1K$15M+0.22%
Q4 2023260.9K$7M+0.13%
Q3 2023250.0K$9M+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whale Rock Capital Management LLC’s full portfolio or all institutional holders of KVYO.