Klaviyo (KVYO)Whale Rock Capital Management LLC added to its stake +3.77M shares

6.83M

Shares reported · +3.77M vs prior quarter

1.7%

Disclosed portfolio weight

$133M

Reported value

Holdings as of

Mar 31, 2026

Filed

May 15, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 1, 2026Company filing · Form 8-K · Results, Executive changeChanged a top executive or board member, and reported its results (and 1 more item)“On May 1, 2026, Amanda Whalen informed the Company of her intention to step down from her role as Chief Financial Officer of the Company. Ms. Whalen will continue to serve as Chief Financial Officer through August 21, 2026, after which she will move into an advisory role to support a smooth transition.”

What came next

1. Jul 13, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On July 11, 2026, the Board of Directors (the “Board”) of Klaviyo, Inc. (the “Company”) appointed Erica Smith as the Company’s Chief Financial Officer and principal financial and accounting officer, effective as of Ms. Smith’s commencement of employment with the Company, currently set for September 1, 2026 (the “Effective Date”).”
2. Aug 5, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Klaviyo

For Klaviyo, OQRO holds 5 insider filings (SEC Form 4 or Form 144) and 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its KVYO page.

How this filing works

• SEC Form 13F

Other disclosures at Klaviyo

• SEC Form 4Oct 9, 2026
• SEC Form 4Oct 9, 2026
• SEC Form 144Oct 7, 2026
• SEC Form 4Sep 25, 2026
• SEC Form 4Sep 25, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its KVYO page.