Jefferies Group's KVYO Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 455,000 shares of Klaviyo, Inc. (KVYO) worth $14.77 M, representing 0.08% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Jefferies Group has maintained this position in KVYO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 436,204 shares. Largest reduction occurred in Q2 2025, reducing 49,756 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Klaviyo (KVYO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Klaviyo (KVYO) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +436,204 | Add 2320.73% | 455,000 | $32.47 |
| Q3 2025 | +7,148 | Add 61.37% | 18,796 | $27.69 |
| Q2 2025 | -49,756 | Reduce 81.03% | 11,648 | $33.58 |
| Q1 2025 | +61,404 | New Buy | 61,404 | $30.26 |
Jefferies Group's Klaviyo Investment FAQs
Jefferies Group first purchased Klaviyo, Inc. (KVYO) in Q1 2025, acquiring 61,404 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Klaviyo, Inc. (KVYO) for 4 quarters since Q1 2025.
Jefferies Group's largest addition to Klaviyo, Inc. (KVYO) was in Q4 2025, adding 455,000 shares worth $14.77 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 455,000 shares of Klaviyo, Inc. (KVYO), valued at approximately $14.77 M.
As of the Q4 2025 filing, Klaviyo, Inc. (KVYO) represents approximately 0.08% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Klaviyo, Inc. (KVYO) was 455,000 shares, as reported at the end of Q4 2025.