Position in KVYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,695,290
-$29,580,889 QoQ
Shares Held
1,767,900
-38.9% QoQ
Ownership
0.621%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#18
of 275 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in KVYO Over Time
Shares Held
Position Value (USD)
Derivatives in KVYO
reported options exposure · as of Jun 30, 2026CallValue
$229,520
CallShares
15,200
PutValue
$212,910
PutShares
14,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. KVYO ranks #28 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,161,507 | $564,153,327 | |
| 2 | HUBS |
Hubspot Inc
|
1,819,744 | $332,121,477 | |
| 3 | FIG |
Figma, Inc.
|
12,727,784 | $230,245,612 | |
| 4 | ADBE |
Adobe Inc.
|
1,093,171 | $224,121,918 | |
| 5 | TEAM |
Atlassian Corp
|
2,494,603 | $194,055,167 | |
| 6 | U |
Unity Software Inc.
|
6,750,900 | $192,940,722 | |
| 7 | DUOL |
Duolingo, Inc.
|
1,629,242 | $187,395,414 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,400,923 | $176,068,002 |
All Filings in KVYO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,695,290 | 1,767,900 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $212,910 | 14,100 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $229,520 | 15,200 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $56,276,179 | 2,891,890 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,213,637 | 2,224,011 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,856,491 | 1,692,181 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,974,480 | 1,130,866 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,030,401 | 761,084 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $46,371,616 | 1,124,433 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,992,058 | 734,654 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,276,776 | 372,711 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,884,619 | 270,197 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,550,610 | 199,806 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||