Position in KVYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,172,241
+$16,475,588 QoQ
Shares Held
4,117,367
+75.3% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#10
of 275 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KVYO Over Time
Shares Held
Position Value (USD)
Derivatives in KVYO
reported options exposure · as of Dec 31, 2025CallValue
$7,305,750
CallShares
225,000
PutValue
$0
PutShares
0
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, 2026MILLENNIUM MANAGEMENT LLC holds $4,289,524,296 across 124 Software - Application names. KVYO ranks #22 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
1,347,035 | $342,820,407 | |
| 2 | LYFT |
Lyft, Inc.
|
21,537,770 | $314,666,819 | |
| 3 | INTU |
Intuit Inc.
|
1,140,650 | $297,709,650 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,818,282 | $279,799,036 | |
| 5 | PAYX |
Paychex Inc
|
2,329,624 | $229,071,927 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
3,143,620 | $222,285,370 | |
| 7 | UBER |
Uber Technologies, Inc
|
2,739,872 | $197,709,163 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,684 | $156,923,815 |
All Filings in KVYO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,172,241 | 4,117,367 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $45,696,653 | 2,348,235 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,305,750 | 225,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $55,215,299 | 1,700,502 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,317,385 | 1,781,054 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $520,572 | 18,800 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $213,213 | 7,700 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $61,855,938 | 1,842,047 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $907,800 | 30,000 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $11,709,712 | 386,970 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,806,946 | 92,312 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,699,293 | 669,850 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,888,871 | 1,120,485 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,591,125 | 729,636 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,779,393 | 352,030 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,214,003 | 64,174 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||