MORGAN STANLEY

Position in KVYO — Klaviyo, Inc.

CIK 895421 NEW YORK, NY

Position in KVYO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$67,114,726

-$31,502,518 QoQ

Shares Held

4,444,684

-12.3% QoQ

Ownership

1.56%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 275 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $33,109,415,108 across 179 Software - Application names. KVYO ranks #44 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	72,847,766	$5,256,694,785
2	CRM	Salesforce, Inc.	23,311,316	$3,651,950,754
3	SHOP	Shopify Inc.	25,517,034	$2,913,534,933
4	NOW	ServiceNow, Inc.	26,630,984	$2,643,924,082
5	ADP	Automatic Data Processing Inc	8,361,515	$1,872,561,274
6	CDNS	Cadence Design Systems Inc	3,585,961	$1,345,882,872
7	INTU	Intuit Inc.	4,935,654	$1,288,205,694
8	DDOG	Datadog, Inc.	4,643,376	$1,208,949,367

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,114,726	4,444,684	-12.3%	Shares	Defined	2026-08-13
2026-03-31	$98,617,244	5,067,690	-65.2%	Shares	Defined	2026-05-15
2025-12-31	$472,344,009	14,547,090	+36.1%	Shares	Defined	2026-05-27
2025-09-30	$296,059,536	10,691,930	+140.6%	Shares	Defined	2026-05-27
2025-06-30	$149,217,731	4,443,649	+223.8%	Shares	Defined	2025-08-15
2025-03-31	$41,523,312	1,372,218	+25.3%	Shares	Defined	2025-05-15
2024-12-31	$45,156,106	1,094,959	-17.9%	Shares	Defined	2025-05-15
2024-09-30	$47,166,420	1,333,138	-25.4%	Shares	Defined	2025-05-14
2024-06-30	$44,484,051	1,787,226	+224.2%	Shares	Defined	2025-05-14
2024-03-31	$14,045,465	551,235	+28.7%	Shares	Defined	2024-10-17
2023-12-31	$11,901,228	428,410	+7.9%	Shares	Defined	2024-08-16
2023-09-30	$13,698,879	397,069	—	Shares	Defined	2023-11-15
No filing history on record for this holder in this stock.