Is Klaviyo (KVYO) a Buying Opportunity After an Overblown Selloff?
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Whale Rock Capital Management Alex Sacerdote | 5,528,166 | $83,475,307 | -20% | 0.67% |
| 2. | Millennium Management Israel Englander | 4,117,367 | $62,172,242 | +76% | 0.02% |
| 3. | Greenoaks Capital Neil Mehta | 2,316,796 | $34,983,620 | 1.48% | |
| 4. | Renaissance Technologies Jim Simons | 1,560,244 | $23,559,684 | -5% | 0.03% |
| 5. | Islander Capital Partners David Semenza | 1,383,304 | $20,887,890 | +13% | 7.58% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.38 | 16,339 | $300,310.82 | 30,691 | 2026-02-12 | Filing | |
| $25.77 | 3,900 | $100,503.00 | 3,900 | 2025-04-09 | Filing | |
| $37.14 | 13,515 | $501,921.42 | 23,000 | 2024-11-13 | Filing | |
| $26.43 | 9,485 | $250,722.70 | 9,485 | 2024-08-01 | Filing | |
| $26.43 | 9,485 | $250,722.70 | 9,485 | 2024-08-01 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $17.40 | 58,815 | $1,023,381.00 | 388,131 | 2026-10-07 | Filing | |
| $17.40 | 38,667 | $672,805.80 | 55,290 | 2026-10-07 | Filing | |
| $17.02 | 800 | $13,616.00 | 446,946 | 2026-09-24 | Filing | |
| $17.02 | 500 | $8,510.00 | 93,957 | 2026-09-24 | Filing | |
| $15.93 | 2,328 | $37,085.04 | 23,433 | 2026-09-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 774,660 | $12,185,402 | 0.08% | |
| 2. | 545,319 | $8,577,868 | 7.18% | |
| 3. | 241,660 | $3,801,312 | 0.08% | |
| 4. | 52,307 | $822,789 | 0% | |
| 5. | 51,600 | $811,668 | 0.28% |