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 |
|---|---|---|---|---|---|---|
| $15.93 | 2,328 | $37,085.04 | 23,433 | 2026-09-11 | Filing | |
| $20.49 | 59,615 | $1,221,511.35 | 465,631 | 2026-08-31 | Filing | |
| $20.47 | 39,167 | $801,748.49 | 94,457 | 2026-08-31 | Filing | |
| $20.44 | 8,103 | $165,625.32 | 477,866 | 2026-08-31 | Filing | |
| $20.01 | 53,473 | $1,069,994.73 | 485,969 | 2026-08-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,852,778 | $284,676,948 | 46.75% | |
| 2. | 10,482,971 | $158,292,862 | 0.03% | |
| 3. | 7,692,774 | $116,160,887 | 0.01% | |
| 4. | 7,612,078 | $114,942,380 | 0% | |
| 5. | 6,566,155 | $99,148,935 | 0% |