Superior Planning, LLC’s Klaviyo KVYO Stock Holding History

Superior Planning, LLC’s Portfolio KVYO Stock Details KVYO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.3K	Buy	+1,418	New	+$24.8K	0.01%	650

Other funds holding KVYO

Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's KVYO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Klaviyo (KVYO) in Q3 2026: 1,418 shares worth $22.3K. The stake represents 0.01% of the portfolio and ranks #650 among its holdings.

168 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

Superior Planning, LLC held 1,418 shares of Klaviyo worth $22.3K as of Q3 2026.
Klaviyo was a new Superior Planning, LLC position in Q3 2026.
Klaviyo made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #650 holding.
168 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.