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Advisory Services Network’s Klaviyo KVYO Stock Holding History

Advisory Services Network’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
Q1 		$37.3K Buy
+1,917
New +$41.1K ﹤0.01% 2794
2025
Q4 		– Sell
-19
Closed -$526 – 3183
2025
Q3 		$526 Buy
+19
New +$614 ﹤0.01% 4045

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisory Services Network's KVYO Position: Q1 2026 in Review

Advisory Services Network opened a new position in Klaviyo (KVYO) in Q1 2026: 1,917 shares worth $37.3K. The stake represents ﹤0.01% of the portfolio and ranks #2794 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in KVYO as recently as Q3 2025.

Advisory Services Network first reported a position in KVYO in Q3 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Advisory Services Network held 1,917 shares of Klaviyo worth $37.3K as of Q1 2026.
  • Klaviyo was a new Advisory Services Network position in Q1 2026.
  • Klaviyo made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2794 holding.
  • Advisory Services Network first reported a position in Klaviyo in Q3 2025 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.