Advisory Services Network’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$500K Buy
33,092
+31,175
+1,626% +$517K 0.01% 1400
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

Advisory Services Network's KVYO Position: Q2 2026 in Review

Advisory Services Network increased its Klaviyo (KVYO) stake by 1,626% in Q2 2026, buying an estimated $517K and bringing the position to 33,092 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #1400.

Advisory Services Network first reported a position in KVYO in Q3 2025 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Advisory Services Network held 33,092 shares of Klaviyo worth $500K as of Q2 2026.
  • Advisory Services Network bought 31,175 Klaviyo shares in Q2 2026, an estimated $517K.
  • Klaviyo made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1400 holding.
  • Advisory Services Network first reported a position in Klaviyo in Q3 2025 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.