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Allworth Financial’s Klaviyo KVYO Stock Holding History

Allworth Financial’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 		$36K Buy
1,852
+1,472
+387% +$31.6K ﹤0.01% 2568
2025
Q4 		$12.3K Buy
380
+185
+95% +$5.18K ﹤0.01% 3124
2025
Q3 		$5.4K Buy
195
+143
+275% +$4.62K ﹤0.01% 3508
2025
Q2 		$1.75K Sell
52
-11
-17% -$348 ﹤0.01% 3766
2025
Q1 		$1.82K Buy
+63
New +$2.54K ﹤0.01% 3243

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

Allworth Financial's KVYO Position: Q1 2026 in Review

Allworth Financial increased its Klaviyo (KVYO) stake by 387% in Q1 2026, buying an estimated $31.6K and bringing the position to 1,852 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

Allworth Financial first reported a position in KVYO in Q1 2025 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Allworth Financial held 1,852 shares of Klaviyo worth $36K as of Q1 2026.
  • Allworth Financial bought 1,472 Klaviyo shares in Q1 2026, an estimated $31.6K.
  • Klaviyo made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2568 holding.
  • Allworth Financial first reported a position in Klaviyo in Q1 2025 and has held it in 5 quarters since.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.