ALPS Advisors
KVYO icon

ALPS Advisors’s Klaviyo KVYO Stock Holding History

ALPS Advisors’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
2025
Q3 		– Sell
-24,843
Closed -$834K – 1099
2025
Q2 		$834K Sell
24,843
-1,134
-4% -$35.9K ﹤0.01% 555
2025
Q1 		$786K Buy
25,977
+2,088
+9% +$84.2K ﹤0.01% 530
2024
Q4 		$985K Sell
23,889
-4,616
-16% -$176K 0.01% 481
2024
Q3 		$1.01M Buy
+28,505
New +$826K 0.01% 485

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ALPS Advisors's KVYO Position: Q3 2025 in Review

ALPS Advisors sold out of Klaviyo (KVYO) in Q3 2025, closing a stake of 24,843 shares — an estimated $834K sold.

ALPS Advisors first reported a position in KVYO in Q3 2024 and held it in 4 quarters. The position peaked at $1.01M in Q3 2024. 276 funds tracked by Wall St. Rank hold KVYO as of Q3 2025.

  • ALPS Advisors reported no remaining Klaviyo position as of Q3 2025 after selling out during the quarter.
  • ALPS Advisors sold 24,843 Klaviyo shares in Q3 2025, an estimated $834K.
  • ALPS Advisors first reported a position in Klaviyo in Q3 2024 and held it in 4 quarters.
  • ALPS Advisors's Klaviyo position peaked at $1.01M in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q3 2025.

Based on ALPS Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.