Ameriprise
KVYO icon

Ameriprise’s Klaviyo KVYO Stock Holding History

Ameriprise’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 		$1.34M Sell
68,865
-444,735
-87% -$9.54M ﹤0.01% 3159
2025
Q4 		$16.7M Buy
513,600
+3,857
+0.8% +$108K ﹤0.01% 1549
2025
Q3 		$14.1M Buy
509,743
+1,166
+0.2% +$37.7K ﹤0.01% 1647
2025
Q2 		$17.1M Sell
508,577
-400,209
-44% -$12.7M ﹤0.01% 1449
2025
Q1 		$27.5M Sell
908,786
-73,348
-7% -$2.96M 0.01% 1136
2024
Q4 		$40.5M Buy
982,134
+684,026
+229% +$26.1M 0.01% 940
2024
Q3 		$10.5M Buy
+298,108
New +$8.64M ﹤0.01% 1736
2024
Q1 		– Sell
-53,148
Closed -$1.48M – 3921
2023
Q4 		$1.48M Buy
53,148
+15,798
+42% +$468K ﹤0.01% 3020
2023
Q3 		$1.29M Buy
+37,350
New +$1.28M ﹤0.01% 3031

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 $5.7T AUM 30.48% 1-Year Est. Return