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
Q2 		$1.26M Buy
83,744
+14,879
+22% +$247K ﹤0.01% 3305
2026
Q1 		$1.34M Sell
68,865
-444,735
-87% -$9.54M ﹤0.01% 3161
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 $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ameriprise's KVYO Position: Q2 2026 in Review

Ameriprise increased its Klaviyo (KVYO) stake by 22% in Q2 2026, buying an estimated $247K and bringing the position to 83,744 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3305.

Ameriprise first reported a position in KVYO in Q3 2023 and has held it in 10 quarters since. The position peaked at $40.5M in Q4 2024. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Ameriprise held 83,744 shares of Klaviyo worth $1.26M as of Q2 2026.
  • Ameriprise bought 14,879 Klaviyo shares in Q2 2026, an estimated $247K.
  • Klaviyo made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3305 holding.
  • Ameriprise first reported a position in Klaviyo in Q3 2023 and has held it in 10 quarters since.
  • Ameriprise's Klaviyo position peaked at $40.5M in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.