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KVYO icon

Ancora Advisors’s Klaviyo KVYO Stock Holding History

Ancora 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
2026
Q2 		$12.1K Sell
800
-41,500
-98% -$688K ﹤0.01% 1435
2026
Q1 		$823K Sell
42,300
-1,288,455
-97% -$27.6M 0.02% 436
2025
Q4 		$43.2M Buy
+1,330,755
New +$37.3M 0.89% 20

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

Ancora Advisors's KVYO Position: Q2 2026 in Review

Ancora Advisors reduced its Klaviyo (KVYO) stake by 98% in Q2 2026, selling an estimated $688K and leaving 800 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Ancora Advisors first reported a position in KVYO in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.2M in Q4 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Ancora Advisors held 800 shares of Klaviyo worth $12.1K as of Q2 2026.
  • Ancora Advisors sold 41,500 Klaviyo shares in Q2 2026, an estimated $688K.
  • Klaviyo made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1435 holding.
  • Ancora Advisors first reported a position in Klaviyo in Q4 2025 and has held it in 3 quarters since.
  • Ancora Advisors's Klaviyo position peaked at $43.2M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

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