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Aptus Capital Advisors’s Klaviyo KVYO Stock Holding History

Aptus Capital 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 		$230K Sell
15,248
-602
-4% -$9.98K ﹤0.01% 1058
2026
Q1 		$308K Buy
15,850
+789
+5% +$16.9K ﹤0.01% 867
2025
Q4 		$489K Sell
15,061
-92
-0.6% -$2.58K ﹤0.01% 736
2025
Q3 		$420K Buy
+15,153
New +$489K ﹤0.01% 745

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

Aptus Capital Advisors's KVYO Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Klaviyo (KVYO) stake by 3.8% in Q2 2026, selling an estimated $9.98K and leaving 15,248 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Aptus Capital Advisors first reported a position in KVYO in Q3 2025 and has held it in 4 quarters since. The position peaked at $489K in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Aptus Capital Advisors held 15,248 shares of Klaviyo worth $230K as of Q2 2026.
  • Aptus Capital Advisors sold 602 Klaviyo shares in Q2 2026, an estimated $9.98K.
  • Klaviyo made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1058 holding.
  • Aptus Capital Advisors first reported a position in Klaviyo in Q3 2025 and has held it in 4 quarters since.
  • Aptus Capital Advisors's Klaviyo position peaked at $489K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.