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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
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 $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 $5.72T AUM 30.48% 1-Year Est. Return

Aptus Capital Advisors's KVYO Position: Q1 2026 in Review

Aptus Capital Advisors increased its Klaviyo (KVYO) stake by 5.2% in Q1 2026, buying an estimated $16.9K and bringing the position to 15,850 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Aptus Capital Advisors first reported a position in KVYO in Q3 2025 and has held it in 3 quarters since. The position peaked at $489K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Aptus Capital Advisors held 15,850 shares of Klaviyo worth $308K as of Q1 2026.
  • Aptus Capital Advisors bought 789 Klaviyo shares in Q1 2026, an estimated $16.9K.
  • Klaviyo made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #867 holding.
  • Aptus Capital Advisors first reported a position in Klaviyo in Q3 2025 and has held it in 3 quarters since.
  • Aptus Capital Advisors's Klaviyo position peaked at $489K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.