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Arax Advisory Partners’s Klaviyo KVYO Stock Holding History

Arax Advisory Partners’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 		$10.4K Buy
533
+520
+4,000% +$11.2K ﹤0.01% 2416
2025
Q4 		$422 Sell
13
-839
-98% -$23.5K ﹤0.01% 3632
2025
Q3 		$23.6K Buy
+852
New +$27.5K ﹤0.01% 2191

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

Arax Advisory Partners's KVYO Position: Q1 2026 in Review

Arax Advisory Partners increased its Klaviyo (KVYO) stake by 4,000% in Q1 2026, buying an estimated $11.2K and bringing the position to 533 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Arax Advisory Partners first reported a position in KVYO in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.6K in Q3 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Arax Advisory Partners held 533 shares of Klaviyo worth $10.4K as of Q1 2026.
  • Arax Advisory Partners bought 520 Klaviyo shares in Q1 2026, an estimated $11.2K.
  • Klaviyo made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2416 holding.
  • Arax Advisory Partners first reported a position in Klaviyo in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's Klaviyo position peaked at $23.6K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.