Arax Advisory Partners
KVYO icon

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
Q2 		$176K Buy
11,627
+11,094
+2,081% +$184K ﹤0.01% 2343
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 $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
Whale Rock Capital Management
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

Arax Advisory Partners's KVYO Position: Q2 2026 in Review

Arax Advisory Partners increased its Klaviyo (KVYO) stake by 2,081% in Q2 2026, buying an estimated $184K and bringing the position to 11,627 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Arax Advisory Partners first reported a position in KVYO in Q3 2025 and has held it in 4 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Arax Advisory Partners held 11,627 shares of Klaviyo worth $176K as of Q2 2026.
  • Arax Advisory Partners bought 11,094 Klaviyo shares in Q2 2026, an estimated $184K.
  • Klaviyo made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2343 holding.
  • Arax Advisory Partners first reported a position in Klaviyo in Q3 2025 and has held it in 4 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.