Atria Investments’s Klaviyo KVYO Stock Holding History

Atria Investments’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
2025 Q3	–	Sell	-6,340	Closed	-$213K	–	2104
2025 Q2	$213K	Buy	+6,340	New	+$201K	﹤0.01%	1893

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

SCV

Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atria Investments's KVYO Position: Q3 2025 in Review

Atria Investments sold out of Klaviyo (KVYO) in Q3 2025, closing a stake of 6,340 shares — an estimated $213K sold.

Atria Investments first reported a position in KVYO in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q3 2025.

Atria Investments reported no remaining Klaviyo position as of Q3 2025 after selling out during the quarter.
Atria Investments sold 6,340 Klaviyo shares in Q3 2025, an estimated $213K.
Atria Investments first reported a position in Klaviyo in Q2 2025 and held it in 1 quarter.
Atria Investments's Klaviyo position peaked at $213K in Q2 2025.
276 funds tracked by Wall St. Rank held Klaviyo as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.