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Avantax Advisory Services’s Klaviyo KVYO Stock Holding History

Avantax Advisory Services’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
Q2 		$333K Buy
9,915
+885
+10% +$28K ﹤0.01% 1833
2025
Q1 		$273K Buy
+9,030
New +$364K ﹤0.01% 1896

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avantax Advisory Services's KVYO Position: Q2 2025 in Review

Avantax Advisory Services increased its Klaviyo (KVYO) stake by 9.8% in Q2 2025, buying an estimated $28K and bringing the position to 9,915 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Avantax Advisory Services first reported a position in KVYO in Q1 2025 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold KVYO as of Q2 2025.

  • Avantax Advisory Services held 9,915 shares of Klaviyo worth $333K as of Q2 2025.
  • Avantax Advisory Services bought 885 Klaviyo shares in Q2 2025, an estimated $28K.
  • Klaviyo made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1833 holding.
  • Avantax Advisory Services first reported a position in Klaviyo in Q1 2025 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Klaviyo as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.