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Bare Financial Services’s Klaviyo KVYO Stock Holding History

Bare Financial 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
2026
Q1 		$4.26K Buy
219
+167
+321% +$3.58K ﹤0.01% 720
2025
Q4 		$1.69K Buy
52
+22
+73% +$616 ﹤0.01% 919
2025
Q3 		$831 Buy
30
+15
+100% +$484 ﹤0.01% 1073
2025
Q2 		$504 Buy
+15
New +$475 ﹤0.01% 1124

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

Bare Financial Services's KVYO Position: Q1 2026 in Review

Bare Financial Services increased its Klaviyo (KVYO) stake by 321% in Q1 2026, buying an estimated $3.58K and bringing the position to 219 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Bare Financial Services first reported a position in KVYO in Q2 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Bare Financial Services held 219 shares of Klaviyo worth $4.26K as of Q1 2026.
  • Bare Financial Services bought 167 Klaviyo shares in Q1 2026, an estimated $3.58K.
  • Klaviyo made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #720 holding.
  • Bare Financial Services first reported a position in Klaviyo in Q2 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.