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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
Q2 		$2.87K Sell
190
-29
-13% -$481 ﹤0.01% 1047
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 $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
WRCM
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

Bare Financial Services's KVYO Position: Q2 2026 in Review

Bare Financial Services reduced its Klaviyo (KVYO) stake by 13% in Q2 2026, selling an estimated $481 and leaving 190 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Bare Financial Services first reported a position in KVYO in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.26K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Bare Financial Services held 190 shares of Klaviyo worth $2.87K as of Q2 2026.
  • Bare Financial Services sold 29 Klaviyo shares in Q2 2026, an estimated $481.
  • Klaviyo made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1047 holding.
  • Bare Financial Services first reported a position in Klaviyo in Q2 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Klaviyo position peaked at $4.26K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.