Bare Financial Services
KVYO icon

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
Q3 		$5.25K Buy
334
+144
+76% +$2.52K ﹤0.01% 872
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

Summit Partners
Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bare Financial Services's KVYO Position: Q3 2026 in Review

Bare Financial Services increased its Klaviyo (KVYO) stake by 76% in Q3 2026, buying an estimated $2.52K and bringing the position to 334 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Bare Financial Services first reported a position in KVYO in Q2 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • Bare Financial Services held 334 shares of Klaviyo worth $5.25K as of Q3 2026.
  • Bare Financial Services bought 144 Klaviyo shares in Q3 2026, an estimated $2.52K.
  • Klaviyo made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #872 holding.
  • Bare Financial Services first reported a position in Klaviyo in Q2 2025 and has held it in 6 quarters since.
  • 107 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.