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Barton Investment Management’s Klaviyo KVYO Stock Holding History

Barton Investment Management’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 		$19M Buy
1,256,608
+206,556
+20% +$3.42M 2.57% 7
2026
Q1 		$20.4M Buy
1,050,052
+380,010
+57% +$8.15M 2.56% 7
2025
Q4 		$21.8M Buy
670,042
+275,053
+70% +$7.7M 2.34% 8
2025
Q3 		$10.9M Buy
+394,989
New +$12.8M 1.11% 13

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

Barton Investment Management's KVYO Position: Q2 2026 in Review

Barton Investment Management increased its Klaviyo (KVYO) stake by 20% in Q2 2026, buying an estimated $3.42M and bringing the position to 1,256,608 shares worth $19M. The position accounts for 2.57% of the portfolio, ranked #7.

Barton Investment Management first reported a position in KVYO in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.8M in Q4 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Barton Investment Management held 1,256,608 shares of Klaviyo worth $19M as of Q2 2026.
  • Barton Investment Management bought 206,556 Klaviyo shares in Q2 2026, an estimated $3.42M.
  • Klaviyo made up 2.57% of Barton Investment Management's portfolio in Q2 2026, its #7 holding.
  • Barton Investment Management first reported a position in Klaviyo in Q3 2025 and has held it in 4 quarters since.
  • Barton Investment Management's Klaviyo position peaked at $21.8M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.