BBR Partners’s Klaviyo KVYO Stock Holding History

BBR Partners’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	$175K	Hold	11,584	–	–	0.01%	241
2026 Q1	$225K	Hold	11,584	–	–	0.01%	234
2025 Q4	$376K	Buy	+11,584	New	+$324K	0.02%	188

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BBR Partners's KVYO Position: Q2 2026 in Review

BBR Partners held its Klaviyo (KVYO) position steady in Q2 2026 at 11,584 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #241.

BBR Partners first reported a position in KVYO in Q4 2025 and has held it in 3 quarters since. The position peaked at $376K in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

BBR Partners held 11,584 shares of Klaviyo worth $175K as of Q2 2026.
BBR Partners left its Klaviyo share count unchanged in Q2 2026.
Klaviyo made up 0.01% of BBR Partners's portfolio in Q2 2026, its #241 holding.
BBR Partners first reported a position in Klaviyo in Q4 2025 and has held it in 3 quarters since.
BBR Partners's Klaviyo position peaked at $376K in Q4 2025.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.