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Bell Investment Advisors’s Klaviyo KVYO Stock Holding History

Bell Investment Advisors’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 		$3.19K Buy
164
+134
+447% +$2.87K ﹤0.01% 1144
2025
Q4 		$975 Buy
30
+13
+76% +$364 ﹤0.01% 1553
2025
Q3 		$471 Hold
17
– – ﹤0.01% 1787
2025
Q2 		$571 Buy
17
+4
+31% +$127 ﹤0.01% 1735
2025
Q1 		$394 Hold
13
– – ﹤0.01% 1823
2024
Q4 		$537 Buy
+13
New +$496 ﹤0.01% 1746

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

Bell Investment Advisors's KVYO Position: Q1 2026 in Review

Bell Investment Advisors increased its Klaviyo (KVYO) stake by 447% in Q1 2026, buying an estimated $2.87K and bringing the position to 164 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Bell Investment Advisors first reported a position in KVYO in Q4 2024 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Bell Investment Advisors held 164 shares of Klaviyo worth $3.19K as of Q1 2026.
  • Bell Investment Advisors bought 134 Klaviyo shares in Q1 2026, an estimated $2.87K.
  • Klaviyo made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1144 holding.
  • Bell Investment Advisors first reported a position in Klaviyo in Q4 2024 and has held it in 6 quarters since.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.