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Bellevue Asset Management’s Klaviyo KVYO Stock Holding History

Bellevue Asset 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
Q1 		– Sell
-116
Closed -$3.77K – 438
2025
Q4 		$3.77K Buy
116
+42
+57% +$1.18K ﹤0.01% 370
2025
Q3 		$2.05K Buy
+74
New +$2.39K ﹤0.01% 435

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

Bellevue Asset Management's KVYO Position: Q1 2026 in Review

Bellevue Asset Management sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 116 shares — an estimated $3.77K sold.

Bellevue Asset Management first reported a position in KVYO in Q3 2025 and held it in 2 quarters. The position peaked at $3.77K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Bellevue Asset Management reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Bellevue Asset Management sold 116 Klaviyo shares in Q1 2026, an estimated $3.77K.
  • Bellevue Asset Management first reported a position in Klaviyo in Q3 2025 and held it in 2 quarters.
  • Bellevue Asset Management's Klaviyo position peaked at $3.77K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.