Brinker Capital Investments
KVYO icon

Brinker Capital Investments’s Klaviyo KVYO Stock Holding History

Brinker Capital Investments’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 		$695K Buy
46,010
+3,035
+7% +$50.3K 0.01% 1341
2026
Q1 		$836K Sell
42,975
-3,846
-8% -$82.5K 0.01% 1216
2025
Q4 		$1.52M Buy
46,821
+8,496
+22% +$238K 0.01% 998
2025
Q3 		$1.06M Buy
38,325
+1,236
+3% +$39.9K 0.01% 1195
2025
Q2 		$1.25M Buy
+37,089
New +$1.17M 0.01% 1063

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
Whale Rock Capital Management
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

Brinker Capital Investments's KVYO Position: Q2 2026 in Review

Brinker Capital Investments increased its Klaviyo (KVYO) stake by 7.1% in Q2 2026, buying an estimated $50.3K and bringing the position to 46,010 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #1341.

Brinker Capital Investments first reported a position in KVYO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Brinker Capital Investments held 46,010 shares of Klaviyo worth $695K as of Q2 2026.
  • Brinker Capital Investments bought 3,035 Klaviyo shares in Q2 2026, an estimated $50.3K.
  • Klaviyo made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1341 holding.
  • Brinker Capital Investments first reported a position in Klaviyo in Q2 2025 and has held it in 5 quarters since.
  • Brinker Capital Investments's Klaviyo position peaked at $1.52M in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.