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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
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 $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

Brinker Capital Investments's KVYO Position: Q1 2026 in Review

Brinker Capital Investments reduced its Klaviyo (KVYO) stake by 8.2% in Q1 2026, selling an estimated $82.5K and leaving 42,975 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #1216.

Brinker Capital Investments first reported a position in KVYO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.52M in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Brinker Capital Investments held 42,975 shares of Klaviyo worth $836K as of Q1 2026.
  • Brinker Capital Investments sold 3,846 Klaviyo shares in Q1 2026, an estimated $82.5K.
  • Klaviyo made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1216 holding.
  • Brinker Capital Investments first reported a position in Klaviyo in Q2 2025 and has held it in 4 quarters since.
  • Brinker Capital Investments's Klaviyo position peaked at $1.52M in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.