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Cabot Wealth Management’s Klaviyo KVYO Stock Holding History

Cabot Wealth 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
2025
Q4 		– Sell
-37,936
Closed -$1.05M – 140
2025
Q3 		$1.05M Sell
37,936
-47,564
-56% -$1.54M 0.12% 97
2025
Q2 		$2.87M Sell
85,500
-4,626
-5% -$147K 0.34% 71
2025
Q1 		$2.73M Buy
90,126
+854
+1% +$34.5K 0.35% 67
2024
Q4 		$3.68M Sell
89,272
-1,153
-1% -$44K 0.47% 60
2024
Q3 		$3.2M Buy
90,425
+45,451
+101% +$1.32M 0.4% 64
2024
Q2 		$1.12M Sell
44,974
-70
-0.2% -$1.64K 0.15% 95
2024
Q1 		$1.15M Buy
+45,044
New +$1.2M 0.15% 94

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Cabot Wealth Management's KVYO Position: Q4 2025 in Review

Cabot Wealth Management sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 37,936 shares — an estimated $1.05M sold.

Cabot Wealth Management first reported a position in KVYO in Q1 2024 and held it in 7 quarters. The position peaked at $3.68M in Q4 2024. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • Cabot Wealth Management reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • Cabot Wealth Management sold 37,936 Klaviyo shares in Q4 2025, an estimated $1.05M.
  • Cabot Wealth Management first reported a position in Klaviyo in Q1 2024 and held it in 7 quarters.
  • Cabot Wealth Management's Klaviyo position peaked at $3.68M in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Cabot Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.