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Cape Investment Advisory’s Klaviyo KVYO Stock Holding History

Cape Investment Advisory’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
Q3 		$2.09K Hold
133
– – ﹤0.01% 1241
2026
Q2 		$2.01K Buy
+133
New +$2.2K ﹤0.01% 1237
2026
Q1 		– Sell
-122
Closed -$3.96K – 746
2025
Q4 		$3.96K Buy
122
+35
+40% +$980 ﹤0.01% 965
2025
Q3 		$2.41K Hold
87
– – ﹤0.01% 652
2025
Q2 		$2.92K Buy
+87
New +$2.76K ﹤0.01% 870

Other funds holding KVYO

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cape Investment Advisory's KVYO Position: Q3 2026 in Review

Cape Investment Advisory held its Klaviyo (KVYO) position steady in Q3 2026 at 133 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Cape Investment Advisory first reported a position in KVYO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.96K in Q4 2025. 18 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • Cape Investment Advisory held 133 shares of Klaviyo worth $2.09K as of Q3 2026.
  • Cape Investment Advisory left its Klaviyo share count unchanged in Q3 2026.
  • Klaviyo made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1241 holding.
  • Cape Investment Advisory first reported a position in Klaviyo in Q2 2025 and has held it in 5 quarters since.
  • Cape Investment Advisory's Klaviyo position peaked at $3.96K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.