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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
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

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

Cape Investment Advisory's KVYO Position: Q1 2026 in Review

Cape Investment Advisory sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 122 shares — an estimated $3.96K sold.

Cape Investment Advisory first reported a position in KVYO in Q2 2025 and held it in 3 quarters. The position peaked at $3.96K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Cape Investment Advisory reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 122 Klaviyo shares in Q1 2026, an estimated $3.96K.
  • Cape Investment Advisory first reported a position in Klaviyo in Q2 2025 and held it in 3 quarters.
  • Cape Investment Advisory's Klaviyo position peaked at $3.96K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.