Capital Analysts LLC
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Capital Analysts LLC’s Klaviyo KVYO Stock Holding History

Capital Analysts LLC’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 		$7.86K Buy
+500
New +$8.76K ﹤0.01% 1335

Other funds holding KVYO

Summit Partners
Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sands Capital Ventures
Sands Capital Ventures Arlington, Virginia $695M AUM 31.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Capital Analysts LLC's KVYO Position: Q3 2026 in Review

Capital Analysts LLC opened a new position in Klaviyo (KVYO) in Q3 2026: 500 shares worth $7.86K. The stake represents ﹤0.01% of the portfolio and ranks #1335 among its holdings.

218 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • Capital Analysts LLC held 500 shares of Klaviyo worth $7.86K as of Q3 2026.
  • Klaviyo was a new Capital Analysts LLC position in Q3 2026.
  • Klaviyo made up ﹤0.01% of Capital Analysts LLC's portfolio in Q3 2026, its #1335 holding.
  • 218 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Capital Analysts LLC's 13F filing for Q3 2026, filed 13 Nov 2026.