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Capital Investment Advisors’s Klaviyo KVYO Stock Holding History

Capital Investment Advisors’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
Q1 		– Sell
-15,066
Closed -$621K – 695
2024
Q4 		$621K Buy
+15,066
New +$575K 0.01% 388

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Investment Advisors's KVYO Position: Q1 2025 in Review

Capital Investment Advisors sold out of Klaviyo (KVYO) in Q1 2025, closing a stake of 15,066 shares — an estimated $621K sold.

Capital Investment Advisors first reported a position in KVYO in Q4 2024 and held it in 1 quarter. The position peaked at $621K in Q4 2024. 217 funds tracked by Wall St. Rank hold KVYO as of Q1 2025.

  • Capital Investment Advisors reported no remaining Klaviyo position as of Q1 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 15,066 Klaviyo shares in Q1 2025, an estimated $621K.
  • Capital Investment Advisors first reported a position in Klaviyo in Q4 2024 and held it in 1 quarter.
  • Capital Investment Advisors's Klaviyo position peaked at $621K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Klaviyo as of Q1 2025.

Based on Capital Investment Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.