Capstone Investment Advisors
KVYO icon

Capstone Investment Advisors’s Klaviyo KVYO Stock Holding History

Capstone 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
2026
Q1 		$516K Buy
+26,511
New +$569K ﹤0.01% 1124
2025
Q4 		– Sell
-22,992
Closed -$637K – 1855
2025
Q3 		$637K Buy
22,992
+12,110
+111% +$391K ﹤0.01% 1235
2025
Q2 		$365K Buy
+10,882
New +$345K ﹤0.01% 1293
2024
Q2 		– Sell
-146,368
Closed -$3.73M – 2289
2024
Q1 		$3.73M Buy
146,368
+21,296
+17% +$569K 0.01% 545
2023
Q4 		$3.47M Buy
125,072
+25,035
+25% +$741K 0.01% 642
2023
Q3 		$3.45M Buy
+100,037
New +$3.43M 0.02% 540

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $2.22T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capstone Investment Advisors's KVYO Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Klaviyo (KVYO) in Q1 2026: 26,511 shares worth $516K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in KVYO as recently as Q3 2025.

Capstone Investment Advisors first reported a position in KVYO in Q3 2023 and has held it in 6 quarters since. The position peaked at $3.73M in Q1 2024. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Capstone Investment Advisors held 26,511 shares of Klaviyo worth $516K as of Q1 2026.
  • Klaviyo was a new Capstone Investment Advisors position in Q1 2026.
  • Klaviyo made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1124 holding.
  • Capstone Investment Advisors first reported a position in Klaviyo in Q3 2023 and has held it in 6 quarters since.
  • Capstone Investment Advisors's Klaviyo position peaked at $3.73M in Q1 2024.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

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