CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Klaviyo KVYO Stock Holding History

CAPTRUST Financial 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
Q2 		– Sell
-16,690
Closed -$325K – 3346
2026
Q1 		$325K Buy
+16,690
New +$358K ﹤0.01% 2333

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CAPTRUST Financial Advisors's KVYO Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 16,690 shares — an estimated $325K sold.

CAPTRUST Financial Advisors first reported a position in KVYO in Q1 2026 and held it in 1 quarter. The position peaked at $325K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 16,690 Klaviyo shares in Q2 2026, an estimated $325K.
  • CAPTRUST Financial Advisors first reported a position in Klaviyo in Q1 2026 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Klaviyo position peaked at $325K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.