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
Q1 		$325K Buy
+16,690
New +$358K ﹤0.01% 2333

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

CAPTRUST Financial Advisors's KVYO Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Klaviyo (KVYO) in Q1 2026: 16,690 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #2333 among its holdings.

264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • CAPTRUST Financial Advisors held 16,690 shares of Klaviyo worth $325K as of Q1 2026.
  • Klaviyo was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Klaviyo made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2333 holding.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

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