Cerity Partners’s Klaviyo KVYO Stock Holding History

Cerity Partners’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	$1.13M	Sell	75,161 -31,451	-30%	-$521K	﹤0.01%	1929
2026 Q1	$2.07M	Buy	106,612 +33,599	+46%	+$721K	﹤0.01%	1469
2025 Q4	$2.37M	Buy	73,013 +474	+0.7%	+$13.3K	﹤0.01%	1301
2025 Q3	$2.01M	Sell	72,539 -18	-0%	-$581	﹤0.01%	1292
2025 Q2	$2.44M	Buy	72,557 +1,896	+3%	+$60.1K	﹤0.01%	1126
2025 Q1	$2.14M	Buy	70,661 +157	+0.2%	+$6.33K	﹤0.01%	1098
2024 Q4	$2.91M	Sell	70,504 -24,600	-26%	-$939K	0.01%	943
2024 Q3	$3.36M	Hold	95,104	–	–	0.01%	866
2024 Q2	$2.37M	Sell	95,104 -9,160	-9%	-$214K	0.01%	844
2024 Q1	$2.66M	Buy	+104,264	New	+$2.79M	0.01%	868

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cerity Partners's KVYO Position: Q2 2026 in Review

Cerity Partners reduced its Klaviyo (KVYO) stake by 30% in Q2 2026, selling an estimated $521K and leaving 75,161 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Cerity Partners first reported a position in KVYO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.36M in Q3 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Cerity Partners held 75,161 shares of Klaviyo worth $1.13M as of Q2 2026.
Cerity Partners sold 31,451 Klaviyo shares in Q2 2026, an estimated $521K.
Klaviyo made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1929 holding.
Cerity Partners first reported a position in Klaviyo in Q1 2024 and has held it in 10 quarters since.
Cerity Partners's Klaviyo position peaked at $3.36M in Q3 2024.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.