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 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 $670M AUM 6.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners's KVYO Position: Q1 2026 in Review

Cerity Partners increased its Klaviyo (KVYO) stake by 46% in Q1 2026, buying an estimated $721K and bringing the position to 106,612 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Cerity Partners first reported a position in KVYO in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.36M in Q3 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

Cerity Partners held 106,612 shares of Klaviyo worth $2.07M as of Q1 2026.
Cerity Partners bought 33,599 Klaviyo shares in Q1 2026, an estimated $721K.
Klaviyo made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1469 holding.
Cerity Partners first reported a position in Klaviyo in Q1 2024 and has held it in 9 quarters since.
Cerity Partners's Klaviyo position peaked at $3.36M in Q3 2024.
264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.