Cetera Investment Advisers
KVYO icon

Cetera Investment Advisers’s Klaviyo KVYO Stock Holding History

Cetera Investment Advisers’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
-23,396
Closed -$455K – 5099
2026
Q1 		$455K Sell
23,396
-2,162
-8% -$46.4K ﹤0.01% 3599
2025
Q4 		$830K Sell
25,558
-676
-3% -$18.9K ﹤0.01% 2993
2025
Q3 		$726K Buy
26,234
+4,678
+22% +$151K ﹤0.01% 3062
2025
Q2 		$724K Buy
21,556
+10,900
+102% +$345K ﹤0.01% 2676
2025
Q1 		$322K Buy
10,656
+3,932
+58% +$159K ﹤0.01% 3211
2024
Q4 		$277K Buy
+6,724
New +$257K ﹤0.01% 3173

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

Cetera Investment Advisers's KVYO Position: Q2 2026 in Review

Cetera Investment Advisers sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 23,396 shares — an estimated $455K sold.

Cetera Investment Advisers first reported a position in KVYO in Q4 2024 and held it in 6 quarters. The position peaked at $830K in Q4 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Cetera Investment Advisers reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 23,396 Klaviyo shares in Q2 2026, an estimated $455K.
  • Cetera Investment Advisers first reported a position in Klaviyo in Q4 2024 and held it in 6 quarters.
  • Cetera Investment Advisers's Klaviyo position peaked at $830K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.