Charles Schwab
KVYO icon

Charles Schwab’s Klaviyo KVYO Stock Holding History

Charles Schwab’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 		$17.2M Buy
884,788
+75,359
+9% +$1.62M ﹤0.01% 1824
2025
Q4 		$26.3M Buy
809,429
+79,540
+11% +$2.23M ﹤0.01% 1573
2025
Q3 		$20.2M Buy
729,889
+120,942
+20% +$3.91M ﹤0.01% 1734
2025
Q2 		$20.4M Buy
608,947
+158,786
+35% +$5.03M ﹤0.01% 1659
2025
Q1 		$13.6M Sell
450,161
-14,298
-3% -$577K ﹤0.01% 1813
2024
Q4 		$19.2M Buy
464,459
+40,102
+9% +$1.53M ﹤0.01% 1725
2024
Q3 		$15M Buy
424,357
+91,824
+28% +$2.66M ﹤0.01% 1849
2024
Q2 		$8.28M Buy
332,533
+196,373
+144% +$4.59M ﹤0.01% 2135
2024
Q1 		$3.47M Sell
136,160
-1,416
-1% -$37.8K ﹤0.01% 2423
2023
Q4 		$3.82M Buy
+137,576
New +$4.07M ﹤0.01% 2420

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 $5.7T AUM 30.48% 1-Year Est. Return