Chicago Partners Investment Group’s Klaviyo KVYO Stock Holding History

Chicago Partners Investment Group’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	$177K	Buy	+11,287	New	+$187K	﹤0.01%	1444

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

WRCM

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

Chicago Partners Investment Group's KVYO Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in Klaviyo (KVYO) in Q2 2026: 11,287 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings.

276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Chicago Partners Investment Group held 11,287 shares of Klaviyo worth $177K as of Q2 2026.
Klaviyo was a new Chicago Partners Investment Group position in Q2 2026.
Klaviyo made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1444 holding.
276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.