CIBC Private Wealth Group
KVYO icon

CIBC Private Wealth Group’s Klaviyo KVYO Stock Holding History

CIBC Private Wealth 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
2025
Q3 		– Sell
-300
Closed -$10.1K – 3214
2025
Q2 		$10.1K Sell
300
-1,310
-81% -$41.5K ﹤0.01% 2253
2025
Q1 		$41.9K Sell
1,610
-142
-8% -$5.73K ﹤0.01% 1686
2024
Q4 		$72K Buy
1,752
+1,102
+170% +$42.1K ﹤0.01% 1542
2024
Q3 		$23K Sell
650
-68
-9% -$1.97K ﹤0.01% 2097
2024
Q2 		$17.6K Sell
718
-48
-6% -$1.12K ﹤0.01% 2082
2024
Q1 		$19.5K Buy
+766
New +$20.5K ﹤0.01% 2057

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIBC Private Wealth Group's KVYO Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Klaviyo (KVYO) in Q3 2025, closing a stake of 300 shares — an estimated $10.1K sold.

CIBC Private Wealth Group first reported a position in KVYO in Q1 2024 and held it in 6 quarters. The position peaked at $72K in Q4 2024. 276 funds tracked by Wall St. Rank hold KVYO as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Klaviyo position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 300 Klaviyo shares in Q3 2025, an estimated $10.1K.
  • CIBC Private Wealth Group first reported a position in Klaviyo in Q1 2024 and held it in 6 quarters.
  • CIBC Private Wealth Group's Klaviyo position peaked at $72K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.