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KVYO icon

Claro Advisors’s Klaviyo KVYO Stock Holding History

Claro Advisors’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
Q2 		– Sell
-1,648,873
Closed -$49.9M – 449
2025
Q1 		$49.9M Buy
1,648,873
+470,543
+40% +$19M 6.68% 1
2024
Q4 		$48.6M Sell
1,178,330
-57,463
-5% -$2.19M 6.58% 1
2024
Q3 		$43.7M Sell
1,235,793
-44,242
-3% -$1.28M 5.66% 1
2024
Q2 		$31.9M Buy
1,280,035
+357,355
+39% +$8.36M 4.98% 1
2024
Q1 		$23.5M Buy
+922,680
New +$24.6M 4.09% 2

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AllianceBernstein
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WRCM
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SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
BlackRock
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Federated Hermes
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Capital Research Global Investors
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return