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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 6.57% 1
2024
Q3 		$43.7M Sell
1,235,793
-44,242
-3% -$1.28M 5.65% 1
2024
Q2 		$31.9M Buy
1,280,035
+357,355
+39% +$8.36M 4.97% 1
2024
Q1 		$23.5M Buy
+922,680
New +$24.6M 4.08% 2

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 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 $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Claro Advisors's KVYO Position: Q2 2025 in Review

Claro Advisors sold out of Klaviyo (KVYO) in Q2 2025, closing a stake of 1,648,873 shares — an estimated $49.9M sold.

Claro Advisors first reported a position in KVYO in Q1 2024 and held it in 5 quarters. The position peaked at $49.9M in Q1 2025. 254 funds tracked by Wall St. Rank hold KVYO as of Q2 2025.

  • Claro Advisors reported no remaining Klaviyo position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 1,648,873 Klaviyo shares in Q2 2025, an estimated $49.9M.
  • Claro Advisors first reported a position in Klaviyo in Q1 2024 and held it in 5 quarters.
  • Claro Advisors's Klaviyo position peaked at $49.9M in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Klaviyo as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.