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KVYO icon

Clifford Group’s Klaviyo KVYO Stock Holding History

Clifford 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 		$478K Sell
31,634
-3,105
-9% -$51.5K 0.33% 46
2026
Q1 		$676K Buy
34,739
+21,666
+166% +$465K 0.52% 31
2025
Q4 		$424K Hold
13,073
– – 0.33% 46
2025
Q3 		$362K Sell
13,073
-1,095
-8% -$35.4K 0.28% 51
2025
Q2 		$476K Buy
14,168
+385
+3% +$12.2K 0.39% 40
2025
Q1 		$417K Buy
+13,783
New +$556K 0.39% 40

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Clifford Group's KVYO Position: Q2 2026 in Review

Clifford Group reduced its Klaviyo (KVYO) stake by 8.9% in Q2 2026, selling an estimated $51.5K and leaving 31,634 shares worth $478K. The position accounts for 0.33% of the portfolio, ranked #46.

Clifford Group first reported a position in KVYO in Q1 2025 and has held it in 6 quarters since. The position peaked at $676K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Clifford Group held 31,634 shares of Klaviyo worth $478K as of Q2 2026.
  • Clifford Group sold 3,105 Klaviyo shares in Q2 2026, an estimated $51.5K.
  • Klaviyo made up 0.33% of Clifford Group's portfolio in Q2 2026, its #46 holding.
  • Clifford Group first reported a position in Klaviyo in Q1 2025 and has held it in 6 quarters since.
  • Clifford Group's Klaviyo position peaked at $676K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.