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 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

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clifford Group's KVYO Position: Q1 2026 in Review

Clifford Group increased its Klaviyo (KVYO) stake by 166% in Q1 2026, buying an estimated $465K and bringing the position to 34,739 shares worth $676K. The position accounts for 0.52% of the portfolio, ranked #31.

Clifford Group first reported a position in KVYO in Q1 2025 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

Clifford Group held 34,739 shares of Klaviyo worth $676K as of Q1 2026.
Clifford Group bought 21,666 Klaviyo shares in Q1 2026, an estimated $465K.
Klaviyo made up 0.52% of Clifford Group's portfolio in Q1 2026, its #31 holding.
Clifford Group first reported a position in Klaviyo in Q1 2025 and has held it in 5 quarters since.
264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.