Congress Asset Management
KVYO icon

Congress Asset Management’s Klaviyo KVYO Stock Holding History

Congress Asset Management’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
Q3 		$12.2M Buy
774,660
+138,430
+22% +$2.42M 0.08% 204
2026
Q2 		$9.61M Buy
+636,230
New +$10.5M 0.06% 217

Other funds holding KVYO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Congress Asset Management's KVYO Position: Q3 2026 in Review

Congress Asset Management increased its Klaviyo (KVYO) stake by 22% in Q3 2026, buying an estimated $2.42M and bringing the position to 774,660 shares worth $12.2M. The position accounts for 0.08% of the portfolio, ranked #204.

Congress Asset Management first reported a position in KVYO in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • Congress Asset Management held 774,660 shares of Klaviyo worth $12.2M as of Q3 2026.
  • Congress Asset Management bought 138,430 Klaviyo shares in Q3 2026, an estimated $2.42M.
  • Klaviyo made up 0.08% of Congress Asset Management's portfolio in Q3 2026, its #204 holding.
  • Congress Asset Management first reported a position in Klaviyo in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.