Connor, Clark & Lunn Investment Management (CC&L)
KVYO icon

Connor, Clark & Lunn Investment Management (CC&L)’s Klaviyo KVYO Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$4.07M Buy
208,995
+88,409
+73% +$1.9M 0.01% 744
2025
Q4 		$3.92M Buy
+120,586
New +$3.38M 0.01% 723

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
Fidelity Investments
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s KVYO Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Klaviyo (KVYO) stake by 73% in Q1 2026, buying an estimated $1.9M and bringing the position to 208,995 shares worth $4.07M. The position accounts for 0.01% of the portfolio, ranked #744.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in KVYO in Q4 2025 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 208,995 shares of Klaviyo worth $4.07M as of Q1 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 88,409 Klaviyo shares in Q1 2026, an estimated $1.9M.
  • Klaviyo made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #744 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Klaviyo in Q4 2025 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.