CoreCap Advisors
KVYO icon

CoreCap Advisors’s Klaviyo KVYO Stock Holding History

CoreCap 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
2026
Q3 		$928 Hold
59
– – ﹤0.01% 2675
2026
Q2 		$891 Hold
59
– – ﹤0.01% 2724
2026
Q1 		$1.15K Hold
59
– – ﹤0.01% 2515
2025
Q4 		$1.92K Buy
+59
New +$1.65K ﹤0.01% 2487

Other funds holding KVYO

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Morangie Management
Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $291M AUM 52.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return
Harbour Capital Advisors
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
Seelaus Asset Management
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return

CoreCap Advisors's KVYO Position: Q3 2026 in Review

CoreCap Advisors held its Klaviyo (KVYO) position steady in Q3 2026 at 59 shares worth $928. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

CoreCap Advisors first reported a position in KVYO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.92K in Q4 2025. 33 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • CoreCap Advisors held 59 shares of Klaviyo worth $928 as of Q3 2026.
  • CoreCap Advisors left its Klaviyo share count unchanged in Q3 2026.
  • Klaviyo made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2675 holding.
  • CoreCap Advisors first reported a position in Klaviyo in Q4 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's Klaviyo position peaked at $1.92K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.