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Cornerstone Financial Management’s Klaviyo KVYO Stock Holding History

Cornerstone Financial 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
Q2 		$423 Sell
28
-25
-47% -$414 ﹤0.01% 1445
2026
Q1 		$1.03K Buy
+53
New +$1.14K ﹤0.01% 965

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

Cornerstone Financial Management's KVYO Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Klaviyo (KVYO) stake by 47% in Q2 2026, selling an estimated $414 and leaving 28 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Cornerstone Financial Management first reported a position in KVYO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.03K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Cornerstone Financial Management held 28 shares of Klaviyo worth $423 as of Q2 2026.
  • Cornerstone Financial Management sold 25 Klaviyo shares in Q2 2026, an estimated $414.
  • Klaviyo made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1445 holding.
  • Cornerstone Financial Management first reported a position in Klaviyo in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Financial Management's Klaviyo position peaked at $1.03K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.