Creative Planning
KVYO icon

Creative Planning’s Klaviyo KVYO Stock Holding History

Creative Planning’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 		$173K Sell
11,450
-16,506
-59% -$274K ﹤0.01% 3918
2026
Q1 		$544K Buy
27,956
+12,403
+80% +$266K ﹤0.01% 2974
2025
Q4 		$505K Sell
15,553
-2,989
-16% -$83.7K ﹤0.01% 2834
2025
Q3 		$513K Buy
18,542
+235
+1% +$7.59K ﹤0.01% 2697
2025
Q2 		$615K Buy
18,307
+1,304
+8% +$41.3K ﹤0.01% 2277
2025
Q1 		$515K Buy
17,003
+833
+5% +$33.6K ﹤0.01% 2256
2024
Q4 		$667K Buy
16,170
+9,000
+126% +$344K ﹤0.01% 1964
2024
Q3 		$254K Buy
+7,170
New +$208K ﹤0.01% 2661

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

Creative Planning's KVYO Position: Q2 2026 in Review

Creative Planning reduced its Klaviyo (KVYO) stake by 59% in Q2 2026, selling an estimated $274K and leaving 11,450 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #3918.

Creative Planning first reported a position in KVYO in Q3 2024 and has held it in 8 quarters since. The position peaked at $667K in Q4 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Creative Planning held 11,450 shares of Klaviyo worth $173K as of Q2 2026.
  • Creative Planning sold 16,506 Klaviyo shares in Q2 2026, an estimated $274K.
  • Klaviyo made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3918 holding.
  • Creative Planning first reported a position in Klaviyo in Q3 2024 and has held it in 8 quarters since.
  • Creative Planning's Klaviyo position peaked at $667K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.