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
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 $670M AUM 6.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's KVYO Position: Q1 2026 in Review

Creative Planning increased its Klaviyo (KVYO) stake by 80% in Q1 2026, buying an estimated $266K and bringing the position to 27,956 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

Creative Planning first reported a position in KVYO in Q3 2024 and has held it in 7 quarters since. The position peaked at $667K in Q4 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Creative Planning held 27,956 shares of Klaviyo worth $544K as of Q1 2026.
  • Creative Planning bought 12,403 Klaviyo shares in Q1 2026, an estimated $266K.
  • Klaviyo made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2974 holding.
  • Creative Planning first reported a position in Klaviyo in Q3 2024 and has held it in 7 quarters since.
  • Creative Planning's Klaviyo position peaked at $667K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.