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CVA Family Office’s Klaviyo KVYO Stock Holding History

CVA Family Office’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 		– Sell
-75
Closed -$1.46K – 1853
2026
Q1 		$1.46K Buy
75
+36
+92% +$772 ﹤0.01% 1583
2025
Q4 		$1.27K Buy
39
+19
+95% +$532 ﹤0.01% 1063
2025
Q3 		$554 Hold
20
– – ﹤0.01% 1228
2025
Q2 		$672 Hold
20
– – ﹤0.01% 1160
2025
Q1 		$605 Hold
20
– – ﹤0.01% 1191
2024
Q4 		$825 Hold
20
– – ﹤0.01% 1124
2024
Q3 		$708 Buy
+20
New +$580 ﹤0.01% 1123

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

CVA Family Office's KVYO Position: Q2 2026 in Review

CVA Family Office sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 75 shares — an estimated $1.46K sold.

CVA Family Office first reported a position in KVYO in Q3 2024 and held it in 7 quarters. The position peaked at $1.46K in Q1 2026. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • CVA Family Office reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • CVA Family Office sold 75 Klaviyo shares in Q2 2026, an estimated $1.46K.
  • CVA Family Office first reported a position in Klaviyo in Q3 2024 and held it in 7 quarters.
  • CVA Family Office's Klaviyo position peaked at $1.46K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.