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KVYO icon

Cynosure Group’s Klaviyo KVYO Stock Holding History

Cynosure Group’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 		$2.76M Hold
141,884
– – 0.35% 38
2025
Q4 		$4.61M Hold
141,884
– – 0.47% 32
2025
Q3 		$3.93M Hold
141,884
– – 0.43% 33
2025
Q2 		$4.76M Hold
141,884
– – 0.54% 25
2025
Q1 		$4.29M Sell
141,884
-52,759
-27% -$2.13M 0.59% 24
2024
Q4 		$8.03M Hold
194,643
– – 1.2% 19
2024
Q3 		$6.89M Buy
194,643
+141,884
+269% +$4.11M 1% 19
2024
Q2 		$1.31M Hold
52,759
– – 0.21% 62
2024
Q1 		$1.34M Buy
+52,759
New +$1.41M 0.24% 48

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

Cynosure Group's KVYO Position: Q1 2026 in Review

Cynosure Group held its Klaviyo (KVYO) position steady in Q1 2026 at 141,884 shares worth $2.76M. The position accounts for 0.35% of the portfolio, ranked #38.

Cynosure Group first reported a position in KVYO in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.03M in Q4 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Cynosure Group held 141,884 shares of Klaviyo worth $2.76M as of Q1 2026.
  • Cynosure Group left its Klaviyo share count unchanged in Q1 2026.
  • Klaviyo made up 0.35% of Cynosure Group's portfolio in Q1 2026, its #38 holding.
  • Cynosure Group first reported a position in Klaviyo in Q1 2024 and has held it in 9 quarters since.
  • Cynosure Group's Klaviyo position peaked at $8.03M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.