Envestnet Asset Management
KVYO icon

Envestnet Asset Management’s Klaviyo KVYO Stock Holding History

Envestnet Asset 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 		$1.65M Sell
109,527
-2,923
-3% -$48.4K ﹤0.01% 3297
2026
Q1 		$2.19M Buy
112,450
+2,844
+3% +$61K ﹤0.01% 2955
2025
Q4 		$3.56M Buy
109,606
+7,433
+7% +$208K ﹤0.01% 2419
2025
Q3 		$2.83M Sell
102,173
-3,676
-3% -$119K ﹤0.01% 2654
2025
Q2 		$3.55M Buy
+105,849
New +$3.35M ﹤0.01% 2444

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

Envestnet Asset Management's KVYO Position: Q2 2026 in Review

Envestnet Asset Management reduced its Klaviyo (KVYO) stake by 2.6% in Q2 2026, selling an estimated $48.4K and leaving 109,527 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3297.

Envestnet Asset Management first reported a position in KVYO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.56M in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Envestnet Asset Management held 109,527 shares of Klaviyo worth $1.65M as of Q2 2026.
  • Envestnet Asset Management sold 2,923 Klaviyo shares in Q2 2026, an estimated $48.4K.
  • Klaviyo made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3297 holding.
  • Envestnet Asset Management first reported a position in Klaviyo in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Asset Management's Klaviyo position peaked at $3.56M in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.