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Essential Partners’s Klaviyo KVYO Stock Holding History

Essential Partners’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 		$2.4K Sell
159
-970
-86% -$16.1K ﹤0.01% 1901
2026
Q1 		$22K Buy
1,129
+929
+465% +$19.9K 0.01% 890
2025
Q4 		$6.49K Buy
200
+111
+125% +$3.11K ﹤0.01% 1321
2025
Q3 		$2.46K Buy
89
+3
+3% +$97 ﹤0.01% 1723
2025
Q2 		$2.89K Buy
+86
New +$2.72K ﹤0.01% 1214

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

Essential Partners's KVYO Position: Q2 2026 in Review

Essential Partners reduced its Klaviyo (KVYO) stake by 86% in Q2 2026, selling an estimated $16.1K and leaving 159 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Essential Partners first reported a position in KVYO in Q2 2025 and has held it in 5 quarters since. The position peaked at $22K in Q1 2026. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Essential Partners held 159 shares of Klaviyo worth $2.4K as of Q2 2026.
  • Essential Partners sold 970 Klaviyo shares in Q2 2026, an estimated $16.1K.
  • Klaviyo made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1901 holding.
  • Essential Partners first reported a position in Klaviyo in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Klaviyo position peaked at $22K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.