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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
Q3 		$2.41K Sell
153
-6
-4% -$105 ﹤0.01% 1857
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's KVYO Position: Q3 2026 in Review

Essential Partners reduced its Klaviyo (KVYO) stake by 3.8% in Q3 2026, selling an estimated $105 and leaving 153 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Essential Partners first reported a position in KVYO in Q2 2025 and has held it in 6 quarters since. The position peaked at $22K in Q1 2026. 18 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • Essential Partners held 153 shares of Klaviyo worth $2.41K as of Q3 2026.
  • Essential Partners sold 6 Klaviyo shares in Q3 2026, an estimated $105.
  • Klaviyo made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1857 holding.
  • Essential Partners first reported a position in Klaviyo in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Klaviyo position peaked at $22K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.