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Farther Finance Advisors’s Klaviyo KVYO Stock Holding History

Farther Finance Advisors’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 		$21.4K Sell
1,416
-2,396
-63% -$39.7K ﹤0.01% 3917
2026
Q1 		$74.1K Buy
3,812
+329
+9% +$7.06K ﹤0.01% 2729
2025
Q4 		$113K Buy
3,483
+3,375
+3,125% +$94.5K ﹤0.01% 2264
2025
Q3 		$2.99K Buy
108
+99
+1,100% +$3.2K ﹤0.01% 3976
2025
Q2 		$302 Buy
+9
New +$285 ﹤0.01% 4136
2024
Q4 		– Sell
-634
Closed -$22.4K – 4085
2024
Q3 		$22.4K Buy
+634
New +$18.4K ﹤0.01% 2037

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

Farther Finance Advisors's KVYO Position: Q2 2026 in Review

Farther Finance Advisors reduced its Klaviyo (KVYO) stake by 63% in Q2 2026, selling an estimated $39.7K and leaving 1,416 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3917.

Farther Finance Advisors first reported a position in KVYO in Q3 2024 and has held it in 6 quarters since. The position peaked at $113K in Q4 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Farther Finance Advisors held 1,416 shares of Klaviyo worth $21.4K as of Q2 2026.
  • Farther Finance Advisors sold 2,396 Klaviyo shares in Q2 2026, an estimated $39.7K.
  • Klaviyo made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3917 holding.
  • Farther Finance Advisors first reported a position in Klaviyo in Q3 2024 and has held it in 6 quarters since.
  • Farther Finance Advisors's Klaviyo position peaked at $113K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.