First Trust Advisors
KVYO icon

First Trust Advisors’s Klaviyo KVYO Stock Holding History

First Trust 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
Q1 		$23M Buy
1,181,887
+374,959
+46% +$8.04M 0.02% 843
2025
Q4 		$26.2M Sell
806,928
-119,396
-13% -$3.34M 0.02% 798
2025
Q3 		$25.6M Sell
926,324
-62,442
-6% -$2.02M 0.02% 829
2025
Q2 		$33.2M Buy
988,766
+72,806
+8% +$2.31M 0.03% 738
2025
Q1 		$27.7M Sell
915,960
-29,703
-3% -$1.2M 0.02% 758
2024
Q4 		$39M Buy
945,663
+197,283
+26% +$7.53M 0.03% 634
2024
Q3 		$26.5M Sell
748,380
-179,342
-19% -$5.2M 0.03% 703
2024
Q2 		$23.1M Buy
927,722
+70,419
+8% +$1.65M 0.02% 741
2024
Q1 		$21.8M Buy
857,303
+789,545
+1,165% +$21.1M 0.02% 762
2023
Q4 		$1.88M Sell
67,758
-834
-1% -$24.7K ﹤0.01% 1751
2023
Q3 		$2.37M Buy
+68,592
New +$2.35M ﹤0.01% 1616

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 $5.7T AUM 30.48% 1-Year Est. Return