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Flagship Harbor Advisors’s Klaviyo KVYO Stock Holding History

Flagship Harbor 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 		– Sell
-662
Closed -$21.5K – 1532
2025
Q4 		$21.5K Buy
+662
New +$18.5K ﹤0.01% 1308

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Flagship Harbor Advisors's KVYO Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 662 shares — an estimated $21.5K sold.

Flagship Harbor Advisors first reported a position in KVYO in Q4 2025 and held it in 1 quarter. The position peaked at $21.5K in Q4 2025. 266 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 662 Klaviyo shares in Q1 2026, an estimated $21.5K.
  • Flagship Harbor Advisors first reported a position in Klaviyo in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's Klaviyo position peaked at $21.5K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.