Focus Partners Wealth
KVYO icon

Focus Partners Wealth’s Klaviyo KVYO Stock Holding History

Focus Partners Wealth’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 		$1.98M Sell
131,028
-10,104
-7% -$167K ﹤0.01% 1364
2026
Q1 		$2.75M Buy
141,132
+6,580
+5% +$141K ﹤0.01% 1172
2025
Q4 		$4.37M Buy
134,552
+384
+0.3% +$10.8K 0.01% 987
2025
Q3 		$3.72M Sell
134,168
-794,374
-86% -$25.7M 0.01% 843
2025
Q2 		$31.2M Buy
928,542
+10,929
+1% +$346K 0.07% 266
2025
Q1 		$27.8M Sell
917,613
-24,910
-3% -$1M 0.07% 265
2024
Q4 		$38.9M Buy
+942,523
New +$36M 0.1% 194
2024
Q3 		– Sell
-1,062,600
Closed -$25.9M – 1657
2024
Q2 		$25.9M Sell
1,062,600
-23,539
-2% -$551K 0.09% 210
2024
Q1 		$24.5M Buy
+1,086,139
New +$29M 0.2% 131

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

Focus Partners Wealth's KVYO Position: Q2 2026 in Review

Focus Partners Wealth reduced its Klaviyo (KVYO) stake by 7.2% in Q2 2026, selling an estimated $167K and leaving 131,028 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Focus Partners Wealth first reported a position in KVYO in Q1 2024 and has held it in 9 quarters since. The position peaked at $38.9M in Q4 2024. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Focus Partners Wealth held 131,028 shares of Klaviyo worth $1.98M as of Q2 2026.
  • Focus Partners Wealth sold 10,104 Klaviyo shares in Q2 2026, an estimated $167K.
  • Klaviyo made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1364 holding.
  • Focus Partners Wealth first reported a position in Klaviyo in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Klaviyo position peaked at $38.9M in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.