FWIA
KVYO icon

Fort Washington Investment Advisors’s Klaviyo KVYO Stock Holding History

Fort Washington Investment 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 		$331K Hold
21,926
– – ﹤0.01% 374
2026
Q1 		$427K Hold
21,926
– – ﹤0.01% 355
2025
Q4 		$712K Hold
21,926
– – ﹤0.01% 313
2025
Q3 		$607K Hold
21,926
– – ﹤0.01% 310
2025
Q2 		$736K Hold
21,926
– – ﹤0.01% 299
2025
Q1 		$663K Buy
+21,926
New +$885K ﹤0.01% 304

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fort Washington Investment Advisors's KVYO Position: Q2 2026 in Review

Fort Washington Investment Advisors held its Klaviyo (KVYO) position steady in Q2 2026 at 21,926 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Fort Washington Investment Advisors first reported a position in KVYO in Q1 2025 and has held it in 6 quarters since. The position peaked at $736K in Q2 2025. 58 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Fort Washington Investment Advisors held 21,926 shares of Klaviyo worth $331K as of Q2 2026.
  • Fort Washington Investment Advisors left its Klaviyo share count unchanged in Q2 2026.
  • Klaviyo made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #374 holding.
  • Fort Washington Investment Advisors first reported a position in Klaviyo in Q1 2025 and has held it in 6 quarters since.
  • Fort Washington Investment Advisors's Klaviyo position peaked at $736K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.