GI
KVYO icon

GAMMA Investing’s Klaviyo KVYO Stock Holding History

GAMMA Investing’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 		$9.06K Buy
600
+500
+500% +$8.29K ﹤0.01% 3262
2026
Q1 		$1.95K Buy
100
+56
+127% +$1.2K ﹤0.01% 3674
2025
Q4 		$1.43K Buy
44
+25
+132% +$700 ﹤0.01% 3697
2025
Q3 		$526 Sell
19
-11
-37% -$355 ﹤0.01% 3711
2025
Q2 		$1.01K Buy
+30
New +$950 ﹤0.01% 3537
2025
Q1 		– Sell
-9
Closed -$371 – 3841
2024
Q4 		$371 Buy
+9
New +$344 ﹤0.01% 3631

Other funds holding KVYO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

GAMMA Investing's KVYO Position: Q2 2026 in Review

GAMMA Investing increased its Klaviyo (KVYO) stake by 500% in Q2 2026, buying an estimated $8.29K and bringing the position to 600 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3262.

GAMMA Investing first reported a position in KVYO in Q4 2024 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • GAMMA Investing held 600 shares of Klaviyo worth $9.06K as of Q2 2026.
  • GAMMA Investing bought 500 Klaviyo shares in Q2 2026, an estimated $8.29K.
  • Klaviyo made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3262 holding.
  • GAMMA Investing first reported a position in Klaviyo in Q4 2024 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.