GAMMA Investing
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
Q3 		$22.5K Buy
1,428
+828
+138% +$14.5K ﹤0.01% 2876
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

GAMMA Investing's KVYO Position: Q3 2026 in Review

GAMMA Investing increased its Klaviyo (KVYO) stake by 138% in Q3 2026, buying an estimated $14.5K and bringing the position to 1,428 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2876.

GAMMA Investing first reported a position in KVYO in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • GAMMA Investing held 1,428 shares of Klaviyo worth $22.5K as of Q3 2026.
  • GAMMA Investing bought 828 Klaviyo shares in Q3 2026, an estimated $14.5K.
  • Klaviyo made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2876 holding.
  • GAMMA Investing first reported a position in Klaviyo in Q4 2024 and has held it in 7 quarters since.
  • 18 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.