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KVYO icon

Gryphon Financial Partners’s Klaviyo KVYO Stock Holding History

Gryphon Financial Partners’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 		$441K Hold
29,217
– – 0.04% 251
2026
Q1 		$569K Hold
29,217
– – 0.06% 203
2025
Q4 		$949K Buy
29,217
+129
+0.4% +$3.61K 0.1% 132
2025
Q3 		$805K Hold
29,088
– – 0.09% 137
2025
Q2 		$977K Buy
29,088
+517
+2% +$16.4K 0.13% 105
2025
Q1 		$865K Buy
+28,571
New +$1.15M 0.12% 111
2024
Q4 		– Sell
-28,571
Closed -$1.01M – 269
2024
Q3 		$1.01M Hold
28,571
– – 0.14% 96
2024
Q2 		$711K Sell
28,571
-7,143
-20% -$167K 0.11% 114
2024
Q1 		$910K Buy
+35,714
New +$954K 0.15% 90

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
Whale Rock Capital Management
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

Gryphon Financial Partners's KVYO Position: Q2 2026 in Review

Gryphon Financial Partners held its Klaviyo (KVYO) position steady in Q2 2026 at 29,217 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #251.

Gryphon Financial Partners first reported a position in KVYO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Gryphon Financial Partners held 29,217 shares of Klaviyo worth $441K as of Q2 2026.
  • Gryphon Financial Partners left its Klaviyo share count unchanged in Q2 2026.
  • Klaviyo made up 0.04% of Gryphon Financial Partners's portfolio in Q2 2026, its #251 holding.
  • Gryphon Financial Partners first reported a position in Klaviyo in Q1 2024 and has held it in 9 quarters since.
  • Gryphon Financial Partners's Klaviyo position peaked at $1.01M in Q3 2024.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.