HighTower Advisors
KVYO icon

HighTower Advisors’s Klaviyo KVYO Stock Holding History

HighTower 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
Q1 		$566K Sell
29,090
-8,054
-22% -$173K ﹤0.01% 2611
2025
Q4 		$1.21M Sell
37,144
-997
-3% -$27.9K ﹤0.01% 1990
2025
Q3 		$1.06M Buy
38,141
+3,283
+9% +$106K ﹤0.01% 2054
2025
Q2 		$1.17M Buy
34,858
+12,451
+56% +$394K ﹤0.01% 1906
2025
Q1 		$678K Sell
22,407
-378,403
-94% -$15.3M ﹤0.01% 2231
2024
Q4 		$16.5M Sell
400,810
-1,681
-0.4% -$64.2K 0.02% 583
2024
Q3 		$14.2M Sell
402,491
-32,476
-7% -$941K 0.02% 619
2024
Q2 		$10.8M Sell
434,967
-4,371
-1% -$102K 0.02% 690
2024
Q1 		$11.2M Buy
+439,338
New +$11.7M 0.02% 660

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HighTower Advisors's KVYO Position: Q1 2026 in Review

HighTower Advisors reduced its Klaviyo (KVYO) stake by 22% in Q1 2026, selling an estimated $173K and leaving 29,090 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

HighTower Advisors first reported a position in KVYO in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.5M in Q4 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • HighTower Advisors held 29,090 shares of Klaviyo worth $566K as of Q1 2026.
  • HighTower Advisors sold 8,054 Klaviyo shares in Q1 2026, an estimated $173K.
  • Klaviyo made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2611 holding.
  • HighTower Advisors first reported a position in Klaviyo in Q1 2024 and has held it in 9 quarters since.
  • HighTower Advisors's Klaviyo position peaked at $16.5M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.