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
Q3 		$512K Buy
32,566
+7,369
+29% +$129K ﹤0.01% 2711
2026
Q2 		$380K Sell
25,197
-3,893
-13% -$64.5K ﹤0.01% 2992
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

Summit Partners
Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sands Capital Ventures
Sands Capital Ventures Arlington, Virginia $695M AUM 31.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

HighTower Advisors's KVYO Position: Q3 2026 in Review

HighTower Advisors increased its Klaviyo (KVYO) stake by 29% in Q3 2026, buying an estimated $129K and bringing the position to 32,566 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

HighTower Advisors first reported a position in KVYO in Q1 2024 and has held it in 11 quarters since. The position peaked at $16.5M in Q4 2024. 218 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • HighTower Advisors held 32,566 shares of Klaviyo worth $512K as of Q3 2026.
  • HighTower Advisors bought 7,369 Klaviyo shares in Q3 2026, an estimated $129K.
  • Klaviyo made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2711 holding.
  • HighTower Advisors first reported a position in Klaviyo in Q1 2024 and has held it in 11 quarters since.
  • HighTower Advisors's Klaviyo position peaked at $16.5M in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.