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
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

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
WRCM
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

HighTower Advisors's KVYO Position: Q2 2026 in Review

HighTower Advisors reduced its Klaviyo (KVYO) stake by 13% in Q2 2026, selling an estimated $64.5K and leaving 25,197 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

HighTower Advisors first reported a position in KVYO in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.5M in Q4 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • HighTower Advisors held 25,197 shares of Klaviyo worth $380K as of Q2 2026.
  • HighTower Advisors sold 3,893 Klaviyo shares in Q2 2026, an estimated $64.5K.
  • Klaviyo made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2992 holding.
  • HighTower Advisors first reported a position in Klaviyo in Q1 2024 and has held it in 10 quarters since.
  • HighTower Advisors's Klaviyo position peaked at $16.5M in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.