IA
KVYO icon

IFP Advisors’s Klaviyo KVYO Stock Holding History

IFP 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 		$69.6K Sell
4,612
-675
-13% -$11.2K ﹤0.01% 2198
2026
Q1 		$103K Buy
5,287
+303
+6% +$6.5K ﹤0.01% 1824
2025
Q4 		$162K Sell
4,984
-249
-5% -$6.97K ﹤0.01% 1492
2025
Q3 		$145K Buy
5,233
+281
+6% +$9.07K ﹤0.01% 1450
2025
Q2 		$176K Buy
4,952
+4,485
+960% +$142K 0.01% 1331
2025
Q1 		$14.1K Buy
467
+262
+128% +$10.6K ﹤0.01% 2446
2024
Q4 		$8.46K Buy
+205
New +$7.83K ﹤0.01% 2590
2024
Q2 		– Sell
-371
Closed -$9.45K – 3289
2024
Q1 		$9.45K Buy
+371
New +$9.91K ﹤0.01% 2253

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

IFP Advisors's KVYO Position: Q2 2026 in Review

IFP Advisors reduced its Klaviyo (KVYO) stake by 13% in Q2 2026, selling an estimated $11.2K and leaving 4,612 shares worth $69.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

IFP Advisors first reported a position in KVYO in Q1 2024 and has held it in 8 quarters since. The position peaked at $176K in Q2 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • IFP Advisors held 4,612 shares of Klaviyo worth $69.6K as of Q2 2026.
  • IFP Advisors sold 675 Klaviyo shares in Q2 2026, an estimated $11.2K.
  • Klaviyo made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2198 holding.
  • IFP Advisors first reported a position in Klaviyo in Q1 2024 and has held it in 8 quarters since.
  • IFP Advisors's Klaviyo position peaked at $176K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.