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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
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 $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

IFP Advisors's KVYO Position: Q1 2026 in Review

IFP Advisors increased its Klaviyo (KVYO) stake by 6.1% in Q1 2026, buying an estimated $6.5K and bringing the position to 5,287 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

IFP Advisors first reported a position in KVYO in Q1 2024 and has held it in 7 quarters since. The position peaked at $176K in Q2 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • IFP Advisors held 5,287 shares of Klaviyo worth $103K as of Q1 2026.
  • IFP Advisors bought 303 Klaviyo shares in Q1 2026, an estimated $6.5K.
  • Klaviyo made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1824 holding.
  • IFP Advisors first reported a position in Klaviyo in Q1 2024 and has held it in 7 quarters since.
  • IFP Advisors's Klaviyo position peaked at $176K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.