Invesco
KVYO icon

Invesco’s Klaviyo KVYO Stock Holding History

Invesco’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 		$828K Buy
42,572
+16,608
+64% +$356K ﹤0.01% 2950
2025
Q4 		$843K Buy
25,964
+8,685
+50% +$243K ﹤0.01% 2981
2025
Q3 		$478K Buy
17,279
+4,702
+37% +$152K ﹤0.01% 3235
2025
Q2 		$422K Buy
12,577
+5,849
+87% +$185K ﹤0.01% 3233
2025
Q1 		$204K Buy
+6,728
New +$271K ﹤0.01% 3507
2023
Q4 		– Sell
-65,438
Closed -$2.26M – 3865
2023
Q3 		$2.26M Buy
+65,438
New +$2.25M ﹤0.01% 2557

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

Invesco's KVYO Position: Q1 2026 in Review

Invesco increased its Klaviyo (KVYO) stake by 64% in Q1 2026, buying an estimated $356K and bringing the position to 42,572 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #2950.

Invesco first reported a position in KVYO in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.26M in Q3 2023. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Invesco held 42,572 shares of Klaviyo worth $828K as of Q1 2026.
  • Invesco bought 16,608 Klaviyo shares in Q1 2026, an estimated $356K.
  • Klaviyo made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #2950 holding.
  • Invesco first reported a position in Klaviyo in Q3 2023 and has held it in 6 quarters since.
  • Invesco's Klaviyo position peaked at $2.26M in Q3 2023.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.