Larson Financial Group
KVYO icon

Larson Financial Group’s Klaviyo KVYO Stock Holding History

Larson Financial Group’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
2025
Q3 		– Sell
-1,093
Closed -$36.7K – 3558
2025
Q2 		$36.7K Buy
+1,093
New +$34.6K ﹤0.01% 1197
2024
Q4 		– Sell
-100
Closed -$3.54K – 2842
2024
Q3 		$3.54K Buy
+100
New +$2.9K ﹤0.01% 1739

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Larson Financial Group's KVYO Position: Q3 2025 in Review

Larson Financial Group sold out of Klaviyo (KVYO) in Q3 2025, closing a stake of 1,093 shares — an estimated $36.7K sold.

Larson Financial Group first reported a position in KVYO in Q3 2024 and held it in 2 quarters. The position peaked at $36.7K in Q2 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q3 2025.

  • Larson Financial Group reported no remaining Klaviyo position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,093 Klaviyo shares in Q3 2025, an estimated $36.7K.
  • Larson Financial Group first reported a position in Klaviyo in Q3 2024 and held it in 2 quarters.
  • Larson Financial Group's Klaviyo position peaked at $36.7K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.