Lavelle Capital’s Klaviyo KVYO Stock Holding History

Lavelle Capital’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	$772K	Hold	51,100	–	–	0.33%	45
2026 Q1	$994K	Buy	+51,100	New	+$1.1M	0.62%	35

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lavelle Capital's KVYO Position: Q2 2026 in Review

Lavelle Capital held its Klaviyo (KVYO) position steady in Q2 2026 at 51,100 shares worth $772K. The position accounts for 0.33% of the portfolio, ranked #45.

Lavelle Capital first reported a position in KVYO in Q1 2026 and has held it in 2 quarters since. The position peaked at $994K in Q1 2026. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Lavelle Capital held 51,100 shares of Klaviyo worth $772K as of Q2 2026.
Lavelle Capital left its Klaviyo share count unchanged in Q2 2026.
Klaviyo made up 0.33% of Lavelle Capital's portfolio in Q2 2026, its #45 holding.
Lavelle Capital first reported a position in Klaviyo in Q1 2026 and has held it in 2 quarters since.
Lavelle Capital's Klaviyo position peaked at $994K in Q1 2026.
276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.