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Lindbrook Capital’s Klaviyo KVYO Stock Holding History

Lindbrook 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
2025
Q1 		$363 Buy
+12
New +$484 ﹤0.01% 2668

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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lindbrook Capital's KVYO Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Klaviyo (KVYO) in Q1 2025: 12 shares worth $363. The stake represents ﹤0.01% of the portfolio and ranks #2668 among its holdings.

217 funds tracked by Wall St. Rank hold KVYO as of Q1 2025.

  • Lindbrook Capital held 12 shares of Klaviyo worth $363 as of Q1 2025.
  • Klaviyo was a new Lindbrook Capital position in Q1 2025.
  • Klaviyo made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2668 holding.
  • 217 funds tracked by Wall St. Rank held Klaviyo as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.