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Liontrust Investment Partners’s Klaviyo KVYO Stock Holding History

Liontrust Investment Partners’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 		– Sell
-193,578
Closed -$6.29M – 217
2025
Q4 		$6.29M Buy
193,578
+91,753
+90% +$2.57M 0.09% 134
2025
Q3 		$2.82M Sell
101,825
-28,041
-22% -$906K 0.04% 140
2025
Q2 		$4.36M Sell
129,866
-8,689
-6% -$275K 0.06% 128
2025
Q1 		$4.19M Buy
138,555
+71,003
+105% +$2.86M 0.07% 130
2024
Q4 		$2.79M Buy
+67,552
New +$2.58M 0.04% 135

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 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

Liontrust Investment Partners's KVYO Position: Q1 2026 in Review

Liontrust Investment Partners sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 193,578 shares — an estimated $6.29M sold.

Liontrust Investment Partners first reported a position in KVYO in Q4 2024 and held it in 5 quarters. The position peaked at $6.29M in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Liontrust Investment Partners reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Liontrust Investment Partners sold 193,578 Klaviyo shares in Q1 2026, an estimated $6.29M.
  • Liontrust Investment Partners first reported a position in Klaviyo in Q4 2024 and held it in 5 quarters.
  • Liontrust Investment Partners's Klaviyo position peaked at $6.29M in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.