LPL Financial
KVYO icon

LPL Financial’s Klaviyo KVYO Stock Holding History

LPL Financial’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 		$374K Buy
24,771
+13,808
+126% +$229K ﹤0.01% 5277
2026
Q1 		$213K Buy
10,963
+1,748
+19% +$37.5K ﹤0.01% 5456
2025
Q4 		$299K Sell
9,215
-3,415
-27% -$95.7K ﹤0.01% 5145
2025
Q3 		$350K Buy
12,630
+5,399
+75% +$174K ﹤0.01% 4927
2025
Q2 		$243K Buy
+7,231
New +$229K ﹤0.01% 4941

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 $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LPL Financial's KVYO Position: Q2 2026 in Review

LPL Financial increased its Klaviyo (KVYO) stake by 126% in Q2 2026, buying an estimated $229K and bringing the position to 24,771 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #5277.

LPL Financial first reported a position in KVYO in Q2 2025 and has held it in 5 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • LPL Financial held 24,771 shares of Klaviyo worth $374K as of Q2 2026.
  • LPL Financial bought 13,808 Klaviyo shares in Q2 2026, an estimated $229K.
  • Klaviyo made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5277 holding.
  • LPL Financial first reported a position in Klaviyo in Q2 2025 and has held it in 5 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.