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
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 $670M AUM 6.71% 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

LPL Financial's KVYO Position: Q1 2026 in Review

LPL Financial increased its Klaviyo (KVYO) stake by 19% in Q1 2026, buying an estimated $37.5K and bringing the position to 10,963 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #5456.

LPL Financial first reported a position in KVYO in Q2 2025 and has held it in 4 quarters since. The position peaked at $350K in Q3 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • LPL Financial held 10,963 shares of Klaviyo worth $213K as of Q1 2026.
  • LPL Financial bought 1,748 Klaviyo shares in Q1 2026, an estimated $37.5K.
  • Klaviyo made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5456 holding.
  • LPL Financial first reported a position in Klaviyo in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's Klaviyo position peaked at $350K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.