Mach-1 Financial Group’s Klaviyo KVYO Stock Holding History

Mach-1 Financial Group’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	-6,403	Closed	-$208K	–	234
2025 Q4	$208K	Buy	+6,403	New	+$179K	0.04%	271

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mach-1 Financial Group's KVYO Position: Q1 2026 in Review

Mach-1 Financial Group sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 6,403 shares — an estimated $208K sold.

Mach-1 Financial Group first reported a position in KVYO in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

Mach-1 Financial Group reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
Mach-1 Financial Group sold 6,403 Klaviyo shares in Q1 2026, an estimated $208K.
Mach-1 Financial Group first reported a position in Klaviyo in Q4 2025 and held it in 1 quarter.
Mach-1 Financial Group's Klaviyo position peaked at $208K in Q4 2025.
264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.