Mackenzie Financial’s Klaviyo KVYO Stock Holding History

Mackenzie 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 Q3	$19.1M	Buy	+1,215,290	New	+$21.3M	0.02%	468

Other funds holding KVYO

Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Mackenzie Financial's KVYO Position: Q3 2026 in Review

Mackenzie Financial opened a new position in Klaviyo (KVYO) in Q3 2026: 1,215,290 shares worth $19.1M. The stake represents 0.02% of the portfolio and ranks #468 among its holdings.

77 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

Mackenzie Financial held 1,215,290 shares of Klaviyo worth $19.1M as of Q3 2026.
Klaviyo was a new Mackenzie Financial position in Q3 2026.
Klaviyo made up 0.02% of Mackenzie Financial's portfolio in Q3 2026, its #468 holding.
77 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.