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MAI Capital Management’s Klaviyo KVYO Stock Holding History

MAI Capital Management’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 		– Sell
-248
Closed -$4.83K – 3507
2026
Q1 		$4.83K Sell
248
-519
-68% -$11.1K ﹤0.01% 3533
2025
Q4 		$24.9K Buy
767
+751
+4,694% +$21K ﹤0.01% 2399
2025
Q3 		$444 Hold
16
– – ﹤0.01% 3638
2025
Q2 		$538 Buy
+16
New +$507 ﹤0.01% 3752

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

MAI Capital Management's KVYO Position: Q2 2026 in Review

MAI Capital Management sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 248 shares — an estimated $4.83K sold.

MAI Capital Management first reported a position in KVYO in Q2 2025 and held it in 4 quarters. The position peaked at $24.9K in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • MAI Capital Management reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 248 Klaviyo shares in Q2 2026, an estimated $4.83K.
  • MAI Capital Management first reported a position in Klaviyo in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Klaviyo position peaked at $24.9K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.