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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
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 $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

MAI Capital Management's KVYO Position: Q1 2026 in Review

MAI Capital Management reduced its Klaviyo (KVYO) stake by 68% in Q1 2026, selling an estimated $11.1K and leaving 248 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3533.

MAI Capital Management first reported a position in KVYO in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.9K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • MAI Capital Management held 248 shares of Klaviyo worth $4.83K as of Q1 2026.
  • MAI Capital Management sold 519 Klaviyo shares in Q1 2026, an estimated $11.1K.
  • Klaviyo made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3533 holding.
  • MAI Capital Management first reported a position in Klaviyo in Q2 2025 and has held it in 4 quarters since.
  • MAI Capital Management's Klaviyo position peaked at $24.9K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.