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Marino Stram & Associates’s Klaviyo KVYO Stock Holding History

Marino Stram & Associates’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
2025
Q1 		– Sell
-32,901
Closed -$1.36M – 169
2024
Q4 		$1.36M Hold
32,901
– – 0.3% 53
2024
Q3 		$1.16M Sell
32,901
-10,967
-25% -$318K 0.26% 63
2024
Q2 		$1.09M Hold
43,868
– – 0.27% 59
2024
Q1 		$1.12M Buy
+43,868
New +$1.17M 0.26% 61

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Marino Stram & Associates's KVYO Position: Q1 2025 in Review

Marino Stram & Associates sold out of Klaviyo (KVYO) in Q1 2025, closing a stake of 32,901 shares — an estimated $1.36M sold.

Marino Stram & Associates first reported a position in KVYO in Q1 2024 and held it in 4 quarters. The position peaked at $1.36M in Q4 2024. 216 funds tracked by Wall St. Rank hold KVYO as of Q1 2025.

  • Marino Stram & Associates reported no remaining Klaviyo position as of Q1 2025 after selling out during the quarter.
  • Marino Stram & Associates sold 32,901 Klaviyo shares in Q1 2025, an estimated $1.36M.
  • Marino Stram & Associates first reported a position in Klaviyo in Q1 2024 and held it in 4 quarters.
  • Marino Stram & Associates's Klaviyo position peaked at $1.36M in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Klaviyo as of Q1 2025.

Based on Marino Stram & Associates's 13F filing for Q1 2025, filed 21 Apr 2025.