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Mayflower Financial Advisors’s Klaviyo KVYO Stock Holding History

Mayflower Financial Advisors’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 		$3.42M Sell
226,700
-29
-0% -$481 0.3% 86
2026
Q1 		$4.41M Buy
226,729
+29
+0% +$622 0.54% 50
2025
Q4 		$7.36M Sell
226,700
-6,455
-3% -$181K 0.89% 25
2025
Q3 		$6.46M Hold
233,155
– – 0.81% 27
2025
Q2 		$7.83M Sell
233,155
-198,274
-46% -$6.28M 1.09% 19
2025
Q1 		$13.1M Hold
431,429
– – 1.98% 6
2024
Q4 		$17.8M Sell
431,429
-253,519
-37% -$9.68M 2.66% 5
2024
Q3 		$24.2M Buy
684,948
+441,500
+181% +$12.8M 3.65% 2
2024
Q2 		$6.06M Hold
243,448
– – 0.99% 19
2024
Q1 		$6.2M Buy
+243,448
New +$6.5M 1.04% 17

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

Mayflower Financial Advisors's KVYO Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Klaviyo (KVYO) stake by 0.01% in Q2 2026, selling an estimated $481 and leaving 226,700 shares worth $3.42M. The position accounts for 0.3% of the portfolio, ranked #86.

Mayflower Financial Advisors first reported a position in KVYO in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.2M in Q3 2024. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Mayflower Financial Advisors held 226,700 shares of Klaviyo worth $3.42M as of Q2 2026.
  • Mayflower Financial Advisors sold 29 Klaviyo shares in Q2 2026, an estimated $481.
  • Klaviyo made up 0.3% of Mayflower Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • Mayflower Financial Advisors first reported a position in Klaviyo in Q1 2024 and has held it in 10 quarters since.
  • Mayflower Financial Advisors's Klaviyo position peaked at $24.2M in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.