Mercer Global Advisors
KVYO icon

Mercer Global Advisors’s Klaviyo KVYO Stock Holding History

Mercer Global 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
Q1 		$500K Buy
+25,703
New +$551K ﹤0.01% 1984

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

Mercer Global Advisors's KVYO Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in Klaviyo (KVYO) in Q1 2026: 25,703 shares worth $500K. The stake represents ﹤0.01% of the portfolio and ranks #1984 among its holdings.

264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Mercer Global Advisors held 25,703 shares of Klaviyo worth $500K as of Q1 2026.
  • Klaviyo was a new Mercer Global Advisors position in Q1 2026.
  • Klaviyo made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1984 holding.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.