Mercer Global Advisors
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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
Q2 		$193K Sell
12,777
-12,926
-50% -$214K ﹤0.01% 3263
2026
Q1 		$500K Buy
+25,703
New +$551K ﹤0.01% 1984

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

Mercer Global Advisors's KVYO Position: Q2 2026 in Review

Mercer Global Advisors reduced its Klaviyo (KVYO) stake by 50% in Q2 2026, selling an estimated $214K and leaving 12,777 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #3263.

Mercer Global Advisors first reported a position in KVYO in Q1 2026 and has held it in 2 quarters since. The position peaked at $500K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Mercer Global Advisors held 12,777 shares of Klaviyo worth $193K as of Q2 2026.
  • Mercer Global Advisors sold 12,926 Klaviyo shares in Q2 2026, an estimated $214K.
  • Klaviyo made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3263 holding.
  • Mercer Global Advisors first reported a position in Klaviyo in Q1 2026 and has held it in 2 quarters since.
  • Mercer Global Advisors's Klaviyo position peaked at $500K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.