Morangie Management’s Klaviyo KVYO Stock Holding History

Morangie 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 Q2	–	Sell	-7,500	Closed	-$375	–	35
2026 Q1	$375	Hold	7,500	–	–	﹤0.01%	34
2025 Q4	$244K	Buy	7,500 +7,000	+1,400%	+$196K	0.19%	33
2025 Q3	$13.8K	Sell	500 -1,000	-67%	-$32.3K	0.01%	32
2025 Q2	$47.2K	Sell	1,500 -32,300	-96%	-$1.02M	0.04%	32
2025 Q1	$1.03M	Buy	33,800 +13,500	+67%	+$545K	1%	17
2024 Q4	$837K	Buy	+20,300	New	+$775K	0.67%	19

Other funds holding KVYO

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morangie Management's KVYO Position: Q2 2026 in Review

Morangie Management reduced its Klaviyo (KVYO) stake by 4.9% in Q2 2026, selling an estimated $347K and leaving 403,166 shares worth $6.09M. The position accounts for 5.06% of the portfolio, ranked #10.

Morangie Management first reported a position in KVYO in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.8M in Q4 2024. 19 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Morangie Management held 403,166 shares of Klaviyo worth $6.09M as of Q2 2026.
Morangie Management sold 20,942 Klaviyo shares in Q2 2026, an estimated $347K.
Klaviyo made up 5.06% of Morangie Management's portfolio in Q2 2026, its #10 holding.
Morangie Management first reported a position in Klaviyo in Q4 2024 and has held it in 7 quarters since.
Morangie Management's Klaviyo position peaked at $40.8M in Q4 2024.
19 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Morangie Management's 13F filing for Q2 2026, filed 16 Jul 2026.