MYIA
KVYO icon

Mount Yale Investment Advisors’s Klaviyo KVYO Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-2,647
Closed -$88.9K – 1177
2025
Q2 		$88.9K Buy
+2,647
New +$83.9K 0.01% 684

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mount Yale Investment Advisors's KVYO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Klaviyo (KVYO) in Q3 2025, closing a stake of 2,647 shares — an estimated $88.9K sold.

Mount Yale Investment Advisors first reported a position in KVYO in Q2 2025 and held it in 1 quarter. The position peaked at $88.9K in Q2 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Klaviyo position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,647 Klaviyo shares in Q3 2025, an estimated $88.9K.
  • Mount Yale Investment Advisors first reported a position in Klaviyo in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Klaviyo position peaked at $88.9K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.