NSIM
KVYO icon

North Star Investment Management’s Klaviyo KVYO Stock Holding History

North Star Investment 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
-30
Closed -$584 – 1798
2026
Q1 		$584 Buy
+30
New +$643 ﹤0.01% 1570

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 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
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

North Star Investment Management's KVYO Position: Q2 2026 in Review

North Star Investment Management sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 30 shares — an estimated $584 sold.

North Star Investment Management first reported a position in KVYO in Q1 2026 and held it in 1 quarter. The position peaked at $584 in Q1 2026. 58 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • North Star Investment Management reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • North Star Investment Management sold 30 Klaviyo shares in Q2 2026, an estimated $584.
  • North Star Investment Management first reported a position in Klaviyo in Q1 2026 and held it in 1 quarter.
  • North Star Investment Management's Klaviyo position peaked at $584 in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.