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Northwest & Ethical Investments’s Klaviyo KVYO Stock Holding History

Northwest & Ethical Investments’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 		$330K Buy
+17,188
New +$369K 0.01% 444

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

Northwest & Ethical Investments's KVYO Position: Q1 2026 in Review

Northwest & Ethical Investments opened a new position in Klaviyo (KVYO) in Q1 2026: 17,188 shares worth $330K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings.

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

  • Northwest & Ethical Investments held 17,188 shares of Klaviyo worth $330K as of Q1 2026.
  • Klaviyo was a new Northwest & Ethical Investments position in Q1 2026.
  • Klaviyo made up 0.01% of Northwest & Ethical Investments's portfolio in Q1 2026, its #444 holding.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.