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Oppenheimer Asset Management’s Klaviyo KVYO Stock Holding History

Oppenheimer Asset 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
Q1 		$274K Buy
14,097
+13
+0.1% +$279 ﹤0.01% 989
2025
Q4 		$457K Buy
14,084
+2,764
+24% +$77.4K 0.01% 832
2025
Q3 		$313K Sell
11,320
-246
-2% -$7.94K ﹤0.01% 1002
2025
Q2 		$388K Buy
+11,566
New +$366K ﹤0.01% 928

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

Oppenheimer Asset Management's KVYO Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Klaviyo (KVYO) stake by 0.09% in Q1 2026, buying an estimated $279 and bringing the position to 14,097 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Oppenheimer Asset Management first reported a position in KVYO in Q2 2025 and has held it in 4 quarters since. The position peaked at $457K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Oppenheimer Asset Management held 14,097 shares of Klaviyo worth $274K as of Q1 2026.
  • Oppenheimer Asset Management bought 13 Klaviyo shares in Q1 2026, an estimated $279.
  • Klaviyo made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #989 holding.
  • Oppenheimer Asset Management first reported a position in Klaviyo in Q2 2025 and has held it in 4 quarters since.
  • Oppenheimer Asset Management's Klaviyo position peaked at $457K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.