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Osbon Capital Management’s Klaviyo KVYO Stock Holding History

Osbon Capital 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 		$3.37K Hold
173
– – ﹤0.01% 389
2025
Q4 		$5.62K Buy
+173
New +$4.85K 0.01% 273

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 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

Osbon Capital Management's KVYO Position: Q1 2026 in Review

Osbon Capital Management held its Klaviyo (KVYO) position steady in Q1 2026 at 173 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Osbon Capital Management first reported a position in KVYO in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.62K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Osbon Capital Management held 173 shares of Klaviyo worth $3.37K as of Q1 2026.
  • Osbon Capital Management left its Klaviyo share count unchanged in Q1 2026.
  • Klaviyo made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #389 holding.
  • Osbon Capital Management first reported a position in Klaviyo in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Klaviyo position peaked at $5.62K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.