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Parallel Advisors’s Klaviyo KVYO Stock Holding History

Parallel 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
2026
Q2 		$26.4K Sell
1,750
-259
-13% -$4.29K ﹤0.01% 2497
2026
Q1 		$39.1K Buy
2,009
+327
+19% +$7.01K ﹤0.01% 2139
2025
Q4 		$54.6K Sell
1,682
-744
-31% -$20.8K ﹤0.01% 1802
2025
Q3 		$67.2K Sell
2,426
-180
-7% -$5.81K ﹤0.01% 1642
2025
Q2 		$87.5K Buy
2,606
+2,591
+17,273% +$82.1K ﹤0.01% 1422
2025
Q1 		$454 Buy
+15
New +$605 ﹤0.01% 3250

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 $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Parallel Advisors's KVYO Position: Q2 2026 in Review

Parallel Advisors reduced its Klaviyo (KVYO) stake by 13% in Q2 2026, selling an estimated $4.29K and leaving 1,750 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Parallel Advisors first reported a position in KVYO in Q1 2025 and has held it in 6 quarters since. The position peaked at $87.5K in Q2 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Parallel Advisors held 1,750 shares of Klaviyo worth $26.4K as of Q2 2026.
  • Parallel Advisors sold 259 Klaviyo shares in Q2 2026, an estimated $4.29K.
  • Klaviyo made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2497 holding.
  • Parallel Advisors first reported a position in Klaviyo in Q1 2025 and has held it in 6 quarters since.
  • Parallel Advisors's Klaviyo position peaked at $87.5K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.