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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
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 $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

Parallel Advisors's KVYO Position: Q1 2026 in Review

Parallel Advisors increased its Klaviyo (KVYO) stake by 19% in Q1 2026, buying an estimated $7.01K and bringing the position to 2,009 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Parallel Advisors first reported a position in KVYO in Q1 2025 and has held it in 5 quarters since. The position peaked at $87.5K in Q2 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Parallel Advisors held 2,009 shares of Klaviyo worth $39.1K as of Q1 2026.
  • Parallel Advisors bought 327 Klaviyo shares in Q1 2026, an estimated $7.01K.
  • Klaviyo made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2139 holding.
  • Parallel Advisors first reported a position in Klaviyo in Q1 2025 and has held it in 5 quarters since.
  • Parallel Advisors's Klaviyo position peaked at $87.5K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.