Pathstone Holdings
KVYO icon

Pathstone Holdings’s Klaviyo KVYO Stock Holding History

Pathstone Holdings’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 		$3.1M Hold
159,456
– – 0.01% 800
2025
Q4 		$5.18M Sell
159,456
-14,475
-8% -$405K 0.02% 549
2025
Q3 		$4.82M Buy
173,931
+858
+0.5% +$27.7K 0.02% 568
2025
Q2 		$5.81M Sell
173,073
-8,933
-5% -$283K 0.02% 496
2025
Q1 		$5.51M Buy
182,006
+13,365
+8% +$539K 0.02% 529
2024
Q4 		$6.95M Buy
168,641
+6,387
+4% +$244K 0.03% 434
2024
Q3 		$5.74M Buy
162,254
+102
+0.1% +$2.96K 0.03% 504
2024
Q2 		$4.04M Buy
162,152
+166
+0.1% +$3.88K 0.02% 609
2024
Q1 		$4.13M Buy
+161,986
New +$4.33M 0.02% 576

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 $5.7T AUM 30.48% 1-Year Est. Return