Prospera Financial Services
KVYO icon

Prospera Financial Services’s Klaviyo KVYO Stock Holding History

Prospera Financial Services’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
Q3 		$1.61M Buy
80,055
+2,346
+3% +$41.1K 0.02% 660
2026
Q2 		$1.17M Buy
77,709
+38,259
+97% +$634K 0.02% 697
2026
Q1 		$768K Buy
+39,450
New +$846K 0.01% 826

Other funds holding KVYO

Summit Partners
Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Morangie Management
Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Prospera Financial Services's KVYO Position: Q3 2026 in Review

Prospera Financial Services increased its Klaviyo (KVYO) stake by 3% in Q3 2026, buying an estimated $41.1K and bringing the position to 80,055 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #660.

Prospera Financial Services first reported a position in KVYO in Q1 2026 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • Prospera Financial Services held 80,055 shares of Klaviyo worth $1.61M as of Q3 2026.
  • Prospera Financial Services bought 2,346 Klaviyo shares in Q3 2026, an estimated $41.1K.
  • Klaviyo made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #660 holding.
  • Prospera Financial Services first reported a position in Klaviyo in Q1 2026 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.