Raymond James Financial
KVYO icon

Raymond James Financial’s Klaviyo KVYO Stock Holding History

Raymond James Financial’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 		$991K Sell
50,945
-11,315
-18% -$243K ﹤0.01% 3850
2025
Q4 		$2.02M Sell
62,260
-1,319
-2% -$36.9K ﹤0.01% 3268
2025
Q3 		$1.76M Sell
63,579
-637,396
-91% -$20.6M ﹤0.01% 3260
2025
Q2 		$23.5M Buy
700,975
+155,816
+29% +$4.94M 0.01% 1240
2025
Q1 		$16.5M Buy
545,159
+251,104
+85% +$10.1M 0.01% 1456
2024
Q4 		$12.1M Buy
+294,055
New +$11.2M ﹤0.01% 1686

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