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
Q2 		$866K Buy
57,375
+6,430
+13% +$107K ﹤0.01% 4103
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 $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

Raymond James Financial's KVYO Position: Q2 2026 in Review

Raymond James Financial increased its Klaviyo (KVYO) stake by 13% in Q2 2026, buying an estimated $107K and bringing the position to 57,375 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #4103.

Raymond James Financial first reported a position in KVYO in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.5M in Q2 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Raymond James Financial held 57,375 shares of Klaviyo worth $866K as of Q2 2026.
  • Raymond James Financial bought 6,430 Klaviyo shares in Q2 2026, an estimated $107K.
  • Klaviyo made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4103 holding.
  • Raymond James Financial first reported a position in Klaviyo in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Klaviyo position peaked at $23.5M in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.