Root Financial Partners
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Root Financial Partners’s Klaviyo KVYO Stock Holding History

Root Financial Partners’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 		$204 Buy
+13
New +$228 ﹤0.01% 3502

Other funds holding KVYO

Summit Partners
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 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

Root Financial Partners's KVYO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Klaviyo (KVYO) in Q3 2026: 13 shares worth $204. The stake represents ﹤0.01% of the portfolio and ranks #3502 among its holdings.

134 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • Root Financial Partners held 13 shares of Klaviyo worth $204 as of Q3 2026.
  • Klaviyo was a new Root Financial Partners position in Q3 2026.
  • Klaviyo made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3502 holding.
  • 134 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.