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Rothschild Investment LLC’s Klaviyo KVYO Stock Holding History

Rothschild Investment LLC’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 		$5.44K Sell
360
-77
-18% -$1.28K ﹤0.01% 2222
2026
Q1 		$8.5K Buy
437
+287
+191% +$6.16K ﹤0.01% 1767
2025
Q4 		$4.87K Buy
+150
New +$4.2K ﹤0.01% 1893

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Rothschild Investment LLC's KVYO Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Klaviyo (KVYO) stake by 18% in Q2 2026, selling an estimated $1.28K and leaving 360 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Rothschild Investment LLC first reported a position in KVYO in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.5K in Q1 2026. 95 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Rothschild Investment LLC held 360 shares of Klaviyo worth $5.44K as of Q2 2026.
  • Rothschild Investment LLC sold 77 Klaviyo shares in Q2 2026, an estimated $1.28K.
  • Klaviyo made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2222 holding.
  • Rothschild Investment LLC first reported a position in Klaviyo in Q4 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's Klaviyo position peaked at $8.5K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.