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SageView Advisory Group’s Klaviyo KVYO Stock Holding History

SageView Advisory Group’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
2025
Q4 		$650 Buy
+20
New +$560 ﹤0.01% 2419

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

SageView Advisory Group's KVYO Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Klaviyo (KVYO) in Q4 2025: 20 shares worth $650. The stake represents ﹤0.01% of the portfolio and ranks #2419 among its holdings.

261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • SageView Advisory Group held 20 shares of Klaviyo worth $650 as of Q4 2025.
  • Klaviyo was a new SageView Advisory Group position in Q4 2025.
  • Klaviyo made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2419 holding.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.