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Snowden Capital Advisors’s Klaviyo KVYO Stock Holding History

Snowden Capital Advisors’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 		$399K Buy
20,497
+2,846
+16% +$61K 0.01% 896
2025
Q4 		$573K Buy
17,651
+1,584
+10% +$44.4K 0.01% 737
2025
Q3 		$445K Sell
16,067
-94,267
-85% -$3.04M 0.01% 842
2025
Q2 		$3.71M Buy
110,334
+11,309
+11% +$358K 0.11% 192
2025
Q1 		$3M Buy
99,025
+2,512
+3% +$101K 0.1% 227
2024
Q4 		$3.98M Buy
+96,513
New +$3.69M 0.12% 178

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

Snowden Capital Advisors's KVYO Position: Q1 2026 in Review

Snowden Capital Advisors increased its Klaviyo (KVYO) stake by 16% in Q1 2026, buying an estimated $61K and bringing the position to 20,497 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #896.

Snowden Capital Advisors first reported a position in KVYO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.98M in Q4 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Snowden Capital Advisors held 20,497 shares of Klaviyo worth $399K as of Q1 2026.
  • Snowden Capital Advisors bought 2,846 Klaviyo shares in Q1 2026, an estimated $61K.
  • Klaviyo made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #896 holding.
  • Snowden Capital Advisors first reported a position in Klaviyo in Q4 2024 and has held it in 6 quarters since.
  • Snowden Capital Advisors's Klaviyo position peaked at $3.98M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.