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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
Q2 		$248K Sell
16,418
-4,079
-20% -$67.6K 0.01% 1174
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 $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

Snowden Capital Advisors's KVYO Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Klaviyo (KVYO) stake by 20% in Q2 2026, selling an estimated $67.6K and leaving 16,418 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #1174.

Snowden Capital Advisors first reported a position in KVYO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.98M in Q4 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Snowden Capital Advisors held 16,418 shares of Klaviyo worth $248K as of Q2 2026.
  • Snowden Capital Advisors sold 4,079 Klaviyo shares in Q2 2026, an estimated $67.6K.
  • Klaviyo made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1174 holding.
  • Snowden Capital Advisors first reported a position in Klaviyo in Q4 2024 and has held it in 7 quarters since.
  • Snowden Capital Advisors's Klaviyo position peaked at $3.98M in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.