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SouthState Corp’s Klaviyo KVYO Stock Holding History

SouthState Corp’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 		$499 Sell
33
-20
-38% -$331 ﹤0.01% 1235
2026
Q1 		$1.03K Buy
+53
New +$1.14K ﹤0.01% 1041
2025
Q2 		– Sell
-442
Closed -$13.4K – 1723
2025
Q1 		$13.4K Buy
+442
New +$17.8K ﹤0.01% 769

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

SouthState Corp's KVYO Position: Q2 2026 in Review

SouthState Corp reduced its Klaviyo (KVYO) stake by 38% in Q2 2026, selling an estimated $331 and leaving 33 shares worth $499. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

SouthState Corp first reported a position in KVYO in Q1 2025 and has held it in 3 quarters since. The position peaked at $13.4K in Q1 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • SouthState Corp held 33 shares of Klaviyo worth $499 as of Q2 2026.
  • SouthState Corp sold 20 Klaviyo shares in Q2 2026, an estimated $331.
  • Klaviyo made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #1235 holding.
  • SouthState Corp first reported a position in Klaviyo in Q1 2025 and has held it in 3 quarters since.
  • SouthState Corp's Klaviyo position peaked at $13.4K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.