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Stanley-Laman Group’s Klaviyo KVYO Stock Holding History

Stanley-Laman 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
2026
Q1 		– Sell
-6,536
Closed -$212K – 309
2025
Q4 		$212K Buy
+6,536
New +$183K 0.03% 270
2025
Q3 		– Sell
-143,230
Closed -$4.81M – 288
2025
Q2 		$4.81M Sell
143,230
-16,947
-11% -$537K 0.71% 44
2025
Q1 		$4.85M Buy
+160,177
New +$6.46M 0.75% 38

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

Stanley-Laman Group's KVYO Position: Q1 2026 in Review

Stanley-Laman Group sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 6,536 shares — an estimated $212K sold.

Stanley-Laman Group first reported a position in KVYO in Q1 2025 and held it in 3 quarters. The position peaked at $4.85M in Q1 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Stanley-Laman Group reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Stanley-Laman Group sold 6,536 Klaviyo shares in Q1 2026, an estimated $212K.
  • Stanley-Laman Group first reported a position in Klaviyo in Q1 2025 and held it in 3 quarters.
  • Stanley-Laman Group's Klaviyo position peaked at $4.85M in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Stanley-Laman Group's 13F filing for Q1 2026, filed 16 Apr 2026.