Stifel Financial
KVYO icon

Stifel Financial’s Klaviyo KVYO Stock Holding History

Stifel Financial’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 		$352K Sell
23,320
-1,566
-6% -$26K ﹤0.01% 3194
2026
Q1 		$484K Sell
24,886
-1,165
-4% -$25K ﹤0.01% 2902
2025
Q4 		$846K Buy
26,051
+4,647
+22% +$130K ﹤0.01% 2549
2025
Q3 		$593K Sell
21,404
-4,253
-17% -$137K ﹤0.01% 2711
2025
Q2 		$862K Buy
+25,657
New +$813K ﹤0.01% 2431
2025
Q1 		– Sell
-8,834
Closed -$364K – 3488
2024
Q4 		$364K Buy
+8,834
New +$337K ﹤0.01% 2867

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
Whale Rock Capital Management
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

Stifel Financial's KVYO Position: Q2 2026 in Review

Stifel Financial reduced its Klaviyo (KVYO) stake by 6.3% in Q2 2026, selling an estimated $26K and leaving 23,320 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #3194.

Stifel Financial first reported a position in KVYO in Q4 2024 and has held it in 6 quarters since. The position peaked at $862K in Q2 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Stifel Financial held 23,320 shares of Klaviyo worth $352K as of Q2 2026.
  • Stifel Financial sold 1,566 Klaviyo shares in Q2 2026, an estimated $26K.
  • Klaviyo made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3194 holding.
  • Stifel Financial first reported a position in Klaviyo in Q4 2024 and has held it in 6 quarters since.
  • Stifel Financial's Klaviyo position peaked at $862K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.