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
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 $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

Stifel Financial's KVYO Position: Q1 2026 in Review

Stifel Financial reduced its Klaviyo (KVYO) stake by 4.5% in Q1 2026, selling an estimated $25K and leaving 24,886 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

Stifel Financial first reported a position in KVYO in Q4 2024 and has held it in 5 quarters since. The position peaked at $862K in Q2 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Stifel Financial held 24,886 shares of Klaviyo worth $484K as of Q1 2026.
  • Stifel Financial sold 1,165 Klaviyo shares in Q1 2026, an estimated $25K.
  • Klaviyo made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2902 holding.
  • Stifel Financial first reported a position in Klaviyo in Q4 2024 and has held it in 5 quarters since.
  • Stifel Financial's Klaviyo position peaked at $862K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.