Sunstone Asset Management’s Klaviyo KVYO Stock Holding History

Sunstone Asset Management’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	-10,335	Closed	-$336K	–	69
2025 Q4	$336K	Buy	+10,335	New	+$289K	0.32%	50

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sunstone Asset Management's KVYO Position: Q1 2026 in Review

Sunstone Asset Management sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 10,335 shares — an estimated $336K sold.

Sunstone Asset Management first reported a position in KVYO in Q4 2025 and held it in 1 quarter. The position peaked at $336K in Q4 2025. 266 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

Sunstone Asset Management reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
Sunstone Asset Management sold 10,335 Klaviyo shares in Q1 2026, an estimated $336K.
Sunstone Asset Management first reported a position in Klaviyo in Q4 2025 and held it in 1 quarter.
Sunstone Asset Management's Klaviyo position peaked at $336K in Q4 2025.
266 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Sunstone Asset Management's 13F filing for Q1 2026, filed 14 May 2026.