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Truepoint Inc’s Klaviyo KVYO Stock Holding History

Truepoint Inc’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 		$266K Hold
17,615
– – 0.01% 139
2026
Q1 		$343K Hold
17,615
– – 0.01% 123
2025
Q4 		$572K Buy
+17,615
New +$493K 0.01% 100

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

Truepoint Inc's KVYO Position: Q2 2026 in Review

Truepoint Inc held its Klaviyo (KVYO) position steady in Q2 2026 at 17,615 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #139.

Truepoint Inc first reported a position in KVYO in Q4 2025 and has held it in 3 quarters since. The position peaked at $572K in Q4 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Truepoint Inc held 17,615 shares of Klaviyo worth $266K as of Q2 2026.
  • Truepoint Inc left its Klaviyo share count unchanged in Q2 2026.
  • Klaviyo made up 0.01% of Truepoint Inc's portfolio in Q2 2026, its #139 holding.
  • Truepoint Inc first reported a position in Klaviyo in Q4 2025 and has held it in 3 quarters since.
  • Truepoint Inc's Klaviyo position peaked at $572K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.