Vise Technologies’s Klaviyo KVYO Stock Holding History

Vise Technologies’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 Q3	$1.33M	Buy	+84,418	New	+$1.48M	0.01%	820

Other funds holding KVYO

Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $291M AUM 52.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Vise Technologies's KVYO Position: Q3 2026 in Review

Vise Technologies opened a new position in Klaviyo (KVYO) in Q3 2026: 84,418 shares worth $1.33M. The stake represents 0.01% of the portfolio and ranks #820 among its holdings.

58 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

Vise Technologies held 84,418 shares of Klaviyo worth $1.33M as of Q3 2026.
Klaviyo was a new Vise Technologies position in Q3 2026.
Klaviyo made up 0.01% of Vise Technologies's portfolio in Q3 2026, its #820 holding.
58 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.