WANY
KVYO icon

Wealthspire Advisors (New York)’s Klaviyo KVYO Stock Holding History

Wealthspire Advisors (New York)’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
-7,285
Closed -$237K – 1028
2025
Q4 		$237K Hold
7,285
– – ﹤0.01% 903
2025
Q3 		$202K Hold
7,285
– – ﹤0.01% 789
2025
Q2 		$245K Hold
7,285
– – ﹤0.01% 722
2025
Q1 		$220K Hold
7,285
– – ﹤0.01% 716
2024
Q4 		$300K Sell
7,285
-7,000
-49% -$267K ﹤0.01% 643
2024
Q3 		$505K Hold
14,285
– – 0.01% 497
2024
Q2 		$356K Hold
14,285
– – ﹤0.01% 502
2024
Q1 		$364K Buy
+14,285
New +$382K ﹤0.01% 490

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

Wealthspire Advisors (New York)'s KVYO Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 7,285 shares — an estimated $237K sold.

Wealthspire Advisors (New York) first reported a position in KVYO in Q1 2024 and held it in 8 quarters. The position peaked at $505K in Q3 2024. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7,285 Klaviyo shares in Q1 2026, an estimated $237K.
  • Wealthspire Advisors (New York) first reported a position in Klaviyo in Q1 2024 and held it in 8 quarters.
  • Wealthspire Advisors (New York)'s Klaviyo position peaked at $505K in Q3 2024.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.