Wells Fargo
KVYO icon

Wells Fargo’s Klaviyo KVYO Stock Holding History

Wells Fargo’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 		$2.46M Buy
163,004
+9,587
+6% +$159K ﹤0.01% 3409
2026
Q1 		$2.99M Sell
153,417
-29,678
-16% -$637K ﹤0.01% 2978
2025
Q4 		$5.95M Buy
183,095
+54,147
+42% +$1.52M ﹤0.01% 2509
2025
Q3 		$3.57M Sell
128,948
-9,051
-7% -$292K ﹤0.01% 2854
2025
Q2 		$4.63M Buy
137,999
+130,297
+1,692% +$4.13M ﹤0.01% 2537
2025
Q1 		$233K Buy
7,702
+1,531
+25% +$61.8K ﹤0.01% 4598
2024
Q4 		$254K Buy
6,171
+1,920
+45% +$73.3K ﹤0.01% 4649
2024
Q3 		$150K Buy
4,251
+1,326
+45% +$38.4K ﹤0.01% 4763
2024
Q2 		$72.8K Buy
2,925
+2,514
+612% +$58.8K ﹤0.01% 5122
2024
Q1 		$10.5K Buy
411
+228
+125% +$6.09K ﹤0.01% 5749
2023
Q4 		$5.08K Buy
+183
New +$5.42K ﹤0.01% 5952

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

Wells Fargo's KVYO Position: Q2 2026 in Review

Wells Fargo increased its Klaviyo (KVYO) stake by 6.2% in Q2 2026, buying an estimated $159K and bringing the position to 163,004 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3409.

Wells Fargo first reported a position in KVYO in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.95M in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Wells Fargo held 163,004 shares of Klaviyo worth $2.46M as of Q2 2026.
  • Wells Fargo bought 9,587 Klaviyo shares in Q2 2026, an estimated $159K.
  • Klaviyo made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3409 holding.
  • Wells Fargo first reported a position in Klaviyo in Q4 2023 and has held it in 11 quarters since.
  • Wells Fargo's Klaviyo position peaked at $5.95M in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.