Wilmington Savings Fund Society’s Klaviyo KVYO Stock Holding History

Wilmington Savings Fund Society’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	$450K	Hold	29,800	–	–	0.01%	438
2026 Q1	$580K	Hold	29,800	–	–	0.01%	384
2025 Q4	$968K	Hold	29,800	–	–	0.02%	319
2025 Q3	$825K	Hold	29,800	–	–	0.02%	336
2025 Q2	$1M	Sell	29,800 -92	-0.3%	-$2.92K	0.02%	437
2025 Q1	$905K	Buy	29,892 +13,750	+85%	+$555K	0.02%	441
2024 Q4	$666K	Buy	16,142 +16,050	+17,446%	+$613K	0.01%	510
2024 Q3	$3.25K	Buy	+92	New	+$2.67K	﹤0.01%	1841

Other funds holding KVYO

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Wilmington Savings Fund Society's KVYO Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Klaviyo (KVYO) position steady in Q2 2026 at 29,800 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #438.

Wilmington Savings Fund Society first reported a position in KVYO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1M in Q2 2025. 93 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Wilmington Savings Fund Society held 29,800 shares of Klaviyo worth $450K as of Q2 2026.
Wilmington Savings Fund Society left its Klaviyo share count unchanged in Q2 2026.
Klaviyo made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #438 holding.
Wilmington Savings Fund Society first reported a position in Klaviyo in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Klaviyo position peaked at $1M in Q2 2025.
93 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.