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BOLTON SECURITIES CORPORATION’s Klaviyo KVYO Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.02M Buy
+52,400
New +$1.12M 0.05% 365
2025
Q3 		$138K Buy
+5,000
New +$161K 0.01% 853

Other funds holding KVYO

Summit Partners
Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's KVYO Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Klaviyo (KVYO) in Q1 2026: 52,400 shares worth $1.02M. The stake represents 0.05% of the portfolio and ranks #365 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in KVYO as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in KVYO in Q3 2025 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 52,400 shares of Klaviyo worth $1.02M as of Q1 2026.
  • Klaviyo was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Klaviyo made up 0.05% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #365 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Klaviyo in Q3 2025 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.