Zurich Cantonal Bank
KVYO icon

Zurich Cantonal Bank’s Klaviyo KVYO Stock Holding History

Zurich Cantonal Bank’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 		$1.16M Buy
59,670
+18,375
+44% +$394K ﹤0.01% 1340
2025
Q4 		$1.34M Buy
41,295
+7,645
+23% +$214K ﹤0.01% 1176
2025
Q3 		$932K Buy
33,650
+8,364
+33% +$270K ﹤0.01% 1333
2025
Q2 		$849K Buy
25,286
+12,770
+102% +$405K ﹤0.01% 1323
2025
Q1 		$379K Buy
12,516
+1,177
+10% +$47.5K ﹤0.01% 1762
2024
Q4 		$468K Hold
11,339
– – ﹤0.01% 1670
2024
Q3 		$401K Sell
11,339
-15,513
-58% -$450K ﹤0.01% 1698
2024
Q2 		$668K Buy
26,852
+25,117
+1,448% +$588K ﹤0.01% 1283
2024
Q1 		$44.2K Buy
+1,735
New +$46.3K ﹤0.01% 2576

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 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 $5.7T AUM 30.48% 1-Year Est. Return