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
Q2 		$1.08M Buy
71,264
+11,594
+19% +$192K ﹤0.01% 1519
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 $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

Zurich Cantonal Bank's KVYO Position: Q2 2026 in Review

Zurich Cantonal Bank increased its Klaviyo (KVYO) stake by 19% in Q2 2026, buying an estimated $192K and bringing the position to 71,264 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Zurich Cantonal Bank first reported a position in KVYO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Zurich Cantonal Bank held 71,264 shares of Klaviyo worth $1.08M as of Q2 2026.
  • Zurich Cantonal Bank bought 11,594 Klaviyo shares in Q2 2026, an estimated $192K.
  • Klaviyo made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #1519 holding.
  • Zurich Cantonal Bank first reported a position in Klaviyo in Q1 2024 and has held it in 10 quarters since.
  • Zurich Cantonal Bank's Klaviyo position peaked at $1.34M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.