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Klaviyo Srs A Ord shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Klaviyo Srs A Ord (KVYO) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Klaviyo Srs A Ord

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All positions including Klaviyo Srs A Ord held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Klaviyo Srs A Ord by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 598k 27.69
2025-06-30 $28M 831k 33.58
2025-03-31 $4.5M 150k 30.26
2024-12-31 $6.0M 145k 41.24
2024-09-30 $5.1M 145k 35.38

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Top funds holding Klaviyo Srs A Ord

Summit Partners
Vanguard Group
FMR
Point72 Asset Management
Alliancebernstein
Morgan Stanley
BlackRock
Sands Capital Ventures
Citadel Advisors
Whale Rock Capital Management
Federated Investors
Capital Research Global Investors
Bank of New York Mellon
Greenoaks Capital Partners
American Century Companies

View all funds holding Klaviyo Srs A Ord