Position in KVYO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$18,974,780
-$1,459,231 QoQ
Shares Held
1,256,608
+19.7% QoQ
Ownership
0.441%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#26
of 275 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KVYO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Barton Investment Management holds $204,290,291 across 6 Software - Application names. KVYO ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
1,580,601 | $180,473,022 | |
| 2 | KVYO |
Klaviyo, Inc.
This page
|
1,256,608 | $18,974,780 | |
| 3 | BL |
Blackline, Inc.
|
125,977 | $3,536,174 | |
| 4 | ADBE |
Adobe Inc.
|
3,200 | $656,064 | |
| 5 | BILL |
BILL Holdings, Inc.
|
9,312 | $336,721 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,400 | $313,530 |
All Filings in KVYO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,974,780 | 1,256,608 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $20,434,011 | 1,050,052 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $21,756,263 | 670,042 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,937,245 | 394,989 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||