Position in KVYO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,423,170
-$988,976 QoQ
Shares Held
226,700
-0.0% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#74
of 275 holders
Holding Since
Mar 2024
10 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, 2026Mayflower Financial Advisors, LLC holds $11,040,829 across 12 Software - Application names. KVYO ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KVYO |
Klaviyo, Inc.
This page
|
226,700 | $3,423,170 | |
| 2 | SNOW |
Snowflake Inc.
|
4,320 | $1,099,440 | |
| 3 | ADP |
Automatic Data Processing Inc
|
4,131 | $925,137 | |
| 4 | HUBS |
Hubspot Inc
|
4,800 | $876,048 | |
| 5 | SHOP |
Shopify Inc.
|
7,575 | $864,913 | |
| 6 | FIG |
Figma, Inc.
|
46,149 | $834,835 | |
| 7 | UBER |
Uber Technologies, Inc
|
9,166 | $661,418 | |
| 8 | EGHT |
8X8 Inc /De/
|
384,630 | $657,717 |
All Filings in KVYO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,423,170 | 226,700 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,412,146 | 226,729 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,360,949 | 226,700 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,456,061 | 233,155 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,829,344 | 233,155 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,055,041 | 431,429 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,792,131 | 431,429 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $24,233,460 | 684,948 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,059,420 | 243,448 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,203,055 | 243,448 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||