Position in KVYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$477,673
-$198,347 QoQ
Shares Held
31,634
-8.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#147
of 273 holders
Holding Since
Mar 2025
6 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, 2026Clifford Group, LLC holds $1,385,342 across 2 Software - Application names. KVYO ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,053 | $907,669 | |
| 2 | KVYO |
Klaviyo, Inc.
This page
|
31,634 | $477,673 |
All Filings in KVYO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,673 | 31,634 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $676,020 | 34,739 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $424,480 | 13,073 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $361,991 | 13,073 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $475,761 | 14,168 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $417,073 | 13,783 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||