Klaviyo, Inc.
KVYO- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001835830
In the last 90 days, Klaviyo, Inc. insiders filed 0 open-market purchases and 7 sales; 277 institutions reported holding it in 13F filings for Q2 2026, worth $2.19B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Klaviyo, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 277
- +13 vs. Q1 2026
- Shares held
- 145.3M
- −11.0M (−7.0%) vs. Q1 2026
- Total value
- $2.19B
- −$884.8M (−28.7%) vs. Q1 2026
- New holders
- 69
- 101 more added
- Sold out
- 56
- 76 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KVYO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 277 | $2.19B |
| Q1 2026 | 266 | $3.10B |
| Q4 2025 | 261 | $5.23B |
| Q3 2025 | 276 | $3.97B |
| Q2 2025 | 254 | $4.51B |
| Q1 2025 | 217 | $3.58B |
| Q4 2024 | 183 | $4.74B |
| Q3 2024 | 156 | $4.01B |
| Q2 2024 | 131 | $2.81B |
| Q1 2024 | 130 | $2.55B |
| Q4 2023 | 102 | $2.14B |
| Q3 2023 | 97 | $2.63B |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Partners L P | 18,852,778 | $284.7M | 46.75% | 00.0% | Unchanged |
| Capital International Investors | 10,482,971 | $158.3M | 0.03% | −1,220,888−10.4% | Reduced |
| Vanguard Portfolio Management LLC | 7,692,774 | $116.2M | 0.01% | +160,859+2.1% | Added |
| BlackRock, Inc. | 7,612,078 | $114.9M | 0.00% | +3,257,743+74.8% | Added |
| FMR LLC | 6,566,155 | $99.1M | 0.00% | −3,220,927−32.9% | Reduced |
| Vanguard Capital Management LLC | 5,990,660 | $90.5M | 0.00% | −172,060−2.8% | Reduced |
| Whale Rock Capital Management LLC | 5,528,166 | $83.5M | 0.67% | −1,297,040−19.0% | Reduced |
| Wellington Management Group LLP | 5,049,414 | $76.2M | 0.01% | −430,029−7.8% | Reduced |
| Morgan Stanley | 4,444,684 | $67.1M | 0.00% | −623,006−12.3% | Reduced |
| Millennium Management LLC | 4,117,367 | $62.2M | 0.04% | +1,769,132+75.3% | Added |
| Sands Capital Ventures, LLC | 3,928,146 | $59.3M | 9.67% | +278,468+7.6% | Added |
| Bank of America Corp | 3,819,545 | $57.7M | 0.00% | +2,132,775+126.4% | Added |
| Geode Capital Management, LLC | 2,476,695 | $37.4M | 0.00% | +703,145+39.6% | Added |
| State Street Corp | 2,319,638 | $35.0M | 0.00% | +1,163,818+100.7% | Added |
| Greenoaks Capital Partners LLC | 2,316,796 | $35.0M | 1.48% | 00.0% | Unchanged |
| Capital World Investors | 2,097,263 | $31.7M | 0.00% | +57,215+2.8% | Added |
| Goldman Sachs Group Inc | 1,784,550 | $26.9M | 0.00% | −376,743−17.4% | Reduced |
| Two Sigma Investments, LP | 1,767,900 | $26.7M | 0.02% | −1,123,990−38.9% | Reduced |
| Canada Pension Plan Investment Board | 1,708,900 | $25.8M | 0.01% | +951,800+125.7% | Added |
| Jupiter Topco LLC | 1,614,070 | $24.4M | 0.01% | +1,614,070 | New |
| Renaissance Technologies LLC | 1,560,244 | $23.6M | 0.03% | −80,600−4.9% | Reduced |
| First Trust Advisors LP | 1,392,659 | $21.0M | 0.01% | +210,772+17.8% | Added |
| Clearbridge Investments, LLC | 1,384,236 | $20.9M | 0.02% | −89,195−6.1% | Reduced |
| Islander Capital Partners, L.P. | 1,383,304 | $20.9M | 7.58% | +157,304+12.8% | Added |
| Fiera Capital Corp | 1,377,721 | $20.8M | 0.08% | −1,021,539−42.6% | Reduced |
| Barton Investment Management | 1,256,608 | $19.0M | 2.57% | +206,556+19.7% | Added |
| Arrowstreet Capital, Limited Partnership | 1,252,119 | $18.9M | 0.01% | +1,072,959+598.9% | Added |
| Marshall Wace, LLP | 1,218,359 | $18.4M | 0.02% | +82,975+7.3% | Added |
| D. E. Shaw & Co., Inc. | 1,194,162 | $18.0M | 0.01% | +1,129,635+1,750.6% | Added |
| Citadel Advisors LLC | 1,172,112 | $17.7M | 0.01% | +9,733+0.8% | Added |
| Trexquant Investment LP | 1,143,476 | $17.3M | 0.11% | +443,488+63.4% | Added |
| Point72 Asset Management, L.P. | 1,114,467 | $16.8M | 0.03% | −557,892−33.4% | Reduced |
| Franklin Resources Inc | 1,088,959 | $16.4M | 0.00% | +11,029+1.0% | Added |
| Dimensional Fund Advisors LP | 1,002,210 | $15.1M | 0.00% | +679,502+210.6% | Added |
| Squarepoint Ops LLC | 962,136 | $14.5M | 0.03% | +885,385+1,153.6% | Added |
| Bienville Capital Management, LLC | 938,354 | $14.2M | 2.04% | −289,509−23.6% | Reduced |
| ExodusPoint Capital Management, LP | 934,136 | $14.1M | 0.13% | +934,136 | New |
| Qube Research & Technologies Ltd | 901,395 | $13.6M | 0.02% | +299,688+49.8% | Added |
| Vanguard Fiduciary Trust Co | 893,331 | $13.5M | 0.00% | +15,092+1.7% | Added |
| JPMorgan Chase & Co | 817,683 | $12.3M | 0.00% | −3,482,294−81.0% | Reduced |
| Amundi | 814,142 | $12.3M | 0.00% | +814,142 | New |
| UBS Group AG | 808,204 | $12.2M | 0.00% | +611,793+311.5% | Added |
| Charles Schwab Investment Management Inc | 796,891 | $12.0M | 0.00% | −87,897−9.9% | Reduced |
| Balyasny Asset Management LLC | 718,899 | $10.9M | 0.02% | +718,899 | New |
| Delta Global Management LP | 690,658 | $10.4M | 1.13% | −156,839−18.5% | Reduced |
| Northern Trust Corp | 678,134 | $10.2M | 0.00% | +308,062+83.2% | Added |
| Congress Asset Management Co | 636,230 | $9.61M | 0.06% | +636,230 | New |
| Bank of New York Mellon Corp | 573,727 | $8.66M | 0.00% | −934,410−62.0% | Reduced |
| Quantinno Capital Management LP | 548,676 | $8.29M | 0.01% | +629+0.1% | Added |
| New York State Common Retirement Fund | 528,368 | $7.98M | 0.01% | +70,233+15.3% | Added |
| Voleon Capital Management LP | 477,352 | $7.21M | 0.13% | +439,875+1,173.7% | Added |
| XTX Topco Ltd | 469,280 | $7.09M | 0.09% | +346,353+281.8% | Added |
| Integrated Wealth Concepts LLC | 435,481 | $6.58M | 0.04% | +5,661+1.3% | Added |
| Morangie Management LLC | 403,166 | $6.09M | 5.06% | −20,942−4.9% | Reduced |
| Jane Street Group, LLC | 397,824 | $6.01M | 0.00% | +303,935+323.7% | Added |
| Twin Focus Capital Partners, LLC | 364,666 | $5.51M | 0.56% | 00.0% | Unchanged |
| Nuveen, LLC | 359,127 | $5.42M | 0.00% | +335,794+1,439.1% | Added |
| Susquehanna Fundamental Investments, LLC | 344,823 | $5.21M | 0.10% | +344,823 | New |
| Huntington National Bank | 333,001 | $5.03M | 0.02% | +166,500+100.0% | Added |
| AQR Capital Management LLC | 317,805 | $4.80M | 0.00% | −594,103−65.1% | Reduced |
| Jump Financial, LLC | 315,500 | $4.76M | 0.04% | +315,500 | New |
| Pathstone Holdings, LLC | 313,766 | $4.74M | 0.01% | +154,310+96.8% | Added |
| BNP Paribas Arbitrage, SA | 307,682 | $4.65M | 0.00% | +61,825+25.1% | Added |
| ArrowMark Colorado Holdings LLC | 307,282 | $4.64M | 0.19% | −1,181,199−79.4% | Reduced |
| Capital Fund Management S.A. | 307,209 | $4.64M | 0.03% | +122,344+66.2% | Added |
| Formula Growth Ltd | 300,000 | $4.53M | 1.59% | +150,000+100.0% | Added |
| Susquehanna International Group, LLP | 294,734 | $4.45M | 0.00% | −1,166,424−79.8% | Reduced |
| BW Gestao de Investimentos Ltda. | 293,565 | $4.43M | 0.11% | +174,763+147.1% | Added |
| Swiss National Bank | 280,600 | $4.24M | 0.00% | +21,400+8.3% | Added |
| Manufacturers Life Insurance Company, The | 271,505 | $4.10M | 0.00% | +181,464+201.5% | Added |
| UBS Asset Management Americas Inc | 257,260 | $3.88M | 0.00% | +19,832+8.4% | Added |
| LGT Fund Management Co Ltd. | 230,100 | $3.47M | 0.14% | +230,100 | New |
| Algert Global LLC | 227,320 | $3.43M | 0.04% | +88,150+63.3% | Added |
| Mayflower Financial Advisors, LLC | 226,700 | $3.42M | 0.30% | −290.0% | Reduced |
| Victory Capital Management Inc | 211,751 | $3.20M | 0.00% | +12,301+6.2% | Added |
| Sands Capital Management, LLC | 198,806 | $3.00M | 0.01% | −396,354−66.6% | Reduced |
| Price T Rowe Associates Inc | 198,284 | $3.00M | 0.00% | +63,380+47.0% | Added |
| Holocene Advisors, LP | 193,037 | $2.91M | 0.01% | +106,951+124.2% | Added |
| Aquatic Capital Management LLC | 187,536 | $2.83M | 0.10% | +66,576+55.0% | Added |
| Invesco Ltd. | 179,631 | $2.71M | 0.00% | +137,059+321.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 176,600 | $2.67M | 0.00% | +176,600 | New |
| Y-Intercept (Hong Kong) Ltd | 167,309 | $2.53M | 0.05% | +167,309 | New |
| Wells Fargo & Company | 163,004 | $2.46M | 0.00% | +9,587+6.2% | Added |
| California State Teachers Retirement System | 157,385 | $2.38M | 0.00% | +1,963+1.3% | Added |
| Brevan Howard Capital Management LP | 149,608 | $2.26M | 0.03% | +48,012+47.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 131,860 | $1.99M | 0.00% | −25,982−16.5% | Reduced |
| Engineers Gate Manager LP | 131,709 | $1.99M | 0.03% | +111,749+559.9% | Added |
| Colony Group, LLC | 131,028 | $1.98M | 0.00% | −10,104−7.2% | Reduced |
| Crestwood Advisors Group LLC | 128,408 | $1.94M | 0.03% | −519−0.4% | Reduced |
| IMC-Chicago, LLC | 121,976 | $1.84M | 0.02% | +61,167+100.6% | Added |
| Shay Capital LLC | 117,500 | $1.77M | 0.20% | +117,500 | New |
| Rhumbline Advisers | 114,214 | $1.72M | 0.00% | +112,063+5,209.8% | Added |
| Night Squared LP | 112,588 | $1.70M | 0.18% | −124,629−52.5% | Reduced |
| Envestnet Asset Management Inc | 109,527 | $1.65M | 0.00% | −2,923−2.6% | Reduced |
| FIL Ltd | 105,586 | $1.59M | 0.00% | −1,765−1.6% | Reduced |
| Vanguard Asset Management, Ltd | 101,204 | $1.53M | 0.00% | +12,928+14.6% | Added |
| Legal & General Group Plc | 98,034 | $1.48M | 0.00% | +1,645+1.7% | Added |
| Royal Bank of Canada | 96,932 | $1.46M | 0.00% | −5,776−5.6% | Reduced |
| Man Group plc | 93,699 | $1.41M | 0.00% | +17,048+22.2% | Added |
| Kerrisdale Advisers, LLC | 91,120 | $1.38M | 0.34% | +91,120 | New |