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, Q3 2023
Institutional positions in Klaviyo, Inc. as of Sep 30, 2023. 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
- 97
- +97 vs. Q2 2023
- Shares held
- 76.0M
- +76.0M vs. Q2 2023
- Total value
- $2.62B
- +$2.62B vs. Q2 2023
- New holders
- 97
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q2 2023: 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 | $5.14B |
| Q3 2025 | 276 | $3.91B |
| Q2 2025 | 254 | $4.48B |
| Q1 2025 | 216 | $3.53B |
| Q4 2024 | 183 | $4.70B |
| Q3 2024 | 156 | $3.99B |
| Q2 2024 | 131 | $2.76B |
| Q1 2024 | 130 | $2.47B |
| Q4 2023 | 102 | $2.07B |
| Q3 2023 | 97 | $2.62B |
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Partners L P | 49,511,947 | $1.71B | 58.54% | +49,511,947 | New |
| BlackRock Inc. | 1,871,239 | $64.6M | 0.00% | +1,871,239 | New |
| Clearbridge Investments, LLC | 1,864,233 | $64.3M | 0.06% | +1,864,233 | New |
| Alliancebernstein L.P. | 1,571,685 | $54.2M | 0.02% | +1,571,685 | New |
| Price T Rowe Associates Inc | 1,538,897 | $53.1M | 0.01% | +1,538,897 | New |
| JPMorgan Chase & Co | 1,513,168 | $52.2M | 0.01% | +1,513,168 | New |
| Vanguard Group Inc | 1,444,434 | $49.8M | 0.00% | +1,444,434 | New |
| Blue Owl Capital Holdings LP | 1,198,270 | $38.1M | 29.42% | +1,198,270 | New |
| Capital Research Global Investors | 1,002,876 | $34.6M | 0.01% | +1,002,876 | New |
| T. Rowe Price Investment Management, Inc. | 1,000,000 | $34.5M | 0.02% | +1,000,000 | New |
| FMR LLC | 991,389 | $34.2M | 0.00% | +991,389 | New |
| Avenir Management Company, LLC | 963,390 | $33.2M | 75.91% | +963,390 | New |
| Steadfast Capital Management LP | 840,398 | $29.0M | 0.78% | +840,398 | New |
| Franklin Resources Inc | 706,586 | $24.4M | 0.01% | +706,586 | New |
| Capital World Investors | 700,000 | $24.1M | 0.00% | +700,000 | New |
| Norges Bank | 657,729 | $22.7M | 0.00% | +657,729 | New |
| Sands Capital Management, LLC | 638,974 | $22.0M | 0.08% | +638,974 | New |
| Janus Henderson Group PLC | 500,018 | $17.3M | 0.01% | +500,018 | New |
| Dragoneer Investment Group, LLC | 500,000 | $17.3M | 0.40% | +500,000 | New |
| Sands Capital Ventures, LLC | 469,431 | $16.2M | 4.79% | +469,431 | New |
| Goldman Sachs Group Inc | 429,238 | $14.8M | 0.00% | +429,238 | New |
| Alyeska Investment Group, L.P. | 422,111 | $14.6M | 0.10% | +422,111 | New |
| Morgan Stanley | 397,069 | $13.7M | 0.00% | +397,069 | New |
| Balyasny Asset Management LLC | 355,834 | $12.3M | 0.03% | +355,834 | New |
| Citadel Advisors LLC | 310,555 | $10.7M | 0.01% | +310,555 | New |
| Voya Investment Management LLC | 290,761 | $10.0M | 0.01% | +290,761 | New |
| Bank of Montreal | 284,025 | $9.80M | 0.01% | +284,025 | New |
| Whale Rock Capital Management LLC | 250,000 | $8.63M | 0.17% | +250,000 | New |
| Greenoaks Capital Partners LLC | 250,000 | $8.63M | 1.07% | +250,000 | New |
| Glynn Capital Management LLC | 245,749 | $8.48M | 1.84% | +245,749 | New |
| Caas Capital Management LP | 225,963 | $7.80M | 1.73% | +225,963 | New |
| Gilder Gagnon Howe & Co LLC | 201,829 | $6.96M | 0.11% | +201,829 | New |
| American Century Companies Inc | 200,000 | $6.90M | 0.01% | +200,000 | New |
| Telemark Asset Management, LLC | 200,000 | $6.90M | 1.05% | +200,000 | New |
| Nuveen Asset Management, LLC | 200,000 | $6.90M | 0.00% | +200,000 | New |
| Monashee Investment Management LLC | 160,740 | $5.55M | 2.32% | +160,740 | New |
| Lord, Abbett & Co. LLC | 148,150 | $5.11M | 0.02% | +148,150 | New |
| Wellington Management Group LLP | 146,300 | $5.05M | 0.00% | +146,300 | New |
| Capstone Investment Advisors, LLC | 100,037 | $3.45M | 0.09% | +100,037 | New |
| Caisse de Depot Et Placement du Quebec | 100,000 | $3.45M | 0.01% | +100,000 | New |
| Point72 Middle East FZE | 80,544 | $2.78M | 0.17% | +80,544 | New |
| Mark Asset Management LP | 80,000 | $2.76M | 0.52% | +80,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 80,000 | $2.76M | 0.01% | +80,000 | New |
| Rokos Capital Management LLP | 75,000 | $2.59M | 0.09% | +75,000 | New |
| Marshall Wace, LLP | 71,013 | $2.45M | 0.01% | +71,013 | New |
| Granahan Investment Management Inc | 70,168 | $2.42M | 0.09% | +70,168 | New |
| Brown Advisory Inc | 69,018 | $2.38M | 0.00% | +69,018 | New |
| First Trust Advisors LP | 68,592 | $2.37M | 0.00% | +68,592 | New |
| Invesco Ltd. | 65,438 | $2.26M | 0.00% | +65,438 | New |
| Millennium Management LLC | 64,174 | $2.21M | 0.00% | +64,174 | New |
| Squarepoint Ops LLC | 57,824 | $1.99M | 0.01% | +57,824 | New |
| Neuberger Berman Group LLC | 57,783 | $1.99M | 0.00% | +57,783 | New |
| MYDA Advisors LLC | 57,000 | $1.97M | 0.74% | +57,000 | New |
| Tabor Asset Management, LP | 55,435 | $1.91M | 1.00% | +55,435 | New |
| Man Group plc | – | $1.62M | 0.01% | – | New |
| Avala Global LP | 40,000 | $1.38M | 0.13% | +40,000 | New |
| Ameriprise Financial Inc | 37,350 | $1.29M | 0.00% | +37,350 | New |
| UBS Asset Management Americas Inc | 35,000 | $1.21M | 0.00% | +35,000 | New |
| D. E. Shaw & Co., Inc. | 35,000 | $1.21M | 0.00% | +35,000 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 35,000 | $1.21M | 0.01% | +35,000 | New |
| Ghisallo Capital Management LLC | 35,000 | $1.21M | 0.12% | +35,000 | New |
| Davidson Kempner Capital Management LP | 33,984 | $1.17M | 0.02% | +33,984 | New |
| Tudor Investment Corp Et Al | 33,613 | $1.16M | 0.02% | +33,613 | New |
| Winton Group Ltd | 31,676 | $1.09M | 0.09% | +31,676 | New |
| Allspring Global Investments Holdings, LLC | 31,494 | $1.09M | 0.00% | +31,494 | New |
| Lighthouse Investment Partners, LLC | 30,000 | $1.03M | 0.06% | +30,000 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 23,000 | $793.5K | 0.02% | +23,000 | New |
| Bank of America Corp | 21,081 | $727.3K | 0.00% | +21,081 | New |
| Zimmer Partners, LP | 21,000 | $724.5K | 0.02% | +21,000 | New |
| Blackstone Group Inc. | 20,000 | $690.0K | 0.00% | +20,000 | New |
| Hudson Bay Capital Management LP | 20,000 | $690.0K | 0.01% | +20,000 | New |
| Seven Grand Managers, LLC | 20,000 | $690.0K | 0.92% | +20,000 | New |
| Amundi | 17,423 | $549.3K | 0.00% | +17,423 | New |
| Weiss Asset Management LP | 15,000 | $517.5K | 0.04% | +15,000 | New |
| Laurion Capital Management LP | 15,000 | $517.5K | 0.01% | +15,000 | New |
| Sandia Investment Management LP | 15,000 | $517.5K | 0.14% | +15,000 | New |
| Virtu Financial LLC | 14,203 | $490.0K | 0.05% | +14,203 | New |
| Qube Research & Technologies Ltd | 12,442 | $429.2K | 0.00% | +12,442 | New |
| Alberta Investment Management Corp | 11,344 | $391.4K | 0.00% | +11,344 | New |
| Pictet Asset Management Holding SA | 11,228 | $387.4K | 0.00% | +11,228 | New |
| Verition Fund Management LLC | 10,000 | $345.0K | 0.00% | +10,000 | New |
| Woodline Partners LP | 8,040 | $277.4K | 0.00% | +8,040 | New |
| Simplex Trading, LLC | 7,928 | $273.0K | 0.01% | +7,928 | New |
| Deutsche Bank AG | 5,000 | $172.5K | 0.00% | +5,000 | New |
| Skylands Capital, LLC | 5,000 | $172.5K | 0.03% | +5,000 | New |
| Legal & General Group Plc | 5,000 | $172.2K | 0.00% | +5,000 | New |
| Ensign Peak Advisors, Inc | 4,722 | $162.9K | 0.00% | +4,722 | New |
| Royal Bank of Canada | 2,436 | $84.0K | 0.00% | +2,436 | New |
| Hidden Lake Asset Management LP | 2,000 | $69.0K | 0.08% | +2,000 | New |
| New York State Common Retirement Fund | 1,885 | $65.0K | 0.00% | +1,885 | New |
| Advisor Group Holdings, Inc. | 1,007 | $34.7K | 0.00% | +1,007 | New |
| Columbus Hill Capital Management, L.P. | 500 | $17.3K | 0.01% | +500 | New |
| FNY Investment Advisers, LLC | 220 | $7.00K | 0.00% | +220 | New |
| Bourgeon Capital Management LLC | 150 | $5.17K | 0.00% | +150 | New |
| Comerica Bank | 98 | $3.38K | 0.00% | +98 | New |
| Tower Research Capital LLC (TRC) | 20 | $690 | 0.00% | +20 | New |
| The PNC Financial Services Group, Inc. | 19 | $656 | 0.00% | +19 | New |