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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 19 | $656 | 0.00% | +19 | New |
| Tower Research Capital LLC (TRC) | 20 | $690 | 0.00% | +20 | New |
| Comerica Bank | 98 | $3.38K | 0.00% | +98 | New |
| Bourgeon Capital Management LLC | 150 | $5.17K | 0.00% | +150 | New |
| FNY Investment Advisers, LLC | 220 | $7.00K | 0.00% | +220 | New |
| Columbus Hill Capital Management, L.P. | 500 | $17.3K | 0.01% | +500 | New |
| Advisor Group Holdings, Inc. | 1,007 | $34.7K | 0.00% | +1,007 | New |
| New York State Common Retirement Fund | 1,885 | $65.0K | 0.00% | +1,885 | New |
| Hidden Lake Asset Management LP | 2,000 | $69.0K | 0.08% | +2,000 | New |
| Royal Bank of Canada | 2,436 | $84.0K | 0.00% | +2,436 | New |
| Ensign Peak Advisors, Inc | 4,722 | $162.9K | 0.00% | +4,722 | New |
| Legal & General Group Plc | 5,000 | $172.2K | 0.00% | +5,000 | 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 |
| Simplex Trading, LLC | 7,928 | $273.0K | 0.01% | +7,928 | New |
| Woodline Partners LP | 8,040 | $277.4K | 0.00% | +8,040 | New |
| Verition Fund Management LLC | 10,000 | $345.0K | 0.00% | +10,000 | New |
| Pictet Asset Management Holding SA | 11,228 | $387.4K | 0.00% | +11,228 | New |
| Alberta Investment Management Corp | 11,344 | $391.4K | 0.00% | +11,344 | New |
| Qube Research & Technologies Ltd | 12,442 | $429.2K | 0.00% | +12,442 | New |
| Virtu Financial LLC | 14,203 | $490.0K | 0.05% | +14,203 | 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 |
| Amundi | 17,423 | $549.3K | 0.00% | +17,423 | 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 |
| Zimmer Partners, LP | 21,000 | $724.5K | 0.02% | +21,000 | New |
| Bank of America Corp | 21,081 | $727.3K | 0.00% | +21,081 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 23,000 | $793.5K | 0.02% | +23,000 | New |
| Lighthouse Investment Partners, LLC | 30,000 | $1.03M | 0.06% | +30,000 | New |
| Allspring Global Investments Holdings, LLC | 31,494 | $1.09M | 0.00% | +31,494 | New |
| Winton Group Ltd | 31,676 | $1.09M | 0.09% | +31,676 | New |
| Tudor Investment Corp Et Al | 33,613 | $1.16M | 0.02% | +33,613 | New |
| Davidson Kempner Capital Management LP | 33,984 | $1.17M | 0.02% | +33,984 | 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 |
| Ameriprise Financial Inc | 37,350 | $1.29M | 0.00% | +37,350 | New |
| Avala Global LP | 40,000 | $1.38M | 0.13% | +40,000 | New |
| Man Group plc | – | $1.62M | 0.01% | – | New |
| Tabor Asset Management, LP | 55,435 | $1.91M | 1.00% | +55,435 | New |
| MYDA Advisors LLC | 57,000 | $1.97M | 0.74% | +57,000 | New |
| Neuberger Berman Group LLC | 57,783 | $1.99M | 0.00% | +57,783 | New |
| Squarepoint Ops LLC | 57,824 | $1.99M | 0.01% | +57,824 | New |
| Millennium Management LLC | 64,174 | $2.21M | 0.00% | +64,174 | New |
| Invesco Ltd. | 65,438 | $2.26M | 0.00% | +65,438 | New |
| First Trust Advisors LP | 68,592 | $2.37M | 0.00% | +68,592 | New |
| Brown Advisory Inc | 69,018 | $2.38M | 0.00% | +69,018 | New |
| Granahan Investment Management Inc | 70,168 | $2.42M | 0.09% | +70,168 | New |
| Marshall Wace, LLP | 71,013 | $2.45M | 0.01% | +71,013 | New |
| Rokos Capital Management LLP | 75,000 | $2.59M | 0.09% | +75,000 | 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 |
| Point72 Middle East FZE | 80,544 | $2.78M | 0.17% | +80,544 | New |
| Caisse de Depot Et Placement du Quebec | 100,000 | $3.45M | 0.01% | +100,000 | New |
| Capstone Investment Advisors, LLC | 100,037 | $3.45M | 0.09% | +100,037 | New |
| Wellington Management Group LLP | 146,300 | $5.05M | 0.00% | +146,300 | New |
| Lord, Abbett & Co. LLC | 148,150 | $5.11M | 0.02% | +148,150 | New |
| Monashee Investment Management LLC | 160,740 | $5.55M | 2.32% | +160,740 | 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 |
| Gilder Gagnon Howe & Co LLC | 201,829 | $6.96M | 0.11% | +201,829 | New |
| Caas Capital Management LP | 225,963 | $7.80M | 1.73% | +225,963 | New |
| Glynn Capital Management LLC | 245,749 | $8.48M | 1.84% | +245,749 | 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 |
| Bank of Montreal | 284,025 | $9.80M | 0.01% | +284,025 | New |
| Voya Investment Management LLC | 290,761 | $10.0M | 0.01% | +290,761 | New |
| Citadel Advisors LLC | 310,555 | $10.7M | 0.01% | +310,555 | New |
| Balyasny Asset Management LLC | 355,834 | $12.3M | 0.03% | +355,834 | New |
| Morgan Stanley | 397,069 | $13.7M | 0.00% | +397,069 | New |
| Alyeska Investment Group, L.P. | 422,111 | $14.6M | 0.10% | +422,111 | New |
| Goldman Sachs Group Inc | 429,238 | $14.8M | 0.00% | +429,238 | New |
| Sands Capital Ventures, LLC | 469,431 | $16.2M | 4.79% | +469,431 | New |
| Dragoneer Investment Group, LLC | 500,000 | $17.3M | 0.40% | +500,000 | New |
| Janus Henderson Group PLC | 500,018 | $17.3M | 0.01% | +500,018 | New |
| Sands Capital Management, LLC | 638,974 | $22.0M | 0.08% | +638,974 | New |
| Norges Bank | 657,729 | $22.7M | 0.00% | +657,729 | New |
| Capital World Investors | 700,000 | $24.1M | 0.00% | +700,000 | New |
| Franklin Resources Inc | 706,586 | $24.4M | 0.01% | +706,586 | New |
| Steadfast Capital Management LP | 840,398 | $29.0M | 0.78% | +840,398 | New |
| Avenir Management Company, LLC | 963,390 | $33.2M | 75.91% | +963,390 | New |
| FMR LLC | 991,389 | $34.2M | 0.00% | +991,389 | New |
| T. Rowe Price Investment Management, Inc. | 1,000,000 | $34.5M | 0.02% | +1,000,000 | New |
| Capital Research Global Investors | 1,002,876 | $34.6M | 0.01% | +1,002,876 | New |
| Blue Owl Capital Holdings LP | 1,198,270 | $38.1M | 29.42% | +1,198,270 | New |
| Vanguard Group Inc | 1,444,434 | $49.8M | 0.00% | +1,444,434 | New |
| JPMorgan Chase & Co | 1,513,168 | $52.2M | 0.01% | +1,513,168 | New |
| Price T Rowe Associates Inc | 1,538,897 | $53.1M | 0.01% | +1,538,897 | New |
| Alliancebernstein L.P. | 1,571,685 | $54.2M | 0.02% | +1,571,685 | New |
| Clearbridge Investments, LLC | 1,864,233 | $64.3M | 0.06% | +1,864,233 | New |
| BlackRock Inc. | 1,871,239 | $64.6M | 0.00% | +1,871,239 | New |
| Summit Partners L P | 49,511,947 | $1.71B | 58.54% | +49,511,947 | New |