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, Q4 2023
Institutional positions in Klaviyo, Inc. as of Dec 31, 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
- 102
- +6 vs. Q3 2023
- Shares held
- 74.6M
- −421.1K (−0.6%) vs. Q3 2023
- Total value
- $2.07B
- −$516.3M (−20.0%) vs. Q3 2023
- New holders
- 41
- 34 more added
- Sold out
- 35
- 16 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Partners L P | 47,741,629 | $1.33B | 48.39% | −1,770,318−3.6% | Reduced |
| BlackRock Inc. | 2,219,649 | $61.7M | 0.00% | +348,410+18.6% | Added |
| Clearbridge Investments, LLC | 2,174,097 | $60.4M | 0.05% | +309,864+16.6% | Added |
| Vanguard Group Inc | 2,103,713 | $58.4M | 0.00% | +659,279+45.6% | Added |
| Alliancebernstein L.P. | 1,889,110 | $52.5M | 0.02% | +317,425+20.2% | Added |
| JPMorgan Chase & Co | 1,858,268 | $51.6M | 0.01% | +345,100+22.8% | Added |
| Goldman Sachs Group Inc | 1,472,140 | $40.9M | 0.01% | +1,042,902+243.0% | Added |
| Franklin Resources Inc | 1,380,515 | $38.4M | 0.02% | +673,929+95.4% | Added |
| Blue Owl Capital Holdings LP | 1,198,270 | $31.5M | 7.52% | 00.0% | Unchanged |
| Capital Research Global Investors | 1,002,876 | $27.9M | 0.01% | 00.0% | Unchanged |
| Steadfast Capital Management LP | 840,398 | $23.3M | 0.58% | 00.0% | Unchanged |
| Norges Bank | 765,219 | $21.3M | 0.00% | +107,490+16.3% | Added |
| Capital World Investors | 700,783 | $19.5M | 0.00% | +783+0.1% | Added |
| Sands Capital Management, LLC | 663,303 | $18.4M | 0.06% | +24,329+3.8% | Added |
| FMR LLC | 622,305 | $17.3M | 0.00% | −369,084−37.2% | Reduced |
| Federated Hermes, Inc. | 575,276 | $16.0M | 0.04% | +575,276 | New |
| Dragoneer Investment Group, LLC | 500,000 | $13.9M | 0.30% | 00.0% | Unchanged |
| Sands Capital Ventures, LLC | 471,260 | $13.1M | 3.64% | +1,829+0.4% | Added |
| Morgan Stanley | 428,410 | $11.9M | 0.00% | +31,341+7.9% | Added |
| American Century Companies Inc | 378,371 | $10.5M | 0.01% | +178,371+89.2% | Added |
| Millennium Management LLC | 352,030 | $9.78M | 0.01% | +287,856+448.6% | Added |
| Glynn Capital Management LLC | 291,155 | $8.09M | 1.51% | +45,406+18.5% | Added |
| Voya Investment Management LLC | 283,800 | $7.88M | 0.01% | −6,961−2.4% | Reduced |
| Whale Rock Capital Management LLC | 260,896 | $7.25M | 0.13% | +10,896+4.4% | Added |
| Polar Capital Holdings Plc | 244,583 | $6.79M | 0.05% | +244,583 | New |
| Geode Capital Management, LLC | 232,032 | $6.45M | 0.00% | +232,032 | New |
| Two Sigma Investments, LP | 199,806 | $5.55M | 0.01% | +199,806 | New |
| Renaissance Technologies LLC | 197,900 | $5.50M | 0.01% | +197,900 | New |
| Marshall Wace, LLP | 188,469 | $5.24M | 0.01% | +117,456+165.4% | Added |
| Nuveen Asset Management, LLC | 179,882 | $5.00M | 0.00% | −20,118−10.1% | Reduced |
| Granahan Investment Management Inc | 174,329 | $4.84M | 0.16% | +104,161+148.4% | Added |
| Gilder Gagnon Howe & Co LLC | 169,496 | $4.71M | 0.06% | −32,333−16.0% | Reduced |
| Alyeska Investment Group, L.P. | 166,441 | $4.62M | 0.03% | −255,670−60.6% | Reduced |
| Telemark Asset Management, LLC | 150,000 | $4.17M | 0.62% | −50,000−25.0% | Reduced |
| Formula Growth Ltd | 140,000 | $3.89M | 1.25% | +140,000 | New |
| Charles Schwab Investment Management Inc | 137,576 | $3.82M | 0.00% | +137,576 | New |
| Caisse de Depot Et Placement du Quebec | 135,831 | $3.77M | 0.01% | +35,831+35.8% | Added |
| Capstone Investment Advisors, LLC | 125,072 | $3.47M | 0.06% | +25,035+25.0% | Added |
| Citigroup Inc | 115,850 | $3.22M | 0.00% | +115,850 | New |
| Jane Street Group, LLC | 93,446 | $2.60M | 0.00% | +93,446 | New |
| Susquehanna International Group, LLP | 91,954 | $2.55M | 0.00% | +91,954 | New |
| Bank of America Corp | 90,776 | $2.52M | 0.00% | +69,695+330.6% | Added |
| Legal & General Group Plc | 73,917 | $2.05M | 0.00% | +68,917+1,378.3% | Added |
| Two Sigma Advisers, LP | 72,700 | $2.02M | 0.00% | +72,700 | New |
| Needham Investment Management LLC | 72,500 | $2.01M | 0.25% | +72,500 | New |
| Monashee Investment Management LLC | 68,974 | $1.92M | 0.34% | −91,766−57.1% | Reduced |
| First Trust Advisors LP | 67,758 | $1.88M | 0.00% | −834−1.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 66,700 | $1.78M | 0.00% | +66,700 | New |
| Citadel Advisors LLC | 63,920 | $1.78M | 0.00% | −246,635−79.4% | Reduced |
| Icapital Wealth LLC | 63,117 | $1.75M | 1.13% | +63,117 | New |
| Jump Financial, LLC | 61,483 | $1.71M | 0.06% | +61,483 | New |
| UBS Asset Management Americas Inc | 59,200 | $1.64M | 0.00% | +24,200+69.1% | Added |
| Ameriprise Financial Inc | 53,148 | $1.48M | 0.00% | +15,798+42.3% | Added |
| Seven Grand Managers, LLC | 50,000 | $1.39M | 1.33% | +30,000+150.0% | Added |
| Resolute Capital Asset Partners LLC | 50,000 | $1.39M | 0.91% | +50,000 | New |
| Verition Fund Management LLC | 48,876 | $1.36M | 0.01% | +38,876+388.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 47,619 | $1.32M | 0.03% | +47,619 | New |
| Northern Trust Corp | 47,471 | $1.32M | 0.00% | +47,471 | New |
| Neuberger Berman Group LLC | 45,183 | $1.26M | 0.00% | −12,600−21.8% | Reduced |
| Squarepoint Ops LLC | 42,006 | $1.17M | 0.00% | −15,818−27.4% | Reduced |
| Avala Global LP | 40,000 | $1.11M | 0.09% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 39,329 | $1.09M | 0.01% | +39,329 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 35,000 | $972.3K | 0.01% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 35,000 | $972.3K | 0.10% | 00.0% | Unchanged |
| State Street Corp | 34,100 | $947.3K | 0.00% | +34,100 | New |
| Engineers Gate Manager LP | 31,936 | $887.2K | 0.03% | +31,936 | New |
| Pentwater Capital Management LP | 30,000 | $833.4K | 0.02% | +30,000 | New |
| Quantbot Technologies LP | 29,773 | $827.1K | 0.05% | +29,773 | New |
| Caas Capital Management LP | 28,037 | $778.9K | 0.74% | −197,926−87.6% | Reduced |
| Granger Management LLC | 25,176 | $699.4K | 0.25% | +25,176 | New |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 25,000 | $694.5K | 0.19% | +25,000 | New |
| Bank of New York Mellon Corp | 22,992 | $638.7K | 0.00% | +22,992 | New |
| Amundi | 20,435 | $561.6K | 0.00% | +3,012+17.3% | Added |
| Diker Management LLC | 20,100 | $558.4K | 0.46% | +20,100 | New |
| Simplex Trading, LLC | 17,959 | $498.0K | 0.02% | +10,031+126.5% | Added |
| Centiva Capital, LP | 15,008 | $416.9K | 0.03% | +15,008 | New |
| Blair William & Co | 13,158 | $365.5K | 0.00% | +13,158 | New |
| Rakuten Securities, Inc. | 12,391 | $344.2K | 0.27% | +12,391 | New |
| Renaissance Capital LLC | 12,291 | $341.4K | 0.17% | +12,291 | New |
| Caption Management, LLC | 11,500 | $319.5K | 0.03% | +11,500 | New |
| Alberta Investment Management Corp | 11,344 | $315.1K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,226 | $311.9K | 0.00% | −22,387−66.6% | Reduced |
| Moody National Bank Trust Division | 8,323 | $231.2K | 0.02% | +8,323 | New |
| Woodline Partners LP | 8,040 | $223.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,000 | $194.5K | 0.00% | +7,000 | New |
| Royal Bank of Canada | 6,476 | $180.0K | 0.00% | +4,040+165.8% | Added |
| Sandia Investment Management LP | 6,000 | $166.7K | 0.12% | −9,000−60.0% | Reduced |
| New York State Common Retirement Fund | 5,485 | $152.4K | 0.00% | +3,600+191.0% | Added |
| Ensign Peak Advisors, Inc | 4,860 | $135.0K | 0.00% | +138+2.9% | Added |
| Tower Research Capital LLC (TRC) | 4,081 | $113.4K | 0.00% | +4,061+20,305.0% | Added |
| Hidden Lake Asset Management LP | 2,000 | $55.6K | 0.06% | 00.0% | Unchanged |
| Cutler Group LP | 1,236 | $34.0K | 0.00% | +1,236 | New |
| Salem Investment Counselors Inc | 900 | $25.0K | 0.00% | +900 | New |
| Rakuten Investment Management, Inc. | 443 | $12.5K | 0.00% | +443 | New |
| CWM, LLC | 369 | $10.0K | 0.00% | +369 | New |
| Comerica Bank | 359 | $9.98K | 0.00% | +261+266.3% | Added |
| Wells Fargo & Company | 183 | $5.08K | 0.00% | +183 | New |
| Bourgeon Capital Management LLC | 150 | $4.17K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 98 | $2.72K | 0.00% | −909−90.3% | Reduced |
| The PNC Financial Services Group, Inc. | 66 | $1.83K | 0.00% | +47+247.4% | Added |