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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 20 | $556 | 0.00% | +20 | New |
| Plante Moran Financial Advisors, LLC | 53 | $1.47K | 0.00% | +53 | New |
| The PNC Financial Services Group, Inc. | 66 | $1.83K | 0.00% | +47+247.4% | Added |
| Advisor Group Holdings, Inc. | 98 | $2.72K | 0.00% | −909−90.3% | Reduced |
| Bourgeon Capital Management LLC | 150 | $4.17K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 183 | $5.08K | 0.00% | +183 | New |
| Comerica Bank | 359 | $9.98K | 0.00% | +261+266.3% | Added |
| CWM, LLC | 369 | $10.0K | 0.00% | +369 | New |
| Rakuten Investment Management, Inc. | 443 | $12.5K | 0.00% | +443 | New |
| Salem Investment Counselors Inc | 900 | $25.0K | 0.00% | +900 | New |
| Cutler Group LP | 1,236 | $34.0K | 0.00% | +1,236 | New |
| Hidden Lake Asset Management LP | 2,000 | $55.6K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,081 | $113.4K | 0.00% | +4,061+20,305.0% | Added |
| Ensign Peak Advisors, Inc | 4,860 | $135.0K | 0.00% | +138+2.9% | Added |
| New York State Common Retirement Fund | 5,485 | $152.4K | 0.00% | +3,600+191.0% | Added |
| Sandia Investment Management LP | 6,000 | $166.7K | 0.12% | −9,000−60.0% | Reduced |
| Royal Bank of Canada | 6,476 | $180.0K | 0.00% | +4,040+165.8% | Added |
| UBS Group AG | 7,000 | $194.5K | 0.00% | +7,000 | New |
| Woodline Partners LP | 8,040 | $223.4K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,323 | $231.2K | 0.02% | +8,323 | New |
| Tudor Investment Corp Et Al | 11,226 | $311.9K | 0.00% | −22,387−66.6% | Reduced |
| Alberta Investment Management Corp | 11,344 | $315.1K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 11,500 | $319.5K | 0.03% | +11,500 | New |
| Renaissance Capital LLC | 12,291 | $341.4K | 0.17% | +12,291 | New |
| Rakuten Securities, Inc. | 12,391 | $344.2K | 0.27% | +12,391 | New |
| Blair William & Co | 13,158 | $365.5K | 0.00% | +13,158 | New |
| Centiva Capital, LP | 15,008 | $416.9K | 0.03% | +15,008 | New |
| Simplex Trading, LLC | 17,959 | $498.0K | 0.02% | +10,031+126.5% | Added |
| Diker Management LLC | 20,100 | $558.4K | 0.46% | +20,100 | New |
| Amundi | 20,435 | $561.6K | 0.00% | +3,012+17.3% | Added |
| Bank of New York Mellon Corp | 22,992 | $638.7K | 0.00% | +22,992 | New |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 25,000 | $694.5K | 0.19% | +25,000 | New |
| Granger Management LLC | 25,176 | $699.4K | 0.25% | +25,176 | New |
| Caas Capital Management LP | 28,037 | $778.9K | 0.74% | −197,926−87.6% | Reduced |
| Quantbot Technologies LP | 29,773 | $827.1K | 0.05% | +29,773 | New |
| Pentwater Capital Management LP | 30,000 | $833.4K | 0.02% | +30,000 | New |
| Engineers Gate Manager LP | 31,936 | $887.2K | 0.03% | +31,936 | New |
| State Street Corp | 34,100 | $947.3K | 0.00% | +34,100 | 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 |
| Cubist Systematic Strategies, LLC | 39,329 | $1.09M | 0.01% | +39,329 | New |
| Avala Global LP | 40,000 | $1.11M | 0.09% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 42,006 | $1.17M | 0.00% | −15,818−27.4% | Reduced |
| Neuberger Berman Group LLC | 45,183 | $1.26M | 0.00% | −12,600−21.8% | Reduced |
| Northern Trust Corp | 47,471 | $1.32M | 0.00% | +47,471 | New |
| Weiss Multi-Strategy Advisers LLC | 47,619 | $1.32M | 0.03% | +47,619 | New |
| Verition Fund Management LLC | 48,876 | $1.36M | 0.01% | +38,876+388.8% | 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 |
| Ameriprise Financial Inc | 53,148 | $1.48M | 0.00% | +15,798+42.3% | Added |
| UBS Asset Management Americas Inc | 59,200 | $1.64M | 0.00% | +24,200+69.1% | Added |
| Jump Financial, LLC | 61,483 | $1.71M | 0.06% | +61,483 | New |
| Icapital Wealth LLC | 63,117 | $1.75M | 1.13% | +63,117 | New |
| Citadel Advisors LLC | 63,920 | $1.78M | 0.00% | −246,635−79.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 66,700 | $1.78M | 0.00% | +66,700 | New |
| First Trust Advisors LP | 67,758 | $1.88M | 0.00% | −834−1.2% | Reduced |
| Monashee Investment Management LLC | 68,974 | $1.92M | 0.34% | −91,766−57.1% | Reduced |
| Needham Investment Management LLC | 72,500 | $2.01M | 0.25% | +72,500 | New |
| Two Sigma Advisers, LP | 72,700 | $2.02M | 0.00% | +72,700 | New |
| Legal & General Group Plc | 73,917 | $2.05M | 0.00% | +68,917+1,378.3% | Added |
| Bank of America Corp | 90,776 | $2.52M | 0.00% | +69,695+330.6% | Added |
| Susquehanna International Group, LLP | 91,954 | $2.55M | 0.00% | +91,954 | New |
| Jane Street Group, LLC | 93,446 | $2.60M | 0.00% | +93,446 | New |
| Citigroup Inc | 115,850 | $3.22M | 0.00% | +115,850 | New |
| Capstone Investment Advisors, LLC | 125,072 | $3.47M | 0.06% | +25,035+25.0% | Added |
| Caisse de Depot Et Placement du Quebec | 135,831 | $3.77M | 0.01% | +35,831+35.8% | Added |
| Charles Schwab Investment Management Inc | 137,576 | $3.82M | 0.00% | +137,576 | New |
| Formula Growth Ltd | 140,000 | $3.89M | 1.25% | +140,000 | New |
| Telemark Asset Management, LLC | 150,000 | $4.17M | 0.62% | −50,000−25.0% | Reduced |
| Alyeska Investment Group, L.P. | 166,441 | $4.62M | 0.03% | −255,670−60.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 169,496 | $4.71M | 0.06% | −32,333−16.0% | Reduced |
| Granahan Investment Management Inc | 174,329 | $4.84M | 0.16% | +104,161+148.4% | Added |
| Nuveen Asset Management, LLC | 179,882 | $5.00M | 0.00% | −20,118−10.1% | Reduced |
| Marshall Wace, LLP | 188,469 | $5.24M | 0.01% | +117,456+165.4% | Added |
| Renaissance Technologies LLC | 197,900 | $5.50M | 0.01% | +197,900 | New |
| Two Sigma Investments, LP | 199,806 | $5.55M | 0.01% | +199,806 | New |
| Geode Capital Management, LLC | 232,032 | $6.45M | 0.00% | +232,032 | New |
| Polar Capital Holdings Plc | 244,583 | $6.79M | 0.05% | +244,583 | New |
| Whale Rock Capital Management LLC | 260,896 | $7.25M | 0.13% | +10,896+4.4% | Added |
| Voya Investment Management LLC | 283,800 | $7.88M | 0.01% | −6,961−2.4% | Reduced |
| Glynn Capital Management LLC | 291,155 | $8.09M | 1.51% | +45,406+18.5% | Added |
| Millennium Management LLC | 352,030 | $9.78M | 0.01% | +287,856+448.6% | Added |
| American Century Companies Inc | 378,371 | $10.5M | 0.01% | +178,371+89.2% | Added |
| Morgan Stanley | 428,410 | $11.9M | 0.00% | +31,341+7.9% | Added |
| Sands Capital Ventures, LLC | 471,260 | $13.1M | 3.64% | +1,829+0.4% | Added |
| Dragoneer Investment Group, LLC | 500,000 | $13.9M | 0.30% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 575,276 | $16.0M | 0.04% | +575,276 | New |
| FMR LLC | 622,305 | $17.3M | 0.00% | −369,084−37.2% | Reduced |
| Sands Capital Management, LLC | 663,303 | $18.4M | 0.06% | +24,329+3.8% | Added |
| Capital World Investors | 700,783 | $19.5M | 0.00% | +783+0.1% | Added |
| Norges Bank | 765,219 | $21.3M | 0.00% | +107,490+16.3% | Added |
| Steadfast Capital Management LP | 840,398 | $23.3M | 0.58% | 00.0% | Unchanged |
| Capital Research Global Investors | 1,002,876 | $27.9M | 0.01% | 00.0% | Unchanged |
| Blue Owl Capital Holdings LP | 1,198,270 | $31.5M | 7.52% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,380,515 | $38.4M | 0.02% | +673,929+95.4% | Added |
| Goldman Sachs Group Inc | 1,472,140 | $40.9M | 0.01% | +1,042,902+243.0% | Added |
| JPMorgan Chase & Co | 1,858,268 | $51.6M | 0.01% | +345,100+22.8% | Added |
| Alliancebernstein L.P. | 1,889,110 | $52.5M | 0.02% | +317,425+20.2% | Added |
| Vanguard Group Inc | 2,103,713 | $58.4M | 0.00% | +659,279+45.6% | Added |
| Clearbridge Investments, LLC | 2,174,097 | $60.4M | 0.05% | +309,864+16.6% | Added |