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 |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,219,649 | $61.7M | 0.00% | +348,410+18.6% | Added |
| Summit Partners L P | 47,741,629 | $1.33B | 48.39% | −1,770,318−3.6% | Reduced |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −1,538,897−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −500,018−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −355,834−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −284,025−100.0% | Sold out |
| Greenoaks Capital Partners LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −148,150−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −146,300−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −80,544−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −69,018−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −65,438−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −55,435−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −33,984−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −31,676−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −31,494−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,203−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,442−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −11,228−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Skylands Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Columbus Hill Capital Management, L.P. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Avenir Management Company, LLC | – | – | – | – | Not filed |