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, Q1 2024
Institutional positions in Klaviyo, Inc. as of Mar 31, 2024. 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
- 130
- +28 vs. Q4 2023
- Shares held
- 97.2M
- +22.6M (+30.2%) vs. Q4 2023
- Total value
- $2.47B
- +$402.2M (+19.4%) vs. Q4 2023
- New holders
- 52
- 51 more added
- Sold out
- 24
- 17 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Partners L P | 47,741,629 | $1.22B | 67.09% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 3,915,260 | $99.8M | 0.04% | +2,026,150+107.3% | Added |
| Sands Capital Ventures, LLC | 3,514,897 | $89.6M | 21.60% | +3,043,637+645.9% | Added |
| Granger Management LLC | 2,945,404 | $75.0M | 14.99% | +2,920,228+11,599.3% | Added |
| Greenoaks Capital Partners LLC | 2,511,796 | $64.0M | 5.28% | +2,511,796 | New |
| Federated Hermes, Inc. | 2,474,600 | $63.1M | 0.15% | +1,899,324+330.2% | Added |
| Goldman Sachs Group Inc | 2,320,381 | $59.1M | 0.01% | +848,241+57.6% | Added |
| Clearbridge Investments, LLC | 2,205,684 | $56.2M | 0.04% | +31,587+1.5% | Added |
| Vanguard Group Inc | 2,108,455 | $53.7M | 0.00% | +4,742+0.2% | Added |
| JPMorgan Chase & Co | 1,911,639 | $48.7M | 0.00% | +53,371+2.9% | Added |
| Atreides Management, LP | 1,748,315 | $44.5M | 1.34% | +1,748,315 | New |
| BlackRock Inc. | 1,530,804 | $39.0M | 0.00% | −688,845−31.0% | Reduced |
| Sands Capital Management, LLC | 1,432,037 | $36.5M | 0.10% | +768,734+115.9% | Added |
| Franklin Resources Inc | 1,398,147 | $35.6M | 0.01% | +17,632+1.3% | Added |
| Blue Owl Capital Holdings LP | 1,198,270 | $30.5M | 6.10% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 1,139,307 | $29.0M | 5.44% | +848,152+291.3% | Added |
| Capital Research Global Investors | 1,002,876 | $25.6M | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 1,086,139 | $24.5M | 0.20% | +1,086,139 | New |
| Claro Advisors LLC | 922,680 | $23.5M | 4.09% | +922,680 | New |
| First Trust Advisors LP | 857,303 | $21.8M | 0.02% | +789,545+1,165.2% | Added |
| Norges Bank | 765,219 | $19.5M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 729,636 | $18.6M | 0.02% | +377,606+107.3% | Added |
| Capital World Investors | 699,520 | $17.8M | 0.00% | −1,263−0.2% | Reduced |
| American Century Companies Inc | 633,442 | $16.1M | 0.01% | +255,071+67.4% | Added |
| Whale Rock Capital Management LLC | 579,113 | $14.8M | 0.22% | +318,217+122.0% | Added |
| Morgan Stanley | 551,235 | $14.0M | 0.00% | +122,825+28.7% | Added |
| Dragoneer Investment Group, LLC | 500,000 | $12.7M | 0.29% | 00.0% | Unchanged |
| Voya Investment Management LLC | 457,589 | $11.7M | 0.01% | +173,789+61.2% | Added |
| HighTower Advisors, LLC | 439,338 | $11.2M | 0.02% | +439,338 | New |
| Bank of New York Mellon Corp | 355,155 | $9.05M | 0.00% | +332,163+1,444.7% | Added |
| Nuveen Asset Management, LLC | 349,841 | $8.91M | 0.00% | +169,959+94.5% | Added |
| Marshall Wace, LLP | 344,049 | $8.77M | 0.01% | +155,580+82.5% | Added |
| Two Sigma Advisers, LP | 340,800 | $8.68M | 0.02% | +268,100+368.8% | Added |
| Granahan Investment Management Inc | 306,824 | $7.82M | 0.27% | +132,495+76.0% | Added |
| SQN Investors LP | 294,980 | $7.52M | 4.86% | +294,980 | New |
| Needham Investment Management LLC | 280,000 | $7.13M | 0.66% | +207,500+286.2% | Added |
| Citigroup Inc | 273,839 | $6.98M | 0.01% | +157,989+136.4% | Added |
| Two Sigma Investments, LP | 270,197 | $6.88M | 0.02% | +70,391+35.2% | Added |
| Mayflower Financial Advisors, LLC | 243,448 | $6.20M | 1.04% | +243,448 | New |
| State Street Corp | 240,479 | $6.13M | 0.00% | +206,379+605.2% | Added |
| Geode Capital Management, LLC | 236,745 | $6.03M | 0.00% | +4,713+2.0% | Added |
| The PNC Financial Services Group, Inc. | 217,452 | $5.54M | 0.00% | +217,386+329,372.7% | Added |
| Bienville Capital Management, LLC | 206,902 | $5.27M | 1.60% | +206,902 | New |
| Voloridge Investment Management, LLC | 195,603 | $4.98M | 0.02% | +195,603 | New |
| Blair William & Co | 175,531 | $4.47M | 0.01% | +162,373+1,234.0% | Added |
| Bank of America Corp | 174,445 | $4.44M | 0.00% | +83,669+92.2% | Added |
| Renaissance Technologies LLC | 169,700 | $4.32M | 0.01% | −28,200−14.2% | Reduced |
| Walleye Capital LLC | 168,199 | $4.29M | 0.05% | +168,199 | New |
| Pathstone Holdings, LLC | 161,986 | $4.13M | 0.02% | +161,986 | New |
| Polar Capital Holdings Plc | 158,964 | $4.05M | 0.02% | −85,619−35.0% | Reduced |
| Nishkama Capital, LLC | 158,324 | $4.03M | 0.46% | +158,324 | New |
| Susquehanna International Group, LLP | 157,057 | $4.00M | 0.01% | +65,103+70.8% | Added |
| Diker Management LLC | 150,000 | $3.82M | 3.11% | +129,900+646.3% | Added |
| Capstone Investment Advisors, LLC | 146,368 | $3.73M | 0.07% | +21,296+17.0% | Added |
| Charles Schwab Investment Management Inc | 136,160 | $3.47M | 0.00% | −1,416−1.0% | Reduced |
| Cerity Partners LLC | 104,264 | $2.66M | 0.01% | +104,264 | New |
| 3G Capital Partners LP | 100,000 | $2.55M | 1.07% | +100,000 | New |
| Nicholas Investment Partners, LP | 99,394 | $2.53M | 0.26% | +99,394 | New |
| Jane Street Group, LLC | 97,727 | $2.49M | 0.00% | +4,281+4.6% | Added |
| Formula Growth Ltd | 70,000 | $1.78M | 0.57% | −70,000−50.0% | Reduced |
| Swiss National Bank | 69,700 | $1.78M | 0.00% | +69,700 | New |
| Balyasny Asset Management LLC | 68,501 | $1.75M | 0.00% | +68,501 | New |
| FMR LLC | 66,973 | $1.71M | 0.00% | −555,332−89.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 66,700 | $1.70M | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 63,256 | $1.61M | 0.04% | +63,256 | New |
| Northern Trust Corp | 59,293 | $1.51M | 0.00% | +11,822+24.9% | Added |
| UBS Group AG | 58,243 | $1.48M | 0.00% | +51,243+732.0% | Added |
| Quantbot Technologies LP | 54,424 | $1.39M | 0.08% | +24,651+82.8% | Added |
| Cynosure Management, LLC | 52,759 | $1.34M | 0.24% | +52,759 | New |
| Verition Fund Management LLC | 46,105 | $1.17M | 0.01% | −2,771−5.7% | Reduced |
| Neuberger Berman Group LLC | 45,467 | $1.16M | 0.00% | +284+0.6% | Added |
| Cabot Wealth Management Inc | 45,044 | $1.15M | 0.15% | +45,044 | New |
| Marino, Stram & Associates LLC | 43,868 | $1.12M | 0.26% | +43,868 | New |
| Jump Financial, LLC | 43,500 | $1.11M | 0.03% | −17,983−29.2% | Reduced |
| Credit Suisse AG | 40,725 | $1.04M | 0.00% | +40,725 | New |
| Twinbeech Capital LP | 39,964 | $1.02M | 0.02% | +39,964 | New |
| Gryphon Financial Partners LLC | 35,714 | $910.0K | 0.15% | +35,714 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 35,000 | $891.8K | 0.00% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 35,000 | $891.8K | 0.10% | 00.0% | Unchanged |
| California State Teachers Retirement System | 32,095 | $817.8K | 0.00% | +32,095 | New |
| Legal & General Group Plc | 30,576 | $779.1K | 0.00% | −43,341−58.6% | Reduced |
| Tudor Investment Corp Et Al | 30,232 | $770.3K | 0.01% | +19,006+169.3% | Added |
| Raymond James & Associates | 29,654 | $755.6K | 0.00% | +29,654 | New |
| State of Wisconsin Investment Board | 26,110 | $665.3K | 0.00% | +26,110 | New |
| Janus Henderson Group PLC | 25,992 | $662.1K | 0.00% | +25,992 | New |
| Cambridge Investment Research Advisors, Inc. | 25,167 | $641.0K | 0.00% | +25,167 | New |
| New York State Common Retirement Fund | 25,089 | $639.3K | 0.00% | +19,604+357.4% | Added |
| Caption Management, LLC | 24,300 | $619.2K | 0.07% | +12,800+111.3% | Added |
| Woodline Partners LP | 22,763 | $580.0K | 0.01% | +14,723+183.1% | Added |
| Citadel Advisors LLC | 22,259 | $567.2K | 0.00% | −41,661−65.2% | Reduced |
| Dark Forest Capital Management LP | 20,838 | $531.0K | 0.09% | +20,838 | New |
| Amundi | 22,239 | $506.8K | 0.00% | +1,804+8.8% | Added |
| Simplex Trading, LLC | 19,646 | $500.0K | 0.01% | +1,687+9.4% | Added |
| Mirabella Financial Services LLP | 18,800 | $479.0K | 0.03% | +18,800 | New |
| Moody National Bank Trust Division | 15,639 | $398.5K | 0.03% | +7,316+87.9% | Added |
| Wealthspire Advisors, LLC | 14,285 | $364.0K | 0.00% | +14,285 | New |
| Renaissance Capital LLC | 12,658 | $322.5K | 0.17% | +367+3.0% | Added |
| Legato Capital Management LLC | 12,076 | $307.7K | 0.04% | +12,076 | New |
| Boston Private Wealth LLC | 11,724 | $298.7K | 0.01% | +11,724 | New |
| XTX Topco Ltd | 11,347 | $289.1K | 0.04% | +11,347 | New |