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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 732 | $19 | 0.00% | +732 | New |
| Harbour Investments, Inc. | 20 | $510 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23 | $586 | 0.00% | −75−76.5% | Reduced |
| Ci Investments Inc. | 73 | $2.00K | 0.00% | +73 | New |
| Smithfield Trust Co | 103 | $3.00K | 0.00% | +103 | New |
| Quarry LP | 179 | $4.56K | 0.00% | +179 | New |
| Federation des caisses Desjardins du Quebec | 200 | $5.10K | 0.00% | +200 | New |
| IFP Advisors, Inc | 371 | $9.45K | 0.00% | +371 | New |
| Comerica Bank | 400 | $10.2K | 0.00% | +41+11.4% | Added |
| Wells Fargo & Company | 411 | $10.5K | 0.00% | +228+124.6% | Added |
| Turim 21 Investimentos Ltda. | 543 | $13.8K | 0.00% | +543 | New |
| CWM, LLC | 565 | $14.0K | 0.00% | +196+53.1% | Added |
| CIBC Private Wealth Group, LLC | 766 | $19.5K | 0.00% | +766 | New |
| Headlands Technologies LLC | 826 | $21.0K | 0.01% | +826 | New |
| Tower Research Capital LLC (TRC) | 1,000 | $25.5K | 0.00% | −3,081−75.5% | Reduced |
| Deutsche Bank AG | 1,312 | $33.4K | 0.00% | +1,312 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,735 | $44.2K | 0.00% | +1,735 | New |
| Hidden Lake Asset Management LP | 2,000 | $51.0K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,350 | $59.9K | 0.00% | +1,450+161.1% | Added |
| EntryPoint Capital, LLC | 2,772 | $70.6K | 0.06% | +2,772 | New |
| Qube Research & Technologies Ltd | 3,416 | $87.0K | 0.00% | +3,416 | New |
| Sandia Investment Management LP | 4,000 | $101.9K | 0.10% | −2,000−33.3% | Reduced |
| Ensign Peak Advisors, Inc | 4,880 | $124.3K | 0.00% | +20+0.4% | Added |
| Rakuten Securities, Inc. | 5,236 | $133.4K | 0.06% | −7,155−57.7% | Reduced |
| Royal Bank of Canada | 6,116 | $156.0K | 0.00% | −360−5.6% | Reduced |
| Group One Trading, L.P. | 6,322 | $161.1K | 0.01% | +6,322 | New |
| Barclays PLC | 7,061 | $179.9K | 0.00% | +7,061 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 9,419 | $240.0K | 0.00% | +9,419 | New |
| Arizona State Retirement System | 9,709 | $247.4K | 0.00% | +9,709 | New |
| Squarepoint Ops LLC | 9,783 | $249.3K | 0.00% | −32,223−76.7% | Reduced |
| XTX Topco Ltd | 11,347 | $289.1K | 0.04% | +11,347 | New |
| Boston Private Wealth LLC | 11,724 | $298.7K | 0.01% | +11,724 | New |
| Legato Capital Management LLC | 12,076 | $307.7K | 0.04% | +12,076 | New |
| Renaissance Capital LLC | 12,658 | $322.5K | 0.17% | +367+3.0% | Added |
| Wealthspire Advisors, LLC | 14,285 | $364.0K | 0.00% | +14,285 | New |
| Moody National Bank Trust Division | 15,639 | $398.5K | 0.03% | +7,316+87.9% | Added |
| Mirabella Financial Services LLP | 18,800 | $479.0K | 0.03% | +18,800 | New |
| Simplex Trading, LLC | 19,646 | $500.0K | 0.01% | +1,687+9.4% | Added |
| Amundi | 22,239 | $506.8K | 0.00% | +1,804+8.8% | Added |
| Dark Forest Capital Management LP | 20,838 | $531.0K | 0.09% | +20,838 | New |
| Citadel Advisors LLC | 22,259 | $567.2K | 0.00% | −41,661−65.2% | Reduced |
| Woodline Partners LP | 22,763 | $580.0K | 0.01% | +14,723+183.1% | Added |
| Caption Management, LLC | 24,300 | $619.2K | 0.07% | +12,800+111.3% | Added |
| New York State Common Retirement Fund | 25,089 | $639.3K | 0.00% | +19,604+357.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,167 | $641.0K | 0.00% | +25,167 | New |
| Janus Henderson Group PLC | 25,992 | $662.1K | 0.00% | +25,992 | New |
| State of Wisconsin Investment Board | 26,110 | $665.3K | 0.00% | +26,110 | New |
| Raymond James & Associates | 29,654 | $755.6K | 0.00% | +29,654 | New |
| Tudor Investment Corp Et Al | 30,232 | $770.3K | 0.01% | +19,006+169.3% | Added |
| Legal & General Group Plc | 30,576 | $779.1K | 0.00% | −43,341−58.6% | Reduced |
| California State Teachers Retirement System | 32,095 | $817.8K | 0.00% | +32,095 | 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 |
| Gryphon Financial Partners LLC | 35,714 | $910.0K | 0.15% | +35,714 | New |
| Twinbeech Capital LP | 39,964 | $1.02M | 0.02% | +39,964 | New |
| Credit Suisse AG | 40,725 | $1.04M | 0.00% | +40,725 | New |
| Jump Financial, LLC | 43,500 | $1.11M | 0.03% | −17,983−29.2% | Reduced |
| Marino, Stram & Associates LLC | 43,868 | $1.12M | 0.26% | +43,868 | New |
| Cabot Wealth Management Inc | 45,044 | $1.15M | 0.15% | +45,044 | New |
| Neuberger Berman Group LLC | 45,467 | $1.16M | 0.00% | +284+0.6% | Added |
| Verition Fund Management LLC | 46,105 | $1.17M | 0.01% | −2,771−5.7% | Reduced |
| Cynosure Management, LLC | 52,759 | $1.34M | 0.24% | +52,759 | New |
| Quantbot Technologies LP | 54,424 | $1.39M | 0.08% | +24,651+82.8% | Added |
| UBS Group AG | 58,243 | $1.48M | 0.00% | +51,243+732.0% | Added |
| Northern Trust Corp | 59,293 | $1.51M | 0.00% | +11,822+24.9% | Added |
| Dakota Wealth Management | 63,256 | $1.61M | 0.04% | +63,256 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 66,700 | $1.70M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 66,973 | $1.71M | 0.00% | −555,332−89.2% | Reduced |
| Balyasny Asset Management LLC | 68,501 | $1.75M | 0.00% | +68,501 | New |
| Swiss National Bank | 69,700 | $1.78M | 0.00% | +69,700 | New |
| Formula Growth Ltd | 70,000 | $1.78M | 0.57% | −70,000−50.0% | Reduced |
| Jane Street Group, LLC | 97,727 | $2.49M | 0.00% | +4,281+4.6% | Added |
| Nicholas Investment Partners, LP | 99,394 | $2.53M | 0.26% | +99,394 | New |
| 3G Capital Partners LP | 100,000 | $2.55M | 1.07% | +100,000 | New |
| Cerity Partners LLC | 104,264 | $2.66M | 0.01% | +104,264 | New |
| Charles Schwab Investment Management Inc | 136,160 | $3.47M | 0.00% | −1,416−1.0% | Reduced |
| Capstone Investment Advisors, LLC | 146,368 | $3.73M | 0.07% | +21,296+17.0% | Added |
| Diker Management LLC | 150,000 | $3.82M | 3.11% | +129,900+646.3% | Added |
| Susquehanna International Group, LLP | 157,057 | $4.00M | 0.01% | +65,103+70.8% | Added |
| Nishkama Capital, LLC | 158,324 | $4.03M | 0.46% | +158,324 | New |
| Polar Capital Holdings Plc | 158,964 | $4.05M | 0.02% | −85,619−35.0% | Reduced |
| Pathstone Holdings, LLC | 161,986 | $4.13M | 0.02% | +161,986 | New |
| Walleye Capital LLC | 168,199 | $4.29M | 0.05% | +168,199 | New |
| Renaissance Technologies LLC | 169,700 | $4.32M | 0.01% | −28,200−14.2% | Reduced |
| Bank of America Corp | 174,445 | $4.44M | 0.00% | +83,669+92.2% | Added |
| Blair William & Co | 175,531 | $4.47M | 0.01% | +162,373+1,234.0% | Added |
| Voloridge Investment Management, LLC | 195,603 | $4.98M | 0.02% | +195,603 | New |
| Bienville Capital Management, LLC | 206,902 | $5.27M | 1.60% | +206,902 | New |
| The PNC Financial Services Group, Inc. | 217,452 | $5.54M | 0.00% | +217,386+329,372.7% | Added |
| Geode Capital Management, LLC | 236,745 | $6.03M | 0.00% | +4,713+2.0% | Added |
| State Street Corp | 240,479 | $6.13M | 0.00% | +206,379+605.2% | Added |
| Mayflower Financial Advisors, LLC | 243,448 | $6.20M | 1.04% | +243,448 | New |
| Two Sigma Investments, LP | 270,197 | $6.88M | 0.02% | +70,391+35.2% | Added |
| Citigroup Inc | 273,839 | $6.98M | 0.01% | +157,989+136.4% | Added |
| Needham Investment Management LLC | 280,000 | $7.13M | 0.66% | +207,500+286.2% | Added |
| SQN Investors LP | 294,980 | $7.52M | 4.86% | +294,980 | New |
| Granahan Investment Management Inc | 306,824 | $7.82M | 0.27% | +132,495+76.0% | Added |
| Two Sigma Advisers, LP | 340,800 | $8.68M | 0.02% | +268,100+368.8% | Added |
| Marshall Wace, LLP | 344,049 | $8.77M | 0.01% | +155,580+82.5% | Added |
| Nuveen Asset Management, LLC | 349,841 | $8.91M | 0.00% | +169,959+94.5% | Added |