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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 355,155 | $9.05M | 0.00% | +332,163+1,444.7% | Added |
| HighTower Advisors, LLC | 439,338 | $11.2M | 0.02% | +439,338 | New |
| Voya Investment Management LLC | 457,589 | $11.7M | 0.01% | +173,789+61.2% | Added |
| Dragoneer Investment Group, LLC | 500,000 | $12.7M | 0.29% | 00.0% | Unchanged |
| Morgan Stanley | 551,235 | $14.0M | 0.00% | +122,825+28.7% | Added |
| Whale Rock Capital Management LLC | 579,113 | $14.8M | 0.22% | +318,217+122.0% | Added |
| American Century Companies Inc | 633,442 | $16.1M | 0.01% | +255,071+67.4% | Added |
| Capital World Investors | 699,520 | $17.8M | 0.00% | −1,263−0.2% | Reduced |
| Millennium Management LLC | 729,636 | $18.6M | 0.02% | +377,606+107.3% | Added |
| Norges Bank | 765,219 | $19.5M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 857,303 | $21.8M | 0.02% | +789,545+1,165.2% | Added |
| Claro Advisors LLC | 922,680 | $23.5M | 4.09% | +922,680 | New |
| Colony Group, LLC | 1,086,139 | $24.5M | 0.20% | +1,086,139 | New |
| Capital Research Global Investors | 1,002,876 | $25.6M | 0.01% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 1,139,307 | $29.0M | 5.44% | +848,152+291.3% | Added |
| Blue Owl Capital Holdings LP | 1,198,270 | $30.5M | 6.10% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,398,147 | $35.6M | 0.01% | +17,632+1.3% | Added |
| Sands Capital Management, LLC | 1,432,037 | $36.5M | 0.10% | +768,734+115.9% | Added |
| BlackRock Inc. | 1,530,804 | $39.0M | 0.00% | −688,845−31.0% | Reduced |
| Atreides Management, LP | 1,748,315 | $44.5M | 1.34% | +1,748,315 | New |
| JPMorgan Chase & Co | 1,911,639 | $48.7M | 0.00% | +53,371+2.9% | Added |
| Vanguard Group Inc | 2,108,455 | $53.7M | 0.00% | +4,742+0.2% | Added |
| Clearbridge Investments, LLC | 2,205,684 | $56.2M | 0.04% | +31,587+1.5% | Added |
| Goldman Sachs Group Inc | 2,320,381 | $59.1M | 0.01% | +848,241+57.6% | Added |
| Federated Hermes, Inc. | 2,474,600 | $63.1M | 0.15% | +1,899,324+330.2% | Added |
| Greenoaks Capital Partners LLC | 2,511,796 | $64.0M | 5.28% | +2,511,796 | New |
| Granger Management LLC | 2,945,404 | $75.0M | 14.99% | +2,920,228+11,599.3% | Added |
| Sands Capital Ventures, LLC | 3,514,897 | $89.6M | 21.60% | +3,043,637+645.9% | Added |
| Alliancebernstein L.P. | 3,915,260 | $99.8M | 0.04% | +2,026,150+107.3% | Added |
| Summit Partners L P | 47,741,629 | $1.22B | 67.09% | 00.0% | Unchanged |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −840,398−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −169,496−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −166,441−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −135,831−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −68,974−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −63,117−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −59,200−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −53,148−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −47,619−100.0% | Sold out |
| Avala Global LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −39,329−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,936−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −28,037−100.0% | Sold out |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,008−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −11,344−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −443−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |