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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, Q2 2024

Institutional positions in Klaviyo, Inc. as of Jun 30, 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
131
+2 vs. Q1 2024
Shares held
110.7M
+13.5M (+13.9%) vs. Q1 2024
Total value
$2.76B
+$282.3M (+11.4%) vs. Q1 2024
New holders
25
49 more added
Sold out
23
38 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 131 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 97 institutionsQ4 2023: 102 institutionsQ1 2024: 130 institutionsQ2 2024: 131 institutionsQ3 2024: 156 institutionsQ4 2024: 183 institutionsQ1 2025: 216 institutionsQ2 2025: 254 institutionsQ3 2025: 276 institutionsQ4 2025: 261 institutionsQ1 2026: 266 institutionsQ2 2026: 277 institutions
Value heldQ2 2024: $2.76B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $2.62BQ4 2023: $2.07BQ1 2024: $2.47BQ2 2024: $2.76BQ3 2024: $3.99BQ4 2024: $4.70BQ1 2025: $3.53BQ2 2025: $4.48BQ3 2025: $3.91BQ4 2025: $5.14BQ1 2026: $3.10BQ2 2026: $2.19B
Institutions holding KVYO and their total value by quarter
QuarterHoldersValue
Q2 2026277$2.19B
Q1 2026266$3.10B
Q4 2025261$5.14B
Q3 2025276$3.91B
Q2 2025254$4.48B
Q1 2025216$3.53B
Q4 2024183$4.70B
Q3 2024156$3.99B
Q2 2024131$2.76B
Q1 2024130$2.47B
Q4 2023102$2.07B
Q3 202397$2.62B
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q1 2024.

Institutions holding KVYO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Summit Partners L P47,741,629$1.19B70.72%00.0%Unchanged
Vanguard Group Inc6,946,247$172.9M0.00%+4,837,792+229.4%Added
Capital Research Global Investors5,162,366$128.5M0.03%+4,159,490+414.8%Added
Alliancebernstein L.P.5,008,673$124.7M0.04%+1,093,413+27.9%Added
Sands Capital Ventures, LLC3,516,221$87.5M29.31%+1,3240.0%Added
Bank of New York Mellon Corp2,762,128$68.7M0.01%+2,406,973+677.7%Added
Greenoaks Capital Partners LLC2,511,796$62.5M4.21%00.0%Unchanged
Federated Hermes, Inc.2,474,600$61.6M0.15%00.0%Unchanged
Clearbridge Investments, LLC2,181,960$54.3M0.04%−23,724−1.1%Reduced
JPMorgan Chase & Co2,133,958$53.1M0.00%+222,319+11.6%Added
Goldman Sachs Group Inc1,859,170$46.3M0.01%−461,211−19.9%Reduced
Granger Management LLC1,837,680$45.7M7.62%−1,107,724−37.6%Reduced
Morgan Stanley1,787,226$44.5M0.00%+1,235,991+224.2%Added
BlackRock Inc.1,598,390$39.8M0.00%+67,586+4.4%Added
Sands Capital Management, LLC1,429,762$35.6M0.10%−2,275−0.2%Reduced
Franklin Resources Inc1,397,655$34.8M0.01%−4920.0%Reduced
Glynn Capital Management LLC1,363,768$33.9M6.85%+224,461+19.7%Added
Claro Advisors LLC1,280,035$31.9M4.98%+357,355+38.7%Added
Blue Owl Capital Holdings LP1,198,270$29.8M8.29%00.0%Unchanged
Millennium Management LLC1,120,485$27.9M0.02%+390,849+53.6%Added
Colony Group, LLC1,062,600$25.9M0.09%−23,539−2.2%Reduced
First Trust Advisors LP927,722$23.1M0.02%+70,419+8.2%Added
Atreides Management, LP901,811$22.4M0.73%−846,504−48.4%Reduced
Norges Bank650,774$16.2M0.00%−114,445−15.0%Reduced
Citadel Advisors LLC598,220$14.9M0.01%+575,961+2,587.5%Added
Marshall Wace, LLP553,593$13.8M0.02%+209,544+60.9%Added
Geode Capital Management, LLC541,739$13.5M0.00%+304,994+128.8%Added
Whale Rock Capital Management LLC507,881$12.6M0.18%−71,232−12.3%Reduced
Dragoneer Investment Group, LLC500,000$12.4M0.24%00.0%Unchanged
American Century Companies Inc470,156$11.7M0.01%−163,286−25.8%Reduced
Voya Investment Management LLC455,356$11.3M0.01%−2,233−0.5%Reduced
HighTower Advisors, LLC434,967$10.8M0.02%−4,371−1.0%Reduced
Capital World Investors409,597$10.2M0.00%−289,923−41.4%Reduced
State Street Corp403,414$10.0M0.00%+162,935+67.8%Added
Voloridge Investment Management, LLC401,279$9.99M0.04%+205,676+105.1%Added
Two Sigma Investments, LP372,711$9.28M0.02%+102,514+37.9%Added
Nuveen Asset Management, LLC361,477$9.00M0.00%+11,636+3.3%Added
Bienville Capital Management, LLC340,903$8.49M2.03%+134,001+64.8%Added
Charles Schwab Investment Management Inc332,533$8.28M0.00%+196,373+144.2%Added
Needham Investment Management LLC315,000$7.84M0.64%+35,000+12.5%Added
Two Sigma Advisers, LP304,100$7.57M0.02%−36,700−10.8%Reduced
SQN Investors LP282,482$7.03M5.17%−12,498−4.2%Reduced
Mayflower Financial Advisors, LLC243,448$6.06M1.00%00.0%Unchanged
Renaissance Technologies LLC238,900$5.95M0.01%+69,200+40.8%Added
The PNC Financial Services Group, Inc.217,304$5.41M0.00%−148−0.1%Reduced
Blair William & Co200,680$4.99M0.02%+25,149+14.3%Added
Diker Management LLC200,000$4.98M4.22%+50,000+33.3%Added
Jane Street Group, LLC183,935$4.58M0.00%+86,208+88.2%Added
Bank of America Corp177,807$4.43M0.00%+3,362+1.9%Added
Pathstone Holdings, LLC162,152$4.04M0.02%+166+0.1%Added
Polar Capital Holdings Plc158,964$3.96M0.02%00.0%Unchanged
Northern Trust Corp137,619$3.43M0.00%+78,326+132.1%Added
Cubist Systematic Strategies, LLC126,842$3.16M0.05%+126,842New
Holocene Advisors, LP114,622$2.85M0.01%+114,622New
Swiss National Bank114,000$2.84M0.00%+44,300+63.6%Added
Point72 Asset Management, L.P.107,884$2.69M0.01%+107,884New
3G Capital Partners LP100,000$2.49M0.96%00.0%Unchanged
Cerity Partners LLC95,104$2.37M0.01%−9,160−8.8%Reduced
Trexquant Investment LP94,119$2.34M0.04%+94,119New
UBS Asset Management Americas Inc85,617$2.13M0.00%+85,617New
Walleye Capital LLC72,827$1.81M0.02%−95,372−56.7%Reduced
Mariner, LLC71,485$1.78M0.00%+71,485New
Dakota Wealth Management63,256$1.57M0.04%00.0%Unchanged
Quadrature Capital Ltd61,234$1.52M0.03%+61,234New
PDT Partners, LLC59,598$1.48M0.14%+59,598New
Cynosure Management, LLC52,759$1.31M0.21%00.0%Unchanged
California State Teachers Retirement System52,622$1.31M0.00%+20,527+64.0%Added
Legal & General Group Plc52,146$1.30M0.00%+21,570+70.5%Added
Susquehanna International Group, LLP50,730$1.26M0.00%−106,327−67.7%Reduced
Verition Fund Management LLC50,526$1.26M0.01%+4,421+9.6%Added
Quantbot Technologies LP47,634$1.19M0.06%−6,790−12.5%Reduced
Neuberger Berman Group LLC45,589$1.13M0.00%+122+0.3%Added
UBS Group AG45,069$1.12M0.00%−13,174−22.6%Reduced
Cabot Wealth Management Inc44,974$1.12M0.15%−70−0.2%Reduced
Marino, Stram & Associates LLC43,868$1.09M0.27%00.0%Unchanged
Tiger Global Management LLCSuperinvestorTiger Global Management35,000$871.1K0.00%00.0%Unchanged
Raymond James & Associates34,945$869.8K0.00%+5,291+17.8%Added
Renaissance Capital LLC33,424$831.9K0.46%+20,766+164.1%Added
Tudor Investment Corp Et Al30,232$752.5K0.01%00.0%Unchanged
Canada Pension Plan Investment Board30,000$746.7K0.00%+30,000New
SpiderRock Advisors, LLC30,000$746.7K0.02%+30,000New
Gryphon Financial Partners LLC28,571$711.1K0.11%−7,143−20.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.27,600$687.0K0.00%−39,100−58.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)26,852$668.3K0.00%+25,117+1,447.7%Added
Woodline Partners LP26,009$647.4K0.01%+3,246+14.3%Added
Janus Henderson Group PLC25,800$642.0K0.00%−192−0.7%Reduced
Cambridge Investment Research Advisors, Inc.25,000$622.0K0.00%−167−0.7%Reduced
XTX Topco Ltd24,363$606.4K0.05%+13,016+114.7%Added
Dark Forest Capital Management LP23,689$589.6K0.11%+2,851+13.7%Added
Citigroup Inc22,428$558.2K0.00%−251,411−91.8%Reduced
Gsa Capital Partners LLP22,310$555.0K0.04%+22,310New
FMR LLC19,121$475.9K0.00%−47,852−71.4%Reduced
Ghisallo Capital Management LLC17,500$435.6K0.04%−17,500−50.0%Reduced
Grandeur Peak Global Advisors, LLC17,232$428.9K0.03%+17,232New
Washington Capital Management Inc17,200$428.1K0.36%+17,200New
Engineers Gate Manager LP16,507$410.9K0.01%+16,507New
Arizona State Retirement System16,221$403.7K0.00%+6,512+67.1%Added
Wealthspire Advisors, LLC14,285$355.6K0.00%00.0%Unchanged
PEAK6 Investments LLC12,759$317.6K0.01%+12,759New
Graham Capital Management, L.P.12,675$315.5K0.01%+12,675New