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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fairscale Capital, LLC | 15 | $380 | 0.00% | +15 | New |
| Advisor Group Holdings, Inc. | 23 | $572 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $747 | 0.00% | +10+50.0% | Added |
| Ci Investments Inc. | 118 | $3.00K | 0.00% | +45+61.6% | Added |
| Federation des caisses Desjardins du Quebec | 400 | $9.96K | 0.00% | +200+100.0% | Added |
| Comerica Bank | 465 | $11.6K | 0.00% | +65+16.3% | Added |
| Rakuten Securities, Inc. | 513 | $12.8K | 0.01% | −4,723−90.2% | Reduced |
| Turim 21 Investimentos Ltda. | 543 | $13.5K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 555 | $13.8K | 0.00% | +555 | New |
| CWM, LLC | 605 | $15.0K | 0.00% | +40+7.1% | Added |
| CIBC Private Wealth Group, LLC | 718 | $17.6K | 0.00% | −48−6.3% | Reduced |
| Quarry LP | 731 | $18.2K | 0.01% | +552+308.4% | Added |
| Barclays PLC | 985 | $24.5K | 0.00% | −6,076−86.1% | Reduced |
| Royal Bank of Canada | 1,172 | $28.0K | 0.00% | −4,944−80.8% | Reduced |
| Deutsche Bank AG | 1,312 | $32.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,947 | $48.5K | 0.00% | −4,375−69.2% | Reduced |
| Salem Investment Counselors Inc | 2,350 | $58.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,925 | $72.8K | 0.00% | +2,514+611.7% | Added |
| Tower Research Capital LLC (TRC) | 3,308 | $82.3K | 0.00% | +2,308+230.8% | Added |
| New York State Common Retirement Fund | 3,421 | $85.1K | 0.00% | −21,668−86.4% | Reduced |
| State of Wyoming | 3,770 | $93.8K | 0.02% | +3,770 | New |
| Ensign Peak Advisors, Inc | 4,880 | $121.5K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,775 | $132.3K | 0.00% | −4,644−49.3% | Reduced |
| Simplex Trading, LLC | 6,228 | $155.0K | 0.00% | −13,418−68.3% | Reduced |
| Amundi | 7,033 | $172.0K | 0.00% | −15,206−68.4% | Reduced |
| Pictet Asset Management Holding SA | 8,225 | $204.7K | 0.00% | +8,225 | New |
| Bayesian Capital Management, LP | 8,500 | $211.6K | 0.02% | +8,500 | New |
| Nebula Research & Development LLC | 9,138 | $227.4K | 0.04% | +9,138 | New |
| SG Americas Securities, LLC | 9,487 | $236.0K | 0.00% | +9,487 | New |
| IMC-Chicago, LLC | 10,563 | $262.9K | 0.01% | +10,563 | New |
| Versor Investments LP | 12,400 | $308.6K | 0.06% | +12,400 | New |
| Graham Capital Management, L.P. | 12,675 | $315.5K | 0.01% | +12,675 | New |
| PEAK6 Investments LLC | 12,759 | $317.6K | 0.01% | +12,759 | New |
| Wealthspire Advisors, LLC | 14,285 | $355.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,221 | $403.7K | 0.00% | +6,512+67.1% | Added |
| Engineers Gate Manager LP | 16,507 | $410.9K | 0.01% | +16,507 | New |
| Washington Capital Management Inc | 17,200 | $428.1K | 0.36% | +17,200 | New |
| Grandeur Peak Global Advisors, LLC | 17,232 | $428.9K | 0.03% | +17,232 | New |
| Ghisallo Capital Management LLC | 17,500 | $435.6K | 0.04% | −17,500−50.0% | Reduced |
| FMR LLC | 19,121 | $475.9K | 0.00% | −47,852−71.4% | Reduced |
| Gsa Capital Partners LLP | 22,310 | $555.0K | 0.04% | +22,310 | New |
| Citigroup Inc | 22,428 | $558.2K | 0.00% | −251,411−91.8% | Reduced |
| Dark Forest Capital Management LP | 23,689 | $589.6K | 0.11% | +2,851+13.7% | Added |
| XTX Topco Ltd | 24,363 | $606.4K | 0.05% | +13,016+114.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,000 | $622.0K | 0.00% | −167−0.7% | Reduced |
| Janus Henderson Group PLC | 25,800 | $642.0K | 0.00% | −192−0.7% | Reduced |
| Woodline Partners LP | 26,009 | $647.4K | 0.01% | +3,246+14.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,852 | $668.3K | 0.00% | +25,117+1,447.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,600 | $687.0K | 0.00% | −39,100−58.6% | Reduced |
| Gryphon Financial Partners LLC | 28,571 | $711.1K | 0.11% | −7,143−20.0% | Reduced |
| Canada Pension Plan Investment Board | 30,000 | $746.7K | 0.00% | +30,000 | New |
| SpiderRock Advisors, LLC | 30,000 | $746.7K | 0.02% | +30,000 | New |
| Tudor Investment Corp Et Al | 30,232 | $752.5K | 0.01% | 00.0% | Unchanged |
| Renaissance Capital LLC | 33,424 | $831.9K | 0.46% | +20,766+164.1% | Added |
| Raymond James & Associates | 34,945 | $869.8K | 0.00% | +5,291+17.8% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 35,000 | $871.1K | 0.00% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 43,868 | $1.09M | 0.27% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 44,974 | $1.12M | 0.15% | −70−0.2% | Reduced |
| UBS Group AG | 45,069 | $1.12M | 0.00% | −13,174−22.6% | Reduced |
| Neuberger Berman Group LLC | 45,589 | $1.13M | 0.00% | +122+0.3% | Added |
| Quantbot Technologies LP | 47,634 | $1.19M | 0.06% | −6,790−12.5% | Reduced |
| Verition Fund Management LLC | 50,526 | $1.26M | 0.01% | +4,421+9.6% | Added |
| Susquehanna International Group, LLP | 50,730 | $1.26M | 0.00% | −106,327−67.7% | Reduced |
| Legal & General Group Plc | 52,146 | $1.30M | 0.00% | +21,570+70.5% | Added |
| California State Teachers Retirement System | 52,622 | $1.31M | 0.00% | +20,527+64.0% | Added |
| Cynosure Management, LLC | 52,759 | $1.31M | 0.21% | 00.0% | Unchanged |
| PDT Partners, LLC | 59,598 | $1.48M | 0.14% | +59,598 | New |
| Quadrature Capital Ltd | 61,234 | $1.52M | 0.03% | +61,234 | New |
| Dakota Wealth Management | 63,256 | $1.57M | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 71,485 | $1.78M | 0.00% | +71,485 | New |
| Walleye Capital LLC | 72,827 | $1.81M | 0.02% | −95,372−56.7% | Reduced |
| UBS Asset Management Americas Inc | 85,617 | $2.13M | 0.00% | +85,617 | New |
| Trexquant Investment LP | 94,119 | $2.34M | 0.04% | +94,119 | New |
| Cerity Partners LLC | 95,104 | $2.37M | 0.01% | −9,160−8.8% | Reduced |
| 3G Capital Partners LP | 100,000 | $2.49M | 0.96% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 107,884 | $2.69M | 0.01% | +107,884 | New |
| Swiss National Bank | 114,000 | $2.84M | 0.00% | +44,300+63.6% | Added |
| Holocene Advisors, LP | 114,622 | $2.85M | 0.01% | +114,622 | New |
| Cubist Systematic Strategies, LLC | 126,842 | $3.16M | 0.05% | +126,842 | New |
| Northern Trust Corp | 137,619 | $3.43M | 0.00% | +78,326+132.1% | Added |
| Polar Capital Holdings Plc | 158,964 | $3.96M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 162,152 | $4.04M | 0.02% | +166+0.1% | Added |
| Bank of America Corp | 177,807 | $4.43M | 0.00% | +3,362+1.9% | Added |
| Jane Street Group, LLC | 183,935 | $4.58M | 0.00% | +86,208+88.2% | Added |
| Diker Management LLC | 200,000 | $4.98M | 4.22% | +50,000+33.3% | Added |
| Blair William & Co | 200,680 | $4.99M | 0.02% | +25,149+14.3% | Added |
| The PNC Financial Services Group, Inc. | 217,304 | $5.41M | 0.00% | −148−0.1% | Reduced |
| Renaissance Technologies LLC | 238,900 | $5.95M | 0.01% | +69,200+40.8% | Added |
| Mayflower Financial Advisors, LLC | 243,448 | $6.06M | 1.00% | 00.0% | Unchanged |
| SQN Investors LP | 282,482 | $7.03M | 5.17% | −12,498−4.2% | Reduced |
| Two Sigma Advisers, LP | 304,100 | $7.57M | 0.02% | −36,700−10.8% | Reduced |
| Needham Investment Management LLC | 315,000 | $7.84M | 0.64% | +35,000+12.5% | Added |
| Charles Schwab Investment Management Inc | 332,533 | $8.28M | 0.00% | +196,373+144.2% | Added |
| Bienville Capital Management, LLC | 340,903 | $8.49M | 2.03% | +134,001+64.8% | Added |
| Nuveen Asset Management, LLC | 361,477 | $9.00M | 0.00% | +11,636+3.3% | Added |
| Two Sigma Investments, LP | 372,711 | $9.28M | 0.02% | +102,514+37.9% | Added |
| Voloridge Investment Management, LLC | 401,279 | $9.99M | 0.04% | +205,676+105.1% | Added |
| State Street Corp | 403,414 | $10.0M | 0.00% | +162,935+67.8% | Added |
| Capital World Investors | 409,597 | $10.2M | 0.00% | −289,923−41.4% | Reduced |
| HighTower Advisors, LLC | 434,967 | $10.8M | 0.02% | −4,371−1.0% | Reduced |