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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 455,356 | $11.3M | 0.01% | −2,233−0.5% | Reduced |
| American Century Companies Inc | 470,156 | $11.7M | 0.01% | −163,286−25.8% | Reduced |
| Dragoneer Investment Group, LLC | 500,000 | $12.4M | 0.24% | 00.0% | Unchanged |
| Whale Rock Capital Management LLC | 507,881 | $12.6M | 0.18% | −71,232−12.3% | Reduced |
| Geode Capital Management, LLC | 541,739 | $13.5M | 0.00% | +304,994+128.8% | Added |
| Marshall Wace, LLP | 553,593 | $13.8M | 0.02% | +209,544+60.9% | Added |
| Citadel Advisors LLC | 598,220 | $14.9M | 0.01% | +575,961+2,587.5% | Added |
| Norges Bank | 650,774 | $16.2M | 0.00% | −114,445−15.0% | Reduced |
| Atreides Management, LP | 901,811 | $22.4M | 0.73% | −846,504−48.4% | Reduced |
| First Trust Advisors LP | 927,722 | $23.1M | 0.02% | +70,419+8.2% | Added |
| Colony Group, LLC | 1,062,600 | $25.9M | 0.09% | −23,539−2.2% | Reduced |
| Millennium Management LLC | 1,120,485 | $27.9M | 0.02% | +390,849+53.6% | Added |
| Blue Owl Capital Holdings LP | 1,198,270 | $29.8M | 8.29% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,280,035 | $31.9M | 4.98% | +357,355+38.7% | Added |
| Glynn Capital Management LLC | 1,363,768 | $33.9M | 6.85% | +224,461+19.7% | Added |
| Franklin Resources Inc | 1,397,655 | $34.8M | 0.01% | −4920.0% | Reduced |
| Sands Capital Management, LLC | 1,429,762 | $35.6M | 0.10% | −2,275−0.2% | Reduced |
| BlackRock Inc. | 1,598,390 | $39.8M | 0.00% | +67,586+4.4% | Added |
| Morgan Stanley | 1,787,226 | $44.5M | 0.00% | +1,235,991+224.2% | Added |
| Granger Management LLC | 1,837,680 | $45.7M | 7.62% | −1,107,724−37.6% | Reduced |
| Goldman Sachs Group Inc | 1,859,170 | $46.3M | 0.01% | −461,211−19.9% | Reduced |
| JPMorgan Chase & Co | 2,133,958 | $53.1M | 0.00% | +222,319+11.6% | Added |
| Clearbridge Investments, LLC | 2,181,960 | $54.3M | 0.04% | −23,724−1.1% | Reduced |
| Federated Hermes, Inc. | 2,474,600 | $61.6M | 0.15% | 00.0% | Unchanged |
| Greenoaks Capital Partners LLC | 2,511,796 | $62.5M | 4.21% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 2,762,128 | $68.7M | 0.01% | +2,406,973+677.7% | Added |
| Sands Capital Ventures, LLC | 3,516,221 | $87.5M | 29.31% | +1,3240.0% | Added |
| Alliancebernstein L.P. | 5,008,673 | $124.7M | 0.04% | +1,093,413+27.9% | Added |
| Capital Research Global Investors | 5,162,366 | $128.5M | 0.03% | +4,159,490+414.8% | Added |
| Vanguard Group Inc | 6,946,247 | $172.9M | 0.00% | +4,837,792+229.4% | Added |
| Summit Partners L P | 47,741,629 | $1.19B | 70.72% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −306,824−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −158,324−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −146,368−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −99,394−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −68,501−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −39,964−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −26,110−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −24,300−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −15,639−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −12,076−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −11,724−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,783−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,772−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |