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, Q3 2024
Institutional positions in Klaviyo, Inc. as of Sep 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
- 156
- +26 vs. Q2 2024
- Shares held
- 112.7M
- +3.59M (+3.3%) vs. Q2 2024
- Total value
- $3.99B
- +$1.27B (+46.9%) vs. Q2 2024
- New holders
- 45
- 44 more added
- Sold out
- 19
- 49 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Partners L P | 46,427,778 | $1.64B | 73.34% | −1,313,851−2.8% | Reduced |
| Vanguard Group Inc | 7,075,227 | $250.3M | 0.00% | +128,980+1.9% | Added |
| Capital Research Global Investors | 5,267,126 | $186.4M | 0.04% | +104,760+2.0% | Added |
| Alliancebernstein L.P. | 4,682,386 | $165.7M | 0.06% | −326,287−6.5% | Reduced |
| Whale Rock Capital Management LLC | 3,600,606 | $127.4M | 1.79% | +3,092,725+608.9% | Added |
| Sands Capital Ventures, LLC | 3,515,325 | $124.4M | 34.96% | −8960.0% | Reduced |
| Federated Hermes, Inc. | 2,884,300 | $102.0M | 0.22% | +409,700+16.6% | Added |
| Bank of New York Mellon Corp | 2,786,060 | $98.6M | 0.02% | +23,932+0.9% | Added |
| Greenoaks Capital Partners LLC | 2,316,796 | $82.0M | 4.40% | −195,000−7.8% | Reduced |
| Clearbridge Investments, LLC | 2,148,769 | $76.0M | 0.06% | −33,191−1.5% | Reduced |
| Goldman Sachs Group Inc | 1,866,572 | $66.0M | 0.01% | +7,402+0.4% | Added |
| BlackRock, Inc. | 1,692,693 | $59.9M | 0.00% | +1,692,693 | New |
| Sands Capital Management, LLC | 1,428,170 | $50.5M | 0.15% | −1,592−0.1% | Reduced |
| Franklin Resources Inc | 1,307,561 | $47.9M | 0.01% | −90,094−6.4% | Reduced |
| Morgan Stanley | 1,333,138 | $47.2M | 0.00% | −454,088−25.4% | Reduced |
| Voya Investment Management LLC | 1,258,795 | $44.5M | 0.05% | +803,439+176.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,258,111 | $44.5M | 0.17% | +1,258,111 | New |
| Claro Advisors LLC | 1,235,793 | $43.7M | 5.66% | −44,242−3.5% | Reduced |
| Blue Owl Capital Holdings LP | 1,198,270 | $42.4M | 8.22% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 1,159,579 | $41.0M | 9.39% | −204,189−15.0% | Reduced |
| American Century Companies Inc | 852,418 | $30.2M | 0.02% | +382,262+81.3% | Added |
| Voloridge Investment Management, LLC | 797,480 | $28.2M | 0.10% | +396,201+98.7% | Added |
| Geode Capital Management, LLC | 786,186 | $27.8M | 0.00% | +244,447+45.1% | Added |
| First Trust Advisors LP | 748,380 | $26.5M | 0.03% | −179,342−19.3% | Reduced |
| Two Sigma Investments, LP | 734,654 | $26.0M | 0.06% | +361,943+97.1% | Added |
| Mayflower Financial Advisors, LLC | 684,948 | $24.2M | 3.65% | +441,500+181.4% | Added |
| Two Sigma Advisers, LP | 673,500 | $23.8M | 0.06% | +369,400+121.5% | Added |
| Millennium Management LLC | 669,850 | $23.7M | 0.02% | −450,635−40.2% | Reduced |
| Norges Bank | 610,994 | $21.6M | 0.00% | −39,780−6.1% | Reduced |
| Renaissance Technologies LLC | 584,100 | $20.7M | 0.03% | +345,200+144.5% | Added |
| SpiderRock Advisors, LLC | 501,500 | $17.7M | 0.38% | +471,500+1,571.7% | Added |
| JPMorgan Chase & Co | 467,877 | $16.6M | 0.00% | −1,666,081−78.1% | Reduced |
| D. E. Shaw & Co., Inc. | 451,778 | $16.0M | 0.02% | +451,778 | New |
| Adage Capital Partners GP, L.L.C. | 450,000 | $15.9M | 0.03% | +450,000 | New |
| Marshall Wace, LLP | 446,848 | $15.8M | 0.02% | −106,745−19.3% | Reduced |
| State Street Corp | 435,448 | $15.4M | 0.00% | +32,034+7.9% | Added |
| Balyasny Asset Management LLC | 428,532 | $15.2M | 0.04% | +428,532 | New |
| Charles Schwab Investment Management Inc | 424,357 | $15.0M | 0.00% | +91,824+27.6% | Added |
| Citadel Advisors LLC | 413,260 | $14.6M | 0.02% | −184,960−30.9% | Reduced |
| HighTower Advisors, LLC | 402,491 | $14.2M | 0.02% | −32,476−7.5% | Reduced |
| Nuveen Asset Management, LLC | 350,120 | $12.4M | 0.00% | −11,357−3.1% | Reduced |
| Granger Management LLC | 342,496 | $12.1M | 2.38% | −1,495,184−81.4% | Reduced |
| Polar Capital Holdings Plc | 316,745 | $11.2M | 0.07% | +157,781+99.3% | Added |
| Needham Investment Management LLC | 315,000 | $11.1M | 0.86% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 300,000 | $10.6M | 0.06% | +300,000 | New |
| Ameriprise Financial Inc | 298,108 | $10.5M | 0.00% | +298,108 | New |
| Osterweis Capital Management Inc | 264,555 | $9.36M | 0.47% | +264,555 | New |
| Bank of America Corp | 255,272 | $9.03M | 0.00% | +77,465+43.6% | Added |
| Capital World Investors | 240,381 | $8.50M | 0.00% | −169,216−41.3% | Reduced |
| The PNC Financial Services Group, Inc. | 217,264 | $7.69M | 0.00% | −400.0% | Reduced |
| Blair William & Co | 206,968 | $7.32M | 0.02% | +6,288+3.1% | Added |
| Cynosure Management, LLC | 194,643 | $6.89M | 1.00% | +141,884+268.9% | Added |
| Pathstone Holdings, LLC | 162,254 | $5.74M | 0.03% | +102+0.1% | Added |
| Northern Trust Corp | 161,745 | $5.72M | 0.00% | +24,126+17.5% | Added |
| Lisanti Capital Growth, LLC | 155,810 | $5.51M | 1.40% | +155,810 | New |
| Diker Management LLC | 148,359 | $5.25M | 4.19% | −51,641−25.8% | Reduced |
| Integrated Wealth Concepts LLC | 144,530 | $5.11M | 0.06% | +144,530 | New |
| Jane Street Group, LLC | 133,784 | $4.73M | 0.01% | −50,151−27.3% | Reduced |
| Engineers Gate Manager LP | 116,807 | $4.13M | 0.08% | +100,300+607.6% | Added |
| Swiss National Bank | 109,900 | $3.89M | 0.00% | −4,100−3.6% | Reduced |
| Trexquant Investment LP | 103,241 | $3.65M | 0.05% | +9,122+9.7% | Added |
| FMR LLC | 100,982 | $3.57M | 0.00% | +81,861+428.1% | Added |
| 3G Capital Partners LP | 100,000 | $3.54M | 1.19% | 00.0% | Unchanged |
| Cerity Partners LLC | 95,104 | $3.36M | 0.01% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 90,425 | $3.20M | 0.40% | +45,451+101.1% | Added |
| Nicholas Investment Partners, LP | 86,046 | $3.04M | 0.28% | +86,046 | New |
| G2 Investment Partners Management LLC | 80,196 | $2.84M | 0.81% | +80,196 | New |
| Renaissance Capital LLC | 78,401 | $2.77M | 1.83% | +44,977+134.6% | Added |
| Mariner, LLC | 71,695 | $2.54M | 0.00% | +210+0.3% | Added |
| Holocene Advisors, LP | 67,975 | $2.40M | 0.01% | −46,647−40.7% | Reduced |
| Dakota Wealth Management | 63,256 | $2.24M | 0.05% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 62,909 | $2.23M | 0.02% | +32,677+108.1% | Added |
| UBS Asset Management Americas Inc | 59,655 | $2.11M | 0.00% | −25,962−30.3% | Reduced |
| UBS Group AG | 56,679 | $2.01M | 0.00% | +11,610+25.8% | Added |
| Walleye Capital LLC | 55,080 | $1.95M | 0.02% | −17,747−24.4% | Reduced |
| PDT Partners, LLC | 52,098 | $1.84M | 0.16% | −7,500−12.6% | Reduced |
| Legal & General Group Plc | 51,597 | $1.83M | 0.00% | −549−1.1% | Reduced |
| Verition Fund Management LLC | 49,598 | $1.75M | 0.01% | −928−1.8% | Reduced |
| California State Teachers Retirement System | 49,133 | $1.74M | 0.00% | −3,489−6.6% | Reduced |
| XTX Topco Ltd | 43,775 | $1.55M | 0.11% | +19,412+79.7% | Added |
| Comerica Bank | 39,538 | $1.40M | 0.01% | +39,073+8,402.8% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 35,000 | $1.24M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 34,492 | $1.22M | 0.00% | −453−1.3% | Reduced |
| Marino, Stram & Associates LLC | 32,901 | $1.16M | 0.26% | −10,967−25.0% | Reduced |
| Legato Capital Management LLC | 32,890 | $1.16M | 0.14% | +32,890 | New |
| Main Management ETF Advisors, LLC | 31,816 | $1.13M | 0.05% | +31,816 | New |
| Gryphon Financial Partners LLC | 28,571 | $1.01M | 0.14% | 00.0% | Unchanged |
| Alps Advisors Inc | 28,505 | $1.01M | 0.01% | +28,505 | New |
| FORA Capital, LLC | 27,627 | $977.4K | 0.11% | +27,627 | New |
| Pier 88 Investment Partners LLC | 27,300 | $965.9K | 0.21% | +27,300 | New |
| Dark Forest Capital Management LP | 26,008 | $920.2K | 0.12% | +2,319+9.8% | Added |
| Janus Henderson Group PLC | 25,800 | $912.9K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 25,011 | $884.9K | 0.01% | −101,831−80.3% | Reduced |
| Grandeur Peak Global Advisors, LLC | 21,160 | $748.6K | 0.06% | +3,928+22.8% | Added |
| Mark Asset Management LP | 19,966 | $706.0K | 0.09% | +19,966 | New |
| Quadrature Capital Ltd | 19,174 | $677.8K | 0.02% | −42,060−68.7% | Reduced |
| Washington Capital Management Inc | 17,200 | $608.5K | 0.47% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,206 | $573.4K | 0.00% | −15−0.1% | Reduced |
| New York State Common Retirement Fund | 15,809 | $559.3K | 0.00% | +12,388+362.1% | Added |
| Unique Wealth Strategies, LLC | 15,503 | $548.5K | 0.24% | +15,503 | New |