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 |
|---|---|---|---|---|---|
| Fairscale Capital, LLC | 15 | $531 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $708 | 0.00% | +20 | New |
| Advisor Group Holdings, Inc. | 23 | $813 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $1.06K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 88 | $3.11K | 0.00% | +88 | New |
| Bryn Mawr Trust Co | 92 | $3.25K | 0.00% | +92 | New |
| Larson Financial Group LLC | 100 | $3.54K | 0.00% | +100 | New |
| Ci Investments Inc. | 129 | $5.00K | 0.00% | +11+9.3% | Added |
| Royal Bank of Canada | 310 | $11.0K | 0.00% | −862−73.5% | Reduced |
| CWM, LLC | 370 | $13.0K | 0.00% | −235−38.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 400 | $14.2K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 543 | $19.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 625 | $22.1K | 0.00% | +625 | New |
| Farther Finance Advisors, LLC | 634 | $22.4K | 0.00% | +634 | New |
| CIBC Private Wealth Group, LLC | 650 | $23.0K | 0.00% | −68−9.5% | Reduced |
| Strengthening Families & Communities, LLC | 680 | $24.1K | 0.01% | +680 | New |
| Tower Research Capital LLC (TRC) | 1,056 | $37.4K | 0.00% | −2,252−68.1% | Reduced |
| Deutsche Bank AG | 1,312 | $46.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,363 | $48.2K | 0.00% | +808+145.6% | Added |
| nVerses Capital, LLC | 1,500 | $53.1K | 0.02% | +1,500 | New |
| Jaffetilchin Investment Partners, LLC | 1,950 | $69.0K | 0.01% | +1,950 | New |
| Gen-Wealth Partners Inc | 1,855 | $71.6K | 0.03% | +1,855 | New |
| Rhumbline Advisers | 2,051 | $72.6K | 0.00% | +2,051 | New |
| Salem Investment Counselors Inc | 2,350 | $83.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,887 | $137.5K | 0.01% | +1,940+99.6% | Added |
| Wells Fargo & Company | 4,251 | $150.4K | 0.00% | +1,326+45.3% | Added |
| Ensign Peak Advisors, Inc | 4,880 | $172.7K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 5,000 | $176.9K | 0.38% | +5,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,477 | $187.8K | 0.00% | −298−6.2% | Reduced |
| HSBC Holdings PLC | 5,679 | $202.9K | 0.00% | +5,679 | New |
| Victory Capital Management Inc | 5,865 | $207.5K | 0.00% | +5,865 | New |
| Price T Rowe Associates Inc | 6,079 | $216.0K | 0.00% | +6,079 | New |
| Versor Investments LP | 6,800 | $240.6K | 0.04% | −5,600−45.2% | Reduced |
| William Marsh Rice University | 6,930 | $245.2K | 0.29% | +6,930 | New |
| Pictet Asset Management Holding SA | 7,099 | $251.2K | 0.00% | −1,126−13.7% | Reduced |
| Creative Planning | 7,170 | $253.7K | 0.00% | +7,170 | New |
| Seven Eight Capital, LP | 7,735 | $273.7K | 0.02% | +7,735 | New |
| Amundi | 7,942 | $280.9K | 0.00% | +909+12.9% | Added |
| Woodline Partners LP | 8,040 | $284.5K | 0.00% | −17,969−69.1% | Reduced |
| SG Americas Securities, LLC | 9,006 | $319.0K | 0.00% | −481−5.1% | Reduced |
| Aigen Investment Management, LP | 9,480 | $335.4K | 0.07% | +9,480 | New |
| Gsa Capital Partners LLP | 9,815 | $347.0K | 0.03% | −12,495−56.0% | Reduced |
| Ieq Capital, LLC | 10,853 | $384.0K | 0.00% | +10,853 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,339 | $401.2K | 0.00% | −15,513−57.8% | Reduced |
| Corton Capital Inc. | 11,378 | $402.6K | 0.20% | +11,378 | New |
| Lido Advisors, LLC | 12,509 | $442.6K | 0.00% | +12,509 | New |
| Barclays PLC | 12,825 | $453.7K | 0.00% | +11,840+1,202.0% | Added |
| Wolverine Trading, LLC | 12,955 | $456.0K | 0.01% | +12,955 | New |
| Citigroup Inc | 12,986 | $459.4K | 0.00% | −9,442−42.1% | Reduced |
| Bayesian Capital Management, LP | 13,600 | $481.2K | 0.06% | +5,100+60.0% | Added |
| Manufacturers Life Insurance Company, The | 13,608 | $481.5K | 0.00% | +13,608 | New |
| Boothbay Fund Management, LLC | 13,940 | $493.2K | 0.02% | +13,940 | New |
| Nebula Research & Development LLC | 14,224 | $503.2K | 0.06% | +5,086+55.7% | Added |
| Wealthspire Advisors, LLC | 14,285 | $505.4K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 14,800 | $523.6K | 0.00% | −15,200−50.7% | Reduced |
| Dimensional Fund Advisors LP | 15,498 | $548.3K | 0.00% | +15,498 | New |
| Unique Wealth Strategies, LLC | 15,503 | $548.5K | 0.24% | +15,503 | New |
| New York State Common Retirement Fund | 15,809 | $559.3K | 0.00% | +12,388+362.1% | Added |
| Arizona State Retirement System | 16,206 | $573.4K | 0.00% | −15−0.1% | Reduced |
| Washington Capital Management Inc | 17,200 | $608.5K | 0.47% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 19,174 | $677.8K | 0.02% | −42,060−68.7% | Reduced |
| Mark Asset Management LP | 19,966 | $706.0K | 0.09% | +19,966 | New |
| Grandeur Peak Global Advisors, LLC | 21,160 | $748.6K | 0.06% | +3,928+22.8% | Added |
| Cubist Systematic Strategies, LLC | 25,011 | $884.9K | 0.01% | −101,831−80.3% | Reduced |
| Janus Henderson Group PLC | 25,800 | $912.9K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 26,008 | $920.2K | 0.12% | +2,319+9.8% | Added |
| Pier 88 Investment Partners LLC | 27,300 | $965.9K | 0.21% | +27,300 | New |
| FORA Capital, LLC | 27,627 | $977.4K | 0.11% | +27,627 | New |
| Alps Advisors Inc | 28,505 | $1.01M | 0.01% | +28,505 | New |
| Gryphon Financial Partners LLC | 28,571 | $1.01M | 0.14% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 31,816 | $1.13M | 0.05% | +31,816 | New |
| Legato Capital Management LLC | 32,890 | $1.16M | 0.14% | +32,890 | New |
| Marino, Stram & Associates LLC | 32,901 | $1.16M | 0.26% | −10,967−25.0% | Reduced |
| Raymond James & Associates | 34,492 | $1.22M | 0.00% | −453−1.3% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 35,000 | $1.24M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 39,538 | $1.40M | 0.01% | +39,073+8,402.8% | Added |
| XTX Topco Ltd | 43,775 | $1.55M | 0.11% | +19,412+79.7% | Added |
| California State Teachers Retirement System | 49,133 | $1.74M | 0.00% | −3,489−6.6% | Reduced |
| Verition Fund Management LLC | 49,598 | $1.75M | 0.01% | −928−1.8% | Reduced |
| Legal & General Group Plc | 51,597 | $1.83M | 0.00% | −549−1.1% | Reduced |
| PDT Partners, LLC | 52,098 | $1.84M | 0.16% | −7,500−12.6% | Reduced |
| Walleye Capital LLC | 55,080 | $1.95M | 0.02% | −17,747−24.4% | Reduced |
| UBS Group AG | 56,679 | $2.01M | 0.00% | +11,610+25.8% | Added |
| UBS Asset Management Americas Inc | 59,655 | $2.11M | 0.00% | −25,962−30.3% | Reduced |
| Tudor Investment Corp Et Al | 62,909 | $2.23M | 0.02% | +32,677+108.1% | Added |
| Dakota Wealth Management | 63,256 | $2.24M | 0.05% | 00.0% | Unchanged |
| Holocene Advisors, LP | 67,975 | $2.40M | 0.01% | −46,647−40.7% | Reduced |
| Mariner, LLC | 71,695 | $2.54M | 0.00% | +210+0.3% | Added |
| Renaissance Capital LLC | 78,401 | $2.77M | 1.83% | +44,977+134.6% | Added |
| G2 Investment Partners Management LLC | 80,196 | $2.84M | 0.81% | +80,196 | New |
| Nicholas Investment Partners, LP | 86,046 | $3.04M | 0.28% | +86,046 | New |
| Cabot Wealth Management Inc | 90,425 | $3.20M | 0.40% | +45,451+101.1% | Added |
| Cerity Partners LLC | 95,104 | $3.36M | 0.01% | 00.0% | Unchanged |
| 3G Capital Partners LP | 100,000 | $3.54M | 1.19% | 00.0% | Unchanged |
| FMR LLC | 100,982 | $3.57M | 0.00% | +81,861+428.1% | Added |
| Trexquant Investment LP | 103,241 | $3.65M | 0.05% | +9,122+9.7% | Added |
| Swiss National Bank | 109,900 | $3.89M | 0.00% | −4,100−3.6% | Reduced |
| Engineers Gate Manager LP | 116,807 | $4.13M | 0.08% | +100,300+607.6% | Added |
| Jane Street Group, LLC | 133,784 | $4.73M | 0.01% | −50,151−27.3% | Reduced |
| Integrated Wealth Concepts LLC | 144,530 | $5.11M | 0.06% | +144,530 | New |