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 |
|---|---|---|---|---|---|
| Diker Management LLC | 148,359 | $5.25M | 4.19% | −51,641−25.8% | Reduced |
| Lisanti Capital Growth, LLC | 155,810 | $5.51M | 1.40% | +155,810 | New |
| Northern Trust Corp | 161,745 | $5.72M | 0.00% | +24,126+17.5% | Added |
| Pathstone Holdings, LLC | 162,254 | $5.74M | 0.03% | +102+0.1% | Added |
| Cynosure Management, LLC | 194,643 | $6.89M | 1.00% | +141,884+268.9% | Added |
| Blair William & Co | 206,968 | $7.32M | 0.02% | +6,288+3.1% | Added |
| The PNC Financial Services Group, Inc. | 217,264 | $7.69M | 0.00% | −400.0% | Reduced |
| Capital World Investors | 240,381 | $8.50M | 0.00% | −169,216−41.3% | Reduced |
| Bank of America Corp | 255,272 | $9.03M | 0.00% | +77,465+43.6% | Added |
| Osterweis Capital Management Inc | 264,555 | $9.36M | 0.47% | +264,555 | New |
| Ameriprise Financial Inc | 298,108 | $10.5M | 0.00% | +298,108 | New |
| Alkeon Capital Management LLC | 300,000 | $10.6M | 0.06% | +300,000 | New |
| Needham Investment Management LLC | 315,000 | $11.1M | 0.86% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 316,745 | $11.2M | 0.07% | +157,781+99.3% | Added |
| Granger Management LLC | 342,496 | $12.1M | 2.38% | −1,495,184−81.4% | Reduced |
| Nuveen Asset Management, LLC | 350,120 | $12.4M | 0.00% | −11,357−3.1% | Reduced |
| HighTower Advisors, LLC | 402,491 | $14.2M | 0.02% | −32,476−7.5% | Reduced |
| Citadel Advisors LLC | 413,260 | $14.6M | 0.02% | −184,960−30.9% | Reduced |
| Charles Schwab Investment Management Inc | 424,357 | $15.0M | 0.00% | +91,824+27.6% | Added |
| Balyasny Asset Management LLC | 428,532 | $15.2M | 0.04% | +428,532 | New |
| State Street Corp | 435,448 | $15.4M | 0.00% | +32,034+7.9% | Added |
| Marshall Wace, LLP | 446,848 | $15.8M | 0.02% | −106,745−19.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 450,000 | $15.9M | 0.03% | +450,000 | New |
| D. E. Shaw & Co., Inc. | 451,778 | $16.0M | 0.02% | +451,778 | New |
| JPMorgan Chase & Co | 467,877 | $16.6M | 0.00% | −1,666,081−78.1% | Reduced |
| SpiderRock Advisors, LLC | 501,500 | $17.7M | 0.38% | +471,500+1,571.7% | Added |
| Renaissance Technologies LLC | 584,100 | $20.7M | 0.03% | +345,200+144.5% | Added |
| Norges Bank | 610,994 | $21.6M | 0.00% | −39,780−6.1% | Reduced |
| Millennium Management LLC | 669,850 | $23.7M | 0.02% | −450,635−40.2% | Reduced |
| Two Sigma Advisers, LP | 673,500 | $23.8M | 0.06% | +369,400+121.5% | Added |
| Mayflower Financial Advisors, LLC | 684,948 | $24.2M | 3.65% | +441,500+181.4% | Added |
| Two Sigma Investments, LP | 734,654 | $26.0M | 0.06% | +361,943+97.1% | Added |
| First Trust Advisors LP | 748,380 | $26.5M | 0.03% | −179,342−19.3% | Reduced |
| Geode Capital Management, LLC | 786,186 | $27.8M | 0.00% | +244,447+45.1% | Added |
| Voloridge Investment Management, LLC | 797,480 | $28.2M | 0.10% | +396,201+98.7% | Added |
| American Century Companies Inc | 852,418 | $30.2M | 0.02% | +382,262+81.3% | Added |
| Glynn Capital Management LLC | 1,159,579 | $41.0M | 9.39% | −204,189−15.0% | Reduced |
| Blue Owl Capital Holdings LP | 1,198,270 | $42.4M | 8.22% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,235,793 | $43.7M | 5.66% | −44,242−3.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,258,111 | $44.5M | 0.17% | +1,258,111 | New |
| Voya Investment Management LLC | 1,258,795 | $44.5M | 0.05% | +803,439+176.4% | Added |
| Morgan Stanley | 1,333,138 | $47.2M | 0.00% | −454,088−25.4% | Reduced |
| Franklin Resources Inc | 1,307,561 | $47.9M | 0.01% | −90,094−6.4% | Reduced |
| Sands Capital Management, LLC | 1,428,170 | $50.5M | 0.15% | −1,592−0.1% | Reduced |
| BlackRock, Inc. | 1,692,693 | $59.9M | 0.00% | +1,692,693 | New |
| Goldman Sachs Group Inc | 1,866,572 | $66.0M | 0.01% | +7,402+0.4% | Added |
| Clearbridge Investments, LLC | 2,148,769 | $76.0M | 0.06% | −33,191−1.5% | Reduced |
| Greenoaks Capital Partners LLC | 2,316,796 | $82.0M | 4.40% | −195,000−7.8% | Reduced |
| Bank of New York Mellon Corp | 2,786,060 | $98.6M | 0.02% | +23,932+0.9% | Added |
| Federated Hermes, Inc. | 2,884,300 | $102.0M | 0.22% | +409,700+16.6% | Added |
| Sands Capital Ventures, LLC | 3,515,325 | $124.4M | 34.96% | −8960.0% | Reduced |
| Whale Rock Capital Management LLC | 3,600,606 | $127.4M | 1.79% | +3,092,725+608.9% | Added |
| Alliancebernstein L.P. | 4,682,386 | $165.7M | 0.06% | −326,287−6.5% | Reduced |
| Capital Research Global Investors | 5,267,126 | $186.4M | 0.04% | +104,760+2.0% | Added |
| Vanguard Group Inc | 7,075,227 | $250.3M | 0.00% | +128,980+1.9% | Added |
| Summit Partners L P | 46,427,778 | $1.64B | 73.34% | −1,313,851−2.8% | Reduced |
| Colony Group, LLC | 0 | $0 | 0.00% | −1,062,600−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −901,811−100.0% | Sold out |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −340,903−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −282,482−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −107,884−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −50,730−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −47,634−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −45,589−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −12,759−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,675−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,563−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,228−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,770−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |