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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 15,498 | $548.3K | 0.00% | +15,498 | New |
| Canada Pension Plan Investment Board | 14,800 | $523.6K | 0.00% | −15,200−50.7% | Reduced |
| Wealthspire Advisors, LLC | 14,285 | $505.4K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 14,224 | $503.2K | 0.06% | +5,086+55.7% | Added |
| Boothbay Fund Management, LLC | 13,940 | $493.2K | 0.02% | +13,940 | New |
| Manufacturers Life Insurance Company, The | 13,608 | $481.5K | 0.00% | +13,608 | New |
| Bayesian Capital Management, LP | 13,600 | $481.2K | 0.06% | +5,100+60.0% | Added |
| Citigroup Inc | 12,986 | $459.4K | 0.00% | −9,442−42.1% | Reduced |
| Wolverine Trading, LLC | 12,955 | $456.0K | 0.01% | +12,955 | New |
| Barclays PLC | 12,825 | $453.7K | 0.00% | +11,840+1,202.0% | Added |
| Lido Advisors, LLC | 12,509 | $442.6K | 0.00% | +12,509 | New |
| Corton Capital Inc. | 11,378 | $402.6K | 0.20% | +11,378 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,339 | $401.2K | 0.00% | −15,513−57.8% | Reduced |
| Ieq Capital, LLC | 10,853 | $384.0K | 0.00% | +10,853 | New |
| Gsa Capital Partners LLP | 9,815 | $347.0K | 0.03% | −12,495−56.0% | Reduced |
| Aigen Investment Management, LP | 9,480 | $335.4K | 0.07% | +9,480 | New |
| SG Americas Securities, LLC | 9,006 | $319.0K | 0.00% | −481−5.1% | Reduced |
| Woodline Partners LP | 8,040 | $284.5K | 0.00% | −17,969−69.1% | Reduced |
| Amundi | 7,942 | $280.9K | 0.00% | +909+12.9% | Added |
| Seven Eight Capital, LP | 7,735 | $273.7K | 0.02% | +7,735 | New |
| Creative Planning | 7,170 | $253.7K | 0.00% | +7,170 | New |
| Pictet Asset Management Holding SA | 7,099 | $251.2K | 0.00% | −1,126−13.7% | Reduced |
| William Marsh Rice University | 6,930 | $245.2K | 0.29% | +6,930 | New |
| Versor Investments LP | 6,800 | $240.6K | 0.04% | −5,600−45.2% | Reduced |
| Price T Rowe Associates Inc | 6,079 | $216.0K | 0.00% | +6,079 | New |
| Victory Capital Management Inc | 5,865 | $207.5K | 0.00% | +5,865 | New |
| HSBC Holdings PLC | 5,679 | $202.9K | 0.00% | +5,679 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,477 | $187.8K | 0.00% | −298−6.2% | Reduced |
| West Tower Group, LLC | 5,000 | $176.9K | 0.38% | +5,000 | New |
| Ensign Peak Advisors, Inc | 4,880 | $172.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,251 | $150.4K | 0.00% | +1,326+45.3% | Added |
| Group One Trading, L.P. | 3,887 | $137.5K | 0.01% | +1,940+99.6% | Added |
| Salem Investment Counselors Inc | 2,350 | $83.1K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 2,051 | $72.6K | 0.00% | +2,051 | New |
| Gen-Wealth Partners Inc | 1,855 | $71.6K | 0.03% | +1,855 | New |
| Jaffetilchin Investment Partners, LLC | 1,950 | $69.0K | 0.01% | +1,950 | New |
| nVerses Capital, LLC | 1,500 | $53.1K | 0.02% | +1,500 | New |
| Advisors Asset Management, Inc. | 1,363 | $48.2K | 0.00% | +808+145.6% | Added |
| Deutsche Bank AG | 1,312 | $46.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,056 | $37.4K | 0.00% | −2,252−68.1% | Reduced |
| Strengthening Families & Communities, LLC | 680 | $24.1K | 0.01% | +680 | New |
| CIBC Private Wealth Group, LLC | 650 | $23.0K | 0.00% | −68−9.5% | Reduced |
| Farther Finance Advisors, LLC | 634 | $22.4K | 0.00% | +634 | New |
| Principal Securities, Inc. | 625 | $22.1K | 0.00% | +625 | New |
| Turim 21 Investimentos Ltda. | 543 | $19.2K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 400 | $14.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 370 | $13.0K | 0.00% | −235−38.8% | Reduced |
| Royal Bank of Canada | 310 | $11.0K | 0.00% | −862−73.5% | Reduced |
| Ci Investments Inc. | 129 | $5.00K | 0.00% | +11+9.3% | Added |
| Larson Financial Group LLC | 100 | $3.54K | 0.00% | +100 | New |
| Bryn Mawr Trust Co | 92 | $3.25K | 0.00% | +92 | New |
| Northwestern Mutual Wealth Management Co | 88 | $3.11K | 0.00% | +88 | New |
| Harbour Investments, Inc. | 30 | $1.06K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23 | $813 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $708 | 0.00% | +20 | New |
| Fairscale Capital, LLC | 15 | $531 | 0.00% | 00.0% | Unchanged |
| 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 |