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, Q4 2024
Institutional positions in Klaviyo, Inc. as of Dec 31, 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
- 183
- +29 vs. Q3 2024
- Shares held
- 114.0M
- +1.85M (+1.7%) vs. Q3 2024
- Total value
- $4.70B
- +$732.3M (+18.4%) vs. Q3 2024
- New holders
- 58
- 61 more added
- Sold out
- 29
- 44 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Partners L P | 40,827,778 | $1.68B | 75.40% | −5,600,000−12.1% | Reduced |
| Vanguard Group Inc | 7,721,855 | $318.4M | 0.01% | +646,628+9.1% | Added |
| Alliancebernstein L.P. | 3,996,216 | $164.8M | 0.06% | −686,170−14.7% | Reduced |
| Whale Rock Capital Management LLC | 3,868,451 | $159.5M | 1.89% | +267,845+7.4% | Added |
| Sands Capital Ventures, LLC | 3,470,694 | $143.1M | 31.13% | −44,631−1.3% | Reduced |
| Capital Research Global Investors | 3,001,500 | $123.8M | 0.03% | −2,265,626−43.0% | Reduced |
| Bank of New York Mellon Corp | 2,926,187 | $120.7M | 0.02% | +140,127+5.0% | Added |
| Federated Hermes, Inc. | 2,669,800 | $110.1M | 0.24% | −214,500−7.4% | Reduced |
| Greenoaks Capital Partners LLC | 2,316,796 | $95.5M | 5.19% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,168,336 | $89.4M | 0.07% | +19,567+0.9% | Added |
| BlackRock, Inc. | 2,103,633 | $86.8M | 0.00% | +410,940+24.3% | Added |
| Goldman Sachs Group Inc | 2,059,163 | $84.9M | 0.02% | +192,591+10.3% | Added |
| Franklin Resources Inc | 1,943,523 | $80.2M | 0.02% | +635,962+48.6% | Added |
| Voya Investment Management LLC | 1,851,679 | $76.4M | 0.08% | +592,884+47.1% | Added |
| 1832 Asset Management L.P. | 1,621,300 | $66.9M | 0.12% | +1,621,300 | New |
| D. E. Shaw & Co., Inc. | 1,310,227 | $54.0M | 0.06% | +858,449+190.0% | Added |
| FMR LLC | 1,272,929 | $52.5M | 0.00% | +1,171,947+1,160.6% | Added |
| Sands Capital Management, LLC | 1,237,540 | $51.0M | 0.15% | −190,630−13.3% | Reduced |
| American Century Companies Inc | 1,209,612 | $49.9M | 0.03% | +357,194+41.9% | Added |
| Claro Advisors LLC | 1,178,330 | $48.6M | 6.58% | −57,463−4.6% | Reduced |
| Two Sigma Investments, LP | 1,124,433 | $46.4M | 0.11% | +389,779+53.1% | Added |
| Morgan Stanley | 1,094,959 | $45.2M | 0.00% | −238,179−17.9% | Reduced |
| Blue Owl Capital Holdings LP | 1,078,770 | $44.5M | 10.52% | −119,500−10.0% | Reduced |
| Two Sigma Advisers, LP | 997,900 | $41.2M | 0.10% | +324,400+48.2% | Added |
| Morangie Management LLC | 990,284 | $40.8M | 33.25% | +990,284 | New |
| Ameriprise Financial Inc | 982,134 | $40.5M | 0.01% | +684,026+229.5% | Added |
| First Trust Advisors LP | 945,663 | $39.0M | 0.03% | +197,283+26.4% | Added |
| Colony Group, LLC | 942,523 | $38.9M | 0.10% | +942,523 | New |
| Voloridge Investment Management, LLC | 922,832 | $38.1M | 0.13% | +125,352+15.7% | Added |
| Geode Capital Management, LLC | 882,460 | $36.4M | 0.00% | +96,274+12.2% | Added |
| Lord, Abbett & Co. LLC | 748,074 | $30.9M | 0.10% | +748,074 | New |
| Glynn Capital Management LLC | 652,758 | $26.9M | 6.35% | −506,821−43.7% | Reduced |
| Balyasny Asset Management LLC | 613,204 | $25.3M | 0.06% | +184,672+43.1% | Added |
| Norges Bank | 610,994 | $25.2M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 562,344 | $23.2M | 0.03% | −21,756−3.7% | Reduced |
| State Street Corp | 526,695 | $21.7M | 0.00% | +91,247+21.0% | Added |
| Citadel Advisors LLC | 499,346 | $20.6M | 0.02% | +86,086+20.8% | Added |
| Arrowstreet Capital, Limited Partnership | 478,919 | $19.8M | 0.02% | +478,919 | New |
| Charles Schwab Investment Management Inc | 464,459 | $19.2M | 0.00% | +40,102+9.5% | Added |
| Mayflower Financial Advisors, LLC | 431,429 | $17.8M | 2.66% | −253,519−37.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 419,600 | $17.3M | 0.04% | +419,600 | New |
| HighTower Advisors, LLC | 400,810 | $16.5M | 0.02% | −1,681−0.4% | Reduced |
| Marshall Wace, LLP | 393,991 | $16.2M | 0.02% | −52,857−11.8% | Reduced |
| BNP Paribas Arbitrage, SA | 334,638 | $13.8M | 0.01% | +334,638 | New |
| Osterweis Capital Management Inc | 333,543 | $13.8M | 0.64% | +68,988+26.1% | Added |
| Needham Investment Management LLC | 315,000 | $13.0M | 1.00% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 305,404 | $12.8M | 0.03% | +305,404 | New |
| Nuveen Asset Management, LLC | 304,126 | $12.5M | 0.00% | −45,994−13.1% | Reduced |
| CTF Capital Management, LP | 295,689 | $12.2M | 6.90% | +295,689 | New |
| Tudor Investment Corp Et Al | 294,126 | $12.1M | 0.13% | +231,217+367.5% | Added |
| Raymond James Financial Inc | 294,055 | $12.1M | 0.00% | +294,055 | New |
| Bank of America Corp | 276,697 | $11.4M | 0.00% | +21,425+8.4% | Added |
| Adage Capital Partners GP, L.L.C. | 250,000 | $10.3M | 0.02% | −200,000−44.4% | Reduced |
| The PNC Financial Services Group, Inc. | 217,264 | $8.96M | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 206,224 | $8.50M | 0.02% | −744−0.4% | Reduced |
| Alkeon Capital Management LLC | 200,000 | $8.25M | 0.05% | −100,000−33.3% | Reduced |
| Cynosure Management, LLC | 194,643 | $8.03M | 1.20% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 192,816 | $7.95M | 1.60% | +192,816 | New |
| Acadian Asset Management LLC | 189,233 | $7.79M | 0.02% | +189,233 | New |
| Northern Trust Corp | 187,888 | $7.75M | 0.00% | +26,143+16.2% | Added |
| Pathstone Holdings, LLC | 168,641 | $6.95M | 0.03% | +6,387+3.9% | Added |
| Polar Capital Holdings Plc | 168,138 | $6.93M | 0.04% | −148,607−46.9% | Reduced |
| UBS Group AG | 148,131 | $6.11M | 0.00% | +91,452+161.4% | Added |
| Integrated Wealth Concepts LLC | 144,614 | $5.96M | 0.07% | +84+0.1% | Added |
| Nicholas Investment Partners, LP | 140,555 | $5.80M | 0.51% | +54,509+63.3% | Added |
| Lisanti Capital Growth, LLC | 132,465 | $5.46M | 1.31% | −23,345−15.0% | Reduced |
| Renaissance Capital LLC | 122,646 | $5.06M | 3.32% | +44,245+56.4% | Added |
| Swiss National Bank | 114,200 | $4.71M | 0.00% | +4,300+3.9% | Added |
| PDT Partners, LLC | 111,899 | $4.61M | 0.41% | +59,801+114.8% | Added |
| UBS Asset Management Americas Inc | 105,178 | $4.34M | 0.00% | +45,523+76.3% | Added |
| Diker Management LLC | 100,000 | $4.12M | 3.57% | −48,359−32.6% | Reduced |
| Telemark Asset Management, LLC | 100,000 | $4.12M | 0.41% | +100,000 | New |
| Snowden Capital Advisors LLC | 96,513 | $3.98M | 0.12% | +96,513 | New |
| Deutsche Bank AG | 94,921 | $3.91M | 0.00% | +93,609+7,134.8% | Added |
| Millennium Management LLC | 92,312 | $3.81M | 0.00% | −577,538−86.2% | Reduced |
| Cabot Wealth Management Inc | 89,272 | $3.68M | 0.47% | −1,153−1.3% | Reduced |
| JPMorgan Chase & Co | 84,144 | $3.47M | 0.00% | −383,733−82.0% | Reduced |
| G2 Investment Partners Management LLC | 75,027 | $3.09M | 0.80% | −5,169−6.4% | Reduced |
| Dimensional Fund Advisors LP | 72,816 | $3.00M | 0.00% | +57,318+369.8% | Added |
| Mariner, LLC | 71,663 | $2.96M | 0.00% | −320.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 69,778 | $2.92M | 1.16% | +69,778 | New |
| Cerity Partners LLC | 70,504 | $2.91M | 0.01% | −24,600−25.9% | Reduced |
| Liontrust Investment Partners LLP | 67,552 | $2.79M | 0.04% | +67,552 | New |
| Trexquant Investment LP | 64,945 | $2.68M | 0.03% | −38,296−37.1% | Reduced |
| Dakota Wealth Management | 63,256 | $2.61M | 0.06% | 00.0% | Unchanged |
| Kodai Capital Management LP | 60,470 | $2.49M | 0.10% | +60,470 | New |
| Price T Rowe Associates Inc | 58,485 | $2.41M | 0.00% | +52,406+862.1% | Added |
| Legal & General Group Plc | 52,299 | $2.16M | 0.00% | +702+1.4% | Added |
| Ieq Capital, LLC | 51,024 | $2.10M | 0.02% | +40,171+370.1% | Added |
| Squarepoint Ops LLC | 50,906 | $2.10M | 0.01% | +50,906 | New |
| California State Teachers Retirement System | 49,997 | $2.06M | 0.00% | +864+1.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 46,885 | $1.93M | 0.02% | +46,885 | New |
| Washington Harbour Partners LP | 43,500 | $1.79M | 3.33% | +43,500 | New |
| Engineers Gate Manager LP | 43,311 | $1.79M | 0.03% | −73,496−62.9% | Reduced |
| SEI Investments Co | 43,190 | $1.78M | 0.00% | +43,190 | New |
| Legato Capital Management LLC | 40,032 | $1.65M | 0.22% | +7,142+21.7% | Added |
| Advisor Group Holdings, Inc. | 39,987 | $1.65M | 0.00% | +39,964+173,756.5% | Added |
| Oak Ridge Investments LLC | 39,919 | $1.65M | 0.13% | +39,919 | New |
| Pier 88 Investment Partners LLC | 38,700 | $1.60M | 0.31% | +11,400+41.8% | Added |
| Penserra Capital Management LLC | 37,891 | $1.56M | 0.03% | +37,891 | New |