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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 9 | $371 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 13 | $537 | 0.00% | +13 | New |
| Fairscale Capital, LLC | 15 | $619 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18 | $742 | 0.00% | −70−79.5% | Reduced |
| CVA Family Office, LLC | 20 | $825 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $825 | 0.00% | +20 | New |
| Skopos Labs, Inc. | 20 | $825 | 0.00% | +20 | New |
| Ci Investments Inc. | 135 | $6.00K | 0.00% | +6+4.7% | Added |
| IFP Advisors, Inc | 205 | $8.46K | 0.00% | +205 | New |
| Jones Financial Companies LLLP | 221 | $9.11K | 0.00% | +221 | New |
| Steward Partners Investment Advisory, LLC | 225 | $9.28K | 0.00% | +225 | New |
| CWM, LLC | 284 | $12.0K | 0.00% | −86−23.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 447 | $18.4K | 0.02% | +447 | New |
| Fuller & Thaler Asset Management, Inc. | 520 | $21.4K | 0.00% | −1,257,591−100.0% | Reduced |
| Comerica Bank | 600 | $24.7K | 0.00% | −38,938−98.5% | Reduced |
| Turim 21 Investimentos Ltda. | 543 | $25.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 625 | $25.8K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 680 | $28.0K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,752 | $72.0K | 0.00% | +1,102+169.5% | Added |
| Tower Research Capital LLC (TRC) | 1,874 | $77.3K | 0.00% | +818+77.5% | Added |
| Rhumbline Advisers | 2,051 | $84.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,225 | $91.8K | 0.00% | +862+63.2% | Added |
| Salem Investment Counselors Inc | 2,350 | $96.9K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,400 | $99.0K | 0.00% | −12,400−83.8% | Reduced |
| Group One Trading, L.P. | 2,415 | $99.6K | 0.00% | −1,472−37.9% | Reduced |
| Strategic Blueprint, LLC | 4,270 | $176.1K | 0.01% | +4,270 | New |
| SBI Securities Co., Ltd. | 4,749 | $195.8K | 0.01% | +4,749 | New |
| US Bancorp | 4,832 | $199.3K | 0.00% | +4,832 | New |
| Ensign Peak Advisors, Inc | 4,880 | $201.3K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 4,933 | $203.4K | 0.00% | +4,933 | New |
| Cambridge Investment Research Advisors, Inc. | 5,000 | $206.0K | 0.00% | +5,000 | New |
| Alpha Wealth Funds, LLC | 5,000 | $209.3K | 0.22% | +5,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,836 | $220.1K | 0.00% | +359+8.0% | Added |
| State of Wisconsin Investment Board | 5,695 | $234.9K | 0.00% | +5,695 | New |
| Winton Group Ltd | 5,839 | $240.8K | 0.02% | +5,839 | New |
| Wells Fargo & Company | 6,171 | $254.5K | 0.00% | +1,920+45.2% | Added |
| Royal Bank of Canada | 6,278 | $259.0K | 0.00% | +5,968+1,925.2% | Added |
| Victory Capital Management Inc | 6,469 | $266.8K | 0.00% | +604+10.3% | Added |
| Cetera Investment Advisers | 6,724 | $277.3K | 0.00% | +6,724 | New |
| Amundi | 6,847 | $281.4K | 0.00% | −1,095−13.8% | Reduced |
| Harbour Investments, Inc. | 6,898 | $284.5K | 0.01% | +6,868+22,893.3% | Added |
| Pictet Asset Management Holding SA | 7,099 | $292.8K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 7,285 | $300.4K | 0.00% | −7,000−49.0% | Reduced |
| JustInvest LLC | 7,287 | $300.5K | 0.00% | +7,287 | New |
| Scientech Research LLC | 7,350 | $303.1K | 0.09% | +7,350 | New |
| Woodline Partners LP | 8,040 | $331.6K | 0.00% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 8,692 | $358.5K | 0.38% | +8,692 | New |
| Stifel Financial Corp | 8,834 | $364.3K | 0.00% | +8,834 | New |
| Y-Intercept (Hong Kong) Ltd | 9,064 | $373.8K | 0.02% | +9,064 | New |
| Grandeur Peak Global Advisors, LLC | 9,514 | $392.4K | 0.03% | −11,646−55.0% | Reduced |
| Quadrature Capital Ltd | 9,618 | $396.8K | 0.01% | −9,556−49.8% | Reduced |
| Total Wealth Planning & Management, Inc. | 9,627 | $397.0K | 0.39% | +9,627 | New |
| SG Americas Securities, LLC | 10,929 | $451.0K | 0.00% | +1,923+21.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,339 | $467.6K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,732 | $483.8K | 0.02% | −2,208−15.8% | Reduced |
| KLP Kapitalforvaltning AS | 12,300 | $507.3K | 0.00% | +12,300 | New |
| Petrus Trust Company, LTA | 12,555 | $517.8K | 0.05% | +12,555 | New |
| Manufacturers Life Insurance Company, The | 14,285 | $589.1K | 0.00% | +677+5.0% | Added |
| Jane Street Group, LLC | 14,414 | $594.4K | 0.00% | −119,370−89.2% | Reduced |
| Citigroup Inc | 14,993 | $618.3K | 0.00% | +2,007+15.5% | Added |
| Capital Investment Advisors, LLC | 15,066 | $621.3K | 0.01% | +15,066 | New |
| Eventide Asset Management, LLC | 15,792 | $651.3K | 0.01% | +15,792 | New |
| Bryn Mawr Trust Co | 16,142 | $665.7K | 0.01% | +16,050+17,445.7% | Added |
| Creative Planning | 16,170 | $666.9K | 0.00% | +9,000+125.5% | Added |
| Nebula Research & Development LLC | 16,508 | $680.8K | 0.08% | +2,284+16.1% | Added |
| Russell Investments Group, Ltd. | 16,397 | $686.2K | 0.00% | +16,397 | New |
| Handelsbanken Fonder AB | 16,700 | $689.0K | 0.00% | +16,700 | New |
| Arizona State Retirement System | 16,854 | $695.1K | 0.00% | +648+4.0% | Added |
| Holocene Advisors, LP | 20,124 | $829.9K | 0.00% | −47,851−70.4% | Reduced |
| Bryce Point Capital, LLC | 21,266 | $877.0K | 0.25% | +21,266 | New |
| Quantessence Capital LLC | 21,407 | $882.8K | 0.36% | +21,407 | New |
| New York State Common Retirement Fund | 22,297 | $919.5K | 0.00% | +6,488+41.0% | Added |
| Alps Advisors Inc | 23,889 | $985.2K | 0.01% | −4,616−16.2% | Reduced |
| Janus Henderson Group PLC | 25,800 | $1.06M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,991 | $1.15M | 0.00% | +27,991 | New |
| Miramar Capital, LLC | 28,572 | $1.18M | 0.28% | +28,572 | New |
| Main Management ETF Advisors, LLC | 29,192 | $1.20M | 0.05% | −2,624−8.2% | Reduced |
| Barclays PLC | 29,263 | $1.21M | 0.00% | +16,438+128.2% | Added |
| Wolverine Trading, LLC | 29,602 | $1.24M | 0.03% | +16,647+128.5% | Added |
| CI Private Wealth, LLC | 30,064 | $1.24M | 0.00% | +30,064 | New |
| PEAK6 LLC | 31,071 | $1.28M | 0.05% | +31,071 | New |
| Marino, Stram & Associates LLC | 32,901 | $1.36M | 0.30% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 35,000 | $1.44M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 37,891 | $1.56M | 0.03% | +37,891 | New |
| Pier 88 Investment Partners LLC | 38,700 | $1.60M | 0.31% | +11,400+41.8% | Added |
| Oak Ridge Investments LLC | 39,919 | $1.65M | 0.13% | +39,919 | New |
| Advisor Group Holdings, Inc. | 39,987 | $1.65M | 0.00% | +39,964+173,756.5% | Added |
| Legato Capital Management LLC | 40,032 | $1.65M | 0.22% | +7,142+21.7% | Added |
| SEI Investments Co | 43,190 | $1.78M | 0.00% | +43,190 | New |
| Engineers Gate Manager LP | 43,311 | $1.79M | 0.03% | −73,496−62.9% | Reduced |
| Washington Harbour Partners LP | 43,500 | $1.79M | 3.33% | +43,500 | New |
| B. Metzler seel. Sohn & Co. AG | 46,885 | $1.93M | 0.02% | +46,885 | New |
| California State Teachers Retirement System | 49,997 | $2.06M | 0.00% | +864+1.8% | Added |
| Squarepoint Ops LLC | 50,906 | $2.10M | 0.01% | +50,906 | New |
| Ieq Capital, LLC | 51,024 | $2.10M | 0.02% | +40,171+370.1% | Added |
| Legal & General Group Plc | 52,299 | $2.16M | 0.00% | +702+1.4% | Added |
| Price T Rowe Associates Inc | 58,485 | $2.41M | 0.00% | +52,406+862.1% | Added |
| Kodai Capital Management LP | 60,470 | $2.49M | 0.10% | +60,470 | New |
| Dakota Wealth Management | 63,256 | $2.61M | 0.06% | 00.0% | Unchanged |
| Trexquant Investment LP | 64,945 | $2.68M | 0.03% | −38,296−37.1% | Reduced |