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 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 67,552 | $2.79M | 0.04% | +67,552 | New |
| Cerity Partners LLC | 70,504 | $2.91M | 0.01% | −24,600−25.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 69,778 | $2.92M | 1.16% | +69,778 | New |
| Mariner, LLC | 71,663 | $2.96M | 0.00% | −320.0% | Reduced |
| Dimensional Fund Advisors LP | 72,816 | $3.00M | 0.00% | +57,318+369.8% | Added |
| G2 Investment Partners Management LLC | 75,027 | $3.09M | 0.80% | −5,169−6.4% | Reduced |
| JPMorgan Chase & Co | 84,144 | $3.47M | 0.00% | −383,733−82.0% | Reduced |
| Cabot Wealth Management Inc | 89,272 | $3.68M | 0.47% | −1,153−1.3% | Reduced |
| Millennium Management LLC | 92,312 | $3.81M | 0.00% | −577,538−86.2% | Reduced |
| Deutsche Bank AG | 94,921 | $3.91M | 0.00% | +93,609+7,134.8% | Added |
| Snowden Capital Advisors LLC | 96,513 | $3.98M | 0.12% | +96,513 | New |
| 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 |
| UBS Asset Management Americas Inc | 105,178 | $4.34M | 0.00% | +45,523+76.3% | Added |
| PDT Partners, LLC | 111,899 | $4.61M | 0.41% | +59,801+114.8% | Added |
| Swiss National Bank | 114,200 | $4.71M | 0.00% | +4,300+3.9% | Added |
| Renaissance Capital LLC | 122,646 | $5.06M | 3.32% | +44,245+56.4% | Added |
| Lisanti Capital Growth, LLC | 132,465 | $5.46M | 1.31% | −23,345−15.0% | Reduced |
| Nicholas Investment Partners, LP | 140,555 | $5.80M | 0.51% | +54,509+63.3% | Added |
| Integrated Wealth Concepts LLC | 144,614 | $5.96M | 0.07% | +84+0.1% | Added |
| UBS Group AG | 148,131 | $6.11M | 0.00% | +91,452+161.4% | Added |
| Polar Capital Holdings Plc | 168,138 | $6.93M | 0.04% | −148,607−46.9% | Reduced |
| Pathstone Holdings, LLC | 168,641 | $6.95M | 0.03% | +6,387+3.9% | Added |
| Northern Trust Corp | 187,888 | $7.75M | 0.00% | +26,143+16.2% | Added |
| Acadian Asset Management LLC | 189,233 | $7.79M | 0.02% | +189,233 | New |
| Sierra Summit Advisors LLC | 192,816 | $7.95M | 1.60% | +192,816 | New |
| Cynosure Management, LLC | 194,643 | $8.03M | 1.20% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 200,000 | $8.25M | 0.05% | −100,000−33.3% | Reduced |
| Blair William & Co | 206,224 | $8.50M | 0.02% | −744−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 217,264 | $8.96M | 0.01% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 250,000 | $10.3M | 0.02% | −200,000−44.4% | Reduced |
| Bank of America Corp | 276,697 | $11.4M | 0.00% | +21,425+8.4% | Added |
| Raymond James Financial Inc | 294,055 | $12.1M | 0.00% | +294,055 | New |
| Tudor Investment Corp Et Al | 294,126 | $12.1M | 0.13% | +231,217+367.5% | Added |
| CTF Capital Management, LP | 295,689 | $12.2M | 6.90% | +295,689 | New |
| Nuveen Asset Management, LLC | 304,126 | $12.5M | 0.00% | −45,994−13.1% | Reduced |
| WCM Investment Management, LLC | 305,404 | $12.8M | 0.03% | +305,404 | New |
| Needham Investment Management LLC | 315,000 | $13.0M | 1.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 333,543 | $13.8M | 0.64% | +68,988+26.1% | Added |
| BNP Paribas Arbitrage, SA | 334,638 | $13.8M | 0.01% | +334,638 | New |
| Marshall Wace, LLP | 393,991 | $16.2M | 0.02% | −52,857−11.8% | Reduced |
| HighTower Advisors, LLC | 400,810 | $16.5M | 0.02% | −1,681−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 419,600 | $17.3M | 0.04% | +419,600 | New |
| Mayflower Financial Advisors, LLC | 431,429 | $17.8M | 2.66% | −253,519−37.0% | Reduced |
| Charles Schwab Investment Management Inc | 464,459 | $19.2M | 0.00% | +40,102+9.5% | Added |
| Arrowstreet Capital, Limited Partnership | 478,919 | $19.8M | 0.02% | +478,919 | New |
| Citadel Advisors LLC | 499,346 | $20.6M | 0.02% | +86,086+20.8% | Added |
| State Street Corp | 526,695 | $21.7M | 0.00% | +91,247+21.0% | Added |
| Renaissance Technologies LLC | 562,344 | $23.2M | 0.03% | −21,756−3.7% | Reduced |
| Norges Bank | 610,994 | $25.2M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 613,204 | $25.3M | 0.06% | +184,672+43.1% | Added |
| Glynn Capital Management LLC | 652,758 | $26.9M | 6.35% | −506,821−43.7% | Reduced |
| Lord, Abbett & Co. LLC | 748,074 | $30.9M | 0.10% | +748,074 | New |
| Geode Capital Management, LLC | 882,460 | $36.4M | 0.00% | +96,274+12.2% | Added |
| Voloridge Investment Management, LLC | 922,832 | $38.1M | 0.13% | +125,352+15.7% | Added |
| Colony Group, LLC | 942,523 | $38.9M | 0.10% | +942,523 | New |
| First Trust Advisors LP | 945,663 | $39.0M | 0.03% | +197,283+26.4% | Added |
| Ameriprise Financial Inc | 982,134 | $40.5M | 0.01% | +684,026+229.5% | Added |
| Morangie Management LLC | 990,284 | $40.8M | 33.25% | +990,284 | New |
| Two Sigma Advisers, LP | 997,900 | $41.2M | 0.10% | +324,400+48.2% | Added |
| Blue Owl Capital Holdings LP | 1,078,770 | $44.5M | 10.52% | −119,500−10.0% | Reduced |
| Morgan Stanley | 1,094,959 | $45.2M | 0.00% | −238,179−17.9% | Reduced |
| Two Sigma Investments, LP | 1,124,433 | $46.4M | 0.11% | +389,779+53.1% | Added |
| Claro Advisors LLC | 1,178,330 | $48.6M | 6.58% | −57,463−4.6% | Reduced |
| American Century Companies Inc | 1,209,612 | $49.9M | 0.03% | +357,194+41.9% | Added |
| Sands Capital Management, LLC | 1,237,540 | $51.0M | 0.15% | −190,630−13.3% | Reduced |
| FMR LLC | 1,272,929 | $52.5M | 0.00% | +1,171,947+1,160.6% | Added |
| D. E. Shaw & Co., Inc. | 1,310,227 | $54.0M | 0.06% | +858,449+190.0% | Added |
| 1832 Asset Management L.P. | 1,621,300 | $66.9M | 0.12% | +1,621,300 | New |
| Voya Investment Management LLC | 1,851,679 | $76.4M | 0.08% | +592,884+47.1% | Added |
| Franklin Resources Inc | 1,943,523 | $80.2M | 0.02% | +635,962+48.6% | Added |
| Goldman Sachs Group Inc | 2,059,163 | $84.9M | 0.02% | +192,591+10.3% | Added |
| BlackRock, Inc. | 2,103,633 | $86.8M | 0.00% | +410,940+24.3% | Added |
| Clearbridge Investments, LLC | 2,168,336 | $89.4M | 0.07% | +19,567+0.9% | Added |
| Greenoaks Capital Partners LLC | 2,316,796 | $95.5M | 5.19% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,669,800 | $110.1M | 0.24% | −214,500−7.4% | Reduced |
| Bank of New York Mellon Corp | 2,926,187 | $120.7M | 0.02% | +140,127+5.0% | Added |
| Capital Research Global Investors | 3,001,500 | $123.8M | 0.03% | −2,265,626−43.0% | Reduced |
| Sands Capital Ventures, LLC | 3,470,694 | $143.1M | 31.13% | −44,631−1.3% | Reduced |
| Whale Rock Capital Management LLC | 3,868,451 | $159.5M | 1.89% | +267,845+7.4% | Added |
| Alliancebernstein L.P. | 3,996,216 | $164.8M | 0.06% | −686,170−14.7% | Reduced |
| Vanguard Group Inc | 7,721,855 | $318.4M | 0.01% | +646,628+9.1% | Added |
| Summit Partners L P | 40,827,778 | $1.68B | 75.40% | −5,600,000−12.1% | Reduced |
| Granger Management LLC | 0 | $0 | 0.00% | −342,496−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −240,381−100.0% | Sold out |
| 3G Capital Partners LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −55,080−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −49,598−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −43,775−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −28,571−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −27,627−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −26,008−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −25,011−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −19,966−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −15,503−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −12,509−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −11,378−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,815−100.0% | Sold out |