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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.

Institutional holdersQ4 2024: 183 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 97 institutionsQ4 2023: 102 institutionsQ1 2024: 130 institutionsQ2 2024: 131 institutionsQ3 2024: 156 institutionsQ4 2024: 183 institutionsQ1 2025: 216 institutionsQ2 2025: 254 institutionsQ3 2025: 276 institutionsQ4 2025: 261 institutionsQ1 2026: 266 institutionsQ2 2026: 277 institutions
Value heldQ4 2024: $4.70B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $2.62BQ4 2023: $2.07BQ1 2024: $2.47BQ2 2024: $2.76BQ3 2024: $3.99BQ4 2024: $4.70BQ1 2025: $3.53BQ2 2025: $4.48BQ3 2025: $3.91BQ4 2025: $5.14BQ1 2026: $3.10BQ2 2026: $2.19B
Institutions holding KVYO and their total value by quarter
QuarterHoldersValue
Q2 2026277$2.19B
Q1 2026266$3.10B
Q4 2025261$5.14B
Q3 2025276$3.91B
Q2 2025254$4.48B
Q1 2025216$3.53B
Q4 2024183$4.70B
Q3 2024156$3.99B
Q2 2024131$2.76B
Q1 2024130$2.47B
Q4 2023102$2.07B
Q3 202397$2.62B
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q3 2024.

Institutions holding KVYO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tiger Global Management LLCSuperinvestorTiger Global Management35,000$1.44M0.01%00.0%Unchanged
Marino, Stram & Associates LLC32,901$1.36M0.30%00.0%Unchanged
PEAK6 LLC31,071$1.28M0.05%+31,071New
CI Private Wealth, LLC30,064$1.24M0.00%+30,064New
Wolverine Trading, LLC29,602$1.24M0.03%+16,647+128.5%Added
Barclays PLC29,263$1.21M0.00%+16,438+128.2%Added
Main Management ETF Advisors, LLC29,192$1.20M0.05%−2,624−8.2%Reduced
Miramar Capital, LLC28,572$1.18M0.28%+28,572New
Susquehanna International Group, LLP27,991$1.15M0.00%+27,991New
Janus Henderson Group PLC25,800$1.06M0.00%00.0%Unchanged
Alps Advisors Inc23,889$985.2K0.01%−4,616−16.2%Reduced
New York State Common Retirement Fund22,297$919.5K0.00%+6,488+41.0%Added
Quantessence Capital LLC21,407$882.8K0.36%+21,407New
Bryce Point Capital, LLC21,266$877.0K0.25%+21,266New
Holocene Advisors, LP20,124$829.9K0.00%−47,851−70.4%Reduced
Arizona State Retirement System16,854$695.1K0.00%+648+4.0%Added
Handelsbanken Fonder AB16,700$689.0K0.00%+16,700New
Russell Investments Group, Ltd.16,397$686.2K0.00%+16,397New
Nebula Research & Development LLC16,508$680.8K0.08%+2,284+16.1%Added
Creative Planning16,170$666.9K0.00%+9,000+125.5%Added
Bryn Mawr Trust Co16,142$665.7K0.01%+16,050+17,445.7%Added
Eventide Asset Management, LLC15,792$651.3K0.01%+15,792New
Capital Investment Advisors, LLC15,066$621.3K0.01%+15,066New
Citigroup Inc14,993$618.3K0.00%+2,007+15.5%Added
Jane Street Group, LLC14,414$594.4K0.00%−119,370−89.2%Reduced
Manufacturers Life Insurance Company, The14,285$589.1K0.00%+677+5.0%Added
Petrus Trust Company, LTA12,555$517.8K0.05%+12,555New
KLP Kapitalforvaltning AS12,300$507.3K0.00%+12,300New
Boothbay Fund Management, LLC11,732$483.8K0.02%−2,208−15.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)11,339$467.6K0.00%00.0%Unchanged
SG Americas Securities, LLC10,929$451.0K0.00%+1,923+21.4%Added
Total Wealth Planning & Management, Inc.9,627$397.0K0.39%+9,627New
Quadrature Capital Ltd9,618$396.8K0.01%−9,556−49.8%Reduced
Grandeur Peak Global Advisors, LLC9,514$392.4K0.03%−11,646−55.0%Reduced
Y-Intercept (Hong Kong) Ltd9,064$373.8K0.02%+9,064New
Stifel Financial Corp8,834$364.3K0.00%+8,834New
Brandywine Managers, LLC8,692$358.5K0.38%+8,692New
Woodline Partners LP8,040$331.6K0.00%00.0%Unchanged
Scientech Research LLC7,350$303.1K0.09%+7,350New
JustInvest LLC7,287$300.5K0.00%+7,287New
Wealthspire Advisors, LLC7,285$300.4K0.00%−7,000−49.0%Reduced
Pictet Asset Management Holding SA7,099$292.8K0.00%00.0%Unchanged
Harbour Investments, Inc.6,898$284.5K0.01%+6,868+22,893.3%Added
Amundi6,847$281.4K0.00%−1,095−13.8%Reduced
Cetera Investment Advisers6,724$277.3K0.00%+6,724New
Victory Capital Management Inc6,469$266.8K0.00%+604+10.3%Added
Royal Bank of Canada6,278$259.0K0.00%+5,968+1,925.2%Added
Wells Fargo & Company6,171$254.5K0.00%+1,920+45.2%Added
Winton Group Ltd5,839$240.8K0.02%+5,839New
State of Wisconsin Investment Board5,695$234.9K0.00%+5,695New
Bank Julius Baer & Co. Ltd, Zurich4,836$220.1K0.00%+359+8.0%Added
Alpha Wealth Funds, LLC5,000$209.3K0.22%+5,000New
Cambridge Investment Research Advisors, Inc.5,000$206.0K0.00%+5,000New
Keybank National Association4,933$203.4K0.00%+4,933New
Ensign Peak Advisors, Inc4,880$201.3K0.00%00.0%Unchanged
US Bancorp4,832$199.3K0.00%+4,832New
SBI Securities Co., Ltd.4,749$195.8K0.01%+4,749New
Strategic Blueprint, LLC4,270$176.1K0.01%+4,270New
Group One Trading, L.P.2,415$99.6K0.00%−1,472−37.9%Reduced
Canada Pension Plan Investment Board2,400$99.0K0.00%−12,400−83.8%Reduced
Salem Investment Counselors Inc2,350$96.9K0.00%00.0%Unchanged
Advisors Asset Management, Inc.2,225$91.8K0.00%+862+63.2%Added
Rhumbline Advisers2,051$84.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,874$77.3K0.00%+818+77.5%Added
CIBC Private Wealth Group, LLC1,752$72.0K0.00%+1,102+169.5%Added
Strengthening Families & Communities, LLC680$28.0K0.02%00.0%Unchanged
Principal Securities, Inc.625$25.8K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.543$25.0K0.01%00.0%Unchanged
Comerica Bank600$24.7K0.00%−38,938−98.5%Reduced
Fuller & Thaler Asset Management, Inc.520$21.4K0.00%−1,257,591−100.0%Reduced
Caitong International Asset Management Co., Ltd447$18.4K0.02%+447New
CWM, LLC284$12.0K0.00%−86−23.2%Reduced
Steward Partners Investment Advisory, LLC225$9.28K0.00%+225New
Jones Financial Companies LLLP221$9.11K0.00%+221New
IFP Advisors, Inc205$8.46K0.00%+205New
Ci Investments Inc.135$6.00K0.00%+6+4.7%Added
CVA Family Office, LLC20$8250.00%00.0%Unchanged
EverSource Wealth Advisors, LLC20$8250.00%+20New
Skopos Labs, Inc.20$8250.00%+20New
Northwestern Mutual Wealth Management Co18$7420.00%−70−79.5%Reduced
Fairscale Capital, LLC15$6190.00%00.0%Unchanged
Bell Investment Advisors, Inc13$5370.00%+13New
GAMMA Investing LLC9$3710.00%+9New
Granger Management LLC0$00.00%−342,496−100.0%Sold out
Capital World Investors0$00.00%−240,381−100.0%Sold out
3G Capital Partners LP0$00.00%−100,000−100.0%Sold out
Walleye Capital LLC0$00.00%−55,080−100.0%Sold out
Verition Fund Management LLC0$00.00%−49,598−100.0%Sold out
XTX Topco Ltd0$00.00%−43,775−100.0%Sold out
Gryphon Financial Partners LLC0$00.00%−28,571−100.0%Sold out
FORA Capital, LLC0$00.00%−27,627−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−26,008−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−25,011−100.0%Sold out
Mark Asset Management LP0$00.00%−19,966−100.0%Sold out
Washington Capital Management Inc0$00.00%−17,200−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−15,503−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−13,600−100.0%Sold out
Lido Advisors, LLC0$00.00%−12,509−100.0%Sold out
Corton Capital Inc.0$00.00%−11,378−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−9,815−100.0%Sold out