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, Q1 2025
Institutional positions in Klaviyo, Inc. as of Mar 31, 2025. 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
- 216
- +34 vs. Q4 2024
- Shares held
- 116.8M
- +3.08M (+2.7%) vs. Q4 2024
- Total value
- $3.53B
- −$1.16B (−24.6%) vs. Q4 2024
- New holders
- 63
- 86 more added
- Sold out
- 29
- 52 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Partners L P | 38,827,778 | $1.17B | 72.87% | −2,000,000−4.9% | Reduced |
| Vanguard Group Inc | 8,467,933 | $256.2M | 0.00% | +746,078+9.7% | Added |
| Whale Rock Capital Management LLC | 4,329,749 | $131.0M | 2.27% | +461,298+11.9% | Added |
| Alliancebernstein L.P. | 4,019,280 | $121.6M | 0.04% | +23,064+0.6% | Added |
| Sands Capital Ventures, LLC | 3,443,515 | $104.2M | 25.48% | −27,179−0.8% | Reduced |
| Capital Research Global Investors | 2,718,867 | $82.3M | 0.02% | −282,633−9.4% | Reduced |
| Federated Hermes, Inc. | 2,669,800 | $80.8M | 0.17% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,317,991 | $70.1M | 0.00% | +214,358+10.2% | Added |
| Greenoaks Capital Partners LLC | 2,316,796 | $70.1M | 3.88% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,315,027 | $70.1M | 0.02% | +371,504+19.1% | Added |
| Bank of New York Mellon Corp | 2,278,020 | $68.9M | 0.01% | −648,167−22.2% | Reduced |
| 1832 Asset Management L.P. | 2,248,800 | $68.0M | 0.13% | +627,500+38.7% | Added |
| Clearbridge Investments, LLC | 1,915,848 | $58.0M | 0.05% | −252,488−11.6% | Reduced |
| Norges Bank | 1,660,188 | $50.2M | 0.01% | +1,049,194+171.7% | Added |
| Claro Advisors LLC | 1,648,873 | $49.9M | 6.68% | +470,543+39.9% | Added |
| Voya Investment Management LLC | 1,555,252 | $47.1M | 0.05% | −296,427−16.0% | Reduced |
| Lord, Abbett & Co. LLC | 1,538,220 | $46.5M | 0.17% | +790,146+105.6% | Added |
| Bank of America Corp | 1,443,213 | $43.7M | 0.00% | +1,166,516+421.6% | Added |
| Morgan Stanley | 1,372,218 | $41.5M | 0.00% | +277,259+25.3% | Added |
| American Century Companies Inc | 1,202,053 | $36.4M | 0.02% | −7,559−0.6% | Reduced |
| Goldman Sachs Group Inc | 1,144,755 | $34.6M | 0.01% | −914,408−44.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,142,220 | $34.6M | 0.03% | +663,301+138.5% | Added |
| D. E. Shaw & Co., Inc. | 1,065,091 | $32.2M | 0.04% | −245,136−18.7% | Reduced |
| Morangie Management LLC | 989,316 | $29.9M | 29.33% | −968−0.1% | Reduced |
| Renaissance Technologies LLC | 975,644 | $29.5M | 0.04% | +413,300+73.5% | Added |
| Sands Capital Management, LLC | 972,749 | $29.4M | 0.10% | −264,791−21.4% | Reduced |
| Geode Capital Management, LLC | 956,307 | $29.0M | 0.00% | +73,847+8.4% | Added |
| Citadel Advisors LLC | 932,115 | $28.2M | 0.03% | +432,769+86.7% | Added |
| Colony Group, LLC | 917,613 | $27.8M | 0.07% | −24,910−2.6% | Reduced |
| First Trust Advisors LP | 915,960 | $27.7M | 0.02% | −29,703−3.1% | Reduced |
| Ameriprise Financial Inc | 908,786 | $27.5M | 0.01% | −73,348−7.5% | Reduced |
| Voloridge Investment Management, LLC | 903,233 | $27.3M | 0.10% | −19,599−2.1% | Reduced |
| Two Sigma Advisers, LP | 885,300 | $26.8M | 0.06% | −112,600−11.3% | Reduced |
| JPMorgan Chase & Co | 825,188 | $25.0M | 0.00% | +741,044+880.7% | Added |
| Two Sigma Investments, LP | 761,084 | $23.0M | 0.05% | −363,349−32.3% | Reduced |
| State Street Corp | 553,976 | $16.8M | 0.00% | +27,281+5.2% | Added |
| Raymond James Financial Inc | 545,159 | $16.5M | 0.01% | +251,104+85.4% | Added |
| Glynn Capital Management LLC | 530,317 | $16.0M | 4.22% | −122,441−18.8% | Reduced |
| Freestone Grove Partners LP | 528,333 | $16.0M | 0.16% | +528,333 | New |
| Acadian Asset Management LLC | 495,729 | $15.0M | 0.04% | +306,496+162.0% | Added |
| Charles Schwab Investment Management Inc | 450,161 | $13.6M | 0.00% | −14,298−3.1% | Reduced |
| Mayflower Financial Advisors, LLC | 431,429 | $13.1M | 1.99% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 390,119 | $12.1M | 0.03% | +84,715+27.7% | Added |
| Qube Research & Technologies Ltd | 387,600 | $11.7M | 0.02% | +387,600 | New |
| Millennium Management LLC | 386,970 | $11.7M | 0.01% | +294,658+319.2% | Added |
| Marshall Wace, LLP | 375,144 | $11.4M | 0.02% | −18,847−4.8% | Reduced |
| Trexquant Investment LP | 371,707 | $11.2M | 0.13% | +306,762+472.3% | Added |
| BNP Paribas Arbitrage, SA | 368,286 | $11.1M | 0.01% | +33,648+10.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 322,600 | $9.76M | 0.02% | −97,000−23.1% | Reduced |
| Osterweis Capital Management Inc | 321,213 | $9.72M | 0.48% | −12,330−3.7% | Reduced |
| Needham Investment Management LLC | 309,000 | $9.35M | 0.88% | −6,000−1.9% | Reduced |
| Polar Capital Holdings Plc | 261,157 | $7.90M | 0.05% | +93,019+55.3% | Added |
| Twinbeech Capital LP | 243,034 | $7.35M | 0.13% | +243,034 | New |
| Blair William & Co | 231,153 | $6.99M | 0.02% | +24,929+12.1% | Added |
| Night Squared LP | 210,366 | $6.37M | 3.76% | +210,366 | New |
| UBS Group AG | 200,607 | $6.07M | 0.00% | +52,476+35.4% | Added |
| Dimensional Fund Advisors LP | 199,540 | $6.04M | 0.00% | +126,724+174.0% | Added |
| Northern Trust Corp | 199,151 | $6.03M | 0.00% | +11,263+6.0% | Added |
| CTF Capital Management, LP | 185,050 | $5.60M | 4.06% | −110,639−37.4% | Reduced |
| Engineers Gate Manager LP | 183,393 | $5.55M | 0.09% | +140,082+323.4% | Added |
| Pathstone Holdings, LLC | 182,006 | $5.51M | 0.02% | +13,365+7.9% | Added |
| Stanley-Laman Group, Ltd. | 160,177 | $4.85M | 0.75% | +160,177 | New |
| Cubist Systematic Strategies, LLC | 158,349 | $4.79M | 0.06% | +158,349 | New |
| Integrated Wealth Concepts LLC | 149,633 | $4.53M | 0.05% | +5,019+3.5% | Added |
| UBS Asset Management Americas Inc | 148,158 | $4.48M | 0.00% | +42,980+40.9% | Added |
| The PNC Financial Services Group, Inc. | 147,931 | $4.48M | 0.00% | −69,333−31.9% | Reduced |
| PDT Partners, LLC | 142,992 | $4.33M | 0.31% | +31,093+27.8% | Added |
| Cynosure Management, LLC | 141,884 | $4.29M | 0.59% | −52,759−27.1% | Reduced |
| Swiss National Bank | 139,800 | $4.23M | 0.00% | +25,600+22.4% | Added |
| Liontrust Investment Partners LLP | 138,555 | $4.19M | 0.07% | +71,003+105.1% | Added |
| Crestwood Advisors Group LLC | 128,941 | $3.90M | 0.07% | +128,941 | New |
| Balyasny Asset Management LLC | 124,084 | $3.75M | 0.01% | −489,120−79.8% | Reduced |
| Quantbot Technologies LP | 122,432 | $3.70M | 0.12% | +122,432 | New |
| Jane Street Group, LLC | 120,989 | $3.66M | 0.01% | +106,575+739.4% | Added |
| Lisanti Capital Growth, LLC | 110,255 | $3.34M | 0.99% | −22,210−16.8% | Reduced |
| Renaissance Capital LLC | 109,268 | $3.31M | 2.55% | −13,378−10.9% | Reduced |
| Jump Financial, LLC | 107,356 | $3.25M | 0.05% | +107,356 | New |
| Nicholas Investment Partners, LP | 105,987 | $3.21M | 0.33% | −34,568−24.6% | Reduced |
| Verition Fund Management LLC | 105,924 | $3.21M | 0.02% | +105,924 | New |
| 3G Capital Partners LP | 100,000 | $3.03M | 0.87% | +100,000 | New |
| Snowden Capital Advisors LLC | 99,025 | $3.00M | 0.10% | +2,512+2.6% | Added |
| Deutsche Bank AG | 94,921 | $2.87M | 0.00% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 90,126 | $2.73M | 0.35% | +854+1.0% | Added |
| Public Employees Retirement System of Ohio | 85,383 | $2.58M | 0.01% | +85,383 | New |
| G2 Investment Partners Management LLC | 80,666 | $2.44M | 0.80% | +5,639+7.5% | Added |
| Adage Capital Partners GP, L.L.C. | 75,000 | $2.27M | 0.00% | −175,000−70.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 71,528 | $2.16M | 1.02% | +1,750+2.5% | Added |
| Cerity Partners LLC | 70,661 | $2.14M | 0.00% | +157+0.2% | Added |
| Squarepoint Ops LLC | 70,433 | $2.13M | 0.01% | +19,527+38.4% | Added |
| Mariner, LLC | 68,473 | $2.07M | 0.00% | −3,190−4.5% | Reduced |
| Legal & General Group Plc | 64,435 | $1.95M | 0.00% | +12,136+23.2% | Added |
| California State Teachers Retirement System | 62,380 | $1.89M | 0.00% | +12,383+24.8% | Added |
| Jefferies Financial Group Inc. | 61,404 | $1.86M | 0.03% | +61,404 | New |
| B. Metzler seel. Sohn & Co. AG | 59,540 | $1.80M | 0.02% | +12,655+27.0% | Added |
| SEI Investments Co | 58,621 | $1.77M | 0.00% | +15,431+35.7% | Added |
| Capital Fund Management S.A. | 54,390 | $1.65M | 0.02% | +54,390 | New |
| Ieq Capital, LLC | 53,080 | $1.61M | 0.01% | +2,056+4.0% | Added |
| Algert Global LLC | 53,070 | $1.61M | 0.04% | +53,070 | New |
| Oak Ridge Investments LLC | 51,147 | $1.55M | 0.13% | +11,228+28.1% | Added |
| State of New Jersey Common Pension Fund D | 46,536 | $1.41M | 0.01% | +46,536 | New |