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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $31 | 0.00% | +1 | New |
| Lindbrook Capital, LLC | 12 | $363 | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 13 | $394 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 15 | $454 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15 | $454 | 0.00% | +15 | New |
| CVA Family Office, LLC | 20 | $605 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 22 | $666 | 0.00% | +22 | New |
| Signaturefd, LLC | 24 | $726 | 0.00% | +24 | New |
| Harbour Investments, Inc. | 30 | $908 | 0.00% | −6,868−99.6% | Reduced |
| EverSource Wealth Advisors, LLC | 34 | $1.03K | 0.00% | +14+70.0% | Added |
| Allworth Financial LP | 63 | $1.82K | 0.00% | +63 | New |
| Point72 Hong Kong Ltd | 66 | $1.99K | 0.00% | +66 | New |
| Headlands Technologies LLC | 76 | $2.30K | 0.00% | +76 | New |
| Skopos Labs, Inc. | 78 | $2.36K | 0.00% | +58+290.0% | Added |
| Ci Investments Inc. | 138 | $4.00K | 0.00% | +3+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 225 | $6.81K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 300 | $9.08K | 0.01% | +300 | New |
| Jones Financial Companies LLLP | 311 | $9.65K | 0.00% | +90+40.7% | Added |
| Aster Capital Management (DIFC) Ltd | 248 | $9.75K | 0.00% | +248 | New |
| NBC Securities, Inc. | 373 | $11.0K | 0.00% | +373 | New |
| Advisor Group Holdings, Inc. | 405 | $12.3K | 0.00% | −39,582−99.0% | Reduced |
| South State Corp. | 442 | $13.4K | 0.00% | +442 | New |
| IFP Advisors, Inc | 467 | $14.1K | 0.00% | +262+127.8% | Added |
| Comerica Bank | 581 | $17.6K | 0.00% | −19−3.2% | Reduced |
| Strengthening Families & Communities, LLC | 680 | $20.6K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 625 | $25.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 904 | $27.4K | 0.00% | +904 | New |
| CWM, LLC | 930 | $28.0K | 0.00% | +646+227.5% | Added |
| State of Wyoming | 1,375 | $41.6K | 0.01% | +1,375 | New |
| CIBC Private Wealth Group, LLC | 1,610 | $41.9K | 0.00% | −142−8.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,421 | $43.0K | 0.03% | +974+217.9% | Added |
| Danske Bank A/S | 1,719 | $52.0K | 0.00% | +1,719 | New |
| Rhumbline Advisers | 2,151 | $65.1K | 0.00% | +100+4.9% | Added |
| Salem Investment Counselors Inc | 2,350 | $71.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,532 | $77.0K | 0.00% | +2,532 | New |
| SBI Securities Co., Ltd. | 2,674 | $80.9K | 0.00% | −2,075−43.7% | Reduced |
| Advisors Asset Management, Inc. | 2,731 | $82.6K | 0.00% | +506+22.7% | Added |
| Boston Private Wealth LLC | 4,400 | $133.1K | 0.01% | +4,400 | New |
| Ensign Peak Advisors, Inc | 4,664 | $141.1K | 0.00% | −216−4.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,689 | $141.9K | 0.00% | −147−3.0% | Reduced |
| Virginia Retirement Systems Et Al | 6,700 | $202.7K | 0.00% | +6,700 | New |
| Invesco Ltd. | 6,728 | $203.6K | 0.00% | +6,728 | New |
| Tower Research Capital LLC (TRC) | 6,791 | $205.5K | 0.01% | +4,917+262.4% | Added |
| US Bancorp | 6,792 | $205.5K | 0.00% | +1,960+40.6% | Added |
| Wealthspire Advisors, LLC | 7,285 | $220.4K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,493 | $226.7K | 0.00% | +1,798+31.6% | Added |
| Wells Fargo & Company | 7,702 | $233.1K | 0.00% | +1,531+24.8% | Added |
| Victory Capital Management Inc | 7,807 | $236.2K | 0.00% | +1,338+20.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,876 | $238.3K | 0.00% | +7,876 | New |
| JustInvest LLC | 7,885 | $238.6K | 0.00% | +598+8.2% | Added |
| Walleye Trading LLC | 8,008 | $242.3K | 0.01% | +8,008 | New |
| Canada Pension Plan Investment Board | 8,500 | $257.2K | 0.00% | +6,100+254.2% | Added |
| Brandywine Managers, LLC | 8,692 | $263.0K | 0.32% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 9,030 | $273.2K | 0.00% | +9,030 | New |
| Citigroup Inc | 9,599 | $290.5K | 0.00% | −5,394−36.0% | Reduced |
| Keybank National Association | 9,634 | $291.5K | 0.00% | +4,701+95.3% | Added |
| Royal Bank of Canada | 10,008 | $303.0K | 0.00% | +3,730+59.4% | Added |
| Cetera Investment Advisers | 10,656 | $322.5K | 0.00% | +3,932+58.5% | Added |
| Pictet Asset Management Holding SA | 11,373 | $344.1K | 0.00% | +4,274+60.2% | Added |
| Teacher Retirement System of Texas | 11,647 | $352.4K | 0.00% | +11,647 | New |
| AQR Capital Management LLC | 11,870 | $359.2K | 0.00% | +11,870 | New |
| Cresset Asset Management, LLC | 12,342 | $373.5K | 0.00% | +12,342 | New |
| Woodline Partners LP | 12,419 | $375.8K | 0.00% | +4,379+54.5% | Added |
| Counterpoint Mutual Funds LLC | 12,432 | $376.2K | 0.05% | +12,432 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,516 | $378.7K | 0.00% | +1,177+10.4% | Added |
| Prelude Capital Management, LLC | 12,990 | $393.1K | 0.04% | +12,990 | New |
| Mangrove Partners | 13,044 | $394.7K | 0.04% | +13,044 | New |
| Quadrature Capital Ltd | 13,087 | $395.6K | 0.01% | +3,469+36.1% | Added |
| Amundi | 14,361 | $400.4K | 0.00% | +7,514+109.7% | Added |
| Magnetar Financial LLC | 13,249 | $400.9K | 0.01% | +13,249 | New |
| Petrus Trust Company, LTA | 13,439 | $406.7K | 0.04% | +884+7.0% | Added |
| Clifford Group, LLC | 13,783 | $417.1K | 0.39% | +13,783 | New |
| KLP Kapitalforvaltning AS | 13,900 | $420.6K | 0.00% | +1,600+13.0% | Added |
| SG Americas Securities, LLC | 13,918 | $421.0K | 0.00% | +2,989+27.3% | Added |
| Caption Management, LLC | 13,962 | $422.5K | 0.02% | +13,962 | New |
| Boothbay Fund Management, LLC | 14,639 | $443.0K | 0.02% | +2,907+24.8% | Added |
| Handelsbanken Fonder AB | 14,900 | $451.0K | 0.00% | −1,800−10.8% | Reduced |
| Assetmark, Inc | 15,022 | $454.6K | 0.00% | +15,022 | New |
| New York State Common Retirement Fund | 15,499 | $469.0K | 0.00% | −6,798−30.5% | Reduced |
| FORA Capital, LLC | 16,690 | $505.0K | 0.05% | +16,690 | New |
| Creative Planning | 17,003 | $514.5K | 0.00% | +833+5.2% | Added |
| Encompass More Asset Management | 18,159 | $549.5K | 0.16% | +18,159 | New |
| Manufacturers Life Insurance Company, The | 18,362 | $555.6K | 0.00% | +4,077+28.5% | Added |
| Entropy Technologies, LP | 18,963 | $573.8K | 0.06% | +18,963 | New |
| Arizona State Retirement System | 20,684 | $625.9K | 0.00% | +3,830+22.7% | Added |
| Fox Run Management, L.L.C. | 21,149 | $640.0K | 0.10% | +21,149 | New |
| Quest Partners LLC | 21,766 | $658.6K | 0.07% | +21,766 | New |
| Fort Washington Investment Advisors Inc | 21,926 | $663.5K | 0.00% | +21,926 | New |
| Main Management ETF Advisors, LLC | 22,351 | $676.0K | 0.04% | −6,841−23.4% | Reduced |
| HighTower Advisors, LLC | 22,407 | $678.0K | 0.00% | −378,403−94.4% | Reduced |
| Voleon Capital Management LP | 22,564 | $682.8K | 0.05% | +22,564 | New |
| Nebula Research & Development LLC | 22,822 | $690.6K | 0.06% | +6,314+38.2% | Added |
| CI Private Wealth, LLC | 22,949 | $694.4K | 0.00% | −7,115−23.7% | Reduced |
| Price T Rowe Associates Inc | 24,472 | $741.0K | 0.00% | −34,013−58.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,767 | $749.0K | 0.11% | +24,767 | New |
| Diker Management LLC | 25,042 | $757.8K | 0.91% | −74,958−75.0% | Reduced |
| Alps Advisors Inc | 25,977 | $786.1K | 0.00% | +2,088+8.7% | Added |
| Tudor Investment Corp Et Al | 26,278 | $795.2K | 0.01% | −267,848−91.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 27,400 | $829.1K | 0.01% | +27,400 | New |
| Gryphon Financial Partners LLC | 28,571 | $864.6K | 0.12% | +28,571 | New |