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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, 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.

Institutional holdersQ1 2025: 216 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 heldQ1 2025: $3.53B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q4 2024.

Institutions holding KVYO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Miramar Capital, LLC28,572$864.6K0.21%00.0%Unchanged
FMR LLC28,916$875.0K0.00%−1,244,013−97.7%Reduced
Bryn Mawr Trust Co29,892$904.5K0.02%+13,750+85.2%Added
Susquehanna Fundamental Investments, LLC32,069$970.4K0.02%+32,069New
Barclays PLC32,572$985.6K0.00%+3,309+11.3%Added
Janus Henderson Group PLC32,500$1.01M0.00%+6,700+26.0%Added
Legato Capital Management LLC33,829$1.02M0.14%−6,203−15.5%Reduced
Y-Intercept (Hong Kong) Ltd35,132$1.06M0.07%+26,068+287.6%Added
Alberta Investment Management Corp35,190$1.06M0.01%+35,190New
Pier 88 Investment Partners LLC35,670$1.08M0.21%−3,030−7.8%Reduced
Jain Global LLC37,960$1.15M0.02%+37,960New
Centiva Capital, LP38,785$1.17M0.07%+38,785New
Russell Investments Group, Ltd.40,706$1.26M0.00%+24,309+148.3%Added
Walleye Capital LLC41,750$1.26M0.01%+41,750New
Washington Harbour Partners LP43,500$1.32M3.75%00.0%Unchanged
Dakota Wealth Management44,435$1.34M0.03%−18,821−29.8%Reduced
State of New Jersey Common Pension Fund D46,536$1.41M0.01%+46,536New
Oak Ridge Investments LLC51,147$1.55M0.13%+11,228+28.1%Added
Algert Global LLC53,070$1.61M0.04%+53,070New
Ieq Capital, LLC53,080$1.61M0.01%+2,056+4.0%Added
Capital Fund Management S.A.54,390$1.65M0.02%+54,390New
SEI Investments Co58,621$1.77M0.00%+15,431+35.7%Added
B. Metzler seel. Sohn & Co. AG59,540$1.80M0.02%+12,655+27.0%Added
Jefferies Financial Group Inc.61,404$1.86M0.03%+61,404New
California State Teachers Retirement System62,380$1.89M0.00%+12,383+24.8%Added
Legal & General Group Plc64,435$1.95M0.00%+12,136+23.2%Added
Mariner, LLC68,473$2.07M0.00%−3,190−4.5%Reduced
Squarepoint Ops LLC70,433$2.13M0.01%+19,527+38.4%Added
Cerity Partners LLC70,661$2.14M0.00%+157+0.2%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna71,528$2.16M1.02%+1,750+2.5%Added
Adage Capital Partners GP, L.L.C.75,000$2.27M0.00%−175,000−70.0%Reduced
G2 Investment Partners Management LLC80,666$2.44M0.80%+5,639+7.5%Added
Public Employees Retirement System of Ohio85,383$2.58M0.01%+85,383New
Cabot Wealth Management Inc90,126$2.73M0.35%+854+1.0%Added
Deutsche Bank AG94,921$2.87M0.00%00.0%Unchanged
Snowden Capital Advisors LLC99,025$3.00M0.10%+2,512+2.6%Added
3G Capital Partners LP100,000$3.03M0.87%+100,000New
Verition Fund Management LLC105,924$3.21M0.02%+105,924New
Nicholas Investment Partners, LP105,987$3.21M0.33%−34,568−24.6%Reduced
Jump Financial, LLC107,356$3.25M0.05%+107,356New
Renaissance Capital LLC109,268$3.31M2.55%−13,378−10.9%Reduced
Lisanti Capital Growth, LLC110,255$3.34M0.99%−22,210−16.8%Reduced
Jane Street Group, LLC120,989$3.66M0.01%+106,575+739.4%Added
Quantbot Technologies LP122,432$3.70M0.12%+122,432New
Balyasny Asset Management LLC124,084$3.75M0.01%−489,120−79.8%Reduced
Crestwood Advisors Group LLC128,941$3.90M0.07%+128,941New
Liontrust Investment Partners LLP138,555$4.19M0.07%+71,003+105.1%Added
Swiss National Bank139,800$4.23M0.00%+25,600+22.4%Added
Cynosure Management, LLC141,884$4.29M0.59%−52,759−27.1%Reduced
PDT Partners, LLC142,992$4.33M0.31%+31,093+27.8%Added
The PNC Financial Services Group, Inc.147,931$4.48M0.00%−69,333−31.9%Reduced
UBS Asset Management Americas Inc148,158$4.48M0.00%+42,980+40.9%Added
Integrated Wealth Concepts LLC149,633$4.53M0.05%+5,019+3.5%Added
Cubist Systematic Strategies, LLC158,349$4.79M0.06%+158,349New
Stanley-Laman Group, Ltd.160,177$4.85M0.75%+160,177New
Pathstone Holdings, LLC182,006$5.51M0.02%+13,365+7.9%Added
Engineers Gate Manager LP183,393$5.55M0.09%+140,082+323.4%Added
CTF Capital Management, LP185,050$5.60M4.06%−110,639−37.4%Reduced
Northern Trust Corp199,151$6.03M0.00%+11,263+6.0%Added
Dimensional Fund Advisors LP199,540$6.04M0.00%+126,724+174.0%Added
UBS Group AG200,607$6.07M0.00%+52,476+35.4%Added
Night Squared LP210,366$6.37M3.76%+210,366New
Blair William & Co231,153$6.99M0.02%+24,929+12.1%Added
Twinbeech Capital LP243,034$7.35M0.13%+243,034New
Polar Capital Holdings Plc261,157$7.90M0.05%+93,019+55.3%Added
Needham Investment Management LLC309,000$9.35M0.88%−6,000−1.9%Reduced
Osterweis Capital Management Inc321,213$9.72M0.48%−12,330−3.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund322,600$9.76M0.02%−97,000−23.1%Reduced
BNP Paribas Arbitrage, SA368,286$11.1M0.01%+33,648+10.1%Added
Trexquant Investment LP371,707$11.2M0.13%+306,762+472.3%Added
Marshall Wace, LLP375,144$11.4M0.02%−18,847−4.8%Reduced
Millennium Management LLC386,970$11.7M0.01%+294,658+319.2%Added
Qube Research & Technologies Ltd387,600$11.7M0.02%+387,600New
WCM Investment Management, LLC390,119$12.1M0.03%+84,715+27.7%Added
Mayflower Financial Advisors, LLC431,429$13.1M1.99%00.0%Unchanged
Charles Schwab Investment Management Inc450,161$13.6M0.00%−14,298−3.1%Reduced
Acadian Asset Management LLC495,729$15.0M0.04%+306,496+162.0%Added
Freestone Grove Partners LP528,333$16.0M0.16%+528,333New
Glynn Capital Management LLC530,317$16.0M4.22%−122,441−18.8%Reduced
Raymond James Financial Inc545,159$16.5M0.01%+251,104+85.4%Added
State Street Corp553,976$16.8M0.00%+27,281+5.2%Added
Two Sigma Investments, LP761,084$23.0M0.05%−363,349−32.3%Reduced
JPMorgan Chase & Co825,188$25.0M0.00%+741,044+880.7%Added
Two Sigma Advisers, LP885,300$26.8M0.06%−112,600−11.3%Reduced
Voloridge Investment Management, LLC903,233$27.3M0.10%−19,599−2.1%Reduced
Ameriprise Financial Inc908,786$27.5M0.01%−73,348−7.5%Reduced
First Trust Advisors LP915,960$27.7M0.02%−29,703−3.1%Reduced
Colony Group, LLC917,613$27.8M0.07%−24,910−2.6%Reduced
Citadel Advisors LLC932,115$28.2M0.03%+432,769+86.7%Added
Geode Capital Management, LLC956,307$29.0M0.00%+73,847+8.4%Added
Sands Capital Management, LLC972,749$29.4M0.10%−264,791−21.4%Reduced
Renaissance Technologies LLC975,644$29.5M0.04%+413,300+73.5%Added
Morangie Management LLC989,316$29.9M29.33%−968−0.1%Reduced
D. E. Shaw & Co., Inc.1,065,091$32.2M0.04%−245,136−18.7%Reduced
Arrowstreet Capital, Limited Partnership1,142,220$34.6M0.03%+663,301+138.5%Added
Goldman Sachs Group Inc1,144,755$34.6M0.01%−914,408−44.4%Reduced
American Century Companies Inc1,202,053$36.4M0.02%−7,559−0.6%Reduced
Morgan Stanley1,372,218$41.5M0.00%+277,259+25.3%Added
Bank of America Corp1,443,213$43.7M0.00%+1,166,516+421.6%Added
Lord, Abbett & Co. LLC1,538,220$46.5M0.17%+790,146+105.6%Added