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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
Voya Investment Management LLC1,555,252$47.1M0.05%−296,427−16.0%Reduced
Claro Advisors LLC1,648,873$49.9M6.68%+470,543+39.9%Added
Norges Bank1,660,188$50.2M0.01%+1,049,194+171.7%Added
Clearbridge Investments, LLC1,915,848$58.0M0.05%−252,488−11.6%Reduced
1832 Asset Management L.P.2,248,800$68.0M0.13%+627,500+38.7%Added
Bank of New York Mellon Corp2,278,020$68.9M0.01%−648,167−22.2%Reduced
Franklin Resources Inc2,315,027$70.1M0.02%+371,504+19.1%Added
Greenoaks Capital Partners LLC2,316,796$70.1M3.88%00.0%Unchanged
BlackRock, Inc.2,317,991$70.1M0.00%+214,358+10.2%Added
Federated Hermes, Inc.2,669,800$80.8M0.17%00.0%Unchanged
Capital Research Global Investors2,718,867$82.3M0.02%−282,633−9.4%Reduced
Sands Capital Ventures, LLC3,443,515$104.2M25.48%−27,179−0.8%Reduced
Alliancebernstein L.P.4,019,280$121.6M0.04%+23,064+0.6%Added
Whale Rock Capital Management LLC4,329,749$131.0M2.27%+461,298+11.9%Added
Vanguard Group Inc8,467,933$256.2M0.00%+746,078+9.7%Added
Summit Partners L P38,827,778$1.17B72.87%−2,000,000−4.9%Reduced
Blue Owl Capital Holdings LP0$00.00%−1,078,770−100.0%Sold out
Alkeon Capital Management LLC0$00.00%−200,000−100.0%Sold out
Sierra Summit Advisors LLC0$00.00%−192,816−100.0%Sold out
Telemark Asset Management, LLC0$00.00%−100,000−100.0%Sold out
Kodai Capital Management LP0$00.00%−60,470−100.0%Sold out
Penserra Capital Management LLC0$00.00%−37,891−100.0%Sold out
Tiger Global Management LLCSuperinvestorTiger Global Management0$00.00%−35,000−100.0%Sold out
Marino, Stram & Associates LLC0$00.00%−32,901−100.0%Sold out
PEAK6 LLC0$00.00%−31,071−100.0%Sold out
Wolverine Trading, LLC0$00.00%−29,602−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−27,991−100.0%Sold out
Quantessence Capital LLC0$00.00%−21,407−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−21,266−100.0%Sold out
Holocene Advisors, LP0$00.00%−20,124−100.0%Sold out
Eventide Asset Management, LLC0$00.00%−15,792−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−15,066−100.0%Sold out
Total Wealth Planning & Management, Inc.0$00.00%−9,627−100.0%Sold out
Grandeur Peak Global Advisors, LLC0$00.00%−9,514−100.0%Sold out
Stifel Financial Corp0$00.00%−8,834−100.0%Sold out
Scientech Research LLC0$00.00%−7,350−100.0%Sold out
Winton Group Ltd0$00.00%−5,839−100.0%Sold out
Alpha Wealth Funds, LLC0$00.00%−5,000−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−5,000−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−4,270−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,415−100.0%Sold out
Turim 21 Investimentos Ltda.0$00.00%−543−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−520−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−18−100.0%Sold out
GAMMA Investing LLC0$00.00%−9−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed