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, Q2 2025
Institutional positions in Klaviyo, Inc. as of Jun 30, 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
- 254
- +39 vs. Q1 2025
- Shares held
- 133.4M
- +16.6M (+14.2%) vs. Q1 2025
- Total value
- $4.48B
- +$945.5M (+26.8%) vs. Q1 2025
- New holders
- 68
- 112 more added
- Sold out
- 29
- 59 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Partners L P | 30,827,778 | $1.04B | 73.01% | −8,000,000−20.6% | Reduced |
| Vanguard Group Inc | 10,728,178 | $360.3M | 0.01% | +2,260,245+26.7% | Added |
| Morgan Stanley | 4,443,649 | $149.2M | 0.01% | +3,071,431+223.8% | Added |
| Alliancebernstein L.P. | 4,424,249 | $148.6M | 0.05% | +404,969+10.1% | Added |
| Whale Rock Capital Management LLC | 3,684,445 | $123.7M | 1.72% | −645,304−14.9% | Reduced |
| Sands Capital Ventures, LLC | 3,515,065 | $118.0M | 23.24% | +71,550+2.1% | Added |
| BlackRock, Inc. | 3,416,886 | $114.7M | 0.00% | +1,098,895+47.4% | Added |
| Federated Hermes, Inc. | 2,911,007 | $97.8M | 0.18% | +241,207+9.0% | Added |
| Capital Research Global Investors | 2,718,867 | $91.3M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 2,685,480 | $90.2M | 0.05% | +1,483,427+123.4% | Added |
| Greenoaks Capital Partners LLC | 2,345,580 | $78.8M | 2.96% | +28,784+1.2% | Added |
| Bank of New York Mellon Corp | 2,057,236 | $69.1M | 0.01% | −220,784−9.7% | Reduced |
| Clearbridge Investments, LLC | 2,026,846 | $68.1M | 0.06% | +110,998+5.8% | Added |
| Franklin Resources Inc | 1,949,759 | $65.5M | 0.02% | −365,268−15.8% | Reduced |
| Millennium Management LLC | 1,842,047 | $61.9M | 0.06% | +1,455,077+376.0% | Added |
| Goldman Sachs Group Inc | 1,746,694 | $58.7M | 0.01% | +601,939+52.6% | Added |
| Cooper Creek Partners Management LLC | 1,700,690 | $57.1M | 1.90% | +1,700,690 | New |
| JPMorgan Chase & Co | 1,692,854 | $56.8M | 0.00% | +867,666+105.1% | Added |
| Norges Bank | 1,567,276 | $52.6M | 0.01% | −92,912−5.6% | Reduced |
| FMR LLC | 1,534,572 | $51.5M | 0.00% | +1,505,656+5,207.0% | Added |
| Janus Henderson Group PLC | 1,464,748 | $49.2M | 0.02% | +1,432,248+4,406.9% | Added |
| Voya Investment Management LLC | 1,423,734 | $47.8M | 0.05% | −131,518−8.5% | Reduced |
| Two Sigma Advisers, LP | 1,420,700 | $47.7M | 0.10% | +535,400+60.5% | Added |
| Arrowstreet Capital, Limited Partnership | 1,386,559 | $46.6M | 0.03% | +244,339+21.4% | Added |
| 12 West Capital Management LP | 1,313,000 | $44.1M | 4.66% | +1,313,000 | New |
| Fiera Capital Corp | 1,269,959 | $42.6M | 0.14% | +1,269,959 | New |
| Geode Capital Management, LLC | 1,255,809 | $42.2M | 0.00% | +299,502+31.3% | Added |
| Renaissance Technologies LLC | 1,195,044 | $40.1M | 0.05% | +219,400+22.5% | Added |
| Lord, Abbett & Co. LLC | 1,164,659 | $39.1M | 0.13% | −373,561−24.3% | Reduced |
| Two Sigma Investments, LP | 1,130,866 | $38.0M | 0.07% | +369,782+48.6% | Added |
| Sands Capital Management, LLC | 1,109,069 | $37.2M | 0.11% | +136,320+14.0% | Added |
| D. E. Shaw & Co., Inc. | 1,051,218 | $35.3M | 0.04% | −13,873−1.3% | Reduced |
| First Trust Advisors LP | 988,766 | $33.2M | 0.03% | +72,806+7.9% | Added |
| Colony Group, LLC | 928,542 | $31.2M | 0.07% | +10,929+1.2% | Added |
| Bank of America Corp | 874,958 | $29.4M | 0.00% | −568,255−39.4% | Reduced |
| Freestone Grove Partners LP | 836,424 | $28.1M | 0.21% | +308,091+58.3% | Added |
| BNP Paribas Arbitrage, SA | 831,834 | $27.9M | 0.02% | +463,548+125.9% | Added |
| Integrated Wealth Concepts LLC | 830,451 | $27.9M | 0.28% | +680,818+455.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 827,900 | $27.8M | 0.06% | +505,300+156.6% | Added |
| Royal Bank of Canada | 793,207 | $26.6M | 0.01% | +783,199+7,825.7% | Added |
| Zimmer Partners, LP | 719,636 | $24.2M | 0.55% | +719,636 | New |
| State Street Corp | 713,807 | $24.0M | 0.00% | +159,831+28.9% | Added |
| Glynn Capital Management LLC | 705,258 | $23.7M | 5.32% | +174,941+33.0% | Added |
| Raymond James Financial Inc | 700,975 | $23.5M | 0.01% | +155,816+28.6% | Added |
| Marshall Wace, LLP | 679,675 | $22.8M | 0.03% | +304,531+81.2% | Added |
| Citadel Advisors LLC | 635,919 | $21.4M | 0.02% | −296,196−31.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 611,004 | $20.5M | 0.37% | +611,004 | New |
| WCM Investment Management, LLC | 619,165 | $20.5M | 0.05% | +229,046+58.7% | Added |
| Charles Schwab Investment Management Inc | 608,947 | $20.4M | 0.00% | +158,786+35.3% | Added |
| Cubist Systematic Strategies, LLC | 605,898 | $20.3M | 0.22% | +447,549+282.6% | Added |
| Qube Research & Technologies Ltd | 570,595 | $19.2M | 0.03% | +182,995+47.2% | Added |
| Delta Global Management LP | 553,360 | $18.6M | 1.24% | +553,360 | New |
| UBS Group AG | 525,130 | $17.6M | 0.00% | +324,523+161.8% | Added |
| Ameriprise Financial Inc | 508,577 | $17.1M | 0.00% | −400,209−44.0% | Reduced |
| Quantinno Capital Management LP | 501,149 | $16.8M | 0.07% | +501,149 | New |
| Ghisallo Capital Management LLC | 500,000 | $16.8M | 0.45% | +500,000 | New |
| Morangie Management LLC | 482,875 | $16.2M | 14.07% | −506,441−51.2% | Reduced |
| Granahan Investment Management Inc | 479,748 | $16.1M | 0.66% | +479,748 | New |
| Twin Focus Capital Partners, LLC | 427,136 | $14.3M | 2.01% | +427,136 | New |
| Voloridge Investment Management, LLC | 416,606 | $14.0M | 0.05% | −486,627−53.9% | Reduced |
| Tudor Investment Corp Et Al | 403,219 | $13.5M | 0.10% | +376,941+1,434.4% | Added |
| Victory Capital Management Inc | 369,857 | $12.4M | 0.01% | +362,050+4,637.5% | Added |
| Jump Financial, LLC | 368,457 | $12.4M | 0.15% | +261,101+243.2% | Added |
| Trexquant Investment LP | 362,794 | $12.2M | 0.14% | −8,913−2.4% | Reduced |
| Walleye Capital LLC | 362,704 | $12.2M | 0.11% | +320,954+768.8% | Added |
| New York State Common Retirement Fund | 322,368 | $10.8M | 0.01% | +306,869+1,979.9% | Added |
| Needham Investment Management LLC | 305,000 | $10.2M | 0.82% | −4,000−1.3% | Reduced |
| Longaeva Partners L.P. | 301,503 | $10.1M | 2.43% | +301,503 | New |
| Fortress Investment Group LLC | 300,000 | $10.1M | 1.43% | +300,000 | New |
| Burkehill Global Management, LP | 300,000 | $10.1M | 0.74% | +300,000 | New |
| Ararat Capital Management, LP | 282,838 | $9.50M | 4.31% | +282,838 | New |
| UBS Asset Management Americas Inc | 282,559 | $9.49M | 0.00% | +134,401+90.7% | Added |
| Quantbot Technologies LP | 259,094 | $8.70M | 0.22% | +136,662+111.6% | Added |
| Northern Trust Corp | 248,499 | $8.34M | 0.00% | +49,348+24.8% | Added |
| Polar Capital Holdings Plc | 246,812 | $8.29M | 0.04% | −14,345−5.5% | Reduced |
| Blair William & Co | 245,255 | $8.24M | 0.02% | +14,102+6.1% | Added |
| Dimensional Fund Advisors LP | 240,595 | $8.08M | 0.00% | +41,055+20.6% | Added |
| Mayflower Financial Advisors, LLC | 233,155 | $7.83M | 1.09% | −198,274−46.0% | Reduced |
| Engineers Gate Manager LP | 232,074 | $7.79M | 0.10% | +48,681+26.5% | Added |
| Swiss National Bank | 181,600 | $6.10M | 0.00% | +41,800+29.9% | Added |
| Pathstone Holdings, LLC | 173,073 | $5.81M | 0.02% | −8,933−4.9% | Reduced |
| Verition Fund Management LLC | 167,795 | $5.63M | 0.03% | +61,871+58.4% | Added |
| Capital Fund Management S.A. | 166,452 | $5.59M | 0.06% | +112,062+206.0% | Added |
| Goodnow Investment Group, LLC | 161,400 | $5.42M | 0.50% | +161,400 | New |
| Night Squared LP | 143,839 | $4.83M | 2.15% | −66,527−31.6% | Reduced |
| Stanley-Laman Group, Ltd. | 143,230 | $4.81M | 0.71% | −16,947−10.6% | Reduced |
| Cynosure Management, LLC | 141,884 | $4.76M | 0.54% | 00.0% | Unchanged |
| Wells Fargo & Company | 137,999 | $4.63M | 0.00% | +130,297+1,691.7% | Added |
| Lisanti Capital Growth, LLC | 132,405 | $4.45M | 1.23% | +22,150+20.1% | Added |
| Liontrust Investment Partners LLP | 129,866 | $4.36M | 0.06% | −8,689−6.3% | Reduced |
| Crestwood Advisors Group LLC | 128,918 | $4.33M | 0.08% | −230.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 127,414 | $4.28M | 0.09% | +127,414 | New |
| Balyasny Asset Management LLC | 116,859 | $3.92M | 0.01% | −7,225−5.8% | Reduced |
| Osterweis Capital Management Inc | 114,723 | $3.85M | 0.18% | −206,490−64.3% | Reduced |
| 1832 Asset Management L.P. | 112,700 | $3.78M | 0.01% | −2,136,100−95.0% | Reduced |
| Snowden Capital Advisors LLC | 110,334 | $3.71M | 0.11% | +11,309+11.4% | Added |
| Envestnet Asset Management Inc | 105,849 | $3.55M | 0.00% | +105,849 | New |
| Ieq Capital, LLC | 105,712 | $3.55M | 0.02% | +52,632+99.2% | Added |
| Jane Street Group, LLC | 105,459 | $3.54M | 0.01% | −15,530−12.8% | Reduced |
| Algert Global LLC | 105,150 | $3.53M | 0.07% | +52,080+98.1% | Added |