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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 9 | $302 | 0.00% | +9 | New |
| Fairscale Capital, LLC | 15 | $467 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 15 | $504 | 0.00% | −63−80.8% | Reduced |
| Fortitude Family Office, LLC | 15 | $504 | 0.00% | +15 | New |
| Bare Financial Services, Inc | 15 | $504 | 0.00% | +15 | New |
| MAI Capital Management | 16 | $538 | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 17 | $571 | 0.00% | +4+30.8% | Added |
| CVA Family Office, LLC | 20 | $672 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $874 | 0.00% | +25+2,500.0% | Added |
| GAMMA Investing LLC | 30 | $1.01K | 0.00% | +30 | New |
| Park Place Capital Corp | 37 | $1.23K | 0.00% | +37 | New |
| Kilter Group LLC | 42 | $1.41K | 0.00% | +42 | New |
| Northwestern Mutual Wealth Management Co | 52 | $1.75K | 0.00% | +52 | New |
| Allworth Financial LP | 52 | $1.75K | 0.00% | −11−17.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 55 | $1.85K | 0.00% | −1,366−96.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 83 | $2.79K | 0.00% | +83 | New |
| Essential Partners LLC | 86 | $2.89K | 0.00% | +86 | New |
| Cape Investment Advisory, Inc. | 87 | $2.92K | 0.00% | +87 | New |
| Signaturefd, LLC | 95 | $3.19K | 0.00% | +71+295.8% | Added |
| Rakuten Securities, Inc. | 109 | $3.66K | 0.00% | +109 | New |
| Marshall & Sullivan Inc | 111 | $3.73K | 0.00% | +111 | New |
| Ci Investments Inc. | 109 | $4.00K | 0.00% | −29−21.0% | Reduced |
| EverSource Wealth Advisors, LLC | 208 | $6.98K | 0.00% | +174+511.8% | Added |
| Principal Securities, Inc. | 209 | $7.02K | 0.00% | −416−66.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 209 | $7.04K | 0.00% | +209 | New |
| Steward Partners Investment Advisory, LLC | 225 | $7.56K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 300 | $10.1K | 0.00% | −1,310−81.4% | Reduced |
| Jones Financial Companies LLLP | 311 | $10.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 373 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 500 | $16.8K | 0.00% | +500 | New |
| Turim 21 Investimentos Ltda. | 543 | $18.2K | 0.00% | +543 | New |
| Strengthening Families & Communities, LLC | 680 | $22.8K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 866 | $29.1K | 0.00% | −1,808−67.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 929 | $31.0K | 0.00% | +929 | New |
| Larson Financial Group LLC | 1,093 | $36.7K | 0.00% | +1,093 | New |
| First Horizon Advisors, Inc. | 1,101 | $37.0K | 0.00% | +1,101 | New |
| Point72 Hong Kong Ltd | 1,243 | $41.7K | 0.00% | +1,177+1,783.3% | Added |
| Simplex Trading, LLC | 1,454 | $48.0K | 0.00% | +1,454 | New |
| Advisor Group Holdings, Inc. | 1,689 | $55.4K | 0.00% | +1,284+317.0% | Added |
| Comerica Bank | 1,905 | $64.0K | 0.00% | +1,324+227.9% | Added |
| Salem Investment Counselors Inc | 2,150 | $72.2K | 0.00% | −200−8.5% | Reduced |
| Rhumbline Advisers | 2,151 | $72.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,532 | $85.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,606 | $87.5K | 0.00% | +2,591+17,273.3% | Added |
| Mount Yale Investment Advisors, LLC | 2,647 | $88.9K | 0.01% | +2,647 | New |
| Advisors Asset Management, Inc. | 3,032 | $101.8K | 0.00% | +301+11.0% | Added |
| CWM, LLC | 3,558 | $119.0K | 0.00% | +2,628+282.6% | Added |
| Lazard Asset Management LLC | 3,716 | $124.0K | 0.00% | +3,716 | New |
| Quest Partners LLC | 3,726 | $125.1K | 0.01% | −18,040−82.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,813 | $128.1K | 0.00% | −876−18.7% | Reduced |
| US Bancorp | 4,309 | $144.7K | 0.00% | −2,483−36.6% | Reduced |
| Ensign Peak Advisors, Inc | 4,680 | $157.2K | 0.00% | +16+0.3% | Added |
| Tower Research Capital LLC (TRC) | 4,880 | $163.9K | 0.00% | −1,911−28.1% | Reduced |
| IFP Advisors, Inc | 4,952 | $176.4K | 0.01% | +4,485+960.4% | Added |
| State of Wyoming | 5,439 | $182.6K | 0.02% | +4,064+295.6% | Added |
| North Star Asset Management Inc | 6,000 | $201.5K | 0.01% | +6,000 | New |
| Atria Investments LLC | 6,340 | $212.9K | 0.00% | +6,340 | New |
| Liberty Mutual Group Asset Management Inc. | 6,398 | $214.8K | 0.05% | +6,398 | New |
| Capital World Investors | 6,406 | $215.1K | 0.00% | +6,406 | New |
| Vident Advisory, LLC | 6,653 | $223.4K | 0.00% | +6,653 | New |
| LPL Financial LLC | 7,231 | $242.8K | 0.00% | +7,231 | New |
| Wealthspire Advisors, LLC | 7,285 | $244.6K | 0.00% | 00.0% | Unchanged |
| HBK Investments L P | 7,500 | $251.8K | 0.00% | +7,500 | New |
| Wealth Enhancement Advisory Services, LLC | 7,547 | $255.9K | 0.00% | +7,547 | New |
| JustInvest LLC | 8,843 | $297.0K | 0.00% | +958+12.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,955 | $300.7K | 0.01% | −26,177−74.5% | Reduced |
| Amundi | 9,430 | $309.8K | 0.00% | −4,931−34.3% | Reduced |
| State of Wisconsin Investment Board | 9,430 | $316.7K | 0.00% | +1,937+25.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,700 | $326.0K | 0.00% | +9,700 | New |
| Avantax Advisory Services, Inc. | 9,915 | $332.9K | 0.00% | +885+9.8% | Added |
| Ballentine Partners, LLC | 10,262 | $344.6K | 0.01% | +10,262 | New |
| Capstone Investment Advisors, LLC | 10,882 | $365.4K | 0.00% | +10,882 | New |
| Natixis Advisors, L.P. | 11,025 | $370.0K | 0.00% | +11,025 | New |
| Keybank National Association | 11,253 | $377.9K | 0.00% | +1,619+16.8% | Added |
| Magnetar Financial LLC | 11,347 | $381.0K | 0.00% | −1,902−14.4% | Reduced |
| Oppenheimer Asset Management Inc. | 11,566 | $388.4K | 0.00% | +11,566 | New |
| Jefferies Financial Group Inc. | 11,648 | $391.1K | 0.01% | −49,756−81.0% | Reduced |
| Picton Mahoney Asset Management | 11,849 | $398.0K | 0.01% | +11,849 | New |
| Virtu Financial LLC | 11,983 | $402.0K | 0.02% | +11,983 | New |
| Sciencast Management LP | 12,417 | $417.0K | 0.09% | +12,417 | New |
| Invesco Ltd. | 12,577 | $422.3K | 0.00% | +5,849+86.9% | Added |
| Pictet Asset Management Holding SA | 12,722 | $427.2K | 0.00% | +1,349+11.9% | Added |
| Dakota Wealth Management | 12,942 | $434.6K | 0.01% | −31,493−70.9% | Reduced |
| Manufacturers Life Insurance Company, The | 12,947 | $434.8K | 0.00% | −5,415−29.5% | Reduced |
| Brandywine Managers, LLC | 13,038 | $437.8K | 0.44% | +4,346+50.0% | Added |
| Caption Management, LLC | 13,962 | $468.8K | 0.04% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 14,002 | $470.2K | 0.01% | +14,002 | New |
| Clifford Group, LLC | 14,168 | $475.8K | 0.39% | +385+2.8% | Added |
| Handelsbanken Fonder AB | 14,900 | $500.0K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 14,900 | $500.3K | 0.05% | +1,461+10.9% | Added |
| Sandia Investment Management LP | 15,000 | $503.7K | 1.29% | +15,000 | New |
| Russell Investments Group, Ltd. | 17,127 | $575.1K | 0.00% | −23,579−57.9% | Reduced |
| Eventide Asset Management, LLC | 18,019 | $605.1K | 0.01% | +18,019 | New |
| Creative Planning | 18,307 | $614.7K | 0.00% | +1,304+7.7% | Added |
| KLP Kapitalforvaltning AS | 19,900 | $668.2K | 0.00% | +6,000+43.2% | Added |
| Prelude Capital Management, LLC | 20,614 | $692.2K | 0.07% | +7,624+58.7% | Added |
| Cetera Investment Advisers | 21,556 | $723.9K | 0.00% | +10,900+102.3% | Added |
| Counterpoint Mutual Funds LLC | 21,758 | $730.6K | 0.06% | +9,326+75.0% | Added |
| Entropy Technologies, LP | 21,865 | $734.2K | 0.06% | +2,902+15.3% | Added |
| Fort Washington Investment Advisors Inc | 21,926 | $736.3K | 0.00% | 00.0% | Unchanged |