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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 4,952 | $176.4K | 0.01% | +4,485+960.4% | Added |
| Tower Research Capital LLC (TRC) | 4,880 | $163.9K | 0.00% | −1,911−28.1% | Reduced |
| Ensign Peak Advisors, Inc | 4,680 | $157.2K | 0.00% | +16+0.3% | Added |
| US Bancorp | 4,309 | $144.7K | 0.00% | −2,483−36.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,813 | $128.1K | 0.00% | −876−18.7% | Reduced |
| Quest Partners LLC | 3,726 | $125.1K | 0.01% | −18,040−82.9% | Reduced |
| Lazard Asset Management LLC | 3,716 | $124.0K | 0.00% | +3,716 | New |
| CWM, LLC | 3,558 | $119.0K | 0.00% | +2,628+282.6% | Added |
| Advisors Asset Management, Inc. | 3,032 | $101.8K | 0.00% | +301+11.0% | Added |
| Mount Yale Investment Advisors, LLC | 2,647 | $88.9K | 0.01% | +2,647 | New |
| Parallel Advisors, LLC | 2,606 | $87.5K | 0.00% | +2,591+17,273.3% | Added |
| KBC Group NV | 2,532 | $85.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 2,151 | $72.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,150 | $72.2K | 0.00% | −200−8.5% | Reduced |
| Comerica Bank | 1,905 | $64.0K | 0.00% | +1,324+227.9% | Added |
| Advisor Group Holdings, Inc. | 1,689 | $55.4K | 0.00% | +1,284+317.0% | Added |
| Simplex Trading, LLC | 1,454 | $48.0K | 0.00% | +1,454 | New |
| Point72 Hong Kong Ltd | 1,243 | $41.7K | 0.00% | +1,177+1,783.3% | Added |
| First Horizon Advisors, Inc. | 1,101 | $37.0K | 0.00% | +1,101 | New |
| Larson Financial Group LLC | 1,093 | $36.7K | 0.00% | +1,093 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 929 | $31.0K | 0.00% | +929 | New |
| SBI Securities Co., Ltd. | 866 | $29.1K | 0.00% | −1,808−67.6% | Reduced |
| Strengthening Families & Communities, LLC | 680 | $22.8K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 543 | $18.2K | 0.00% | +543 | New |
| Global Retirement Partners, LLC | 500 | $16.8K | 0.00% | +500 | New |
| NBC Securities, Inc. | 373 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 311 | $10.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 300 | $10.1K | 0.00% | −1,310−81.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 225 | $7.56K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 209 | $7.04K | 0.00% | +209 | New |
| Principal Securities, Inc. | 209 | $7.02K | 0.00% | −416−66.6% | Reduced |
| EverSource Wealth Advisors, LLC | 208 | $6.98K | 0.00% | +174+511.8% | Added |
| Ci Investments Inc. | 109 | $4.00K | 0.00% | −29−21.0% | Reduced |
| Marshall & Sullivan Inc | 111 | $3.73K | 0.00% | +111 | New |
| Rakuten Securities, Inc. | 109 | $3.66K | 0.00% | +109 | New |
| Signaturefd, LLC | 95 | $3.19K | 0.00% | +71+295.8% | Added |
| Cape Investment Advisory, Inc. | 87 | $2.92K | 0.00% | +87 | New |
| Essential Partners LLC | 86 | $2.89K | 0.00% | +86 | New |
| Whittier Trust Co of Nevada Inc | 83 | $2.79K | 0.00% | +83 | New |
| Caitong International Asset Management Co., Ltd | 55 | $1.85K | 0.00% | −1,366−96.1% | Reduced |
| Allworth Financial LP | 52 | $1.75K | 0.00% | −11−17.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 52 | $1.75K | 0.00% | +52 | New |
| Kilter Group LLC | 42 | $1.41K | 0.00% | +42 | New |
| Park Place Capital Corp | 37 | $1.23K | 0.00% | +37 | New |
| GAMMA Investing LLC | 30 | $1.01K | 0.00% | +30 | New |
| True Wealth Design, LLC | 26 | $874 | 0.00% | +25+2,500.0% | Added |
| CVA Family Office, LLC | 20 | $672 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $571 | 0.00% | +4+30.8% | Added |
| MAI Capital Management | 16 | $538 | 0.00% | +16 | New |
| 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 |
| Fairscale Capital, LLC | 15 | $467 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $302 | 0.00% | +9 | New |
| Claro Advisors LLC | 0 | $0 | 0.00% | −1,648,873−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −243,034−100.0% | Sold out |
| CTF Capital Management, LP | 0 | $0 | 0.00% | −185,050−100.0% | Sold out |
| 3G Capital Partners LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −85,383−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −80,666−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −37,960−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −35,190−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −32,069−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,767−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −22,564−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −18,159−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −16,690−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,639−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,918−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −13,044−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −12,419−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −12,342−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,008−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −7,876−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |