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, Q3 2025
Institutional positions in Klaviyo, Inc. as of Sep 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
- 276
- +26 vs. Q2 2025
- Shares held
- 141.3M
- +9.49M (+7.2%) vs. Q2 2025
- Total value
- $3.91B
- −$511.6M (−11.6%) vs. Q2 2025
- New holders
- 64
- 105 more added
- Sold out
- 38
- 79 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Aster Capital Management (DIFC) Ltd | 1 | $28 | 0.00% | +1 | New |
| Kilter Group LLC | 9 | $250 | 0.00% | −33−78.6% | Reduced |
| Fairscale Capital, LLC | 15 | $415 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 16 | $444 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $471 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 19 | $526 | 0.00% | −11−36.7% | Reduced |
| Advisory Services Network, LLC | 19 | $526 | 0.00% | +19 | New |
| CVA Family Office, LLC | 20 | $554 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 29 | $803 | 0.00% | +29 | New |
| Bare Financial Services, Inc | 30 | $831 | 0.00% | +15+100.0% | Added |
| Park Place Capital Corp | 37 | $1.02K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 38 | $1.05K | 0.00% | +38 | New |
| Marquette Asset Management, LLC | 63 | $1.75K | 0.00% | +63 | New |
| Bellevue Asset Management, LLC | 74 | $2.05K | 0.00% | +74 | New |
| Whittier Trust Co of Nevada Inc | 83 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 87 | $2.41K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 89 | $2.46K | 0.00% | +3+3.5% | Added |
| Farther Finance Advisors, LLC | 108 | $2.99K | 0.00% | +99+1,100.0% | Added |
| Rockefeller Capital Management L.P. | 117 | $3.24K | 0.00% | +117 | New |
| Activest Wealth Management | 118 | $3.27K | 0.00% | +118 | New |
| Ci Investments Inc. | 148 | $4.00K | 0.00% | +39+35.8% | Added |
| Measured Wealth Private Client Group, LLC | 145 | $4.01K | 0.00% | +145 | New |
| Allworth Financial LP | 195 | $5.40K | 0.00% | +143+275.0% | Added |
| Washington Trust Advisors, Inc. | 198 | $5.48K | 0.00% | +198 | New |
| MCF Advisors LLC | 205 | $5.68K | 0.00% | +205 | New |
| Principal Securities, Inc. | 209 | $5.79K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 225 | $6.23K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 237 | $6.56K | 0.00% | +29+13.9% | Added |
| Quadrant Capital Group LLC | 271 | $7.50K | 0.00% | +271 | New |
| First Horizon Corp | 333 | $9.22K | 0.00% | +333 | New |
| NBC Securities, Inc. | 373 | $10.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 451 | $12.5K | 0.00% | +399+767.3% | Added |
| Bangor Savings Bank | 500 | $13.8K | 0.00% | +500 | New |
| Signaturefd, LLC | 588 | $16.3K | 0.00% | +493+518.9% | Added |
| Strengthening Families & Communities, LLC | 680 | $18.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 605 | $19.2K | 0.00% | +294+94.5% | Added |
| Rakuten Securities, Inc. | 764 | $21.2K | 0.01% | +655+600.9% | Added |
| SRS Capital Advisors, Inc. | 852 | $23.6K | 0.00% | +852 | New |
| State of Wyoming | 860 | $23.8K | 0.00% | −4,579−84.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 963 | $26.7K | 0.02% | +908+1,650.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,007 | $28.0K | 0.00% | +78+8.4% | Added |
| FNY Investment Advisers, LLC | 1,228 | $34.0K | 0.01% | +1,228 | New |
| Quarry LP | 1,583 | $43.8K | 0.01% | +1,583 | New |
| Comerica Bank | 2,068 | $57.3K | 0.00% | +163+8.6% | Added |
| Salem Investment Counselors Inc | 2,150 | $59.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 2,151 | $59.6K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,398 | $66.4K | 0.00% | +1,155+92.9% | Added |
| Parallel Advisors, LLC | 2,426 | $67.2K | 0.00% | −180−6.9% | Reduced |
| RiverPark Advisors, LLC | 2,474 | $68.5K | 0.03% | +2,474 | New |
| KBC Group NV | 2,532 | $70.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,220 | $89.2K | 0.00% | +188+6.2% | Added |
| CWM, LLC | 3,549 | $98.0K | 0.00% | −9−0.3% | Reduced |
| Russell Investments Group, Ltd. | 3,710 | $102.7K | 0.00% | −13,417−78.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,042 | $111.9K | 0.00% | +229+6.0% | Added |
| Advisor Group Holdings, Inc. | 3,931 | $112.0K | 0.00% | +2,242+132.7% | Added |
| Ensign Peak Advisors, Inc | 4,680 | $129.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4,906 | $135.8K | 0.00% | +4,040+466.5% | Added |
| IFP Advisors, Inc | 5,233 | $144.9K | 0.00% | +281+5.7% | Added |
| Tower Research Capital LLC (TRC) | 5,849 | $162.0K | 0.00% | +969+19.9% | Added |
| US Bancorp | 6,485 | $179.6K | 0.00% | +2,176+50.5% | Added |
| Acadian Asset Management LLC | 6,587 | $182.0K | 0.00% | −89,754−93.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,670 | $184.7K | 0.00% | +6,670 | New |
| Wealthspire Advisors, LLC | 7,285 | $201.7K | 0.00% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 7,772 | $215.2K | 0.08% | +7,772 | New |
| Bridgefront Capital, LLC | 8,405 | $232.7K | 0.07% | +8,405 | New |
| HSBC Holdings PLC | 8,144 | $234.8K | 0.00% | −31,776−79.6% | Reduced |
| Public Employees Retirement Association of Colorado | 8,990 | $249.0K | 0.00% | +8,990 | New |
| JustInvest LLC | 9,312 | $257.9K | 0.00% | +469+5.3% | Added |
| PharVision Advisers, LLC | 9,516 | $263.5K | 0.15% | +9,516 | New |
| Brevan Howard Capital Management LP | 9,979 | $276.3K | 0.00% | +9,979 | New |
| Sandia Investment Management LP | 10,000 | $276.9K | 0.83% | −5,000−33.3% | Reduced |
| State of Wisconsin Investment Board | 10,113 | $280.0K | 0.00% | +683+7.2% | Added |
| Ballentine Partners, LLC | 10,262 | $284.2K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 10,288 | $284.9K | 0.00% | +3,635+54.6% | Added |
| Perbak Capital Partners LLP | 10,394 | $287.8K | 0.05% | +10,394 | New |
| Schwab Charitable Fund | 10,600 | $293.5K | 0.01% | +10,600 | New |
| Simplex Trading, LLC | 11,147 | $308.0K | 0.01% | +9,693+666.6% | Added |
| Yarbrough Capital, LLC | 11,270 | $312.1K | 0.01% | +11,270 | New |
| Oppenheimer Asset Management Inc. | 11,320 | $313.5K | 0.00% | −246−2.1% | Reduced |
| Natixis Advisors, L.P. | 11,397 | $316.0K | 0.00% | +372+3.4% | Added |
| Aigen Investment Management, LP | 11,890 | $329.2K | 0.05% | −26,515−69.0% | Reduced |
| Wolverine Trading, LLC | 10,605 | $334.0K | 0.01% | +10,605 | New |
| LPL Financial LLC | 12,630 | $349.7K | 0.00% | +5,399+74.7% | Added |
| Dakota Wealth Management | 12,895 | $357.1K | 0.01% | −47−0.4% | Reduced |
| Clifford Group, LLC | 13,073 | $362.0K | 0.28% | −1,095−7.7% | Reduced |
| Legato Capital Management LLC | 13,084 | $362.3K | 0.04% | −25,065−65.7% | Reduced |
| Pictet Asset Management Holding SA | 13,786 | $381.7K | 0.00% | +1,064+8.4% | Added |
| PEAK6 LLC | 13,857 | $383.7K | 0.01% | +13,857 | New |
| Canal Capital Management, LLC | 14,123 | $391.1K | 0.06% | +14,123 | New |
| Handelsbanken Fonder AB | 14,900 | $413.0K | 0.00% | 00.0% | Unchanged |
| Formula Growth Ltd | 15,000 | $415.4K | 0.15% | +15,000 | New |
| Aptus Capital Advisors, LLC | 15,153 | $419.6K | 0.00% | +15,153 | New |
| Dynamic Technology Lab Private Ltd | 15,493 | $429.0K | 0.07% | +15,493 | New |
| Teacher Retirement System of Texas | 15,496 | $429.1K | 0.00% | −6,590−29.8% | Reduced |
| Par Capital Management Inc | 16,000 | $443.0K | 0.01% | +16,000 | New |
| Snowden Capital Advisors LLC | 16,067 | $444.9K | 0.01% | −94,267−85.4% | Reduced |
| Eventide Asset Management, LLC | 15,561 | $445.1K | 0.01% | −2,458−13.6% | Reduced |
| Walleye Capital LLC | 16,228 | $449.4K | 0.00% | −346,476−95.5% | Reduced |
| Invesco Ltd. | 17,279 | $478.5K | 0.00% | +4,702+37.4% | Added |