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, Q4 2025
Institutional positions in Klaviyo, Inc. as of Dec 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
- 261
- −11 vs. Q3 2025
- Shares held
- 158.3M
- +17.9M (+12.8%) vs. Q3 2025
- Total value
- $5.14B
- +$1.25B (+32.2%) vs. Q3 2025
- New holders
- 52
- 100 more added
- Sold out
- 63
- 85 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Partners L P | 18,852,778 | $612.1M | 58.24% | 00.0% | Unchanged |
| Morgan Stanley | 14,547,090 | $472.3M | 0.03% | +3,855,160+36.1% | Added |
| Vanguard Group Inc | 14,361,540 | $466.3M | 0.01% | +1,573,812+12.3% | Added |
| Capital International Investors | 12,788,846 | $415.3M | 0.07% | +12,788,846 | New |
| FMR LLC | 8,371,717 | $271.8M | 0.01% | +131,686+1.6% | Added |
| Alliancebernstein L.P. | 4,731,312 | $153.6M | 0.05% | −75,365−1.6% | Reduced |
| BlackRock, Inc. | 3,716,334 | $120.7M | 0.00% | +59,445+1.6% | Added |
| Sands Capital Ventures, LLC | 3,649,678 | $118.5M | 22.86% | +134,613+3.8% | Added |
| JPMorgan Chase & Co | 3,564,743 | $115.7M | 0.01% | +1,656,912+86.8% | Added |
| Whale Rock Capital Management LLC | 3,057,889 | $99.3M | 1.27% | +9220.0% | Added |
| Federated Hermes, Inc. | 2,900,807 | $94.2M | 0.16% | −9,385−0.3% | Reduced |
| American Century Companies Inc | 2,895,304 | $94.0M | 0.05% | +776,327+36.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,854,163 | $92.7M | 0.31% | +2,854,163 | New |
| Capital Research Global Investors | 2,577,782 | $83.7M | 0.02% | −15,361−0.6% | Reduced |
| Fiera Capital Corp | 2,331,650 | $75.7M | 0.24% | +1,089,704+87.7% | Added |
| Greenoaks Capital Partners LLC | 2,316,796 | $75.2M | 2.52% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,224,011 | $72.2M | 0.11% | +531,830+31.4% | Added |
| Franklin Resources Inc | 1,980,269 | $64.3M | 0.02% | +57,944+3.0% | Added |
| 12 West Capital Management LP | 1,838,000 | $59.7M | 7.11% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 1,782,500 | $57.9M | 0.11% | +226,200+14.5% | Added |
| Renaissance Technologies LLC | 1,763,744 | $57.3M | 0.09% | +80,400+4.8% | Added |
| Millennium Management LLC | 1,700,502 | $55.2M | 0.04% | −80,552−4.5% | Reduced |
| Geode Capital Management, LLC | 1,672,727 | $54.3M | 0.00% | +195,341+13.2% | Added |
| Clearbridge Investments, LLC | 1,641,958 | $53.3M | 0.04% | −339,640−17.1% | Reduced |
| Goldman Sachs Group Inc | 1,524,043 | $49.5M | 0.01% | −68,033−4.3% | Reduced |
| Norges Bank | 1,518,330 | $49.3M | 0.01% | +1,518,330 | New |
| Bank of New York Mellon Corp | 1,384,657 | $45.0M | 0.01% | −1,134,969−45.0% | Reduced |
| Ancora Advisors, LLC | 1,330,755 | $43.2M | 0.89% | +1,330,755 | New |
| Voya Investment Management LLC | 1,258,320 | $40.9M | 0.04% | −160,137−11.3% | Reduced |
| Capital World Investors | 1,147,935 | $37.3M | 0.01% | +1,147,935 | New |
| State Street Corp | 1,051,455 | $34.1M | 0.00% | +234,288+28.7% | Added |
| Bienville Capital Management, LLC | 969,263 | $31.5M | 5.00% | +689,963+247.0% | Added |
| Sands Capital Management, LLC | 928,755 | $30.2M | 0.09% | −176,804−16.0% | Reduced |
| Bank of America Corp | 893,157 | $29.0M | 0.00% | +303,467+51.5% | Added |
| Janus Henderson Group PLC | 886,778 | $28.8M | 0.01% | −567,883−39.0% | Reduced |
| Point72 Asset Management, L.P. | 876,853 | $28.5M | 0.04% | −4,358,376−83.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 815,605 | $26.5M | 0.58% | −84,915−9.4% | Reduced |
| Charles Schwab Investment Management Inc | 809,429 | $26.3M | 0.00% | +79,540+10.9% | Added |
| First Trust Advisors LP | 806,928 | $26.2M | 0.02% | −119,396−12.9% | Reduced |
| Delta Global Management LP | 785,308 | $25.5M | 1.86% | +270,944+52.7% | Added |
| Shannon River Fund Management LLC | 729,703 | $23.7M | 3.72% | +729,703 | New |
| Schonfeld Strategic Advisors LLC | 701,316 | $22.8M | 0.11% | −211,945−23.2% | Reduced |
| Walleye Capital LLC | 677,574 | $22.0M | 0.13% | +661,346+4,075.3% | Added |
| Barton Investment Management | 670,042 | $21.8M | 2.34% | +275,053+69.6% | Added |
| J. Goldman & Co LP | 634,426 | $20.6M | 0.80% | +221,397+53.6% | Added |
| Islander Capital Partners, L.P. | 621,738 | $20.2M | 9.10% | +621,738 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 613,034 | $19.9M | 0.02% | +612,027+60,777.3% | Added |
| Granahan Investment Management Inc | 605,271 | $19.7M | 0.84% | +294,392+94.7% | Added |
| Nearwater Capital Markets, Ltd | 600,000 | $19.5M | 0.33% | +600,000 | New |
| Canada Pension Plan Investment Board | 590,700 | $19.2M | 0.01% | +135,200+29.7% | Added |
| Engineers Gate Manager LP | 569,998 | $18.5M | 0.22% | +166,974+41.4% | Added |
| Alyeska Investment Group, L.P. | 552,868 | $18.0M | 0.05% | +552,868 | New |
| Quantinno Capital Management LP | 549,142 | $17.8M | 0.04% | +48,082+9.6% | Added |
| Ameriprise Financial Inc | 513,600 | $16.7M | 0.00% | +3,857+0.8% | Added |
| UBS Group AG | 468,610 | $15.2M | 0.00% | +49,326+11.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 461,931 | $15.0M | 0.03% | −588,612−56.0% | Reduced |
| New York State Common Retirement Fund | 458,135 | $14.9M | 0.02% | +109,000+31.2% | Added |
| Glynn Capital Management LLC | 456,805 | $14.8M | 5.09% | −476−0.1% | Reduced |
| Jefferies Financial Group Inc. | 455,000 | $14.8M | 0.12% | +436,204+2,320.7% | Added |
| Neuberger Berman Group LLC | 445,470 | $14.5M | 0.01% | +445,470 | New |
| Morangie Management LLC | 423,104 | $13.7M | 10.95% | −46,652−9.9% | Reduced |
| Goodnow Investment Group, LLC | 374,549 | $12.2M | 1.13% | −9,801−2.6% | Reduced |
| Twin Focus Capital Partners, LLC | 364,666 | $11.8M | 1.36% | −48,170−11.7% | Reduced |
| Northern Trust Corp | 348,289 | $11.3M | 0.00% | +64,676+22.8% | Added |
| D. E. Shaw & Co., Inc. | 345,042 | $11.2M | 0.01% | −183,533−34.7% | Reduced |
| Jump Financial, LLC | 317,381 | $10.3M | 0.13% | +81,503+34.6% | Added |
| Citadel Advisors LLC | 315,769 | $10.3M | 0.01% | −2,676,729−89.4% | Reduced |
| Burkehill Global Management, LP | 300,000 | $9.74M | 0.64% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 286,841 | $9.31M | 0.00% | +152,002+112.7% | Added |
| Swiss National Bank | 252,700 | $8.21M | 0.00% | +54,000+27.2% | Added |
| BNP Paribas Arbitrage, SA | 242,439 | $7.87M | 0.00% | −60,957−20.1% | Reduced |
| Capital Fund Management S.A. | 232,880 | $7.56M | 0.07% | +6,311+2.8% | Added |
| Victory Capital Management Inc | 228,968 | $7.43M | 0.00% | −204,982−47.2% | Reduced |
| Trexquant Investment LP | 228,454 | $7.42M | 0.07% | −225,943−49.7% | Reduced |
| Balyasny Asset Management LLC | 227,664 | $7.39M | 0.01% | −348,907−60.5% | Reduced |
| 1832 Asset Management L.P. | 226,800 | $7.36M | 0.01% | +226,800 | New |
| Mayflower Financial Advisors, LLC | 226,700 | $7.36M | 0.89% | −6,455−2.8% | Reduced |
| UBS Asset Management Americas Inc | 225,388 | $7.32M | 0.00% | +42,770+23.4% | Added |
| Freestone Grove Partners LP | 209,217 | $6.79M | 0.05% | −902,207−81.2% | Reduced |
| Liontrust Investment Partners LLP | 193,578 | $6.29M | 0.09% | +91,753+90.1% | Added |
| Wells Fargo & Company | 183,095 | $5.95M | 0.00% | +54,147+42.0% | Added |
| Lisanti Capital Growth, LLC | 178,140 | $5.78M | 1.37% | +178,140 | New |
| Cinctive Capital Management LP | 174,770 | $5.67M | 0.33% | −110,703−38.8% | Reduced |
| Huntington National Bank | 166,501 | $5.41M | 0.03% | +89,800+117.1% | Added |
| Pathstone Holdings, LLC | 159,456 | $5.18M | 0.02% | −14,475−8.3% | Reduced |
| LMR Partners LLP | 150,000 | $4.87M | 0.05% | +50,000+50.0% | Added |
| Cynosure Management, LLC | 141,884 | $4.61M | 0.47% | 00.0% | Unchanged |
| Night Squared LP | 136,246 | $4.42M | 1.25% | −31,052−18.6% | Reduced |
| Colony Group, LLC | 134,552 | $4.37M | 0.00% | +384+0.3% | Added |
| Ossiam | 133,900 | $4.35M | 0.09% | 00.0% | Unchanged |
| Ieq Capital, LLC | 132,772 | $4.31M | 0.01% | −54,498−29.1% | Reduced |
| Crestwood Advisors Group LLC | 128,937 | $4.19M | 0.07% | +30.0% | Added |
| Price T Rowe Associates Inc | 126,104 | $4.10M | 0.00% | +9,393+8.0% | Added |
| Susquehanna Fundamental Investments, LLC | 125,156 | $4.06M | 0.14% | +125,156 | New |
| Susquehanna Portfolio Strategies, LLC | 124,228 | $4.03M | 0.06% | −264,918−68.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 120,586 | $3.92M | 0.01% | +120,586 | New |
| Legal & General Group Plc | 118,193 | $3.84M | 0.00% | +15,658+15.3% | Added |
| California State Teachers Retirement System | 113,766 | $3.69M | 0.00% | +23,936+26.6% | Added |
| FIL Ltd | 109,944 | $3.57M | 0.00% | +109,944 | New |
| Envestnet Asset Management Inc | 109,606 | $3.56M | 0.00% | +7,433+7.3% | Added |