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 |
|---|---|---|---|---|---|
| Avion Wealth | 18 | $0 | 0.00% | +18 | New |
| Dunhill Financial, LLC | 2 | $75 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 4 | $130 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 13 | $422 | 0.00% | −839−98.5% | Reduced |
| Fairscale Capital, LLC | 15 | $487 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 17 | $552 | 0.00% | +17 | New |
| Optima Capital LLC | 18 | $584 | 0.00% | +18 | New |
| Kilter Group LLC | 19 | $617 | 0.00% | +10+111.1% | Added |
| SageView Advisory Group, LLC | 20 | $650 | 0.00% | +20 | New |
| Harbour Investments, Inc. | 29 | $942 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $975 | 0.00% | +13+76.5% | Added |
| Bogart Wealth, LLC | 34 | $1.10K | 0.00% | +34 | New |
| Tower Research Capital LLC (TRC) | 35 | $1.14K | 0.00% | −5,814−99.4% | Reduced |
| Park Place Capital Corp | 37 | $1.20K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 39 | $1.27K | 0.00% | +19+95.0% | Added |
| GAMMA Investing LLC | 44 | $1.43K | 0.00% | +25+131.6% | Added |
| Bare Financial Services, Inc | 52 | $1.69K | 0.00% | +22+73.3% | Added |
| True Wealth Design, LLC | 54 | $1.75K | 0.00% | +54 | New |
| CoreCap Advisors, LLC | 59 | $1.92K | 0.00% | +59 | New |
| NFJ Investment Group, LLC | 75 | $2.44K | 0.00% | +75 | New |
| Activest Wealth Management | 76 | $2.47K | 0.00% | −42−35.6% | Reduced |
| Fortitude Family Office, LLC | 95 | $3.08K | 0.00% | +95 | New |
| Whittier Trust Co of Nevada Inc | 124 | $3.60K | 0.00% | +41+49.4% | Added |
| Bellevue Asset Management, LLC | 116 | $3.77K | 0.00% | +42+56.8% | Added |
| Cape Investment Advisory, Inc. | 122 | $3.96K | 0.00% | +35+40.2% | Added |
| Marquette Asset Management, LLC | 130 | $4.22K | 0.00% | +67+106.3% | Added |
| Measured Wealth Private Client Group, LLC | 145 | $4.71K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 150 | $4.87K | 0.00% | +150 | New |
| Quadrant Capital Group LLC | 169 | $5.49K | 0.00% | −102−37.6% | Reduced |
| Osbon Capital Management LLC | 173 | $5.62K | 0.01% | +173 | New |
| EverSource Wealth Advisors, LLC | 174 | $5.65K | 0.00% | −63−26.6% | Reduced |
| Jones Financial Companies LLLP | 180 | $5.84K | 0.00% | −425−70.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 199 | $6.46K | 0.00% | −252−55.9% | Reduced |
| Essential Partners LLC | 200 | $6.49K | 0.00% | +111+124.7% | Added |
| Steward Partners Investment Advisory, LLC | 225 | $7.31K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 265 | $8.61K | 0.00% | −698−72.5% | Reduced |
| Allworth Financial LP | 380 | $12.3K | 0.00% | +185+94.9% | Added |
| Los Angeles Capital Management LLC | 571 | $14.5K | 0.00% | +571 | New |
| Signaturefd, LLC | 477 | $15.5K | 0.00% | −111−18.9% | Reduced |
| Rakuten Securities, Inc. | 493 | $16.0K | 0.01% | −271−35.5% | Reduced |
| First Horizon Corp | 520 | $16.9K | 0.00% | +187+56.2% | Added |
| Flagship Harbor Advisors, LLC | 662 | $21.5K | 0.00% | +662 | New |
| Simplex Trading, LLC | 678 | $22.0K | 0.00% | −10,469−93.9% | Reduced |
| Strengthening Families & Communities, LLC | 680 | $22.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 767 | $24.9K | 0.00% | +751+4,693.8% | Added |
| SBI Securities Co., Ltd. | 1,185 | $38.5K | 0.00% | −3,721−75.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,247 | $40.5K | 0.00% | −2,684−68.3% | Reduced |
| Parallel Advisors, LLC | 1,682 | $54.6K | 0.00% | −744−30.7% | Reduced |
| Rhumbline Advisers | 2,151 | $69.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,207 | $104.1K | 0.00% | +3,090+2,641.0% | Added |
| CWM, LLC | 3,432 | $111.0K | 0.00% | −117−3.3% | Reduced |
| Dara Capital US, Inc. | 3,461 | $112.4K | 0.10% | +3,461 | New |
| Farther Finance Advisors, LLC | 3,483 | $113.1K | 0.00% | +3,375+3,125.0% | Added |
| KBC Group NV | 3,936 | $128.0K | 0.00% | +1,404+55.5% | Added |
| Advisors Asset Management, Inc. | 4,171 | $135.4K | 0.00% | +951+29.5% | Added |
| Ensign Peak Advisors, Inc | 4,400 | $142.9K | 0.00% | −280−6.0% | Reduced |
| US Bancorp | 4,508 | $146.4K | 0.00% | −1,977−30.5% | Reduced |
| IFP Advisors, Inc | 4,984 | $161.8K | 0.00% | −249−4.8% | Reduced |
| State of Wyoming | 5,131 | $166.6K | 0.02% | +4,271+496.6% | Added |
| Mach-1 Financial Group, Inc. | 6,403 | $207.9K | 0.04% | +6,403 | New |
| Sandia Investment Management LP | 6,534 | $212.2K | 0.53% | −3,466−34.7% | Reduced |
| Stanley-Laman Group, Ltd. | 6,536 | $212.2K | 0.03% | +6,536 | New |
| Perbak Capital Partners LLP | 6,620 | $215.0K | 0.07% | −3,774−36.3% | Reduced |
| State of Wisconsin Investment Board | 7,060 | $229.2K | 0.00% | −3,053−30.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,116 | $231.1K | 0.00% | +7,116 | New |
| Wealthspire Advisors, LLC | 7,285 | $236.5K | 0.00% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 7,589 | $246.4K | 0.03% | −6,534−46.3% | Reduced |
| Park Avenue Securities LLC | 7,637 | $248.0K | 0.00% | +7,637 | New |
| Amundi | 7,696 | $249.9K | 0.00% | +7,696 | New |
| DSM Capital Partners LLC | 8,130 | $264.0K | 0.00% | +8,130 | New |
| Public Employees Retirement Association of Colorado | 8,990 | $292.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 9,215 | $299.2K | 0.00% | −3,415−27.0% | Reduced |
| Holocene Advisors, LP | 9,913 | $321.9K | 0.00% | +9,913 | New |
| Ballentine Partners, LLC | 10,147 | $329.5K | 0.00% | −115−1.1% | Reduced |
| Sunstone Asset Management, L.P. | 10,335 | $335.6K | 0.33% | +10,335 | New |
| Fieldview Capital Management, LLC | 10,702 | $347.5K | 0.06% | +10,702 | New |
| Yarbrough Capital, LLC | 11,270 | $365.9K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,355 | $368.7K | 0.00% | −56,370−83.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,444 | $371.6K | 0.00% | +4,774+71.6% | Added |
| BBR Partners, LLC | 11,584 | $376.1K | 0.02% | +11,584 | New |
| Entropy Technologies, LP | 11,830 | $384.1K | 0.02% | −24,019−67.0% | Reduced |
| Yorktown Management & Research Co Inc | 11,850 | $384.8K | 0.31% | +11,850 | New |
| JustInvest LLC | 11,886 | $385.9K | 0.00% | +2,574+27.6% | Added |
| Deutsche Bank AG | 12,300 | $399.4K | 0.00% | −88,412−87.8% | Reduced |
| Vident Advisory, LLC | 12,555 | $407.7K | 0.00% | +2,267+22.0% | Added |
| Brown Advisory Inc | 12,635 | $410.3K | 0.00% | +12,635 | New |
| Dakota Wealth Management | 12,895 | $418.7K | 0.01% | 00.0% | Unchanged |
| Clifford Group, LLC | 13,073 | $424.5K | 0.33% | 00.0% | Unchanged |
| Group One Trading, L.P. | 13,301 | $431.9K | 0.01% | +13,301 | New |
| Natixis Advisors, L.P. | 13,884 | $451.0K | 0.00% | +2,487+21.8% | Added |
| Oppenheimer Asset Management Inc. | 14,084 | $457.3K | 0.01% | +2,764+24.4% | Added |
| Aptus Capital Advisors, LLC | 15,061 | $489.0K | 0.00% | −92−0.6% | Reduced |
| Creative Planning | 15,553 | $505.0K | 0.00% | −2,989−16.1% | Reduced |
| Eventide Asset Management, LLC | 15,555 | $505.7K | 0.01% | −60.0% | Reduced |
| Bridgefront Capital, LLC | 15,637 | $507.7K | 0.13% | +7,232+86.0% | Added |
| Winton Group Ltd | 15,875 | $515.5K | 0.02% | +15,875 | New |
| Brandywine Managers, LLC | 17,384 | $564.5K | 0.28% | 00.0% | Unchanged |
| Nuveen, LLC | 17,519 | $568.8K | 0.00% | 00.0% | Unchanged |
| Truepoint, Inc. | 17,615 | $572.0K | 0.01% | +17,615 | New |
| Snowden Capital Advisors LLC | 17,651 | $573.1K | 0.01% | +1,584+9.9% | Added |