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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 108,319 | $3.52M | 0.00% | +45,043+71.2% | Added |
| Algert Global LLC | 104,410 | $3.39M | 0.05% | −185,137−63.9% | Reduced |
| Royal Bank of Canada | 94,010 | $3.05M | 0.00% | −827,623−89.8% | Reduced |
| Marshall Wace, LLP | 90,560 | $2.94M | 0.00% | −424,858−82.4% | Reduced |
| Verition Fund Management LLC | 87,600 | $2.84M | 0.02% | −64,631−42.5% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 85,000 | $2.76M | 2.02% | +85,000 | New |
| Mariner, LLC | 81,886 | $2.66M | 0.00% | +5,276+6.9% | Added |
| Diker Management LLC | 80,042 | $2.60M | 2.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 79,561 | $2.58M | 0.00% | +14,503+22.3% | Added |
| State of New Jersey Common Pension Fund D | 78,775 | $2.56M | 0.01% | +12,263+18.4% | Added |
| Blair William & Co | 75,137 | $2.44M | 0.01% | −163,639−68.5% | Reduced |
| Renaissance Capital LLC | 73,557 | $2.39M | 1.72% | −31,398−29.9% | Reduced |
| Cerity Partners LLC | 73,013 | $2.37M | 0.00% | +474+0.7% | Added |
| SEI Investments Co | 72,758 | $2.36M | 0.00% | +47,406+187.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 71,081 | $2.31M | 0.87% | +9,481+15.4% | Added |
| The PNC Financial Services Group, Inc. | 70,433 | $2.29M | 0.00% | −1,551−2.2% | Reduced |
| Legato Capital Management LLC | 65,865 | $2.14M | 0.18% | +52,781+403.4% | Added |
| Integrated Wealth Concepts LLC | 65,639 | $2.13M | 0.03% | −532,535−89.0% | Reduced |
| Needham Investment Management LLC | 65,000 | $2.11M | 0.13% | −240,000−78.7% | Reduced |
| Assetmark, Inc | 64,332 | $2.09M | 0.00% | +3,530+5.8% | Added |
| Comerica Bank | 63,777 | $2.07M | 0.01% | +61,709+2,984.0% | Added |
| Twin Tree Management, LP | 62,384 | $2.03M | 0.21% | +62,384 | New |
| Raymond James Financial Inc | 62,260 | $2.02M | 0.00% | −1,319−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 61,810 | $2.01M | 0.00% | +17,696+40.1% | Added |
| Barclays PLC | 58,292 | $1.89M | 0.00% | +12,459+27.2% | Added |
| Citigroup Inc | 55,095 | $1.79M | 0.00% | +16,076+41.2% | Added |
| Squarepoint Ops LLC | 47,572 | $1.54M | 0.00% | −47,822−50.1% | Reduced |
| Brinker Capital Investments, LLC | 46,821 | $1.52M | 0.01% | +8,496+22.2% | Added |
| M&G Plc | 42,818 | $1.37M | 0.01% | −92−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,295 | $1.34M | 0.00% | +7,645+22.7% | Added |
| Moody National Bank Trust Division | 41,056 | $1.33M | 0.13% | +16,250+65.5% | Added |
| Kultura Capital Management LP | 39,600 | $1.29M | 0.93% | +39,600 | New |
| BloombergSen Inc. | 38,497 | $1.25M | 0.13% | +10,466+37.3% | Added |
| Elo Mutual Pension Insurance Co | 37,189 | $1.21M | 0.02% | +18,760+101.8% | Added |
| HighTower Advisors, LLC | 37,144 | $1.21M | 0.00% | −997−2.6% | Reduced |
| Arizona State Retirement System | 35,486 | $1.15M | 0.01% | +5,157+17.0% | Added |
| Picton Mahoney Asset Management | 32,294 | $1.05M | 0.01% | +7,805+31.9% | Added |
| Virginia Retirement Systems Et Al | 32,000 | $1.04M | 0.01% | −2,800−8.0% | Reduced |
| Aquatic Capital Management LLC | 29,995 | $973.9K | 0.03% | −15,947−34.7% | Reduced |
| Bryn Mawr Trust Co | 29,800 | $967.6K | 0.02% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 29,217 | $948.7K | 0.10% | +129+0.4% | Added |
| Miramar Capital, LLC | 28,572 | $927.7K | 0.20% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 27,400 | $889.7K | 0.00% | +5,700+26.3% | Added |
| Boothbay Fund Management, LLC | 27,121 | $880.6K | 0.02% | −65,934−70.9% | Reduced |
| Handelsbanken Fonder AB | 26,900 | $873.0K | 0.00% | +12,000+80.5% | Added |
| Stifel Financial Corp | 26,051 | $845.9K | 0.00% | +4,647+21.7% | Added |
| Invesco Ltd. | 25,964 | $843.1K | 0.00% | +8,685+50.3% | Added |
| Jennison Associates LLC | 25,559 | $829.9K | 0.00% | −107−0.4% | Reduced |
| Cetera Investment Advisers | 25,558 | $829.9K | 0.00% | −676−2.6% | Reduced |
| Voleon Capital Management LP | 25,247 | $819.8K | 0.02% | −20,584−44.9% | Reduced |
| Prelude Capital Management, LLC | 24,751 | $803.7K | 0.06% | −5,867−19.2% | Reduced |
| Pier 88 Investment Partners LLC | 23,720 | $770.2K | 0.17% | −22,040−48.2% | Reduced |
| Par Capital Management Inc | 23,000 | $746.8K | 0.02% | +7,000+43.8% | Added |
| CI Private Wealth, LLC | 22,800 | $740.3K | 0.00% | +22,800 | New |
| Fort Washington Investment Advisors Inc | 21,926 | $711.9K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 21,697 | $704.5K | 0.00% | +7,911+57.4% | Added |
| Omers Administration Corp | 20,200 | $655.9K | 0.00% | −7,300−26.5% | Reduced |
| Capricorn Fund Managers Ltd | 20,000 | $649.4K | 0.16% | +20,000 | New |
| Quest Partners LLC | 18,877 | $612.9K | 0.03% | −267−1.4% | Reduced |
| National Philanthropic Trust | 18,300 | $594.2K | 0.01% | +18,300 | New |
| Acadian Asset Management LLC | 18,257 | $592.0K | 0.00% | +11,670+177.2% | Added |
| Snowden Capital Advisors LLC | 17,651 | $573.1K | 0.01% | +1,584+9.9% | Added |
| Truepoint, Inc. | 17,615 | $572.0K | 0.01% | +17,615 | New |
| Nuveen, LLC | 17,519 | $568.8K | 0.00% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 17,384 | $564.5K | 0.28% | 00.0% | Unchanged |
| Winton Group Ltd | 15,875 | $515.5K | 0.02% | +15,875 | New |
| Bridgefront Capital, LLC | 15,637 | $507.7K | 0.13% | +7,232+86.0% | Added |
| Eventide Asset Management, LLC | 15,555 | $505.7K | 0.01% | −60.0% | Reduced |
| Creative Planning | 15,553 | $505.0K | 0.00% | −2,989−16.1% | Reduced |
| Aptus Capital Advisors, LLC | 15,061 | $489.0K | 0.00% | −92−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 14,084 | $457.3K | 0.01% | +2,764+24.4% | Added |
| Natixis Advisors, L.P. | 13,884 | $451.0K | 0.00% | +2,487+21.8% | Added |
| Group One Trading, L.P. | 13,301 | $431.9K | 0.01% | +13,301 | New |
| Clifford Group, LLC | 13,073 | $424.5K | 0.33% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,895 | $418.7K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,635 | $410.3K | 0.00% | +12,635 | New |
| Vident Advisory, LLC | 12,555 | $407.7K | 0.00% | +2,267+22.0% | Added |
| Deutsche Bank AG | 12,300 | $399.4K | 0.00% | −88,412−87.8% | Reduced |
| JustInvest LLC | 11,886 | $385.9K | 0.00% | +2,574+27.6% | Added |
| Yorktown Management & Research Co Inc | 11,850 | $384.8K | 0.31% | +11,850 | New |
| Entropy Technologies, LP | 11,830 | $384.1K | 0.02% | −24,019−67.0% | Reduced |
| BBR Partners, LLC | 11,584 | $376.1K | 0.02% | +11,584 | New |
| Federation des caisses Desjardins du Quebec | 11,444 | $371.6K | 0.00% | +4,774+71.6% | Added |
| Tudor Investment Corp Et Al | 11,355 | $368.7K | 0.00% | −56,370−83.2% | Reduced |
| Yarbrough Capital, LLC | 11,270 | $365.9K | 0.01% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 10,702 | $347.5K | 0.06% | +10,702 | New |
| Sunstone Asset Management, L.P. | 10,335 | $335.6K | 0.33% | +10,335 | New |
| Ballentine Partners, LLC | 10,147 | $329.5K | 0.00% | −115−1.1% | Reduced |
| Holocene Advisors, LP | 9,913 | $321.9K | 0.00% | +9,913 | New |
| LPL Financial LLC | 9,215 | $299.2K | 0.00% | −3,415−27.0% | Reduced |
| Public Employees Retirement Association of Colorado | 8,990 | $292.0K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 8,130 | $264.0K | 0.00% | +8,130 | New |
| Amundi | 7,696 | $249.9K | 0.00% | +7,696 | New |
| Park Avenue Securities LLC | 7,637 | $248.0K | 0.00% | +7,637 | New |
| Canal Capital Management, LLC | 7,589 | $246.4K | 0.03% | −6,534−46.3% | Reduced |
| Wealthspire Advisors, LLC | 7,285 | $236.5K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,116 | $231.1K | 0.00% | +7,116 | New |
| State of Wisconsin Investment Board | 7,060 | $229.2K | 0.00% | −3,053−30.2% | Reduced |
| Perbak Capital Partners LLP | 6,620 | $215.0K | 0.07% | −3,774−36.3% | Reduced |
| Stanley-Laman Group, Ltd. | 6,536 | $212.2K | 0.03% | +6,536 | New |