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, Q1 2026
Institutional positions in Klaviyo, Inc. as of Mar 31, 2026. 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
- 266
- +9 vs. Q4 2025
- Shares held
- 157.4M
- +15.0M (+10.5%) vs. Q4 2025
- Total value
- $3.10B
- −$1.52B (−32.9%) vs. Q4 2025
- New holders
- 60
- 117 more added
- Sold out
- 51
- 54 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Partners L P | 18,852,778 | $366.9M | 54.74% | 00.0% | Unchanged |
| Capital International Investors | 11,703,859 | $227.8M | 0.05% | −1,084,987−8.5% | Reduced |
| FMR LLC | 9,787,082 | $190.5M | 0.01% | +1,415,365+16.9% | Added |
| Vanguard Portfolio Management LLC | 7,531,915 | $146.6M | 0.01% | +7,531,915 | New |
| Whale Rock Capital Management LLC | 6,825,206 | $132.8M | 1.72% | +3,767,317+123.2% | Added |
| Vanguard Capital Management LLC | 6,162,720 | $119.9M | 0.00% | +6,162,720 | New |
| Wellington Management Group LLP | 5,479,443 | $106.6M | 0.02% | +5,479,443 | New |
| Alliancebernstein L.P. | 3,048,223 | $99.0M | 0.03% | −1,683,089−35.6% | Reduced |
| Morgan Stanley | 5,067,690 | $98.6M | 0.01% | −9,479,400−65.2% | Reduced |
| BlackRock, Inc. | 4,354,335 | $84.7M | 0.00% | +638,001+17.2% | Added |
| JPMorgan Chase & Co | 4,299,977 | $81.6M | 0.01% | +735,234+20.6% | Added |
| Sands Capital Ventures, LLC | 3,649,678 | $71.0M | 16.86% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 2,941,998 | $57.3M | 0.19% | +87,835+3.1% | Added |
| American Century Companies Inc | 2,923,295 | $56.9M | 0.03% | +27,991+1.0% | Added |
| Two Sigma Investments, LP | 2,891,890 | $56.3M | 0.05% | +667,879+30.0% | Added |
| Federated Hermes, Inc. | 2,639,485 | $51.4M | 0.08% | −261,322−9.0% | Reduced |
| Fiera Capital Corp | 2,399,260 | $46.7M | 0.16% | +67,610+2.9% | Added |
| Millennium Management LLC | 2,348,235 | $45.7M | 0.03% | +647,733+38.1% | Added |
| Greenoaks Capital Partners LLC | 2,316,796 | $45.1M | 1.96% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 2,161,293 | $42.1M | 0.01% | +637,250+41.8% | Added |
| Capital World Investors | 2,040,048 | $39.7M | 0.01% | +892,113+77.7% | Added |
| Geode Capital Management, LLC | 1,773,550 | $34.5M | 0.00% | +100,823+6.0% | Added |
| Bank of America Corp | 1,686,770 | $32.8M | 0.00% | +793,613+88.9% | Added |
| Point72 Asset Management, L.P. | 1,672,359 | $32.5M | 0.06% | +795,506+90.7% | Added |
| Renaissance Technologies LLC | 1,640,844 | $31.9M | 0.05% | −122,900−7.0% | Reduced |
| Bank of New York Mellon Corp | 1,508,137 | $29.3M | 0.01% | +123,480+8.9% | Added |
| ArrowMark Colorado Holdings LLC | 1,488,481 | $29.0M | 0.77% | +672,876+82.5% | Added |
| Clearbridge Investments, LLC | 1,473,431 | $28.7M | 0.02% | −168,527−10.3% | Reduced |
| Susquehanna International Group, LLP | 1,461,158 | $28.4M | 0.04% | +1,461,158 | New |
| Capital Research Global Investors | 1,348,445 | $26.2M | 0.00% | −1,229,337−47.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,238,205 | $24.1M | 0.20% | +536,889+76.6% | Added |
| Bienville Capital Management, LLC | 1,227,863 | $23.9M | 4.54% | +258,600+26.7% | Added |
| Islander Capital Partners, L.P. | 1,226,000 | $23.9M | 9.40% | +604,262+97.2% | Added |
| Alyeska Investment Group, L.P. | 1,208,979 | $23.5M | 0.07% | +656,111+118.7% | Added |
| First Trust Advisors LP | 1,181,887 | $23.0M | 0.02% | +374,959+46.5% | Added |
| Citadel Advisors LLC | 1,162,379 | $22.6M | 0.02% | +846,610+268.1% | Added |
| State Street Corp | 1,155,820 | $22.5M | 0.00% | +104,365+9.9% | Added |
| Marshall Wace, LLP | 1,135,384 | $22.1M | 0.02% | +1,044,824+1,153.7% | Added |
| Franklin Resources Inc | 1,077,930 | $21.0M | 0.01% | −902,339−45.6% | Reduced |
| Barton Investment Management | 1,050,052 | $20.4M | 2.56% | +380,010+56.7% | Added |
| Janus Henderson Group PLC | 1,025,134 | $20.0M | 0.01% | +138,356+15.6% | Added |
| AQR Capital Management LLC | 911,908 | $17.7M | 0.01% | +832,347+1,046.2% | Added |
| Voya Investment Management LLC | 908,614 | $17.7M | 0.02% | −349,706−27.8% | Reduced |
| Charles Schwab Investment Management Inc | 884,788 | $17.2M | 0.00% | +75,359+9.3% | Added |
| Vanguard Fiduciary Trust Co | 878,239 | $17.1M | 0.00% | +878,239 | New |
| Delta Global Management LP | 847,497 | $16.5M | 1.35% | +62,189+7.9% | Added |
| Canada Pension Plan Investment Board | 757,100 | $14.7M | 0.01% | +166,400+28.2% | Added |
| Trexquant Investment LP | 699,988 | $13.6M | 0.10% | +471,534+206.4% | Added |
| Qube Research & Technologies Ltd | 601,707 | $11.7M | 0.02% | +601,707 | New |
| Sands Capital Management, LLC | 595,160 | $11.6M | 0.05% | −333,595−35.9% | Reduced |
| Quantinno Capital Management LP | 548,047 | $10.7M | 0.02% | −1,095−0.2% | Reduced |
| New York State Common Retirement Fund | 458,135 | $8.92M | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 429,820 | $8.36M | 0.07% | +364,181+554.8% | Added |
| Morangie Management LLC | 424,108 | $8.25M | 7.60% | +1,004+0.2% | Added |
| Picton Mahoney Asset Management | 401,068 | $7.80M | 0.08% | +368,774+1,141.9% | Added |
| Northern Trust Corp | 370,072 | $7.20M | 0.00% | +21,783+6.3% | Added |
| Twin Focus Capital Partners, LLC | 364,666 | $7.10M | 0.82% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 322,708 | $6.28M | 0.00% | +35,867+12.5% | Added |
| Burkehill Global Management, LP | 300,000 | $5.84M | 0.29% | 00.0% | Unchanged |
| Goodnow Investment Group, LLC | 293,059 | $5.70M | 0.62% | −81,490−21.8% | Reduced |
| Lisanti Capital Growth, LLC | 281,120 | $5.47M | 1.38% | +102,980+57.8% | Added |
| Swiss National Bank | 259,200 | $5.04M | 0.00% | +6,500+2.6% | Added |
| BNP Paribas Arbitrage, SA | 245,857 | $4.78M | 0.00% | +3,418+1.4% | Added |
| UBS Asset Management Americas Inc | 237,428 | $4.62M | 0.00% | +12,040+5.3% | Added |
| Night Squared LP | 237,217 | $4.62M | 0.68% | +100,971+74.1% | Added |
| Ieq Capital, LLC | 233,345 | $4.54M | 0.02% | +100,573+75.7% | Added |
| Mayflower Financial Advisors, LLC | 226,729 | $4.41M | 0.54% | +290.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 208,995 | $4.07M | 0.01% | +88,409+73.3% | Added |
| Freestone Grove Partners LP | 206,730 | $4.02M | 0.03% | −2,487−1.2% | Reduced |
| Victory Capital Management Inc | 199,450 | $3.88M | 0.00% | −29,518−12.9% | Reduced |
| UBS Group AG | 196,411 | $3.82M | 0.00% | −272,199−58.1% | Reduced |
| 1832 Asset Management L.P. | 190,000 | $3.70M | 0.00% | −36,800−16.2% | Reduced |
| Capital Fund Management S.A. | 184,865 | $3.60M | 0.03% | −48,015−20.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 179,160 | $3.49M | 0.00% | +179,160 | New |
| Huntington National Bank | 166,501 | $3.24M | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 162,865 | $3.17M | 0.02% | +151,510+1,334.3% | Added |
| Pathstone Holdings, LLC | 159,456 | $3.10M | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 157,842 | $3.07M | 0.00% | −455,192−74.3% | Reduced |
| California State Teachers Retirement System | 155,422 | $3.02M | 0.00% | +41,656+36.6% | Added |
| Wells Fargo & Company | 153,417 | $2.99M | 0.00% | −29,678−16.2% | Reduced |
| Formula Growth Ltd | 150,000 | $2.92M | 1.32% | +150,000 | New |
| Citigroup Inc | 143,462 | $2.79M | 0.00% | +88,367+160.4% | Added |
| Cynosure Management, LLC | 141,884 | $2.76M | 0.35% | 00.0% | Unchanged |
| Colony Group, LLC | 141,132 | $2.75M | 0.00% | +6,580+4.9% | Added |
| Algert Global LLC | 139,170 | $2.71M | 0.04% | +34,760+33.3% | Added |
| Price T Rowe Associates Inc | 134,904 | $2.63M | 0.00% | +8,800+7.0% | Added |
| Ossiam | 133,900 | $2.61M | 0.05% | 00.0% | Unchanged |
| Zweig-DiMenna Associates LLC | 129,200 | $2.51M | 0.35% | +129,200 | New |
| Crestwood Advisors Group LLC | 128,927 | $2.51M | 0.04% | −100.0% | Reduced |
| Neuberger Berman Group LLC | 123,466 | $2.40M | 0.00% | −322,004−72.3% | Reduced |
| XTX Topco Ltd | 122,927 | $2.39M | 0.04% | +122,927 | New |
| Aquatic Capital Management LLC | 120,960 | $2.35M | 0.07% | +90,965+303.3% | Added |
| Mariner, LLC | 120,093 | $2.34M | 0.00% | +38,207+46.7% | Added |
| BW Gestao de Investimentos Ltda. | 118,802 | $2.31M | 0.10% | +118,802 | New |
| Envestnet Asset Management Inc | 112,450 | $2.19M | 0.00% | +2,844+2.6% | Added |
| SEI Investments Co | 108,364 | $2.11M | 0.00% | +35,606+48.9% | Added |
| FIL Ltd | 107,351 | $2.09M | 0.00% | −2,593−2.4% | Reduced |
| Cerity Partners LLC | 106,612 | $2.07M | 0.00% | +33,599+46.0% | Added |
| Royal Bank of Canada | 102,708 | $2.00M | 0.00% | +8,698+9.3% | Added |
| Brevan Howard Capital Management LP | 101,596 | $1.98M | 0.02% | +101,596 | New |