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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $136 | 0.00% | −258−97.4% | Reduced |
| Basecamp Wealth Advisors LLC | 10 | $195 | 0.00% | −7−41.2% | Reduced |
| Fairscale Capital, LLC | 15 | $292 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $292 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 27 | $526 | 0.00% | +27 | New |
| North Star Investment Management Corp. | 30 | $584 | 0.00% | +30 | New |
| Kilter Group LLC | 32 | $623 | 0.00% | +13+68.4% | Added |
| Park Place Capital Corp | 37 | $720 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 56 | $1.00K | 0.00% | +38+211.1% | Added |
| Capital Advisors, Ltd. LLC | 42 | $1.00K | 0.00% | +42 | New |
| Cornerstone Financial Management LLC | 53 | $1.03K | 0.00% | +53 | New |
| South State Corp. | 53 | $1.03K | 0.00% | +53 | New |
| CoreCap Advisors, LLC | 59 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 61 | $1.19K | 0.00% | +27+79.4% | Added |
| Elequin Capital LP | 71 | $1.38K | 0.00% | +71 | New |
| CVA Family Office, LLC | 75 | $1.46K | 0.00% | +36+92.3% | Added |
| Activest Wealth Management | 93 | $1.81K | 0.00% | +17+22.4% | Added |
| Private Wealth Management Group, LLC | 95 | $1.85K | 0.00% | +95 | New |
| True Wealth Design, LLC | 100 | $1.95K | 0.00% | +46+85.2% | Added |
| GAMMA Investing LLC | 100 | $1.95K | 0.00% | +56+127.3% | Added |
| Armstrong Advisory Group, Inc | 120 | $2.34K | 0.00% | +120 | New |
| Measured Wealth Private Client Group, LLC | 145 | $2.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 164 | $3.19K | 0.00% | +134+446.7% | Added |
| Osbon Capital Management LLC | 173 | $3.37K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 199 | $3.87K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 200 | $3.89K | 0.00% | +165+471.4% | Added |
| Bare Financial Services, Inc | 219 | $4.26K | 0.00% | +167+321.2% | Added |
| Marquette Asset Management, LLC | 242 | $4.71K | 0.00% | +112+86.2% | Added |
| MAI Capital Management | 248 | $4.83K | 0.00% | −519−67.7% | Reduced |
| International Assets Investment Management, LLC | 250 | $4.87K | 0.00% | +250 | New |
| Whittier Trust Co of Nevada Inc | 272 | $5.22K | 0.00% | +148+119.4% | Added |
| Wealth Preservation Advisors, LLC | 293 | $5.70K | 0.00% | +293 | New |
| Rothschild Investment LLC | 437 | $8.50K | 0.00% | +287+191.3% | Added |
| SRS Capital Advisors, Inc. | 533 | $10.4K | 0.00% | +520+4,000.0% | Added |
| Strengthening Families & Communities, LLC | 680 | $13.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 688 | $13.4K | 0.00% | −3,820−84.7% | Reduced |
| First Horizon Corp | 711 | $13.8K | 0.00% | +191+36.7% | Added |
| Rockefeller Capital Management L.P. | 725 | $14.1K | 0.00% | −2,482−77.4% | Reduced |
| Rakuten Securities, Inc. | 810 | $15.8K | 0.01% | +317+64.3% | Added |
| Essential Partners LLC | 1,129 | $22.0K | 0.01% | +929+464.5% | Added |
| SBI Securities Co., Ltd. | 1,246 | $24.2K | 0.00% | +61+5.1% | Added |
| Aster Capital Management (DIFC) Ltd | 836 | $25.3K | 0.01% | +836 | New |
| Advisor Group Holdings, Inc. | 1,396 | $27.2K | 0.00% | +149+11.9% | Added |
| Quadrant Capital Group LLC | 1,440 | $28.0K | 0.00% | +1,271+752.1% | Added |
| NFJ Investment Group, LLC | 1,577 | $30.7K | 0.00% | +1,502+2,002.7% | Added |
| Allworth Financial LP | 1,852 | $36.0K | 0.00% | +1,472+387.4% | Added |
| Advisory Services Network, LLC | 1,917 | $37.3K | 0.00% | +1,917 | New |
| Optiver Holding B.V. | 1,989 | $38.7K | 0.00% | +1,989 | New |
| Parallel Advisors, LLC | 2,009 | $39.1K | 0.00% | +327+19.4% | Added |
| Signaturefd, LLC | 2,025 | $39.4K | 0.00% | +1,548+324.5% | Added |
| Salem Investment Counselors Inc | 2,150 | $41.8K | 0.00% | +2,150 | New |
| Rhumbline Advisers | 2,151 | $41.9K | 0.00% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 3,461 | $67.4K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,802 | $74.0K | 0.00% | +3,628+2,085.1% | Added |
| Farther Finance Advisors, LLC | 3,812 | $74.1K | 0.00% | +329+9.4% | Added |
| KBC Group NV | 3,936 | $77.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,913 | $95.6K | 0.00% | +742+17.8% | Added |
| IFP Advisors, Inc | 5,287 | $102.9K | 0.00% | +303+6.1% | Added |
| Los Angeles Capital Management LLC | 5,583 | $108.6K | 0.00% | +5,012+877.8% | Added |
| Bayforest Capital Ltd | 5,986 | $116.5K | 0.13% | +5,986 | New |
| Walleye Trading LLC | 6,611 | $128.7K | 0.00% | +6,611 | New |
| Jones Financial Companies LLLP | 8,394 | $156.7K | 0.00% | +8,214+4,563.3% | Added |
| Public Employees Retirement Association of Colorado | 8,990 | $175.0K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 10,120 | $196.9K | 0.16% | +10,120 | New |
| Federation des caisses Desjardins du Quebec | 10,238 | $199.2K | 0.00% | −1,206−10.5% | Reduced |
| SG Americas Securities, LLC | 10,455 | $203.0K | 0.00% | −97,864−90.3% | Reduced |
| Merit Financial Group, LLC | 10,506 | $204.4K | 0.00% | +10,506 | New |
| LPL Financial LLC | 10,963 | $213.3K | 0.00% | +1,748+19.0% | Added |
| Ballentine Partners, LLC | 11,117 | $216.3K | 0.00% | +970+9.6% | Added |
| Krilogy Financial LLC | 12,010 | $221.0K | 0.01% | +12,010 | New |
| BBR Partners, LLC | 11,584 | $225.4K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 11,745 | $228.6K | 0.00% | −46,547−79.9% | Reduced |
| Omers Administration Corp | 11,800 | $229.6K | 0.00% | −8,400−41.6% | Reduced |
| Bridgefront Capital, LLC | 12,027 | $234.0K | 0.06% | −3,610−23.1% | Reduced |
| Brown Advisory Inc | 12,067 | $234.8K | 0.00% | −568−4.5% | Reduced |
| Evergreen Capital Management LLC | 12,450 | $242.3K | 0.01% | +12,450 | New |
| Boothbay Fund Management, LLC | 12,772 | $248.5K | 0.01% | −14,349−52.9% | Reduced |
| State of Wisconsin Investment Board | 12,814 | $249.4K | 0.00% | +5,754+81.5% | Added |
| Dakota Wealth Management | 12,895 | $250.9K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 12,997 | $252.9K | 0.00% | +697+5.7% | Added |
| Oppenheimer Asset Management Inc. | 14,097 | $274.3K | 0.00% | +13+0.1% | Added |
| Jefferies Financial Group Inc. | 14,305 | $278.4K | 0.00% | −440,695−96.9% | Reduced |
| Pier 88 Investment Partners LLC | 14,700 | $286.1K | 0.07% | −9,020−38.0% | Reduced |
| Perbak Capital Partners LLP | 14,992 | $291.7K | 0.07% | +8,372+126.5% | Added |
| Elo Mutual Pension Insurance Co | 15,044 | $292.8K | 0.00% | −22,145−59.5% | Reduced |
| Abu Dhabi Investment Council Co P.J.S.C | 15,127 | $294.4K | 0.03% | +15,127 | New |
| Aptus Capital Advisors, LLC | 15,850 | $308.4K | 0.00% | +789+5.2% | Added |
| Brighton Jones LLC | 16,061 | $312.5K | 0.01% | +16,061 | New |
| Captrust Financial Advisors | 16,690 | $324.8K | 0.00% | +16,690 | New |
| Northwest & Ethical Investments L.P. | 17,188 | $330.2K | 0.01% | +17,188 | New |
| Simplex Trading, LLC | 17,209 | $334.9K | 0.01% | +16,531+2,438.2% | Added |
| JustInvest LLC | 17,321 | $337.1K | 0.00% | +5,435+45.7% | Added |
| Brandywine Managers, LLC | 17,384 | $338.3K | 0.20% | 00.0% | Unchanged |
| Truepoint, Inc. | 17,615 | $342.8K | 0.01% | 00.0% | Unchanged |
| National Philanthropic Trust | 18,300 | $356.1K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 19,330 | $376.2K | 0.00% | +19,330 | New |
| HSBC Holdings PLC | 19,245 | $376.3K | 0.00% | +19,245 | New |
| Acadian Asset Management LLC | 19,471 | $377.0K | 0.00% | +1,214+6.6% | Added |
| Engineers Gate Manager LP | 19,960 | $388.4K | 0.00% | −550,038−96.5% | Reduced |