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, Q2 2026
Institutional positions in Klaviyo, Inc. as of Jun 30, 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
- 277
- +13 vs. Q1 2026
- Shares held
- 145.3M
- −11.0M (−7.0%) vs. Q1 2026
- Total value
- $2.19B
- −$884.8M (−28.7%) vs. Q1 2026
- New holders
- 69
- 101 more added
- Sold out
- 56
- 76 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Klaviyo, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 34 | $0 | 0.00% | −22−39.3% | Reduced |
| True Wealth Design, LLC | 10 | $151 | 0.00% | −90−90.0% | Reduced |
| MV Capital Management, Inc. | 10 | $151 | 0.00% | +10 | New |
| Fairscale Capital, LLC | 15 | $227 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 25 | $378 | 0.00% | +25 | New |
| Cornerstone Financial Management LLC | 28 | $423 | 0.00% | −25−47.2% | Reduced |
| Massmutual Trust Co FSB | 28 | $423 | 0.00% | +28 | New |
| Transamerica Financial Advisors, Inc. | 33 | $498 | 0.00% | +33 | New |
| South State Corp. | 33 | $499 | 0.00% | −20−37.7% | Reduced |
| SJS Investment Consulting Inc. | 36 | $544 | 0.00% | +9+33.3% | Added |
| Manchester Capital Management LLC | 46 | $695 | 0.00% | +46 | New |
| CoreCap Advisors, LLC | 59 | $891 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 61 | $921 | 0.00% | +24+64.9% | Added |
| TD Waterhouse Canada Inc. | 57 | $933 | 0.00% | +57 | New |
| Umb Bank N A | 66 | $997 | 0.00% | +66 | New |
| Elequin Capital LP | 71 | $1.07K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 83 | $1.25K | 0.00% | +83 | New |
| Ameritas Advisory Services, LLC | 86 | $1.30K | 0.00% | +86 | New |
| Quent Capital, LLC | 106 | $1.60K | 0.00% | +106 | New |
| Harbour Investments, Inc. | 118 | $1.78K | 0.00% | +118 | New |
| Armstrong Advisory Group, Inc | 120 | $1.81K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 131 | $1.98K | 0.00% | +36+37.9% | Added |
| Cape Investment Advisory, Inc. | 133 | $2.01K | 0.00% | +133 | New |
| Measured Wealth Private Client Group, LLC | 145 | $2.19K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 152 | $2.29K | 0.00% | +152 | New |
| Bogart Wealth, LLC | 158 | $2.39K | 0.00% | +97+159.0% | Added |
| Essential Partners LLC | 159 | $2.40K | 0.00% | −970−85.9% | Reduced |
| Continuum Advisory, LLC | 161 | $2.43K | 0.00% | +161 | New |
| Kilter Group LLC | 171 | $2.58K | 0.00% | +139+434.4% | Added |
| Osbon Capital Management LLC | 173 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 190 | $2.87K | 0.00% | −29−13.2% | Reduced |
| Nisa Investment Advisors, LLC | 200 | $3.02K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 204 | $3.08K | 0.00% | +204 | New |
| Signaturefd, LLC | 208 | $3.14K | 0.00% | −1,817−89.7% | Reduced |
| Clearstead Advisors, LLC | 208 | $3.14K | 0.00% | +208 | New |
| Whittier Trust Co of Nevada Inc | 272 | $4.68K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 360 | $5.44K | 0.00% | −77−17.6% | Reduced |
| Activest Wealth Management | 466 | $7.04K | 0.00% | +373+401.1% | Added |
| Tower Research Capital LLC (TRC) | 547 | $8.26K | 0.00% | +347+173.5% | Added |
| First Horizon Corp | 589 | $8.89K | 0.00% | −122−17.2% | Reduced |
| GAMMA Investing LLC | 600 | $9.06K | 0.00% | +500+500.0% | Added |
| Strengthening Families & Communities, LLC | 680 | $10.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 761 | $11.5K | 0.00% | −1,091−58.9% | Reduced |
| Ancora Advisors, LLC | 800 | $12.1K | 0.00% | −41,500−98.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,281 | $19.3K | 0.00% | −115−8.2% | Reduced |
| Farther Finance Advisors, LLC | 1,416 | $21.4K | 0.00% | −2,396−62.9% | Reduced |
| SBI Securities Co., Ltd. | 1,519 | $22.9K | 0.00% | +273+21.9% | Added |
| Rakuten Securities, Inc. | 1,703 | $25.7K | 0.01% | +893+110.2% | Added |
| Parallel Advisors, LLC | 1,750 | $26.4K | 0.00% | −259−12.9% | Reduced |
| Rockefeller Capital Management L.P. | 2,097 | $31.7K | 0.00% | +1,372+189.2% | Added |
| EverSource Wealth Advisors, LLC | 2,104 | $31.8K | 0.00% | −1,698−44.7% | Reduced |
| Salem Investment Counselors Inc | 2,150 | $32.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,170 | $32.8K | 0.00% | −62,050−96.6% | Reduced |
| US Bancorp | 2,206 | $33.3K | 0.00% | +1,518+220.6% | Added |
| State of Wyoming | 2,268 | $34.2K | 0.00% | −23,492−91.2% | Reduced |
| STRS Ohio | 2,931 | $44.3K | 0.00% | +2,931 | New |
| Sterling Capital Management LLC | 3,446 | $52.0K | 0.00% | +3,446 | New |
| MetLife Investment Management | 3,497 | $52.8K | 0.00% | +3,497 | New |
| KBC Group NV | 3,936 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 4,199 | $63.4K | 0.06% | −1,787−29.9% | Reduced |
| IFP Advisors, Inc | 4,612 | $69.6K | 0.00% | −675−12.8% | Reduced |
| Los Angeles Capital Management LLC | 5,583 | $84.3K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 5,958 | $90.0K | 0.00% | +5,958 | New |
| Advisors Asset Management, Inc. | 6,254 | $94.4K | 0.00% | +1,341+27.3% | Added |
| Federation des caisses Desjardins du Quebec | 7,089 | $107.0K | 0.00% | −3,149−30.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,990 | $136.0K | 0.00% | 00.0% | Unchanged |
| M&G Plc | 9,103 | $136.5K | 0.00% | −33,715−78.7% | Reduced |
| Acadian Asset Management LLC | 10,682 | $161.0K | 0.00% | −8,789−45.1% | Reduced |
| Merit Financial Group, LLC | 10,695 | $161.5K | 0.00% | +189+1.8% | Added |
| Russell Investments Group, Ltd. | 11,081 | $167.3K | 0.00% | +11,081 | New |
| Headlands Technologies LLC | 11,438 | $172.7K | 0.02% | +11,438 | New |
| Creative Planning | 11,450 | $172.9K | 0.00% | −16,506−59.0% | Reduced |
| BBR Partners, LLC | 11,584 | $174.9K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 11,596 | $175.1K | 0.00% | +479+4.3% | Added |
| SRS Capital Advisors, Inc. | 11,627 | $175.6K | 0.00% | +11,094+2,081.4% | Added |
| Chicago Partners Investment Group LLC | 11,287 | $176.9K | 0.00% | +11,287 | New |
| Walleye Trading LLC | 12,003 | $181.2K | 0.00% | +5,392+81.6% | Added |
| Jones Financial Companies LLLP | 12,390 | $184.6K | 0.00% | +3,996+47.6% | Added |
| Mercer Global Advisors Inc | 12,777 | $192.9K | 0.00% | −12,926−50.3% | Reduced |
| Dakota Wealth Management | 12,895 | $194.7K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 12,933 | $195.3K | 0.00% | +12,933 | New |
| Fred Alger Management, LLC | 13,037 | $196.9K | 0.00% | +13,037 | New |
| Savvy Advisors, Inc. | 13,402 | $202.4K | 0.00% | +13,402 | New |
| Oppenheimer Asset Management Inc. | 13,417 | $202.6K | 0.00% | −680−4.8% | Reduced |
| DSM Capital Partners LLC | 13,813 | $208.6K | 0.00% | +13,813 | New |
| Aigen Investment Management, LP | 13,993 | $211.3K | 0.06% | +13,993 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,613 | $220.7K | 0.00% | +14,613 | New |
| Two Sigma Securities, LLC | 14,622 | $220.8K | 0.02% | +14,622 | New |
| Natixis Advisors, L.P. | 14,800 | $223.0K | 0.00% | +14,800 | New |
| Abu Dhabi Investment Council Co P.J.S.C | 15,127 | $228.4K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 15,248 | $230.2K | 0.00% | −602−3.8% | Reduced |
| Snowden Capital Advisors LLC | 16,418 | $247.9K | 0.01% | −4,079−19.9% | Reduced |
| Oxford Asset Management LLP | 16,574 | $250.3K | 0.12% | +16,574 | New |
| Woodline Partners LP | 16,773 | $253.3K | 0.00% | +16,773 | New |
| Quantbot Technologies LP | 16,829 | $254.1K | 0.01% | −3,620−17.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 16,897 | $255.1K | 0.04% | +16,890+241,285.7% | Added |
| Brandywine Managers, LLC | 17,384 | $262.5K | 0.13% | 00.0% | Unchanged |
| Truepoint, Inc. | 17,615 | $266.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 18,285 | $276.1K | 0.00% | +18,285 | New |
| National Philanthropic Trust | 18,300 | $276.3K | 0.00% | 00.0% | Unchanged |