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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 12,003 | $181.2K | 0.00% | +5,392+81.6% | Added |
| Chicago Partners Investment Group LLC | 11,287 | $176.9K | 0.00% | +11,287 | New |
| SRS Capital Advisors, Inc. | 11,627 | $175.6K | 0.00% | +11,094+2,081.4% | Added |
| Ballentine Partners, LLC | 11,596 | $175.1K | 0.00% | +479+4.3% | Added |
| BBR Partners, LLC | 11,584 | $174.9K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 11,450 | $172.9K | 0.00% | −16,506−59.0% | Reduced |
| Headlands Technologies LLC | 11,438 | $172.7K | 0.02% | +11,438 | New |
| Russell Investments Group, Ltd. | 11,081 | $167.3K | 0.00% | +11,081 | New |
| Merit Financial Group, LLC | 10,695 | $161.5K | 0.00% | +189+1.8% | Added |
| Acadian Asset Management LLC | 10,682 | $161.0K | 0.00% | −8,789−45.1% | Reduced |
| M&G Plc | 9,103 | $136.5K | 0.00% | −33,715−78.7% | Reduced |
| Public Employees Retirement Association of Colorado | 8,990 | $136.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,089 | $107.0K | 0.00% | −3,149−30.8% | Reduced |
| Advisors Asset Management, Inc. | 6,254 | $94.4K | 0.00% | +1,341+27.3% | Added |
| Nykredit A/S | 5,958 | $90.0K | 0.00% | +5,958 | New |
| Los Angeles Capital Management LLC | 5,583 | $84.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,612 | $69.6K | 0.00% | −675−12.8% | Reduced |
| Bayforest Capital Ltd | 4,199 | $63.4K | 0.06% | −1,787−29.9% | Reduced |
| KBC Group NV | 3,936 | $59.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,497 | $52.8K | 0.00% | +3,497 | New |
| Sterling Capital Management LLC | 3,446 | $52.0K | 0.00% | +3,446 | New |
| STRS Ohio | 2,931 | $44.3K | 0.00% | +2,931 | New |
| State of Wyoming | 2,268 | $34.2K | 0.00% | −23,492−91.2% | Reduced |
| US Bancorp | 2,206 | $33.3K | 0.00% | +1,518+220.6% | Added |
| Fifth Third Bancorp | 2,170 | $32.8K | 0.00% | −62,050−96.6% | Reduced |
| Salem Investment Counselors Inc | 2,150 | $32.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,104 | $31.8K | 0.00% | −1,698−44.7% | Reduced |
| Rockefeller Capital Management L.P. | 2,097 | $31.7K | 0.00% | +1,372+189.2% | Added |
| Parallel Advisors, LLC | 1,750 | $26.4K | 0.00% | −259−12.9% | Reduced |
| Rakuten Securities, Inc. | 1,703 | $25.7K | 0.01% | +893+110.2% | Added |
| SBI Securities Co., Ltd. | 1,519 | $22.9K | 0.00% | +273+21.9% | Added |
| Farther Finance Advisors, LLC | 1,416 | $21.4K | 0.00% | −2,396−62.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,281 | $19.3K | 0.00% | −115−8.2% | Reduced |
| Ancora Advisors, LLC | 800 | $12.1K | 0.00% | −41,500−98.1% | Reduced |
| Allworth Financial LP | 761 | $11.5K | 0.00% | −1,091−58.9% | Reduced |
| Strengthening Families & Communities, LLC | 680 | $10.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 600 | $9.06K | 0.00% | +500+500.0% | Added |
| First Horizon Corp | 589 | $8.89K | 0.00% | −122−17.2% | Reduced |
| Tower Research Capital LLC (TRC) | 547 | $8.26K | 0.00% | +347+173.5% | Added |
| Activest Wealth Management | 466 | $7.04K | 0.00% | +373+401.1% | Added |
| Rothschild Investment LLC | 360 | $5.44K | 0.00% | −77−17.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 272 | $4.68K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 208 | $3.14K | 0.00% | +208 | New |
| Signaturefd, LLC | 208 | $3.14K | 0.00% | −1,817−89.7% | Reduced |
| Parkside Financial Bank & Trust | 204 | $3.08K | 0.00% | +204 | New |
| Nisa Investment Advisors, LLC | 200 | $3.02K | 0.00% | +200 | New |
| Bare Financial Services, Inc | 190 | $2.87K | 0.00% | −29−13.2% | Reduced |
| Osbon Capital Management LLC | 173 | $2.61K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 171 | $2.58K | 0.00% | +139+434.4% | Added |
| Continuum Advisory, LLC | 161 | $2.43K | 0.00% | +161 | New |
| Essential Partners LLC | 159 | $2.40K | 0.00% | −970−85.9% | Reduced |
| Bogart Wealth, LLC | 158 | $2.39K | 0.00% | +97+159.0% | Added |
| Silver Grove Financial Group, Inc. | 152 | $2.29K | 0.00% | +152 | New |
| Measured Wealth Private Client Group, LLC | 145 | $2.19K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 133 | $2.01K | 0.00% | +133 | New |
| Private Wealth Management Group, LLC | 131 | $1.98K | 0.00% | +36+37.9% | Added |
| Armstrong Advisory Group, Inc | 120 | $1.81K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 118 | $1.78K | 0.00% | +118 | New |
| Quent Capital, LLC | 106 | $1.60K | 0.00% | +106 | New |
| Ameritas Advisory Services, LLC | 86 | $1.30K | 0.00% | +86 | New |
| Quarry LP | 83 | $1.25K | 0.00% | +83 | New |
| Elequin Capital LP | 71 | $1.07K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 66 | $997 | 0.00% | +66 | New |
| TD Waterhouse Canada Inc. | 57 | $933 | 0.00% | +57 | New |
| Park Place Capital Corp | 61 | $921 | 0.00% | +24+64.9% | Added |
| CoreCap Advisors, LLC | 59 | $891 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $695 | 0.00% | +46 | New |
| SJS Investment Consulting Inc. | 36 | $544 | 0.00% | +9+33.3% | Added |
| South State Corp. | 33 | $499 | 0.00% | −20−37.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 33 | $498 | 0.00% | +33 | New |
| Cornerstone Financial Management LLC | 28 | $423 | 0.00% | −25−47.2% | Reduced |
| Massmutual Trust Co FSB | 28 | $423 | 0.00% | +28 | New |
| Owl Creek Wealth Partners LLC | 25 | $378 | 0.00% | +25 | New |
| Fairscale Capital, LLC | 15 | $227 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $151 | 0.00% | −90−90.0% | Reduced |
| MV Capital Management, Inc. | 10 | $151 | 0.00% | +10 | New |
| Avion Wealth | 34 | $0 | 0.00% | −22−39.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −2,941,998−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −2,923,295−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2,639,485−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,348,445−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,238,205−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,208,979−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −401,068−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Goodnow Investment Group, LLC | 0 | $0 | 0.00% | −293,059−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −281,120−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −208,995−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −206,730−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −162,865−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −141,884−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −133,900−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −129,200−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −123,466−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −84,785−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −82,279−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −72,599−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |