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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 0 | $0 | 0.00% | −23,396−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −23,295−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −23,138−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,320−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −19,245−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −19,330−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −17,188−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −16,690−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −16,061−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −14,992−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,305−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −12,772−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −12,450−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −12,067−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −12,010−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −10,120−100.0% | Sold out |
| Dara Capital US, Inc. | 0 | $0 | 0.00% | −3,461−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |