Klaviyo, Inc.
KVYO- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001835830
近 90 天，Klaviyo, Inc. 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 277 家機構在 13F 申報持有，市值合計 $21.9 億；沒有大師持有。
2025 年第 4 季 13F 持有人
Klaviyo, Inc. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 261
- 較 2025 年第 3 季 −11 家
- 持有股數
- 1.58 億
- 較 2025 年第 3 季 +1,795 萬 (+12.8%)
- 總市值
- $51.4 億
- 較 2025 年第 3 季 +$12.5 億 (+32.2%)
- 新進機構
- 52
- 另有 100 家加碼
- 清倉機構
- 63
- 另有 85 家減碼
另有 4 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 KVYO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 277 | $21.9 億 |
| 2026 年第 1 季 | 266 | $31.0 億 |
| 2025 年第 4 季 | 261 | $51.4 億 |
| 2025 年第 3 季 | 276 | $39.1 億 |
| 2025 年第 2 季 | 254 | $44.8 億 |
| 2025 年第 1 季 | 216 | $35.3 億 |
| 2024 年第 4 季 | 183 | $47.0 億 |
| 2024 年第 3 季 | 156 | $39.9 億 |
| 2024 年第 2 季 | 131 | $27.6 億 |
| 2024 年第 1 季 | 130 | $24.7 億 |
| 2023 年第 4 季 | 102 | $20.7 億 |
| 2023 年第 3 季 | 97 | $26.2 億 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 4 季持有機構
每家機構持有 Klaviyo, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Avion Wealth | 18 | $0 | 0.00% | +18 | 新進 |
| Dunhill Financial, LLC | 2 | $75 | 0.00% | +2 | 新進 |
| Clearstead Advisors, LLC | 4 | $130 | 0.00% | +4 | 新進 |
| SRS Capital Advisors, Inc. | 13 | $422 | 0.00% | −839−98.5% | 減碼 |
| Fairscale Capital, LLC | 15 | $487 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 17 | $552 | 0.00% | +17 | 新進 |
| Optima Capital LLC | 18 | $584 | 0.00% | +18 | 新進 |
| Kilter Group LLC | 19 | $617 | 0.00% | +10+111.1% | 加碼 |
| SageView Advisory Group, LLC | 20 | $650 | 0.00% | +20 | 新進 |
| Harbour Investments, Inc. | 29 | $942 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 30 | $975 | 0.00% | +13+76.5% | 加碼 |
| Bogart Wealth, LLC | 34 | $1,104 | 0.00% | +34 | 新進 |
| Tower Research Capital LLC (TRC) | 35 | $1,136 | 0.00% | −5,814−99.4% | 減碼 |
| Park Place Capital Corp | 37 | $1,201 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 39 | $1,266 | 0.00% | +19+95.0% | 加碼 |
| GAMMA Investing LLC | 44 | $1,429 | 0.00% | +25+131.6% | 加碼 |
| Bare Financial Services, Inc | 52 | $1,688 | 0.00% | +22+73.3% | 加碼 |
| True Wealth Design, LLC | 54 | $1,754 | 0.00% | +54 | 新進 |
| CoreCap Advisors, LLC | 59 | $1,916 | 0.00% | +59 | 新進 |
| NFJ Investment Group, LLC | 75 | $2,435 | 0.00% | +75 | 新進 |
| Activest Wealth Management | 76 | $2,468 | 0.00% | −42−35.6% | 減碼 |
| Fortitude Family Office, LLC | 95 | $3,085 | 0.00% | +95 | 新進 |
| Whittier Trust Co of Nevada Inc | 124 | $3,601 | 0.00% | +41+49.4% | 加碼 |
| Bellevue Asset Management, LLC | 116 | $3,766 | 0.00% | +42+56.8% | 加碼 |
| Cape Investment Advisory, Inc. | 122 | $3,961 | 0.00% | +35+40.2% | 加碼 |
| Marquette Asset Management, LLC | 130 | $4,222 | 0.00% | +67+106.3% | 加碼 |
| Measured Wealth Private Client Group, LLC | 145 | $4,708 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 150 | $4,871 | 0.00% | +150 | 新進 |
| Quadrant Capital Group LLC | 169 | $5,488 | 0.00% | −102−37.6% | 減碼 |
| Osbon Capital Management LLC | 173 | $5,617 | 0.01% | +173 | 新進 |
| EverSource Wealth Advisors, LLC | 174 | $5,649 | 0.00% | −63−26.6% | 減碼 |
| Jones Financial Companies LLLP | 180 | $5,845 | 0.00% | −425−70.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 199 | $6,462 | 0.00% | −252−55.9% | 減碼 |
| Essential Partners LLC | 200 | $6,494 | 0.00% | +111+124.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 225 | $7,306 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 265 | $8,605 | 0.00% | −698−72.5% | 減碼 |
| Allworth Financial LP | 380 | $1.23 萬 | 0.00% | +185+94.9% | 加碼 |
| Los Angeles Capital Management LLC | 571 | $1.45 萬 | 0.00% | +571 | 新進 |
| Signaturefd, LLC | 477 | $1.55 萬 | 0.00% | −111−18.9% | 減碼 |
| Rakuten Securities, Inc. | 493 | $1.60 萬 | 0.01% | −271−35.5% | 減碼 |
| First Horizon Corp | 520 | $1.69 萬 | 0.00% | +187+56.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 662 | $2.15 萬 | 0.00% | +662 | 新進 |
| Simplex Trading, LLC | 678 | $2.20 萬 | 0.00% | −10,469−93.9% | 減碼 |
| Strengthening Families & Communities, LLC | 680 | $2.21 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 767 | $2.49 萬 | 0.00% | +751+4,693.8% | 加碼 |
| SBI Securities Co., Ltd. | 1,185 | $3.85 萬 | 0.00% | −3,721−75.8% | 減碼 |
| Advisor Group Holdings, Inc. | 1,247 | $4.05 萬 | 0.00% | −2,684−68.3% | 減碼 |
| Parallel Advisors, LLC | 1,682 | $5.46 萬 | 0.00% | −744−30.7% | 減碼 |
| Rhumbline Advisers | 2,151 | $6.98 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 3,207 | $10.4 萬 | 0.00% | +3,090+2,641.0% | 加碼 |
| CWM, LLC | 3,432 | $11.1 萬 | 0.00% | −117−3.3% | 減碼 |
| Dara Capital US, Inc. | 3,461 | $11.2 萬 | 0.10% | +3,461 | 新進 |
| Farther Finance Advisors, LLC | 3,483 | $11.3 萬 | 0.00% | +3,375+3,125.0% | 加碼 |
| KBC Group NV | 3,936 | $12.8 萬 | 0.00% | +1,404+55.5% | 加碼 |
| Advisors Asset Management, Inc. | 4,171 | $13.5 萬 | 0.00% | +951+29.5% | 加碼 |
| Ensign Peak Advisors, Inc | 4,400 | $14.3 萬 | 0.00% | −280−6.0% | 減碼 |
| US Bancorp | 4,508 | $14.6 萬 | 0.00% | −1,977−30.5% | 減碼 |
| IFP Advisors, Inc | 4,984 | $16.2 萬 | 0.00% | −249−4.8% | 減碼 |
| State of Wyoming | 5,131 | $16.7 萬 | 0.02% | +4,271+496.6% | 加碼 |
| Mach-1 Financial Group, Inc. | 6,403 | $20.8 萬 | 0.04% | +6,403 | 新進 |
| Sandia Investment Management LP | 6,534 | $21.2 萬 | 0.53% | −3,466−34.7% | 減碼 |
| Stanley-Laman Group, Ltd. | 6,536 | $21.2 萬 | 0.03% | +6,536 | 新進 |
| Perbak Capital Partners LLP | 6,620 | $21.5 萬 | 0.07% | −3,774−36.3% | 減碼 |
| State of Wisconsin Investment Board | 7,060 | $22.9 萬 | 0.00% | −3,053−30.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,116 | $23.1 萬 | 0.00% | +7,116 | 新進 |
| Wealthspire Advisors, LLC | 7,285 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Canal Capital Management, LLC | 7,589 | $24.6 萬 | 0.03% | −6,534−46.3% | 減碼 |
| Park Avenue Securities LLC | 7,637 | $24.8 萬 | 0.00% | +7,637 | 新進 |
| Amundi | 7,696 | $25.0 萬 | 0.00% | +7,696 | 新進 |
| DSM Capital Partners LLC | 8,130 | $26.4 萬 | 0.00% | +8,130 | 新進 |
| Public Employees Retirement Association of Colorado | 8,990 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 9,215 | $29.9 萬 | 0.00% | −3,415−27.0% | 減碼 |
| Holocene Advisors, LP | 9,913 | $32.2 萬 | 0.00% | +9,913 | 新進 |
| Ballentine Partners, LLC | 10,147 | $32.9 萬 | 0.00% | −115−1.1% | 減碼 |
| Sunstone Asset Management, L.P. | 10,335 | $33.6 萬 | 0.33% | +10,335 | 新進 |
| Fieldview Capital Management, LLC | 10,702 | $34.7 萬 | 0.06% | +10,702 | 新進 |
| Yarbrough Capital, LLC | 11,270 | $36.6 萬 | 0.01% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 11,355 | $36.9 萬 | 0.00% | −56,370−83.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 11,444 | $37.2 萬 | 0.00% | +4,774+71.6% | 加碼 |
| BBR Partners, LLC | 11,584 | $37.6 萬 | 0.02% | +11,584 | 新進 |
| Entropy Technologies, LP | 11,830 | $38.4 萬 | 0.02% | −24,019−67.0% | 減碼 |
| Yorktown Management & Research Co Inc | 11,850 | $38.5 萬 | 0.31% | +11,850 | 新進 |
| JustInvest LLC | 11,886 | $38.6 萬 | 0.00% | +2,574+27.6% | 加碼 |
| Deutsche Bank AG | 12,300 | $39.9 萬 | 0.00% | −88,412−87.8% | 減碼 |
| Vident Advisory, LLC | 12,555 | $40.8 萬 | 0.00% | +2,267+22.0% | 加碼 |
| Brown Advisory Inc | 12,635 | $41.0 萬 | 0.00% | +12,635 | 新進 |
| Dakota Wealth Management | 12,895 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| Clifford Group, LLC | 13,073 | $42.4 萬 | 0.33% | 00.0% | 不變 |
| Group One Trading, L.P. | 13,301 | $43.2 萬 | 0.01% | +13,301 | 新進 |
| Natixis Advisors, L.P. | 13,884 | $45.1 萬 | 0.00% | +2,487+21.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 14,084 | $45.7 萬 | 0.01% | +2,764+24.4% | 加碼 |
| Aptus Capital Advisors, LLC | 15,061 | $48.9 萬 | 0.00% | −92−0.6% | 減碼 |
| Creative Planning | 15,553 | $50.5 萬 | 0.00% | −2,989−16.1% | 減碼 |
| Eventide Asset Management, LLC | 15,555 | $50.6 萬 | 0.01% | −60.0% | 減碼 |
| Bridgefront Capital, LLC | 15,637 | $50.8 萬 | 0.13% | +7,232+86.0% | 加碼 |
| Winton Group Ltd | 15,875 | $51.5 萬 | 0.02% | +15,875 | 新進 |
| Brandywine Managers, LLC | 17,384 | $56.4 萬 | 0.28% | 00.0% | 不變 |
| Nuveen, LLC | 17,519 | $56.9 萬 | 0.00% | 00.0% | 不變 |
| Truepoint, Inc. | 17,615 | $57.2 萬 | 0.01% | +17,615 | 新進 |
| Snowden Capital Advisors LLC | 17,651 | $57.3 萬 | 0.01% | +1,584+9.9% | 加碼 |