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。
2026 年第 1 季 13F 持有人
Klaviyo, Inc. 在 2026/3/31 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
- 266
- 較 2025 年第 4 季 +9 家
- 持有股數
- 1.57 億
- 較 2025 年第 4 季 +1,500 萬 (+10.5%)
- 總市值
- $31.0 億
- 較 2025 年第 4 季 −$15.2 億 (−32.9%)
- 新進機構
- 60
- 另有 117 家加碼
- 清倉機構
- 51
- 另有 54 家減碼
另有 4 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 2 | $45 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 7 | $136 | 0.00% | −258−97.4% | 減碼 |
| Basecamp Wealth Advisors LLC | 10 | $195 | 0.00% | −7−41.2% | 減碼 |
| Fairscale Capital, LLC | 15 | $292 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 15 | $292 | 0.00% | +15 | 新進 |
| SJS Investment Consulting Inc. | 27 | $526 | 0.00% | +27 | 新進 |
| North Star Investment Management Corp. | 30 | $584 | 0.00% | +30 | 新進 |
| Kilter Group LLC | 32 | $623 | 0.00% | +13+68.4% | 加碼 |
| Park Place Capital Corp | 37 | $720 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 56 | $1,000 | 0.00% | +38+211.1% | 加碼 |
| Capital Advisors, Ltd. LLC | 42 | $1,000 | 0.00% | +42 | 新進 |
| Cornerstone Financial Management LLC | 53 | $1,031 | 0.00% | +53 | 新進 |
| South State Corp. | 53 | $1,032 | 0.00% | +53 | 新進 |
| CoreCap Advisors, LLC | 59 | $1,148 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 61 | $1,187 | 0.00% | +27+79.4% | 加碼 |
| Elequin Capital LP | 71 | $1,382 | 0.00% | +71 | 新進 |
| CVA Family Office, LLC | 75 | $1,460 | 0.00% | +36+92.3% | 加碼 |
| Activest Wealth Management | 93 | $1,810 | 0.00% | +17+22.4% | 加碼 |
| Private Wealth Management Group, LLC | 95 | $1,849 | 0.00% | +95 | 新進 |
| True Wealth Design, LLC | 100 | $1,946 | 0.00% | +46+85.2% | 加碼 |
| GAMMA Investing LLC | 100 | $1,946 | 0.00% | +56+127.3% | 加碼 |
| Armstrong Advisory Group, Inc | 120 | $2,336 | 0.00% | +120 | 新進 |
| Measured Wealth Private Client Group, LLC | 145 | $2,822 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 164 | $3,192 | 0.00% | +134+446.7% | 加碼 |
| Osbon Capital Management LLC | 173 | $3,367 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 199 | $3,873 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 200 | $3,892 | 0.00% | +165+471.4% | 加碼 |
| Bare Financial Services, Inc | 219 | $4,261 | 0.00% | +167+321.2% | 加碼 |
| Marquette Asset Management, LLC | 242 | $4,710 | 0.00% | +112+86.2% | 加碼 |
| MAI Capital Management | 248 | $4,827 | 0.00% | −519−67.7% | 減碼 |
| International Assets Investment Management, LLC | 250 | $4,865 | 0.00% | +250 | 新進 |
| Whittier Trust Co of Nevada Inc | 272 | $5,225 | 0.00% | +148+119.4% | 加碼 |
| Wealth Preservation Advisors, LLC | 293 | $5,702 | 0.00% | +293 | 新進 |
| Rothschild Investment LLC | 437 | $8,504 | 0.00% | +287+191.3% | 加碼 |
| SRS Capital Advisors, Inc. | 533 | $1.04 萬 | 0.00% | +520+4,000.0% | 加碼 |
| Strengthening Families & Communities, LLC | 680 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 688 | $1.34 萬 | 0.00% | −3,820−84.7% | 減碼 |
| First Horizon Corp | 711 | $1.38 萬 | 0.00% | +191+36.7% | 加碼 |
| Rockefeller Capital Management L.P. | 725 | $1.41 萬 | 0.00% | −2,482−77.4% | 減碼 |
| Rakuten Securities, Inc. | 810 | $1.58 萬 | 0.01% | +317+64.3% | 加碼 |
| Essential Partners LLC | 1,129 | $2.20 萬 | 0.01% | +929+464.5% | 加碼 |
| SBI Securities Co., Ltd. | 1,246 | $2.42 萬 | 0.00% | +61+5.1% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 836 | $2.53 萬 | 0.01% | +836 | 新進 |
| Advisor Group Holdings, Inc. | 1,396 | $2.72 萬 | 0.00% | +149+11.9% | 加碼 |
| Quadrant Capital Group LLC | 1,440 | $2.80 萬 | 0.00% | +1,271+752.1% | 加碼 |
| NFJ Investment Group, LLC | 1,577 | $3.07 萬 | 0.00% | +1,502+2,002.7% | 加碼 |
| Allworth Financial LP | 1,852 | $3.60 萬 | 0.00% | +1,472+387.4% | 加碼 |
| Advisory Services Network, LLC | 1,917 | $3.73 萬 | 0.00% | +1,917 | 新進 |
| Optiver Holding B.V. | 1,989 | $3.87 萬 | 0.00% | +1,989 | 新進 |
| Parallel Advisors, LLC | 2,009 | $3.91 萬 | 0.00% | +327+19.4% | 加碼 |
| Signaturefd, LLC | 2,025 | $3.94 萬 | 0.00% | +1,548+324.5% | 加碼 |
| Salem Investment Counselors Inc | 2,150 | $4.18 萬 | 0.00% | +2,150 | 新進 |
| Rhumbline Advisers | 2,151 | $4.19 萬 | 0.00% | 00.0% | 不變 |
| Dara Capital US, Inc. | 3,461 | $6.74 萬 | 0.06% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,802 | $7.40 萬 | 0.00% | +3,628+2,085.1% | 加碼 |
| Farther Finance Advisors, LLC | 3,812 | $7.41 萬 | 0.00% | +329+9.4% | 加碼 |
| KBC Group NV | 3,936 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 4,913 | $9.56 萬 | 0.00% | +742+17.8% | 加碼 |
| IFP Advisors, Inc | 5,287 | $10.3 萬 | 0.00% | +303+6.1% | 加碼 |
| Los Angeles Capital Management LLC | 5,583 | $10.9 萬 | 0.00% | +5,012+877.8% | 加碼 |
| Bayforest Capital Ltd | 5,986 | $11.6 萬 | 0.13% | +5,986 | 新進 |
| Walleye Trading LLC | 6,611 | $12.9 萬 | 0.00% | +6,611 | 新進 |
| Jones Financial Companies LLLP | 8,394 | $15.7 萬 | 0.00% | +8,214+4,563.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 8,990 | $17.5 萬 | 0.00% | 00.0% | 不變 |
| Scientech Research LLC | 10,120 | $19.7 萬 | 0.16% | +10,120 | 新進 |
| Federation des caisses Desjardins du Quebec | 10,238 | $19.9 萬 | 0.00% | −1,206−10.5% | 減碼 |
| SG Americas Securities, LLC | 10,455 | $20.3 萬 | 0.00% | −97,864−90.3% | 減碼 |
| Merit Financial Group, LLC | 10,506 | $20.4 萬 | 0.00% | +10,506 | 新進 |
| LPL Financial LLC | 10,963 | $21.3 萬 | 0.00% | +1,748+19.0% | 加碼 |
| Ballentine Partners, LLC | 11,117 | $21.6 萬 | 0.00% | +970+9.6% | 加碼 |
| Krilogy Financial LLC | 12,010 | $22.1 萬 | 0.01% | +12,010 | 新進 |
| BBR Partners, LLC | 11,584 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Barclays PLC | 11,745 | $22.9 萬 | 0.00% | −46,547−79.9% | 減碼 |
| Omers Administration Corp | 11,800 | $23.0 萬 | 0.00% | −8,400−41.6% | 減碼 |
| Bridgefront Capital, LLC | 12,027 | $23.4 萬 | 0.06% | −3,610−23.1% | 減碼 |
| Brown Advisory Inc | 12,067 | $23.5 萬 | 0.00% | −568−4.5% | 減碼 |
| Evergreen Capital Management LLC | 12,450 | $24.2 萬 | 0.01% | +12,450 | 新進 |
| Boothbay Fund Management, LLC | 12,772 | $24.9 萬 | 0.01% | −14,349−52.9% | 減碼 |
| State of Wisconsin Investment Board | 12,814 | $24.9 萬 | 0.00% | +5,754+81.5% | 加碼 |
| Dakota Wealth Management | 12,895 | $25.1 萬 | 0.01% | 00.0% | 不變 |
| Deutsche Bank AG | 12,997 | $25.3 萬 | 0.00% | +697+5.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 14,097 | $27.4 萬 | 0.00% | +13+0.1% | 加碼 |
| Jefferies Financial Group Inc. | 14,305 | $27.8 萬 | 0.00% | −440,695−96.9% | 減碼 |
| Pier 88 Investment Partners LLC | 14,700 | $28.6 萬 | 0.07% | −9,020−38.0% | 減碼 |
| Perbak Capital Partners LLP | 14,992 | $29.2 萬 | 0.07% | +8,372+126.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 15,044 | $29.3 萬 | 0.00% | −22,145−59.5% | 減碼 |
| Abu Dhabi Investment Council Co P.J.S.C | 15,127 | $29.4 萬 | 0.03% | +15,127 | 新進 |
| Aptus Capital Advisors, LLC | 15,850 | $30.8 萬 | 0.00% | +789+5.2% | 加碼 |
| Brighton Jones LLC | 16,061 | $31.3 萬 | 0.01% | +16,061 | 新進 |
| Captrust Financial Advisors | 16,690 | $32.5 萬 | 0.00% | +16,690 | 新進 |
| Northwest & Ethical Investments L.P. | 17,188 | $33.0 萬 | 0.01% | +17,188 | 新進 |
| Simplex Trading, LLC | 17,209 | $33.5 萬 | 0.01% | +16,531+2,438.2% | 加碼 |
| JustInvest LLC | 17,321 | $33.7 萬 | 0.00% | +5,435+45.7% | 加碼 |
| Brandywine Managers, LLC | 17,384 | $33.8 萬 | 0.20% | 00.0% | 不變 |
| Truepoint, Inc. | 17,615 | $34.3 萬 | 0.01% | 00.0% | 不變 |
| National Philanthropic Trust | 18,300 | $35.6 萬 | 0.00% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 19,330 | $37.6 萬 | 0.00% | +19,330 | 新進 |
| HSBC Holdings PLC | 19,245 | $37.6 萬 | 0.00% | +19,245 | 新進 |
| Acadian Asset Management LLC | 19,471 | $37.7 萬 | 0.00% | +1,214+6.6% | 加碼 |
| Engineers Gate Manager LP | 19,960 | $38.8 萬 | 0.00% | −550,038−96.5% | 減碼 |