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Klaviyo (KVYO) Institutional Ownership

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$33.05 -0.96 (-2.82%)
Closing price 03:59 PM Eastern
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$33.00 -0.05 (-0.15%)
As of 07:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for Klaviyo (NYSE:KVYO)

Current
Institutional Ownership
Percentage
45.43%
Number of
Institutional Buyers
(last 12 months)
154
Total
Institutional Inflows
(last 12 months)
$898.72M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$751.50M
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Skip Chart & View Institutional Buying and Selling Data

KVYO Institutional Buying and Selling by Quarter

Klaviyo Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025Acadian Asset Management LLC495,729$14.99M0.0%+162.0%0.167%
5/20/2025 Focus Partners Wealth917,613$27.77M0.1%-2.6%0.309%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC148,158$4.48M0.0%+40.9%0.054%
5/16/2025 Woodline Partners LP12,419$376K0.0%+54.5%0.005%
5/16/2025 Voleon Capital Management LP 22,564$683K0.1%N/A0.008%
5/16/2025 Dynamic Technology Lab Private Ltd24,767$749K0.1%N/A0.009%
5/16/2025 Petrus Trust Company LTA13,439$407K0.0%+7.0%0.005%
5/16/2025 Needham Investment Management LLC309,000$9.35M0.9%-1.9%0.113%
5/16/2025 Integrated Wealth Concepts LLC149,633$4.53M0.1%+3.5%0.055%
5/16/2025 Clifford Group LLC13,783$417K0.4%N/A0.005%
5/16/2025 Alliancebernstein L.P.4,019,280$121.62M0.0%+0.6%1.472%
5/16/2025 AQR Capital Management LLC11,870$359K0.0%N/A0.004%
5/16/2025 Advisors Asset Management Inc.2,731$83K0.0%+22.7%0.001%
5/16/2025 Amundi14,361$400K0.0%+109.7%0.005%
5/16/2025 3G Capital Partners LP100,000$3.03M0.9%N/A0.037%
5/16/2025 Adage Capital Partners GP L.L.C.75,000$2.27M0.0%-70.0%0.027%
5/15/2025 PDT Partners LLC142,992$4.33M0.3%+27.8%0.052%
5/15/2025 Royal Bank of Canada10,008$303K0.0%+59.4%0.004%
5/15/2025 Caption Management LLC13,962$422K0.0%N/A0.005%
5/15/2025 Night Squared LP210,366$6.37M3.8%N/A0.077%
5/15/2025 Magnetar Financial LLC13,249$401K0.0%N/A0.005%
5/15/2025 State of Wyoming1,375$42K0.0%N/A0.001%
5/15/2025 Trexquant Investment LP371,707$11.25M0.1%+472.3%0.136%
5/14/2025 B. Metzler seel. Sohn & Co. AG59,540$1.80M0.0%+27.0%0.022%
5/14/2025 Ieq Capital LLC53,080$1.61M0.0%+4.0%0.019%
5/14/2025 FORA Capital LLC16,690$505K0.1%N/A0.006%
5/14/2025 Jump Financial LLC107,356$3.25M0.0%N/A0.039%
5/14/2025 SVB Wealth LLC4,400$133K0.0%N/A0.002%
5/14/2025 AlphaQuest LLC21,766$659K0.1%N/A0.008%
5/14/2025 1832 Asset Management L.P.2,248,800$68.05M0.1%+38.7%0.823%
5/14/2025 Sands Capital Ventures LLC3,443,515$104.20M25.5%-0.8%1.261%
5/14/2025 Osterweis Capital Management Inc.321,213$9.72M0.0%-3.7%0.118%
5/14/2025 Capital Fund Management S.A.54,390$1.65M0.0%N/A0.020%
5/14/2025 Quantbot Technologies LP122,432$3.71M0.1%N/A0.045%
5/13/2025 Algert Global LLC53,070$1.61M0.0%N/A0.019%
5/13/2025 Raymond James Financial Inc.545,159$16.50M0.0%+85.4%0.200%
5/13/2025 Cresset Asset Management LLC12,342$373K0.0%N/A0.005%
5/13/2025 American Century Companies Inc.1,202,053$36.37M0.0%-0.6%0.440%
5/13/2025 Liontrust Investment Partners LLP138,555$4.19M0.1%+105.1%0.051%
5/13/2025 Fox Run Management L.L.C.21,149$640K0.1%N/A0.008%
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5/13/2025 Oak Ridge Investments LLC51,147$1.55M0.1%+28.1%0.019%
5/13/2025 Lord Abbett & CO. LLC1,538,220$46.55M0.2%+105.6%0.563%
5/13/2025 Caitong International Asset Management Co. Ltd1,421$43K0.0%+217.9%0.001%
5/13/2025 Russell Investments Group Ltd.40,706$1.26M0.0%+148.3%0.015%
5/13/2025 HighTower Advisors LLC22,407$678K0.0%-94.4%0.008%
5/12/2025 Entropy Technologies LP18,963$574K0.1%N/A0.007%
5/12/2025 Invesco Ltd.6,728$204K0.0%N/A0.002%
5/12/2025 Cynosure Group LLC141,884$4.29M0.6%-27.1%0.052%
5/12/2025 Watchtower Advisors LP185,050$5.60M4.1%-37.4%0.068%
5/12/2025 Swiss National Bank139,800$4.23M0.0%+22.4%0.051%
5/9/2025 Charles Schwab Investment Management Inc.450,161$13.62M0.0%-3.1%0.165%
5/9/2025 Vanguard Group Inc.8,467,933$256.24M0.0%+9.7%3.101%
5/9/2025 Encompass More Asset Management18,159$549K0.2%N/A0.007%
5/9/2025 Blair William & Co. IL231,153$7.00M0.0%+12.1%0.085%
5/9/2025 PNC Financial Services Group Inc.147,931$4.48M0.0%-31.9%0.054%
5/8/2025Jefferies Financial Group Inc.61,404$1.86M0.0%N/A0.022%
5/8/2025 Alberta Investment Management Corp35,190$1.07M0.0%N/A0.013%
5/8/2025 US Bancorp DE6,792$206K0.0%+40.6%0.002%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 12,516$379K0.0%+10.4%0.005%
5/7/2025 Glynn Capital Management LLC530,317$16.05M4.2%-18.8%0.194%
5/6/2025 Assetmark Inc.15,022$455K0.0%N/A0.006%
5/6/2025 Cetera Investment Advisers10,656$322K0.0%+58.5%0.004%
5/6/2025 Avantax Advisory Services Inc.9,030$273K0.0%N/A0.003%
5/6/2025 Legato Capital Management LLC33,829$1.02M0.1%-15.5%0.012%
5/6/2025 KLP Kapitalforvaltning AS13,900$421K0.0%+13.0%0.005%
5/6/2025 Pier 88 Investment Partners LLC35,670$1.08M0.2%-7.8%0.013%
5/6/2025 Bank Julius Baer & Co. Ltd Zurich4,149$126K0.0%-14.2%0.002%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH7,876$238K0.0%N/A0.003%
5/6/2025 Y Intercept Hong Kong Ltd35,132$1.06M0.1%+287.6%0.013%
5/5/2025 Crestwood Advisors Group LLC128,941$3.90M0.1%N/A0.047%
5/5/2025 Summit Partners L P38,827,778$1.17B72.9%-4.9%14.217%
5/2/2025 Victory Capital Management Inc.7,807$236K0.0%+20.7%0.003%
5/2/2025 Dakota Wealth Management44,435$1.35M0.0%-29.8%0.016%
5/2/2025 SBI Securities Co. Ltd.2,674$81K0.0%-43.7%0.001%
5/1/2025 CWM LLC930$28K0.0%+227.5%0.000%
5/1/2025 New York State Common Retirement Fund15,499$469K0.0%-30.5%0.006%
5/1/2025 Arizona State Retirement System20,684$626K0.0%+22.7%0.008%
4/30/2025 Alps Advisors Inc.25,977$786K0.0%+8.7%0.010%
4/29/2025 Bank of New York Mellon Corp2,278,020$68.93M0.0%-22.2%0.834%
4/28/2025 Teacher Retirement System of Texas11,647$352K0.0%N/A0.004%
4/28/2025 WCM Investment Management LLC390,119$12.10M0.0%+27.7%0.143%
4/25/2025 KBC Group NV2,532$77K0.0%N/A0.001%
4/25/2025 Lisanti Capital Growth LLC110,255$3.34M1.0%-16.8%0.040%
4/24/2025 TFC Financial Management Inc.904$27K0.0%N/A0.000%
4/22/2025 Cabot Wealth Management Inc.90,126$2.73M0.3%+1.0%0.033%
4/16/2025 Stanley Laman Group Ltd.160,177$4.85M0.7%N/A0.059%
4/16/2025 Fort Washington Investment Advisors Inc. OH21,926$663K0.0%N/A0.008%
4/15/2025 Handelsbanken Fonder AB14,900$451K0.0%-10.8%0.005%
4/15/2025 SG Americas Securities LLC13,918$421K0.0%+27.3%0.005%
4/11/2025 Renaissance Capital LLC109,268$3.31M2.6%-10.9%0.040%
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3/18/2025 California State Teachers Retirement System49,997$2.06M0.0%+1.8%0.018%
3/7/2025 Alpha Wealth Funds LLC5,000$209K0.2%N/A0.002%
2/28/2025 Total Wealth Planning & Management Inc.9,627$397K0.4%N/A0.004%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC105,178$4.34M0.0%+76.3%0.039%
2/17/2025 Voloridge Investment Management LLC922,832$38.06M0.1%+15.7%0.342%
2/17/2025 Washington Harbour Partners LP43,500$1.79M3.3%N/A0.016%
2/17/2025 Whale Rock Capital Management LLC3,868,451$159.54M1.9%+7.4%1.435%
2/17/2025 Squarepoint Ops LLC50,906$2.10M0.0%N/A0.019%
2/17/2025 Two Sigma Advisers LP997,900$41.15M0.1%+48.2%0.370%
2/17/2025 Two Sigma Investments LP1,124,433$46.37M0.1%+53.1%0.417%
(Data available from 1/1/2016 forward)

KVYO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KVYO shares?

During the previous two years, 209 institutional investors and hedge funds held shares of Klaviyo. The most heavily invested institutionals were Summit Partners L P ($1.17B), Vanguard Group Inc. ($256.24M), Whale Rock Capital Management LLC ($159.54M), Capital Research Global Investors ($123.78M), Alliancebernstein L.P. ($121.62M), Federated Hermes Inc. ($110.10M), and Sands Capital Ventures LLC ($104.20M).Learn more on KVYO's institutional investors.

What percentage of Klaviyo stock is owned by institutional investors?

45.43% of Klaviyo stock is owned by institutional investors. Learn more on KVYO's institutional investor holdings.

Which institutional investors have been buying Klaviyo stock?

Of the 184 institutional investors that purchased Klaviyo stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Summit Partners L P ($49.51M), Whale Rock Capital Management LLC ($3.68M), Vanguard Group Inc. ($2.84M), Bank of New York Mellon Corp ($2.55M), Clearbridge Investments LLC ($2.23M), Lord Abbett & CO. LLC ($1.69M), and Norges Bank ($1.38M).

How much institutional buying is happening at Klaviyo?

Institutional investors have bought a total of 88,251,889 shares in the last 24 months. This purchase volume represents approximately $3.01B in transactions.

Which Klaviyo major shareholders have been selling company stock?

Of the 69 institutional investors that sold Klaviyo stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Summit Partners L P ($10.68M), Capital Research Global Investors ($2.27M), JPMorgan Chase & Co. ($2.05M), Claro Advisors LLC ($1.34M), Alliancebernstein L.P. ($686.17K), Bank of New York Mellon Corp ($648.17K), and Glynn Capital Management LLC ($629.26K).

How much institutional selling is happening at Klaviyo?

Institutional investors have sold a total of 22,033,982 shares in the last 24 months. This volume of shares sold represents approximately $809.51M in transactions.


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This page (NYSE:KVYO) was last updated on 5/21/2025 by MarketBeat.com Staff
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