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Klaviyo (KVYO) Institutional Ownership

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$32.74 -0.26 (-0.79%)
Closing price 07/24/2025 03:59 PM Eastern
Extended Trading
$33.25 +0.51 (+1.56%)
As of 05:09 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
159
Total
Institutional Inflows
(last 12 months)
$900.96M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$1.03B
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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
7/24/2025IFP Advisors Inc4,952$176K0.0%+960.4%0.002%
7/24/2025Blair William & Co. IL245,255$8.24M0.0%+6.1%0.083%
7/23/2025 KLP Kapitalforvaltning AS19,900$668K0.0%+43.2%0.007%
7/18/2025 Renaissance Capital LLC90,088$3.03M2.1%-17.6%0.030%
7/16/2025 Summit Partners L P30,827,778$1.04B73.0%-20.6%10.380%
7/16/2025 Dakota Wealth Management12,942$435K0.0%-70.9%0.004%
7/15/2025 Ballentine Partners LLC10,262$345K0.0%N/A0.003%
7/14/2025 Counterpoint Mutual Funds LLC21,758$731K0.1%N/A0.007%
7/10/2025 Moody National Bank Trust Division35,206$1.18M0.1%N/A0.012%
7/10/2025 Wealth Enhancement Advisory Services LLC7,547$256K0.0%N/A0.003%
7/8/2025 Parallel Advisors LLC2,606$88K0.0%+17,273.3%0.001%
6/18/2025Voya Investment Management LLC1,555,252$47.06M0.1%-16.0%0.524%
6/5/2025Osterweis Capital Management Inc.321,213$9.72M0.0%-3.7%0.108%
5/22/2025Diker Management LLC25,042$758K0.9%-75.0%0.008%
5/21/2025Acadian Asset Management LLC495,729$14.99M0.0%+162.0%0.167%
5/20/2025Focus Partners Wealth917,613$27.77M0.1%-2.6%0.309%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC148,158$4.48M0.0%+40.9%0.054%
5/16/2025Woodline Partners LP12,419$376K0.0%+54.5%0.005%
5/16/2025Voleon Capital Management LP 22,564$683K0.1%N/A0.008%
5/16/2025Dynamic Technology Lab Private Ltd24,767$749K0.1%N/A0.009%
5/16/2025Petrus Trust Company LTA13,439$407K0.0%+7.0%0.005%
5/16/2025Needham Investment Management LLC309,000$9.35M0.9%-1.9%0.113%
5/16/2025Integrated Wealth Concepts LLC149,633$4.53M0.1%+3.5%0.055%
5/16/2025Clifford Group LLC13,783$417K0.4%N/A0.005%
5/16/2025Alliancebernstein L.P.4,019,280$121.62M0.0%+0.6%1.472%
5/16/2025AQR Capital Management LLC11,870$359K0.0%N/A0.004%
5/16/2025Advisors Asset Management Inc.2,731$83K0.0%+22.7%0.001%
5/16/2025Amundi14,361$400K0.0%+109.7%0.005%
5/16/20253G Capital Partners LP100,000$3.03M0.9%N/A0.037%
5/16/2025Adage Capital Partners GP L.L.C.75,000$2.27M0.0%-70.0%0.027%
5/15/2025PDT Partners LLC142,992$4.33M0.3%+27.8%0.052%
5/15/2025Royal Bank of Canada10,008$303K0.0%+59.4%0.004%
5/15/2025Caption Management LLC13,962$422K0.0%N/A0.005%
5/15/2025Night Squared LP210,366$6.37M3.8%N/A0.077%
5/15/2025Magnetar Financial LLC13,249$401K0.0%N/A0.005%
5/15/2025State of Wyoming1,375$42K0.0%N/A0.001%
5/15/2025Trexquant Investment LP371,707$11.25M0.1%+472.3%0.136%
5/14/2025B. Metzler seel. Sohn & Co. AG59,540$1.80M0.0%+27.0%0.022%
5/14/2025Ieq Capital LLC53,080$1.61M0.0%+4.0%0.019%
5/14/2025FORA Capital LLC16,690$505K0.1%N/A0.006%
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5/14/2025Jump Financial LLC107,356$3.25M0.0%N/A0.039%
5/14/2025SVB Wealth LLC4,400$133K0.0%N/A0.002%
5/14/2025AlphaQuest LLC21,766$659K0.1%N/A0.008%
5/14/20251832 Asset Management L.P.2,248,800$68.05M0.1%+38.7%0.823%
5/14/2025Sands Capital Ventures LLC3,443,515$104.20M25.5%-0.8%1.261%
5/14/2025Osterweis Capital Management Inc.321,213$9.72M0.0%-3.7%0.118%
5/14/2025Capital Fund Management S.A.54,390$1.65M0.0%N/A0.020%
5/14/2025Quantbot Technologies LP122,432$3.71M0.1%N/A0.045%
5/13/2025Algert Global LLC53,070$1.61M0.0%N/A0.019%
5/13/2025Raymond James Financial Inc.545,159$16.50M0.0%+85.4%0.200%
5/13/2025Cresset Asset Management LLC12,342$373K0.0%N/A0.005%
5/13/2025American Century Companies Inc.1,202,053$36.37M0.0%-0.6%0.440%
5/13/2025Liontrust Investment Partners LLP138,555$4.19M0.1%+105.1%0.051%
5/13/2025Fox Run Management L.L.C.21,149$640K0.1%N/A0.008%
5/13/2025Oak Ridge Investments LLC51,147$1.55M0.1%+28.1%0.019%
5/13/2025Lord Abbett & CO. LLC1,538,220$46.55M0.2%+105.6%0.563%
5/13/2025Caitong International Asset Management Co. Ltd1,421$43K0.0%+217.9%0.001%
5/13/2025Russell Investments Group Ltd.40,706$1.26M0.0%+148.3%0.015%
5/13/2025HighTower Advisors LLC22,407$678K0.0%-94.4%0.008%
5/12/2025Entropy Technologies LP18,963$574K0.1%N/A0.007%
5/12/2025Invesco Ltd.6,728$204K0.0%N/A0.002%
5/12/2025Cynosure Group LLC141,884$4.29M0.6%-27.1%0.052%
5/12/2025Watchtower Advisors LP185,050$5.60M4.1%-37.4%0.068%
5/12/2025Swiss National Bank139,800$4.23M0.0%+22.4%0.051%
5/9/2025Charles Schwab Investment Management Inc.450,161$13.62M0.0%-3.1%0.165%
5/9/2025Vanguard Group Inc.8,467,933$256.24M0.0%+9.7%3.101%
5/9/2025Encompass More Asset Management18,159$549K0.2%N/A0.007%
5/9/2025Blair William & Co. IL231,153$7.00M0.0%+12.1%0.085%
5/9/2025PNC 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%
5/8/2025Alberta Investment Management Corp35,190$1.07M0.0%N/A0.013%
5/8/2025US Bancorp DE6,792$206K0.0%+40.6%0.002%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 12,516$379K0.0%+10.4%0.005%
5/7/2025Glynn Capital Management LLC530,317$16.05M4.2%-18.8%0.194%
5/6/2025Assetmark Inc.15,022$455K0.0%N/A0.006%
5/6/2025Cetera Investment Advisers10,656$322K0.0%+58.5%0.004%
5/6/2025Avantax Advisory Services Inc.9,030$273K0.0%N/A0.003%
5/6/2025Legato Capital Management LLC33,829$1.02M0.1%-15.5%0.012%
5/6/2025 KLP Kapitalforvaltning AS13,900$421K0.0%+13.0%0.005%
5/6/2025Pier 88 Investment Partners LLC35,670$1.08M0.2%-7.8%0.013%
5/6/2025Bank Julius Baer & Co. Ltd Zurich4,149$126K0.0%-14.2%0.002%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH7,876$238K0.0%N/A0.003%
5/6/2025Y Intercept Hong Kong Ltd35,132$1.06M0.1%+287.6%0.013%
5/5/2025Crestwood 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%
5/2/2025Victory 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%
5/2/2025SBI Securities Co. Ltd.2,674$81K0.0%-43.7%0.001%
5/1/2025CWM LLC930$28K0.0%+227.5%0.000%
5/1/2025New York State Common Retirement Fund15,499$469K0.0%-30.5%0.006%
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5/1/2025Arizona State Retirement System20,684$626K0.0%+22.7%0.008%
4/30/2025Alps Advisors Inc.25,977$786K0.0%+8.7%0.010%
4/29/2025Bank of New York Mellon Corp2,278,020$68.93M0.0%-22.2%0.834%
4/28/2025Teacher Retirement System of Texas11,647$352K0.0%N/A0.004%
4/28/2025WCM Investment Management LLC390,119$12.10M0.0%+27.7%0.143%
4/25/2025KBC Group NV2,532$77K0.0%N/A0.001%
4/25/2025Lisanti Capital Growth LLC110,255$3.34M1.0%-16.8%0.040%
4/24/2025TFC Financial Management Inc.904$27K0.0%N/A0.000%
4/22/2025Cabot Wealth Management Inc.90,126$2.73M0.3%+1.0%0.033%
4/16/2025Stanley Laman Group Ltd.160,177$4.85M0.7%N/A0.059%
(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, 214 institutional investors and hedge funds held shares of Klaviyo. The most heavily invested institutionals were Summit Partners L P ($1.04B), 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 Klaviyo's institutional investors.

What percentage of Klaviyo's stock is owned by institutional investors?

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

Which institutional investors have been buying Klaviyo's stock?

Of the 189 institutional investors that purchased Klaviyo's 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 25,577,143 shares in the last 24 months. This purchase volume represents approximately $900.96M in transactions.

Which of Klaviyo's major shareholders have been selling company stock?

Of the 65 institutional investors that sold Klaviyo's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Summit Partners L P ($16.91M), 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 28,379,897 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


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This page (NYSE:KVYO) was last updated on 7/25/2025 by MarketBeat.com Staff
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