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Klaviyo (KVYO) Institutional Ownership

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$25.40 -0.75 (-2.85%)
Closing price 10/7/2025 03:59 PM Eastern
Extended Trading
$25.60 +0.19 (+0.75%)
As of 08:57 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)
190
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$1.19B
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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
10/6/2025 Moody National Bank Trust Division24,806$687K0.1%-29.5%0.008%
9/4/2025Osaic Holdings Inc.1,689$55K0.0%+317.0%0.001%
8/27/2025Orion Porfolio Solutions LLC37,089$1.25M0.0%N/A0.012%
8/27/2025Squarepoint Ops LLC94,290$3.17M0.0%+33.9%0.031%
8/19/2025State of Wyoming5,439$183K0.0%+295.6%0.002%
8/19/2025Liontrust Investment Partners LLP129,866$4.36M0.1%-6.3%0.043%
8/15/2025Tower Research Capital LLC TRC 4,880$164K0.0%-28.1%0.002%
8/15/2025Vident Advisory LLC6,653$223K0.0%N/A0.002%
8/15/2025Snowden Capital Advisors LLC110,334$3.71M0.1%+11.4%0.037%
8/15/2025Orion Porfolio Solutions LLC37,089$1.25M0.0%N/A0.012%
8/15/2025Lazard Asset Management LLC3,716$124K0.0%N/A0.001%
8/15/2025Fortress Investment Group LLC300,000$10.07M1.4%N/A0.101%
8/15/2025Goodnow Investment Group LLC161,400$5.42M0.5%N/A0.054%
8/15/2025Eventide Asset Management LLC18,019$605K0.0%N/A0.006%
8/15/2025Engineers Gate Manager LP232,074$7.79M0.1%+26.5%0.078%
8/15/2025BNP Paribas Financial Markets831,834$27.93M0.0%+125.9%0.280%
8/15/2025Brandywine Managers LLC13,038$438K0.4%+50.0%0.004%
8/15/2025Balyasny Asset Management L.P.116,859$3.92M0.0%-5.8%0.039%
8/15/2025Bank of America Corp DE874,958$29.38M0.0%-39.4%0.295%
8/15/2025Adage Capital Partners GP L.L.C.50,000$1.68M0.0%-33.3%0.017%
8/15/2025Ameriprise Financial Inc.508,577$17.08M0.0%-44.0%0.171%
8/14/2025PDT Partners LLC78,572$2.64M0.1%-45.1%0.026%
8/14/2025Sandia Investment Management LP15,000$504K1.3%N/A0.005%
8/14/2025Greenoaks Capital Partners LLC2,345,580$78.77M3.0%+1.2%0.790%
8/14/2025California State Teachers Retirement System83,103$2.79M0.0%+33.2%0.028%
8/14/2025Raymond James Financial Inc.700,975$23.54M0.0%+28.6%0.236%
8/14/2025Canada Pension Plan Investment Board30,500$1.02M0.0%+258.8%0.010%
8/14/2025Quantinno Capital Management LP501,149$16.83M0.1%N/A0.169%
8/14/2025Alliancebernstein L.P.4,424,249$148.57M0.0%+10.1%1.490%
8/14/2025Ieq Capital LLC105,712$3.55M0.0%+99.2%0.036%
8/14/2025Osterweis Capital Management Inc.114,723$3.85M0.2%-64.3%0.039%
8/14/2025The Manufacturers Life Insurance Company 12,947$435K0.0%-29.5%0.004%
8/14/2025Diker Management LLC80,042$2.69M2.5%+219.6%0.027%
8/14/2025Squarepoint Ops LLC94,290$3.17M0.0%+33.9%0.032%
8/14/2025Sei Investments Co.59,660$2.00M0.0%+38.1%0.020%
8/14/2025Nebula Research & Development LLC37,431$1.26M0.1%+64.0%0.013%
8/14/2025Night Squared LP143,839$4.83M2.2%-31.6%0.048%
8/14/2025Qube Research & Technologies Ltd570,595$19.16M0.0%+47.2%0.192%
8/14/2025Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna70,600$2.37M1.0%N/A0.024%
8/14/2025Cooper Creek Partners Management LLC1,700,690$57.11M1.8%N/A0.573%
8/14/2025Cerity Partners LLC72,557$2.44M0.0%+2.7%0.024%
8/14/2025Federated Hermes Inc.2,911,007$97.75M0.2%+9.0%0.980%
8/13/2025Jump Financial LLC368,457$12.37M0.1%+243.2%0.124%
8/13/2025Amundi9,430$310K0.0%-34.3%0.003%
8/13/2025Marshall Wace LLP679,675$22.82M0.0%+81.2%0.229%
8/13/2025First Trust Advisors LP988,766$33.20M0.0%+7.9%0.333%
8/13/2025Invesco Ltd.12,577$422K0.0%+86.9%0.004%
8/13/20251832 Asset Management L.P.112,700$3.78M0.0%-95.0%0.038%
8/13/2025Sands Capital Alternatives LLC3,515,065$118.04M23.2%+2.1%1.184%
8/13/2025Sands Capital Management LLC1,109,069$37.24M0.1%+14.0%0.373%
8/13/2025Arrowstreet Capital Limited Partnership1,386,559$46.56M0.0%+21.4%0.467%
8/13/2025Quantbot Technologies LP259,094$8.70M0.2%+111.6%0.087%
8/13/2025HBK Investments L P7,500$252K0.0%N/A0.003%
8/13/2025New York State Common Retirement Fund322,368$10.83M0.0%+1,979.9%0.109%
8/13/2025Norges Bank1,567,276$52.63M0.0%N/A0.528%
8/13/2025Quadrature Capital Ltd64,153$2.15M0.0%+390.2%0.022%
8/13/2025Hsbc Holdings PLC39,920$1.33M0.0%N/A0.013%
8/13/2025Elevation Point Wealth Partners LLC2,647$89K0.0%N/A0.001%
8/13/2025Russell Investments Group Ltd.17,127$575K0.0%-57.9%0.006%
8/12/2025North Star Asset Management Inc.6,000$201K0.0%N/A0.002%
8/12/2025Elo Mutual Pension Insurance Co25,083$842K0.0%N/A0.008%
8/12/2025XTX Topco Ltd77,944$2.62M0.1%N/A0.026%
8/12/2025Jefferies Financial Group Inc.11,648$391K0.0%-81.0%0.004%
8/12/2025American Century Companies Inc.2,685,480$90.18M0.0%+123.4%0.904%
8/12/2025Franklin Resources Inc.1,949,759$65.47M0.0%-15.8%0.657%
8/12/2025Legal & General Group Plc93,215$3.13M0.0%+44.7%0.031%
8/12/2025JPMorgan Chase & Co.1,692,854$56.85M0.0%+105.1%0.570%
8/12/2025Entropy Technologies LP21,865$734K0.1%+15.3%0.007%
8/12/2025Magnetar Financial LLC11,347$381K0.0%-14.4%0.004%
8/12/2025Swiss National Bank181,600$6.10M0.0%+29.9%0.061%
8/12/2025Bank Julius Baer & Co. Ltd Zurich3,035$102K0.0%-26.8%0.001%
8/12/2025Main Management ETF Advisors LLC22,723$763K0.0%+1.7%0.008%
8/8/2025Cetera Investment Advisers21,556$724K0.0%+102.3%0.007%
8/8/2025Creative Planning18,307$615K0.0%+7.7%0.006%
8/8/2025Fiera Capital Corp1,269,959$42.65M0.1%N/A0.428%
8/8/2025Geode Capital Management LLC1,255,809$42.18M0.0%+31.3%0.423%
8/8/2025PNC Financial Services Group Inc.83,822$2.82M0.0%-43.3%0.028%
8/8/2025SBI Securities Co. Ltd.866$29K0.0%-67.6%0.000%
8/8/2025Glynn Capital Management LLC705,258$23.68M5.3%+33.0%0.237%
8/7/2025Lisanti Capital Growth LLC132,405$4.45M1.2%+20.1%0.045%
8/7/2025Pier 88 Investment Partners LLC40,980$1.38M0.3%+14.9%0.014%
8/7/2025Acadian Asset Management LLC96,341$3.23M0.0%-80.6%0.032%
8/6/2025Fox Run Management L.L.C.25,382$852K0.1%+20.0%0.009%
8/6/2025Savant Capital LLC7,976$268K0.0%N/A0.003%
8/6/2025First Horizon Advisors Inc.1,101$37K0.0%N/A0.000%
8/6/2025BNP PARIBAS ASSET MANAGEMENT Holding S.A.929$31K0.0%N/A0.000%
8/5/2025Bank of New York Mellon Corp2,057,236$69.08M0.0%-9.7%0.693%
8/5/2025Harel Insurance Investments & Financial Services Ltd.9,700$326K0.0%N/A0.003%
8/4/2025Atria Investments Inc6,340$213K0.0%N/A0.002%
8/4/2025Assetmark Inc.62,577$2.10M0.0%+316.6%0.021%
8/4/2025Keybank National Association OH11,253$378K0.0%+16.8%0.004%
8/4/2025Mayflower Financial Advisors LLC233,155$7.83M1.1%-46.0%0.079%
8/1/2025Jennison Associates LLC29,336$985K0.0%N/A0.010%
8/1/2025Teacher Retirement System of Texas22,086$742K0.0%+89.6%0.007%
8/1/2025Y Intercept Hong Kong Ltd8,955$301K0.0%-74.5%0.003%
8/1/2025Envestnet Asset Management Inc.105,849$3.55M0.0%N/A0.036%
7/31/2025Oppenheimer Asset Management Inc.11,566$388K0.0%N/A0.004%
7/31/2025Cabot Wealth Management Inc.85,500$2.87M0.3%-5.1%0.029%
7/31/2025State of New Jersey Common Pension Fund D55,888$1.88M0.0%+20.1%0.019%
7/31/2025AlphaQuest LLC3,726$125K0.0%-82.9%0.001%
(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, 245 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), Alliancebernstein L.P. ($148.57M), Capital Research Global Investors ($123.78M), Sands Capital Alternatives LLC ($118.04M), 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 225 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), Norges Bank ($2.94M), Vanguard Group Inc. ($2.84M), Bank of New York Mellon Corp ($2.55M), Clearbridge Investments LLC ($2.23M), and American Century Companies Inc. ($2.04M).

How much institutional buying is happening at Klaviyo?

Institutional investors have bought a total of 34,189,719 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

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

Of the 78 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), 1832 Asset Management L.P. ($2.14M), JPMorgan Chase & Co. ($2.05M), Claro Advisors LLC ($1.34M), Bank of New York Mellon Corp ($868.95K), and Alliancebernstein L.P. ($686.17K).

How much institutional selling is happening at Klaviyo?

Institutional investors have sold a total of 33,067,351 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.


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This page (NYSE:KVYO) was last updated on 10/8/2025 by MarketBeat.com Staff
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