Klaviyo (KVYO) Institutional Ownership

$23.58
-0.03 (-0.13%)
(As of 10:38 AM ET)

Institutional Ownership Changes (13F Filings) for Klaviyo (NYSE:KVYO)

Current
Institutional Ownership
Percentage
45.43%
Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$2.07B
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$57.93M
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KVYO Institutional Buying and Selling by Quarter

Klaviyo Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Marino Stram & Associates LLC43,868$1.12M0.3%N/A0.017%
4/24/2024 Dakota Wealth Management63,256$1.61M0.0%N/A0.024%
4/18/2024 Claro Advisors LLC922,680$23.51M4.1%N/A0.353%
4/11/2024 Salem Investment Counselors Inc.2,350$60K0.0%+161.1%0.001%
4/4/2024 Moody National Bank Trust Division15,639$398K0.0%+87.9%0.006%
3/1/2024Goldman Sachs Group Inc.1,472,140$40.90M0.0%+243.0%0.569%
2/15/2024 Caas Capital Management LP28,037$779K0.1%-87.6%0.011%
2/14/2024Neuberger Berman Group LLC45,183$1.26M0.0%-21.8%0.017%
2/13/2024Capital World Investors700,783$19.47M0.0%+0.1%0.271%
2/13/2024Sands Capital Management LLC663,303$18.43M0.1%+3.8%0.256%
2/12/2024Capstone Investment Advisors LLC125,072$3.47M0.0%+25.0%0.048%
2/12/2024Monashee Investment Management LLC68,974$1.92M0.3%-57.1%0.027%
2/9/2024Neuberger Berman Group LLC45,183$1.26M0.0%-21.8%0.017%
2/9/2024Franklin Resources Inc.1,380,515$38.35M0.0%+95.4%0.534%
2/9/2024Clearbridge Investments LLC2,174,097$60.40M0.1%+16.6%0.840%
2/9/2024Norges Bank765,219$21.26M0.0%N/A0.296%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.66,700$1.78M0.0%N/A0.026%
2/7/2024 Seven Grand Managers LLC50,000$1.39M1.3%+150.0%0.019%
2/7/2024Jump Financial LLC61,483$1.71M0.1%N/A0.024%
2/6/2024Glynn Capital Management LLC291,155$8.09M1.5%+18.5%0.113%
2/5/2024Pursue Wealth Partners LLC63,117$1.75M1.1%N/A0.024%
2/1/2024New York State Common Retirement Fund5,485$152K0.0%+191.0%0.002%
1/31/2024Federated Hermes Inc.575,276$15.98M0.0%N/A0.222%
1/31/2024Rakuten Securities Inc.12,391$344K0.3%N/A0.005%
1/16/2024 Salem Investment Counselors Inc.900$25K0.0%N/A0.000%
1/12/2024Summit Partners L P47,741,629$1.33B48.4%-3.6%18.455%
1/11/2024 Moody National Bank Trust Division8,323$231K0.0%N/A0.003%
1/5/2024 Renaissance Capital LLC12,291$341K0.2%N/A0.005%
12/18/2023Vanguard Group Inc.1,444,434$49.83M0.0%N/A0.558%
12/7/2023Hudson Bay Capital Management LP20,000$690K0.0%N/A0.008%
12/1/2023Wellington Management Group LLP146,300$5.05M0.0%N/A0.057%
11/30/2023American Century Companies Inc.200,000$6.90M0.0%N/A0.077%
11/15/2023Rokos Capital Management LLP75,000$2.59M0.0%N/A0.030%
11/15/2023Sands Capital Management LLC638,974$22.05M0.1%N/A0.254%
11/15/2023Laurion Capital Management LP15,000$518K0.0%N/A0.006%
11/15/2023Alberta Investment Management Corp11,344$391K0.0%N/A0.005%
11/14/2023Blackstone Inc.20,000$690K0.0%N/A0.008%
11/14/2023Caisse DE Depot ET Placement DU Quebec100,000$3.45M0.0%N/A0.040%
11/14/2023 Seven Grand Managers LLC20,000$690K0.9%N/A0.008%
11/14/2023Soros Fund Management LLC23,000$794K0.0%N/A0.009%
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11/14/2023Greenoaks Capital Partners LLC250,000$8.63M1.1%N/A0.099%
11/14/2023Monashee Investment Management LLC160,740$5.55M2.3%N/A0.064%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund80,000$2.76M0.0%N/A0.032%
11/13/2023Clearbridge Investments LLC1,864,233$64.32M0.1%N/A0.740%
11/13/2023WINTON GROUP Ltd31,676$1.09M0.1%N/A0.013%
11/13/2023FMR LLC991,389$34.20M0.0%N/A0.394%
11/13/2023Lord Abbett & CO. LLC148,150$5.11M0.0%N/A0.059%
11/9/2023Glynn Capital Management LLC245,749$8.48M1.8%N/A0.098%
11/7/2023New York State Common Retirement Fund1,885$65K0.0%N/A0.001%
10/27/2023 Allspring Global Investments Holdings LLC31,494$1.09M0.0%N/A0.013%
10/27/2023Skylands Capital LLC5,000$172K0.0%N/A0.002%
10/25/2023 Brown Advisory Inc.69,018$2.38M0.0%N/A0.027%
10/24/2023Summit Partners L P49,511,947$1.71B58.5%N/A19.659%
(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, 43 institutional investors and hedge funds held shares of Klaviyo. The most heavily invested institutionals were Summit Partners L P ($1.33B), Clearbridge Investments LLC ($60.40M), Vanguard Group Inc. ($49.83M), Goldman Sachs Group Inc. ($40.90M), Franklin Resources Inc. ($38.35M), FMR LLC ($34.20M), and Claro Advisors LLC ($23.51M).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 41 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), Clearbridge Investments LLC ($2.17M), Vanguard Group Inc. ($1.44M), Goldman Sachs Group Inc. ($1.04M), FMR LLC ($991.39K), Claro Advisors LLC ($922.68K), and Norges Bank ($765.22K).

How much institutional buying is happening at Klaviyo?

Institutional investors have bought a total of 60,865,451 shares in the last 24 months. This purchase volume represents approximately $2.07B in transactions.

Which Klaviyo major shareholders have been selling company stock?

The following institutional investors have sold Klaviyo stock in the last 24 months: Summit Partners L P ($1.77M), Caas Capital Management LP ($197.93K), Monashee Investment Management LLC ($91.77K), and Neuberger Berman Group LLC ($25.20K).

How much institutional selling is happening at Klaviyo?

Institutional investors have sold a total of 2,085,210 shares in the last 24 months. This volume of shares sold represents approximately $57.93M in transactions.


This page (NYSE:KVYO) was last updated on 4/29/2024 by MarketBeat.com Staff

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