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Klaviyo (KVYO) Institutional Ownership

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$15.17 -0.60 (-3.82%)
Closing price 05/8/2026 03:58 PM Eastern
Extended Trading
$15.16 -0.01 (-0.05%)
As of 05/8/2026 07:58 PM 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 Massive. 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)
223
Total
Institutional Inflows
(last 12 months)
$1.98B
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$1.24B
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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
5/7/2026 Dimensional Fund Advisors LP322,708$6.28M0.0%+12.5%0.106%
5/7/2026 Swiss National Bank259,200$5.04M0.0%+2.6%0.085%
5/6/2026 Assetmark Inc.61,475$1.20M0.0%-4.4%0.020%
5/5/2026 Bank of New York Mellon Corp1,508,137$29.35M0.0%+8.9%0.495%
5/5/2026 Zweig DiMenna Associates LLC129,200$2.51M0.3%N/A0.042%
5/1/2026 Fifth Third Bancorp64,220$1.25M0.0%N/A0.021%
4/30/2026 Hsbc Holdings PLC19,245$376K0.0%N/A0.006%
4/21/2026 Barton Investment Management1,050,052$20.43M2.6%+56.7%0.345%
4/17/2026 Krilogy Financial LLC12,010$221K0.0%N/A0.004%
4/16/2026 SG Americas Securities LLC10,455$203K0.0%-90.3%0.003%
3/17/2026Rockefeller Capital Management L.P.3,207$104K0.0%+2,641.0%0.001%
3/9/2026Corient Private Wealth LLC22,800$740K0.0%N/A0.007%
2/19/2026Invesco Ltd.25,964$843K0.0%+50.3%0.009%
2/18/2026Vident Advisory LLC12,555$408K0.0%+22.0%0.004%
2/18/2026Delta Global Management LP785,308$25.50M1.2%+52.7%0.260%
2/18/2026Fuller & Thaler Asset Management Inc.2,854,163$92.68M0.3%N/A0.945%
2/18/2026Sunstone Asset Management L.P.10,335$336K0.3%N/A0.003%
2/18/2026Susquehanna Portfolio Strategies LLC124,228$4.03M0.1%-68.1%0.041%
2/18/2026Susquehanna Fundamental Investments LLC125,156$4.06M0.1%N/A0.041%
2/18/2026Par Capital Management Inc.23,000$747K0.0%+43.8%0.008%
2/18/2026Janus Henderson Group PLC886,778$28.79M0.0%-39.0%0.294%
2/18/2026Engineers Gate Manager LP569,998$18.51M0.2%+41.4%0.189%
2/18/2026Cinctive Capital Management LP174,770$5.68M0.3%-38.8%0.058%
2/18/2026Balyasny Asset Management L.P.227,664$7.39M0.0%-60.5%0.075%
2/18/2026Boothbay Fund Management LLC27,121$881K0.0%-70.9%0.009%
2/17/2026Freestone Grove Partners LP209,217$6.79M0.0%-81.2%0.069%
2/17/2026Schonfeld Strategic Advisors LLC701,316$22.77M0.1%-23.2%0.232%
2/17/2026J. Goldman & Co LP634,426$20.60M0.5%+53.6%0.210%
2/17/2026AQR Capital Management LLC79,561$2.58M0.0%+22.3%0.026%
2/17/2026Bienville Capital Management LLC969,263$31.47M5.0%+247.0%0.321%
2/17/2026Cetera Investment Advisers25,558$830K0.0%-2.6%0.008%
2/17/2026Sandia Investment Management LP6,534$212K0.5%-34.7%0.002%
2/17/2026Whale Rock Capital Management LLC3,057,889$99.29M1.3%+0.0%1.013%
2/17/2026ArrowMark Colorado Holdings LLC815,605$26.48M0.6%-9.4%0.270%
2/17/2026Trexquant Investment LP228,454$7.42M0.1%-49.7%0.076%
2/17/2026Amundi7,696$250K0.0%N/A0.003%
2/17/2026Nearwater Capital Markets Ltd600,000$19.48M0.3%N/A0.199%
2/17/2026FIL Ltd109,944$3.57M0.0%N/A0.036%
2/17/2026Jump Financial LLC317,381$10.31M0.1%+35.8%0.105%
2/17/2026Morgens Waterfall Vintiadis & Co. Inc.85,000$2.76M2.0%N/A0.028%
2/17/2026Price T Rowe Associates Inc. MD126,104$4.10M0.0%+8.0%0.042%
2/17/2026Twin Focus Capital Partners LLC364,666$11.84M1.4%-11.7%0.121%
2/17/2026California State Teachers Retirement System113,766$3.69M0.0%+26.6%0.038%
2/17/2026State of Wisconsin Investment Board7,060$229K0.0%-30.2%0.002%
2/17/2026Granahan Investment Management LLC605,271$19.65M0.8%+94.7%0.200%
2/17/2026Royal Bank of Canada94,010$3.05M0.0%-89.8%0.031%
2/17/2026Blair William & Co. IL75,137$2.44M0.0%-68.5%0.025%
2/17/2026Night Squared LP136,246$4.42M1.2%-18.6%0.045%
2/17/2026Delta Global Management LP785,308$25.50M1.2%+52.7%0.260%
2/17/2026Goodnow Investment Group LLC374,549$12.16M1.1%-2.6%0.124%
2/17/2026Needham Investment Management LLC65,000$2.11M0.1%-78.7%0.022%
2/16/2026OMERS ADMINISTRATION Corp20,200$656K0.0%-26.5%0.007%
2/16/2026Squarepoint Ops LLC47,572$1.55M0.0%-50.1%0.016%
2/16/2026Vanguard Personalized Indexing Management LLC11,886$386K0.0%+27.6%0.004%
2/16/2026Sands Capital Management LLC928,755$30.16M0.1%-16.0%0.308%
2/16/2026Sands Capital Alternatives LLC3,649,678$118.51M22.9%+3.8%1.209%
2/16/2026Mariner LLC81,886$2.66M0.0%+6.9%0.027%
2/16/2026Fieldview Capital Management LLC10,702$347K0.1%N/A0.004%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund461,931$15.00M0.0%-56.0%0.153%
2/16/2026Entropy Technologies LP11,830$384K0.0%-67.0%0.004%
2/16/2026Barclays PLC58,292$1.89M0.0%+27.2%0.019%
2/13/2026Marshall Wace LLP90,560$2.94M0.0%-82.4%0.030%
2/13/2026The Manufacturers Life Insurance Company 61,810$2.01M0.0%+40.1%0.020%
2/13/2026Stifel Financial Corp26,051$846K0.0%+21.7%0.009%
2/13/2026Neuberger Berman Group LLC445,470$14.46M0.0%N/A0.148%
2/13/2026Bridgefront Capital LLC15,637$508K0.1%+86.0%0.005%
2/13/2026Islander Capital Partners L.P.621,738$20.19M9.1%N/A0.206%
2/13/2026Morgan Stanley14,547,090$472.34M0.0%+36.1%4.818%
2/13/2026First Trust Advisors LP806,928$26.20M0.0%-12.9%0.267%
2/13/2026Integrated Wealth Concepts LLC65,639$2.13M0.0%-89.0%0.022%
2/13/2026Alyeska Investment Group L.P.552,868$17.95M0.1%N/A0.183%
2/13/2026Charles Schwab Investment Management Inc.809,429$26.28M0.0%+10.9%0.268%
2/13/2026State Street Corp1,051,455$34.14M0.0%+28.7%0.348%
2/13/2026Ieq Capital LLC132,772$4.31M0.0%-29.1%0.044%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC225,388$7.32M0.0%+23.4%0.075%
2/13/2026Wells Fargo & Company MN183,095$5.95M0.0%+42.0%0.061%
2/12/2026Advisors Asset Management Inc.4,171$135K0.0%+29.5%0.001%
2/12/2026Federation des caisses Desjardins du Quebec11,444$372K0.0%+71.6%0.004%
2/12/2026Orion Porfolio Solutions LLC46,821$1.52M0.0%+22.2%0.016%
2/12/2026Renaissance Technologies LLC1,763,744$57.27M0.1%+4.8%0.584%
2/12/2026 Dimensional Fund Advisors LP286,841$9.31M0.0%+112.7%0.095%
2/12/2026 DSM Capital Partners LLC8,130$264K0.0%N/A0.003%
2/12/2026Federated Hermes Inc.2,900,807$94.19M0.2%-0.3%0.961%
2/12/2026 New York State Common Retirement Fund458,135$14.88M0.0%+31.2%0.152%
2/12/2026Fuller & Thaler Asset Management Inc.2,854,163$92.68M0.3%N/A0.945%
2/12/2026Elo Mutual Pension Insurance Co37,189$1.21M0.0%+101.8%0.012%
2/12/2026 Swiss National Bank252,700$8.21M0.0%+27.2%0.084%
2/11/2026Picton Mahoney Asset Management32,294$1.05M0.0%+31.9%0.011%
2/11/2026Truepoint Inc.17,615$572K0.0%N/A0.006%
2/11/2026 Deutsche Bank AG12,300$399K0.0%-87.8%0.004%
2/11/2026 LPL Financial LLC9,215$299K0.0%-27.0%0.003%
2/11/2026Franklin Resources Inc.1,980,269$64.30M0.0%+3.0%0.656%
2/11/2026Fiera Capital Corp2,331,650$75.71M0.2%+87.7%0.772%
2/11/2026JPMorgan Chase & Co.3,564,743$115.75M0.0%+86.8%1.181%
2/11/2026Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna71,081$2.31M0.9%+15.4%0.024%
2/11/2026Clearbridge Investments LLC1,641,958$53.31M0.0%-17.1%0.544%
2/11/2026Capital World Investors1,147,935$37.27M0.0%N/A0.380%
2/11/2026Capital Research Global Investors2,577,782$83.70M0.0%-0.6%0.854%
2/11/2026Capital International Investors12,788,846$415.25M0.1%N/A4.235%
2/11/2026WINTON GROUP Ltd15,875$515K0.0%N/A0.005%


KVYO Institutional Ownership - Frequently Asked Questions

During the previous two years, 303 institutional investors and hedge funds held shares of Klaviyo. The most heavily invested institutionals were Summit Partners L P ($522.03M), Morgan Stanley ($472.34M), Vanguard Group Inc. ($466.32M), Capital International Investors ($415.25M), Alliancebernstein L.P. ($133.10M), Sands Capital Alternatives LLC ($118.51M), and JPMorgan Chase & Co. ($115.75M).Learn more on Klaviyo's institutional investors.

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

Of the 274 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: Capital International Investors ($12.79M), Fuller & Thaler Asset Management Inc. ($5.71M), Vanguard Group Inc. ($5.03M), Morgan Stanley ($3.86M), Norges Bank ($3.70M), Whale Rock Capital Management LLC ($3.68M), and JPMorgan Chase & Co. ($2.95M).

Institutional investors have bought a total of 62,296,157 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

Of the 99 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 ($19.98M), 1832 Asset Management L.P. ($2.14M), Bank of New York Mellon Corp ($1.36M), Freestone Grove Partners LP ($902.21K), Bank of America Corp DE ($853.52K), Royal Bank of Canada ($827.62K), and Focus Partners Wealth ($819.28K).

Institutional investors have sold a total of 40,631,422 shares in the last 24 months. This volume of shares sold represents approximately $1.24B in transactions.


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This page (NYSE:KVYO) was last updated on 5/9/2026 by MarketBeat.com Staff.
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