Klaviyo (KVYO) Institutional Ownership

$26.87

+0.08 (+0.30%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 45.43%
Number of Institutional Buyers (last 12 months): 55
Total Institutional Inflows (last 12 months): $2.17B

Number of Institutional Sellers (last 12 months): 6
Total Institutional Outflows (last 12 months): $58.01M

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KVYO Institutional Buying and Selling by Quarter

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Klaviyo Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	2,762,128	$68.75M	0.0%	+677.7%	1.044%
7/20/2024	Washington Capital Management Inc.	17,200	$428K	0.4%	N/A	0.007%
7/12/2024	SG Americas Securities LLC	9,487	$236K	0.0%	N/A	0.004%
7/11/2024	Renaissance Capital LLC	33,424	$832K	0.5%	+164.1%	0.013%
5/16/2024	California State Teachers Retirement System	32,095	$818K	0.0%	N/A	0.012%
5/16/2024	Janus Henderson Group PLC	25,992	$662K	0.0%	N/A	0.010%
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5/15/2024	Whale Rock Capital Management LLC	579,113	$14.76M	0.2%	+122.0%	0.222%
5/15/2024	SVB Wealth LLC	11,724	$299K	0.0%	N/A	0.004%
5/15/2024	Sandia Investment Management LP	4,000	$102K	0.1%	-33.3%	0.002%
5/14/2024	Capital World Investors	699,520	$17.82M	0.0%	-0.2%	0.268%
5/14/2024	EntryPoint Capital LLC	2,772	$71K	0.1%	N/A	0.001%
5/13/2024	Clearbridge Investments LLC	2,205,684	$56.20M	0.0%	+1.5%	0.844%
5/11/2024	Cynosure Group LLC	52,759	$1.34M	0.2%	N/A	0.020%
5/10/2024	Vanguard Group Inc.	2,108,455	$53.72M	0.0%	+0.2%	0.807%
5/9/2024	Blair William & Co. IL	175,531	$4.47M	0.0%	+1,234.0%	0.067%
5/7/2024	Swiss National Bank	69,700	$1.78M	0.0%	N/A	0.027%
5/7/2024	Glynn Capital Management LLC	1,139,307	$29.03M	5.4%	+291.3%	0.436%
5/7/2024	Wealthspire Advisors LLC	14,285	$364K	0.0%	N/A	0.005%
5/6/2024	Quantbot Technologies LP	54,424	$1.39M	0.1%	+82.8%	0.021%
5/1/2024	Capstone Investment Advisors LLC	146,368	$3.73M	0.0%	+17.0%	0.056%
4/30/2024	Mayflower Financial Advisors LLC	243,448	$6.20M	0.5%	N/A	0.093%
4/24/2024	Marino Stram & Associates LLC	43,868	$1.12M	0.3%	N/A	0.017%
4/24/2024	Dakota Wealth Management	63,256	$1.61M	0.0%	N/A	0.024%
4/18/2024	Claro Advisors LLC	922,680	$23.51M	4.1%	N/A	0.353%
4/11/2024	Salem Investment Counselors Inc.	2,350	$60K	0.0%	+161.1%	0.001%
4/4/2024	Moody National Bank Trust Division	15,639	$398K	0.0%	+87.9%	0.006%
3/1/2024	Goldman Sachs Group Inc.	1,472,140	$40.90M	0.0%	+243.0%	0.569%
2/15/2024	Caas Capital Management LP	28,037	$779K	0.1%	-87.6%	0.011%
2/14/2024	Neuberger Berman Group LLC	45,183	$1.26M	0.0%	-21.8%	0.017%
2/13/2024	Capital World Investors	700,783	$19.47M	0.0%	+0.1%	0.271%
2/13/2024	Sands Capital Management LLC	663,303	$18.43M	0.1%	+3.8%	0.256%
2/12/2024	Capstone Investment Advisors LLC	125,072	$3.47M	0.0%	+25.0%	0.048%
2/12/2024	Monashee Investment Management LLC	68,974	$1.92M	0.3%	-57.1%	0.027%
2/9/2024	Neuberger Berman Group LLC	45,183	$1.26M	0.0%	-21.8%	0.017%
2/9/2024	Franklin Resources Inc.	1,380,515	$38.35M	0.0%	+95.4%	0.534%
2/9/2024	Clearbridge Investments LLC	2,174,097	$60.40M	0.1%	+16.6%	0.840%
2/9/2024	Norges Bank	765,219	$21.26M	0.0%	N/A	0.296%
2/8/2024	Mitsubishi UFJ Asset Management Co. Ltd.	66,700	$1.78M	0.0%	N/A	0.026%
2/7/2024	Seven Grand Managers LLC	50,000	$1.39M	1.3%	+150.0%	0.019%
2/7/2024	Jump Financial LLC	61,483	$1.71M	0.1%	N/A	0.024%
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2/6/2024	Glynn Capital Management LLC	291,155	$8.09M	1.5%	+18.5%	0.113%
2/5/2024	Pursue Wealth Partners LLC	63,117	$1.75M	1.1%	N/A	0.024%
2/1/2024	New York State Common Retirement Fund	5,485	$152K	0.0%	+191.0%	0.002%
1/31/2024	Federated Hermes Inc.	575,276	$15.98M	0.0%	N/A	0.222%
1/31/2024	Rakuten Securities Inc.	12,391	$344K	0.3%	N/A	0.005%
1/16/2024	Salem Investment Counselors Inc.	900	$25K	0.0%	N/A	0.000%
1/12/2024	Summit Partners L P	47,741,629	$1.33B	48.4%	-3.6%	18.455%
1/11/2024	Moody National Bank Trust Division	8,323	$231K	0.0%	N/A	0.003%
1/5/2024	Renaissance Capital LLC	12,291	$341K	0.2%	N/A	0.005%
12/18/2023	Vanguard Group Inc.	1,444,434	$49.83M	0.0%	N/A	0.558%
12/7/2023	Hudson Bay Capital Management LP	20,000	$690K	0.0%	N/A	0.008%
12/1/2023	Wellington Management Group LLP	146,300	$5.05M	0.0%	N/A	0.057%
11/30/2023	American Century Companies Inc.	200,000	$6.90M	0.0%	N/A	0.077%
11/15/2023	Rokos Capital Management LLP	75,000	$2.59M	0.0%	N/A	0.030%
11/15/2023	Sands Capital Management LLC	638,974	$22.05M	0.1%	N/A	0.254%
11/15/2023	Laurion Capital Management LP	15,000	$518K	0.0%	N/A	0.006%
11/15/2023	Alberta Investment Management Corp	11,344	$391K	0.0%	N/A	0.005%
11/14/2023	Blackstone Inc.	20,000	$690K	0.0%	N/A	0.008%
11/14/2023	Caisse DE Depot ET Placement DU Quebec	100,000	$3.45M	0.0%	N/A	0.040%
11/14/2023	Seven Grand Managers LLC	20,000	$690K	0.9%	N/A	0.008%
11/14/2023	Soros Fund Management LLC	23,000	$794K	0.0%	N/A	0.009%
11/14/2023	Greenoaks Capital Partners LLC	250,000	$8.63M	1.1%	N/A	0.099%
11/14/2023	Monashee Investment Management LLC	160,740	$5.55M	2.3%	N/A	0.064%
11/13/2023	Healthcare of Ontario Pension Plan Trust Fund	80,000	$2.76M	0.0%	N/A	0.032%
11/13/2023	Clearbridge Investments LLC	1,864,233	$64.32M	0.1%	N/A	0.740%
11/13/2023	WINTON GROUP Ltd	31,676	$1.09M	0.1%	N/A	0.013%
11/13/2023	FMR LLC	991,389	$34.20M	0.0%	N/A	0.394%
11/13/2023	Lord Abbett & CO. LLC	148,150	$5.11M	0.0%	N/A	0.059%
11/9/2023	Glynn Capital Management LLC	245,749	$8.48M	1.8%	N/A	0.098%
11/7/2023	New York State Common Retirement Fund	1,885	$65K	0.0%	N/A	0.001%
10/27/2023	Allspring Global Investments Holdings LLC	31,494	$1.09M	0.0%	N/A	0.013%
10/27/2023	Skylands Capital LLC	5,000	$172K	0.0%	N/A	0.002%
10/25/2023	Brown Advisory Inc.	69,018	$2.38M	0.0%	N/A	0.027%
10/24/2023	Summit Partners L P	49,511,947	$1.71B	58.5%	N/A	19.659%

(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, 58 institutional investors and hedge funds held shares of Klaviyo. The most heavily invested institutionals were Summit Partners L P ($1.33B), Bank of New York Mellon Corp ($68.75M), Clearbridge Investments LLC ($56.20M), Vanguard Group Inc. ($53.72M), Goldman Sachs Group Inc. ($40.90M), Franklin Resources Inc. ($38.35M), and FMR LLC ($34.20M).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 55 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), Bank of New York Mellon Corp ($2.41M), Clearbridge Investments LLC ($2.21M), Vanguard Group Inc. ($1.45M), Glynn Capital Management LLC ($1.14M), Goldman Sachs Group Inc. ($1.04M), and FMR LLC ($991.39K).

How much institutional buying is happening at Klaviyo?: Institutional investors have bought a total of 65,183,670 shares in the last 24 months. This purchase volume represents approximately $2.17B 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), Neuberger Berman Group LLC ($25.20K), Sandia Investment Management LP ($2K), and Capital World Investors ($1.26K).
How much institutional selling is happening at Klaviyo?: Institutional investors have sold a total of 2,088,473 shares in the last 24 months. This volume of shares sold represents approximately $58.01M in transactions.