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Klaviyo (KVYO) Institutional Ownership

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$15.79 +1.05 (+7.10%)
Closing price 03:59 PM Eastern
Extended Trading
$15.81 +0.02 (+0.12%)
As of 05:01 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.

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

Current
Institutional Ownership
Percentage
45.43%
Number of
Institutional Buyers
(last 12 months)
207
Total
Institutional Inflows
(last 12 months)
$1.91B
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$1.22B
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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
5/28/2026Lavelle Capital LP51,100$994K0.6%N/A0.017%
5/19/2026 Bank of America Corp DE1,686,770$32.83M0.0%+88.9%0.564%
5/19/2026 Janus Henderson Group PLC1,025,134$19.95M0.0%+15.6%0.343%
5/18/2026 EverSource Wealth Advisors LLC3,802$74K0.0%+2,085.1%0.001%
5/18/2026 California State Teachers Retirement System155,422$3.03M0.0%+36.6%0.052%
5/18/2026 Royal Bank of Canada102,708$2.00M0.0%+9.3%0.034%
5/16/2026 The Manufacturers Life Insurance Company 90,041$1.75M0.0%+45.7%0.030%
5/16/2026 Quantinno Capital Management LP548,047$10.67M0.0%-0.2%0.183%
5/15/2026 Delta Global Management LP847,497$16.49M1.4%+7.9%0.278%
5/15/2026 OMERS ADMINISTRATION Corp11,800$230K0.0%-41.6%0.004%
5/14/2026 Renaissance Technologies LLC1,640,844$31.93M0.0%-7.0%0.538%
5/14/2026 Arrowstreet Capital Limited Partnership179,160$3.49M0.0%N/A0.059%
5/14/2026 Sei Investments Co.108,364$2.11M0.0%+48.9%0.036%
5/14/2026 State of Wyoming25,760$501K0.1%+402.0%0.008%
5/13/2026 Cetera Investment Advisers23,396$455K0.0%-8.5%0.008%
5/13/2026 First Trust Advisors LP1,181,887$23M0.0%+46.5%0.388%
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%
3/17/2026 Rockefeller Capital Management L.P.3,207$104K0.0%+2,641.0%0.001%
3/9/2026 Corient Private Wealth LLC22,800$740K0.0%N/A0.007%
2/19/2026 Invesco Ltd.25,964$843K0.0%+50.3%0.009%
2/18/2026 Vident Advisory LLC12,555$408K0.0%+22.0%0.004%
2/18/2026 Delta Global Management LP785,308$25.50M1.2%+52.7%0.260%
2/18/2026 Fuller & Thaler Asset Management Inc.2,854,163$92.68M0.3%N/A0.945%
2/18/2026 Sunstone Asset Management L.P.10,335$336K0.3%N/A0.003%
2/18/2026 Susquehanna Portfolio Strategies LLC124,228$4.03M0.1%-68.1%0.041%
2/18/2026 Susquehanna Fundamental Investments LLC125,156$4.06M0.1%N/A0.041%
2/18/2026 Par Capital Management Inc.23,000$747K0.0%+43.8%0.008%
2/18/2026 Janus Henderson Group PLC886,778$28.79M0.0%-39.0%0.294%
2/18/2026 Engineers Gate Manager LP569,998$18.51M0.2%+41.4%0.189%
2/18/2026 Cinctive Capital Management LP174,770$5.68M0.3%-38.8%0.058%
2/18/2026 Balyasny Asset Management L.P.227,664$7.39M0.0%-60.5%0.075%
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2/18/2026 Boothbay Fund Management LLC27,121$881K0.0%-70.9%0.009%
2/17/2026 Freestone Grove Partners LP209,217$6.79M0.0%-81.2%0.069%
2/17/2026 Schonfeld Strategic Advisors LLC701,316$22.77M0.1%-23.2%0.232%
2/17/2026 J. Goldman & Co LP634,426$20.60M0.5%+53.6%0.210%
2/17/2026 AQR Capital Management LLC79,561$2.58M0.0%+22.3%0.026%
2/17/2026 Bienville Capital Management LLC969,263$31.47M5.0%+247.0%0.321%
2/17/2026 Cetera Investment Advisers25,558$830K0.0%-2.6%0.008%
2/17/2026Sandia Investment Management LP6,534$212K0.5%-34.7%0.002%
2/17/2026 Whale Rock Capital Management LLC3,057,889$99.29M1.3%+0.0%1.013%
2/17/2026 ArrowMark Colorado Holdings LLC815,605$26.48M0.6%-9.4%0.270%
2/17/2026 Trexquant Investment LP228,454$7.42M0.1%-49.7%0.076%
2/17/2026 Amundi7,696$250K0.0%N/A0.003%
2/17/2026 Nearwater Capital Markets Ltd600,000$19.48M0.3%N/A0.199%
2/17/2026 FIL Ltd109,944$3.57M0.0%N/A0.036%
2/17/2026 Jump Financial LLC317,381$10.31M0.1%+35.8%0.105%
2/17/2026 Morgens Waterfall Vintiadis & Co. Inc.85,000$2.76M2.0%N/A0.028%
2/17/2026 Price T Rowe Associates Inc. MD126,104$4.10M0.0%+8.0%0.042%
2/17/2026 Twin Focus Capital Partners LLC364,666$11.84M1.4%-11.7%0.121%
2/17/2026 California State Teachers Retirement System113,766$3.69M0.0%+26.6%0.038%
2/17/2026 State of Wisconsin Investment Board7,060$229K0.0%-30.2%0.002%
2/17/2026 Granahan Investment Management LLC605,271$19.65M0.8%+94.7%0.200%
2/17/2026 Royal Bank of Canada94,010$3.05M0.0%-89.8%0.031%
2/17/2026 Blair William & Co. IL75,137$2.44M0.0%-68.5%0.025%
2/17/2026 Night Squared LP136,246$4.42M1.2%-18.6%0.045%
2/17/2026 Delta Global Management LP785,308$25.50M1.2%+52.7%0.260%
2/17/2026 Goodnow Investment Group LLC374,549$12.16M1.1%-2.6%0.124%
2/17/2026 Needham Investment Management LLC65,000$2.11M0.1%-78.7%0.022%
2/16/2026 OMERS ADMINISTRATION Corp20,200$656K0.0%-26.5%0.007%
2/16/2026 Squarepoint Ops LLC47,572$1.55M0.0%-50.1%0.016%
2/16/2026 Vanguard Personalized Indexing Management LLC11,886$386K0.0%+27.6%0.004%
2/16/2026 Sands Capital Management LLC928,755$30.16M0.1%-16.0%0.308%
2/16/2026 Sands Capital Alternatives LLC3,649,678$118.51M22.9%+3.8%1.209%
2/16/2026 Mariner LLC81,886$2.66M0.0%+6.9%0.027%
2/16/2026 Fieldview Capital Management LLC10,702$347K0.1%N/A0.004%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund461,931$15.00M0.0%-56.0%0.153%
2/16/2026 Entropy Technologies LP11,830$384K0.0%-67.0%0.004%
2/16/2026 Barclays PLC58,292$1.89M0.0%+27.2%0.019%
2/13/2026 Marshall Wace LLP90,560$2.94M0.0%-82.4%0.030%
2/13/2026 The Manufacturers Life Insurance Company 61,810$2.01M0.0%+40.1%0.020%
2/13/2026 Stifel Financial Corp26,051$846K0.0%+21.7%0.009%
2/13/2026 Neuberger Berman Group LLC445,470$14.46M0.0%N/A0.148%
2/13/2026 Bridgefront Capital LLC15,637$508K0.1%+86.0%0.005%
2/13/2026 Islander Capital Partners L.P.621,738$20.19M9.1%N/A0.206%
2/13/2026 Morgan Stanley14,547,090$472.34M0.0%+36.1%4.818%
2/13/2026 First Trust Advisors LP806,928$26.20M0.0%-12.9%0.267%
2/13/2026 Integrated Wealth Concepts LLC65,639$2.13M0.0%-89.0%0.022%
2/13/2026 Alyeska Investment Group L.P.552,868$17.95M0.1%N/A0.183%
2/13/2026 Charles Schwab Investment Management Inc.809,429$26.28M0.0%+10.9%0.268%
2/13/2026 State Street Corp1,051,455$34.14M0.0%+28.7%0.348%
2/13/2026 Ieq Capital LLC132,772$4.31M0.0%-29.1%0.044%
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2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC225,388$7.32M0.0%+23.4%0.075%
2/13/2026 Wells Fargo & Company MN183,095$5.95M0.0%+42.0%0.061%
2/12/2026 Advisors Asset Management Inc.4,171$135K0.0%+29.5%0.001%
2/12/2026 Federation des caisses Desjardins du Quebec11,444$372K0.0%+71.6%0.004%
2/12/2026 Orion Porfolio Solutions LLC46,821$1.52M0.0%+22.2%0.016%
2/12/2026 Renaissance 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%
2/12/2026 Federated 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%


KVYO Institutional Ownership - Frequently Asked Questions

During the previous two years, 304 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 275 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 ($3.36M), and JPMorgan Chase & Co. ($2.95M).

Institutional investors have bought a total of 60,633,758 shares in the last 24 months. This purchase volume represents approximately $1.91B in transactions.

Of the 97 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 ($794.37K).

Institutional investors have sold a total of 39,896,242 shares in the last 24 months. This volume of shares sold represents approximately $1.22B in transactions.



This page (NYSE:KVYO) was last updated on 5/29/2026 by MarketBeat.com Staff.
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