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Klaviyo (KVYO) Institutional Ownership

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$22.11 +0.77 (+3.63%)
As of 12:31 PM Eastern
This is a fair market value 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)
167
Total
Institutional Inflows
(last 12 months)
$1.43B
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$475.09M
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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
11/12/2026AlphaGrep UK Ltd11,632$183K0.1%N/A0.004%
11/12/2026First Trust Advisors LP1,115,458$17.55M0.0%-19.9%0.392%
11/12/2026State Street Corp2,609,832$41.05M0.0%-43.7%0.917%
11/11/2026 Advisors Asset Management Inc.2,834$45K0.0%N/A0.001%
11/11/2026 Ieq Capital LLC54,639$859K0.0%+15.2%0.019%
11/10/2026 Voya Investment Management LLC92,508$1.46M0.0%+18.0%0.032%
11/10/2026 HighTower Advisors LLC32,566$512K0.0%+29.2%0.011%
11/6/2026 Russell Investments Group Ltd.23,978$377K0.0%+116.4%0.008%
11/5/2026 Illinois Municipal Retirement Fund100,955$1.59M0.0%N/A0.035%
11/4/2026 Fulcrum Asset Management LLP121,234$1.85M0.1%N/A0.043%
11/3/2026 Parallel Advisors LLC2,276$36K0.0%+30.1%0.001%
11/3/2026 CenterBook Partners LP24,027$378K0.0%N/A0.008%
11/2/2026 Commonwealth Equity Services LLC20,813$327K0.0%N/A0.007%
10/31/2026 Chicago Partners Investment Group LLC12,054$254K0.0%+6.8%0.004%
10/29/2026 Summit Partners L P13,852,778$217.90M44.4%-26.5%4.865%
10/29/2026 Vise Technologies Inc.84,418$1.33M0.0%N/A0.030%
10/29/2026 State of Wyoming4,554$72K0.0%+100.8%0.002%
10/21/2026 Capstone Capital Management Ltd29,450$463K0.2%N/A0.010%
10/16/2026 Morangie Management LLC545,319$8.58M7.0%+35.3%0.192%
10/15/2026 State of Alaska Department of Revenue6,423$101K0.0%N/A0.002%
10/14/2026 Elmwood Wealth Management Inc.15,195$239K0.1%N/A0.005%
10/14/2026 Seelaus Asset Management LLC19,944$314K0.2%+3.3%0.007%
10/6/2026 Congress Asset Management Co.774,660$12.19M0.1%+21.8%0.272%
9/9/2026Bienville Capital Management LLC938,354$14.17M1.9%-23.6%0.330%
9/9/2026Whetstone Capital Advisors LLC88,946$1.34M0.4%N/A0.031%
9/9/2026Engineers Gate Manager LP131,709$1.99M0.0%+559.9%0.046%
9/9/2026Integrated Wealth Concepts LLC435,481$6.58M0.0%+1.3%0.153%
9/9/2026 IFP Advisors Inc4,612$70K0.0%-12.8%0.002%
9/9/2026 Squarepoint Ops LLC962,136$14.53M0.0%+1,343.5%0.338%
9/8/2026 Arizona State Retirement System38,579$583K0.0%+7.1%0.014%
9/8/2026 Nykredit A S5,958$90K0.0%N/A0.002%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al32,300$488K0.0%N/A0.011%
8/21/2026AXQ Capital LP24,541$371K0.0%N/A0.009%
8/21/2026 Nykredit A S5,958$90K0.0%N/A0.002%
8/20/2026Kerrisdale Advisers LLC91,120$1.38M0.3%N/A0.032%
8/20/2026Headlands Technologies LLC11,438$173K0.0%N/A0.004%
8/19/2026Wellington Management Group LLP5,049,414$76.25M0.0%-7.8%1.773%
8/18/2026Public Employees Retirement System of Ohio39,625$598K0.0%N/A0.014%
8/6/2026 Bank of New York Mellon Corp573,727$8.66M0.0%N/A0.192%
7/10/2026 Handelsbanken Fonder AB43,700$660K0.0%+62.5%0.015%
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6/2/2026Optiver Holding B.V.1,989$39K0.0%N/A0.001%
5/28/2026 Lavelle Capital LP51,100$994K0.6%N/A0.017%
5/19/2026Bank of America Corp DE1,686,770$32.83M0.0%+88.9%0.564%
5/19/2026Janus 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%
5/18/2026California State Teachers Retirement System155,422$3.03M0.0%+36.6%0.052%
5/18/2026Royal Bank of Canada102,708$2.00M0.0%+9.3%0.034%
5/16/2026The Manufacturers Life Insurance Company90,041$1.75M0.0%+45.7%0.030%
5/16/2026Quantinno Capital Management LP548,047$10.67M0.0%-0.2%0.183%
5/15/2026Delta Global Management LP847,497$16.49M1.4%+7.9%0.278%
5/15/2026OMERS ADMINISTRATION Corp11,800$230K0.0%-41.6%0.004%
5/14/2026Renaissance Technologies LLC1,640,844$31.93M0.0%-7.0%0.538%
5/14/2026Arrowstreet 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%
5/13/2026Cetera Investment Advisers23,396$455K0.0%-8.5%0.008%
5/13/2026First 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%
5/7/2026Swiss 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%
4/30/2026Hsbc 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%
4/16/2026SG 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%
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See the five stocks Weiss Ratings analysts are watching closely now.
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%
2/17/2026 Amundi7,696$250K0.0%N/A0.003%
2/17/2026Nearwater Capital Markets Ltd600,000$19.48M0.3%N/A0.199%
2/17/2026 FIL 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%


KVYO Institutional Ownership - Frequently Asked Questions

During the previous two years, 312 institutional investors and hedge funds held shares of Klaviyo. The most heavily invested institutionals were Morgan Stanley ($472.34M), Vanguard Group Inc. ($466.32M), Capital International Investors ($415.25M), Summit Partners L P ($217.90M), 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 283 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 47,080,500 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

Of the 65 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 ($5M), State Street Corp ($2.03M), Bank of New York Mellon Corp ($1.13M), Freestone Grove Partners LP ($902.21K), Royal Bank of Canada ($827.62K), Focus Partners Wealth ($794.37K), and Integrated Wealth Concepts LLC ($764.81K).

Institutional investors have sold a total of 19,338,017 shares in the last 24 months. This volume of shares sold represents approximately $475.09M in transactions.



Institutional ownership data for NYSE:KVYO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/12/2026. New 13F filings are added each quarter as they're published.
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