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Klaviyo (KVYO) Institutional Ownership

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$40.15 +0.32 (+0.81%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. 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)
73
Total
Institutional Inflows
(last 12 months)
$487.86M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$177.46M
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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
1/17/2025SG Americas Securities LLC10,929$451K0.0%+21.4%0.004%
1/15/2025 Oak Ridge Investments LLC39,919$1.65M0.1%N/A0.015%
1/13/2025 Claro Advisors LLC1,178,330$48.59M6.6%-4.6%0.437%
1/13/2025 Capital Investment Advisors LLC15,066$621K0.0%N/A0.006%
12/26/2024JPMorgan Chase & Co.467,877$16.55M0.0%-78.1%0.174%
11/27/2024Franklin Resources Inc.1,307,561$47.87M0.0%-6.4%0.485%
11/19/2024Barclays PLC12,825$453K0.0%+1,202.0%0.005%
11/16/2024Geode Capital Management LLC786,186$27.83M0.0%+45.1%0.295%
11/15/2024Barclays PLC12,825$453K0.0%+1,202.0%0.005%
11/15/2024Main Management ETF Advisors LLC31,816$1.13M0.1%N/A0.012%
11/15/2024XTX Topco Ltd43,775$1.55M0.1%+79.7%0.016%
11/15/2024Whale Rock Capital Management LLC3,600,606$127.39M1.8%+608.9%1.350%
11/15/2024Two Sigma Advisers LP673,500$23.83M0.1%+121.5%0.253%
11/15/2024State Street Corp435,448$15.41M0.0%+7.9%0.163%
11/15/2024Quadrature Capital Ltd19,174$678K0.0%-68.7%0.007%
11/15/2024Integrated Wealth Concepts LLC144,530$5.11M0.1%N/A0.054%
11/15/2024HighTower Advisors LLC402,491$14.24M0.0%-7.5%0.151%
11/15/2024Holocene Advisors LP67,975$2.41M0.0%-40.7%0.025%
11/14/2024PDT Partners LLC52,098$1.84M0.2%-12.6%0.020%
11/14/2024Verition Fund Management LLC49,598$1.76M0.0%-1.8%0.019%
11/14/2024Alkeon Capital Management LLC300,000$10.61M0.0%N/A0.112%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC59,655$2.11M0.0%-30.3%0.022%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank11,339$401K0.0%-57.8%0.004%
11/14/2024FORA Capital LLC27,627$977K0.1%N/A0.010%
11/13/2024Cynosure Group LLC194,643$6.89M1.0%+268.9%0.073%
11/13/2024FMR LLC100,982$3.57M0.0%+428.1%0.038%
11/13/2024The Manufacturers Life Insurance Company13,608$481K0.0%N/A0.005%
11/13/2024West Tower Group LLC5,000$177K0.4%N/A0.002%
11/12/2024Charles Schwab Investment Management Inc.424,357$15.01M0.0%+27.6%0.159%
11/8/2024Advisors Asset Management Inc.1,363$48K0.0%+145.6%0.001%
11/7/2024 Claro Advisors LLC1,235,793$43.72M5.6%-3.5%0.463%
11/6/2024Pier 88 Investment Partners LLC27,300$966K0.2%N/A0.010%
11/5/2024Victory Capital Management Inc.5,865$208K0.0%N/A0.002%
11/5/2024Aigen Investment Management LP9,480$335K0.1%N/A0.004%
11/5/2024GSA Capital Partners LLP9,815$347K0.0%-56.0%0.004%
11/4/2024Versor Investments LP6,800$241K0.0%-45.2%0.003%
11/4/2024Lisanti Capital Growth LLC155,810$5.51M1.4%N/A0.058%
11/4/2024Mayflower Financial Advisors LLC684,948$24.23M3.6%+181.4%0.257%
11/1/2024SpiderRock Advisors LLC501,500$17.74M0.3%+1,571.7%0.188%
10/31/2024Summit Partners L P46,427,778$1.64B73.3%-2.8%17.410%
10/21/2024Marino Stram & Associates LLC32,901$1.16M0.3%-25.0%0.012%
10/17/2024 Claro Advisors LLC44,544$1.58M0.2%-96.5%0.017%
10/16/2024nVerses Capital LLC1,500$53K0.0%N/A0.001%
10/16/2024 William Marsh Rice University6,930$245K0.3%N/A0.003%
10/16/2024Renaissance Capital LLC78,401$2.77M1.8%+134.6%0.030%
10/15/2024Cabot Wealth Management Inc.90,425$3.20M0.4%+101.1%0.034%
10/11/2024Creative Planning7,170$254K0.0%N/A0.003%
10/3/2024SG Americas Securities LLC9,006$319K0.0%-5.1%0.003%
9/4/2024Ghisallo Capital Management LLC17,500$436K0.0%-50.0%0.007%
8/27/2024Clearbridge Investments LLC2,181,960$54.31M0.0%-1.1%0.825%
8/19/2024Point72 Asset Management L.P.107,884$2.69M0.0%N/A0.041%
8/15/2024Millennium Management LLC1,120,485$27.89M0.0%+53.6%0.424%
8/15/2024Dark Forest Capital Management LP23,689$590K0.1%+13.7%0.009%
8/15/2024Diker Management LLC200,000$4.98M4.2%+33.3%0.076%
8/14/2024Cubist Systematic Strategies LLC126,842$3.16M0.0%N/A0.048%
8/14/2024Marshall Wace LLP553,593$13.78M0.0%+60.9%0.209%
8/13/2024Sands Capital Ventures LLC3,516,221$87.52M29.3%+0.0%1.329%
8/13/2024Canada Pension Plan Investment Board30,000$747K0.0%N/A0.011%
8/12/2024XTX Topco Ltd24,363$606K0.1%+114.7%0.009%
8/12/2024Blair William & Co. IL200,680$5.00M0.0%+14.3%0.076%
8/9/2024Renaissance Technologies LLC238,900$5.95M0.0%+40.8%0.090%
8/8/2024American Century Companies Inc.470,156$11.70M0.0%-25.8%0.178%
8/7/2024Gryphon Financial Partners LLC28,571$711K0.1%-20.0%0.011%
8/5/2024Arizona State Retirement System16,221$404K0.0%+67.1%0.006%
8/2/2024Glynn Capital Management LLC1,363,768$33.94M6.9%+19.7%0.515%
8/1/2024Versor Investments LP12,400$309K0.1%N/A0.005%
8/1/2024 Claro Advisors LLC1,280,035$31.86M5.0%+38.7%0.484%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank26,852$668K0.0%+1,447.7%0.010%
7/26/2024Bank of New York Mellon Corp2,762,128$68.75M0.0%+677.7%1.044%
7/20/2024Washington Capital Management Inc.17,200$428K0.4%N/A0.007%
7/12/2024SG Americas Securities LLC9,487$236K0.0%N/A0.004%
7/11/2024Renaissance Capital LLC33,424$832K0.5%+164.1%0.013%
5/16/2024California State Teachers Retirement System32,095$818K0.0%N/A0.012%
5/16/2024Janus Henderson Group PLC25,992$662K0.0%N/A0.010%
5/15/2024Whale Rock Capital Management LLC579,113$14.76M0.2%+122.0%0.222%
5/15/2024SVB Wealth LLC11,724$299K0.0%N/A0.004%
5/15/2024Sandia Investment Management LP4,000$102K0.1%-33.3%0.002%
5/14/2024Capital World Investors699,520$17.82M0.0%-0.2%0.268%
5/14/2024EntryPoint Capital LLC2,772$71K0.1%N/A0.001%
5/13/2024Clearbridge Investments LLC2,205,684$56.20M0.0%+1.5%0.844%
5/11/2024Cynosure Group LLC52,759$1.34M0.2%N/A0.020%
5/10/2024Vanguard Group Inc.2,108,455$53.72M0.0%+0.2%0.807%
5/9/2024Blair William & Co. IL175,531$4.47M0.0%+1,234.0%0.067%
5/7/2024Swiss National Bank69,700$1.78M0.0%N/A0.027%
5/7/2024Glynn Capital Management LLC1,139,307$29.03M5.4%+291.3%0.436%
5/7/2024Wealthspire Advisors LLC14,285$364K0.0%N/A0.005%
5/6/2024Quantbot Technologies LP54,424$1.39M0.1%+82.8%0.021%
5/1/2024Capstone Investment Advisors LLC146,368$3.73M0.0%+17.0%0.056%
4/30/2024Mayflower Financial Advisors LLC243,448$6.20M0.5%N/A0.093%
4/24/2024Marino Stram & Associates LLC43,868$1.12M0.3%N/A0.017%
4/24/2024Dakota 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%
2/15/2024Caas 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%
(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, 104 institutional investors and hedge funds held shares of Klaviyo. The most heavily invested institutionals were Summit Partners L P ($1.64B), Whale Rock Capital Management LLC ($127.39M), Sands Capital Ventures LLC ($87.52M), Bank of New York Mellon Corp ($68.75M), Clearbridge Investments LLC ($54.31M), Vanguard Group Inc. ($53.72M), and Claro Advisors LLC ($48.59M).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 91 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), Whale Rock Capital Management LLC ($3.41M), Bank of New York Mellon Corp ($2.41M), Clearbridge Investments LLC ($2.21M), Vanguard Group Inc. ($1.45M), Glynn Capital Management LLC ($1.36M), and Claro Advisors LLC ($1.28M).

How much institutional buying is happening at Klaviyo?

Institutional investors have bought a total of 72,731,221 shares in the last 24 months. This purchase volume represents approximately $2.42B in transactions.

Which Klaviyo major shareholders have been selling company stock?

Of the 24 institutional investors that sold Klaviyo stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Summit Partners L P ($3.08M), JPMorgan Chase & Co. ($1.67M), Claro Advisors LLC ($1.34M), Caas Capital Management LP ($197.93K), American Century Companies Inc. ($163.29K), Monashee Investment Management LLC ($91.77K), and Franklin Resources Inc. ($90.09K).

How much institutional selling is happening at Klaviyo?

Institutional investors have sold a total of 6,907,977 shares in the last 24 months. This volume of shares sold represents approximately $226.64M in transactions.


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This page (NYSE:KVYO) was last updated on 1/18/2025 by MarketBeat.com Staff
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