Free Trial

Klaviyo (KVYO) Institutional Ownership

Klaviyo logo
$25.59 -0.36 (-1.39%)
As of 10:40 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
45.43%
Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$833.59M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$639.39M
Get KVYO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Klaviyo stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

KVYO Institutional Buying and Selling by Quarter

Remove Ads

Klaviyo Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Stanley Laman Group Ltd.160,177$4.85M0.7%N/A0.059%
4/16/2025Fort Washington Investment Advisors Inc. OH21,926$663K0.0%N/A0.008%
4/15/2025 Handelsbanken Fonder AB14,900$451K0.0%-10.8%0.005%
4/15/2025 SG Americas Securities LLC13,918$421K0.0%+27.3%0.005%
4/11/2025 Renaissance Capital LLC109,268$3.31M2.6%-10.9%0.040%
3/18/2025California State Teachers Retirement System49,997$2.06M0.0%+1.8%0.018%
3/7/2025 Alpha Wealth Funds LLC5,000$209K0.2%N/A0.002%
2/28/2025Total Wealth Planning & Management Inc.9,627$397K0.4%N/A0.004%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC105,178$4.34M0.0%+76.3%0.039%
2/17/2025Voloridge Investment Management LLC922,832$38.06M0.1%+15.7%0.342%
2/17/2025Washington Harbour Partners LP43,500$1.79M3.3%N/A0.016%
2/17/2025Whale Rock Capital Management LLC3,868,451$159.54M1.9%+7.4%1.435%
2/17/2025Squarepoint Ops LLC50,906$2.10M0.0%N/A0.019%
2/17/2025Two Sigma Advisers LP997,900$41.15M0.1%+48.2%0.370%
2/17/2025Two Sigma Investments LP1,124,433$46.37M0.1%+53.1%0.417%
2/17/2025Snowden Capital Advisors LLC96,513$3.98M0.1%N/A0.036%
2/17/2025Polar Capital Holdings Plc168,138$6.93M0.0%-46.9%0.062%
2/17/2025Main Management ETF Advisors LLC29,192$1.20M0.1%-8.2%0.011%
2/17/2025Nicholas Investment Partners LP140,555$5.80M0.5%+63.3%0.052%
2/17/2025Nuveen Asset Management LLC304,126$12.54M0.0%-13.1%0.113%
2/17/2025Millennium Management LLC92,312$3.81M0.0%-86.2%0.034%
2/17/2025Focus Partners Wealth942,523$38.87M0.1%N/A0.350%
2/17/2025G2 Investment Partners Management LLC75,027$3.09M0.8%-6.4%0.028%
2/17/2025Deutsche Bank AG94,921$3.92M0.0%+7,134.8%0.035%
2/17/2025D. E. Shaw & Co. Inc.1,310,227$54.03M0.0%+195.4%0.486%
2/17/2025Diker Management LLC100,000$4.12M3.6%-32.6%0.037%
2/17/2025Cetera Investment Advisers6,724$277K0.0%N/A0.002%
2/17/2025Balyasny Asset Management L.P.613,204$25.29M0.0%+43.1%0.227%
2/17/2025Bank of America Corp DE276,697$11.41M0.0%+8.4%0.103%
2/17/2025BNP Paribas Financial Markets334,638$13.80M0.0%N/A0.124%
2/17/2025Ameriprise Financial Inc.982,134$40.51M0.0%+229.5%0.364%
2/17/2025Alkeon Capital Management LLC200,000$8.25M0.0%-33.3%0.074%
2/14/2025Comerica Bank600$25K0.0%-98.5%0.000%
2/14/2025PDT Partners LLC111,899$4.62M0.4%+114.8%0.042%
2/14/2025Northern Trust Corp187,888$7.75M0.0%+16.2%0.070%
2/14/2025The Manufacturers Life Insurance Company 14,285$589K0.0%+5.0%0.005%
2/14/2025Boothbay Fund Management LLC11,732$484K0.0%-15.8%0.004%
2/14/2025Nebula Research & Development LLC16,508$681K0.1%+16.1%0.006%
2/14/2025Lord Abbett & CO. LLC748,074$30.85M0.1%N/A0.277%
2/14/2025Voya Investment Management LLC1,851,679$76.36M0.1%+47.1%0.687%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
2/14/2025Blue Owl Capital Holdings LP1,078,770$44.49M10.5%-10.0%0.400%
2/14/2025Adage Capital Partners GP L.L.C.250,000$10.31M0.0%-44.4%0.093%
2/14/2025Price T Rowe Associates Inc. MD58,485$2.41M0.0%+862.1%0.022%
2/14/2025Quantessence Capital LLC21,407$883K0.4%N/A0.008%
2/14/2025Stifel Financial Corp8,834$364K0.0%N/A0.003%
2/14/2025Tower Research Capital LLC TRC 1,874$77K0.0%+77.5%0.001%
2/14/2025Capital Research Global Investors3,001,500$123.78M0.0%-43.0%1.113%
2/14/2025Dimensional Fund Advisors LP72,816$3.00M0.0%+369.8%0.027%
2/14/2025First Trust Advisors LP945,663$39.00M0.0%+26.4%0.351%
2/13/2025Canada Pension Plan Investment Board2,400$99K0.0%-83.8%0.001%
2/13/2025Osterweis Capital Management Inc.333,543$13.76M0.6%+26.1%0.124%
2/13/2025Marshall Wace LLP393,991$16.25M0.0%-11.8%0.146%
2/13/2025Brandywine Managers LLC8,692$358K0.4%N/A0.003%
2/13/2025PEAK6 LLC31,071$1.28M0.0%N/A0.012%
2/13/2025Barclays PLC29,263$1.21M0.0%+128.2%0.011%
2/13/2025Grandeur Peak Global Advisors LLC9,514$392K0.0%-55.0%0.004%
2/13/2025Renaissance Technologies LLC562,344$23.19M0.0%-3.7%0.209%
2/13/2025Legal & General Group Plc52,299$2.16M0.0%-10.5%0.019%
2/13/2025Cerity Partners LLC70,504$2.91M0.0%-25.9%0.026%
2/13/2025Sierra Summit Advisors LLC192,816$7.95M1.6%N/A0.072%
2/13/2025Federated Hermes Inc.2,669,800$110.10M0.2%-7.4%0.990%
2/13/2025Russell Investments Group Ltd.16,397$686K0.0%N/A0.006%
2/13/2025Wells Fargo & Company MN6,171$254K0.0%+45.2%0.002%
2/12/2025Bryce Point Capital LLC21,266$877K0.3%N/A0.008%
2/12/2025Trexquant Investment LP64,945$2.68M0.0%-37.1%0.024%
2/12/2025Geode Capital Management LLC882,460$36.41M0.0%+12.2%0.327%
2/12/2025Franklin Resources Inc.1,943,523$80.15M0.0%+48.6%0.721%
2/12/2025B. Metzler seel. Sohn & Co. AG46,885$1.93M0.0%N/A0.017%
2/12/2025Alliancebernstein L.P.3,996,216$164.80M0.1%-14.7%1.482%
2/12/2025Pier 88 Investment Partners LLC38,700$1.60M0.3%+41.8%0.014%
2/12/2025Clearbridge Investments LLC2,168,336$89.42M0.1%+0.9%0.804%
2/12/2025CIBC Private Wealth Group LLC1,752$72K0.0%+169.5%0.001%
2/12/2025Arrowstreet Capital Limited Partnership478,919$19.75M0.0%N/A0.178%
2/12/2025Norges Bank610,994$25.20M0.0%N/A0.227%
2/12/2025Blair William & Co. IL206,224$8.51M0.0%-0.4%0.076%
2/12/2025JPMorgan Chase & Co.84,144$3.47M0.0%-82.0%0.031%
2/12/2025WINTON GROUP Ltd5,839$241K0.0%N/A0.002%
2/11/2025Vanguard Group Inc.7,721,855$318.45M0.0%+9.1%2.864%
2/11/2025KLP Kapitalforvaltning AS12,300$507K0.0%N/A0.005%
2/11/2025Sei Investments Co.43,190$1.78M0.0%N/A0.016%
2/11/2025American Century Companies Inc.1,209,612$49.88M0.0%+41.9%0.449%
2/11/2025Glynn Capital Management LLC652,758$26.92M6.3%-43.7%0.242%
2/10/2025Harbour Investments Inc.6,898$284K0.0%+22,893.3%0.003%
2/10/2025Corient Private Wealth LLC30,064$1.24M0.0%N/A0.011%
2/10/2025Telemark Asset Management LLC100,000$4.12M0.4%N/A0.037%
2/10/2025Swiss National Bank114,200$4.71M0.0%+3.9%0.042%
2/7/2025HighTower Advisors LLC400,810$16.53M0.0%-0.4%0.149%
2/7/2025Miramar Capital LLC28,572$1.18M0.3%N/A0.011%
2/7/2025Amundi6,847$281K0.0%-13.8%0.003%
2/7/2025Bank Julius Baer & Co. Ltd Zurich4,836$220K0.0%+8.0%0.002%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
2/7/2025Lisanti Capital Growth LLC132,465$5.46M1.3%-15.0%0.049%
2/6/2025Raymond James Financial Inc.294,055$12.13M0.0%N/A0.109%
2/6/2025Arizona State Retirement System16,854$695K0.0%+4.0%0.006%
2/6/2025Victory Capital Management Inc.6,469$267K0.0%+10.3%0.002%
2/6/2025Keybank National Association OH4,933$203K0.0%N/A0.002%
2/6/2025Charles Schwab Investment Management Inc.464,459$19.15M0.0%+9.5%0.172%
2/6/2025SBI Securities Co. Ltd.4,749$196K0.0%N/A0.002%
2/5/2025US Bancorp DE4,832$199K0.0%N/A0.002%
2/4/2025Bank of New York Mellon Corp2,926,187$120.68M0.0%+5.0%1.085%
2/4/2025Y Intercept Hong Kong Ltd9,064$374K0.0%N/A0.003%
(Data available from 1/1/2016 forward)

Remove Ads

KVYO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KVYO shares?

During the previous two years, 172 institutional investors and hedge funds held shares of Klaviyo. The most heavily invested institutionals were Summit Partners L P ($1.68B), Vanguard Group Inc. ($318.45M), Alliancebernstein L.P. ($164.80M), Whale Rock Capital Management LLC ($159.54M), Capital Research Global Investors ($123.78M), Bank of New York Mellon Corp ($120.68M), and Federated Hermes Inc. ($110.10M).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 147 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 ($3.68M), Bank of New York Mellon Corp ($2.55M), Clearbridge Investments LLC ($2.23M), Vanguard Group Inc. ($2.10M), Norges Bank ($1.38M), and Glynn Capital Management LLC ($1.36M).

How much institutional buying is happening at Klaviyo?

Institutional investors have bought a total of 83,661,745 shares in the last 24 months. This purchase volume represents approximately $2.87B in transactions.

Which Klaviyo major shareholders have been selling company stock?

Of the 54 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 ($8.68M), Capital Research Global Investors ($2.27M), JPMorgan Chase & Co. ($2.05M), Claro Advisors LLC ($1.34M), Alliancebernstein L.P. ($686.17K), Millennium Management LLC ($577.54K), and Glynn Capital Management LLC ($506.82K).

How much institutional selling is happening at Klaviyo?

Institutional investors have sold a total of 18,325,140 shares in the last 24 months. This volume of shares sold represents approximately $697.32M in transactions.



This page (NYSE:KVYO) was last updated on 4/17/2025 by MarketBeat.com Staff
From Our Partners