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Klaviyo (KVYO) Institutional Ownership

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$41.99 -1.19 (-2.76%)
(As of 05:45 PM ET)

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

Current
Institutional Ownership
Percentage
45.43%
Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$535.94M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$165.33M
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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
11/27/2024 Franklin Resources Inc.1,307,561$47.87M0.0%-6.4%0.485%
11/19/2024 Barclays PLC12,825$453K0.0%+1,202.0%0.005%
11/16/2024 Geode Capital Management LLC786,186$27.83M0.0%+45.1%0.295%
11/15/2024 Barclays PLC12,825$453K0.0%+1,202.0%0.005%
11/15/2024 Main Management ETF Advisors LLC31,816$1.13M0.1%N/A0.012%
11/15/2024 XTX Topco Ltd43,775$1.55M0.1%+79.7%0.016%
11/15/2024 Whale Rock Capital Management LLC3,600,606$127.39M1.8%+608.9%1.350%
11/15/2024 Two Sigma Advisers LP673,500$23.83M0.1%+121.5%0.253%
11/15/2024 State Street Corp435,448$15.41M0.0%+7.9%0.163%
11/15/2024 Quadrature Capital Ltd19,174$678K0.0%-68.7%0.007%
11/15/2024 Integrated Wealth Concepts LLC144,530$5.11M0.1%N/A0.054%
11/15/2024 HighTower Advisors LLC402,491$14.24M0.0%-7.5%0.151%
11/15/2024 Holocene Advisors LP67,975$2.41M0.0%-40.7%0.025%
11/14/2024 PDT Partners LLC52,098$1.84M0.2%-12.6%0.020%
11/14/2024 Verition Fund Management LLC49,598$1.76M0.0%-1.8%0.019%
11/14/2024 Alkeon Capital Management LLC300,000$10.61M0.0%N/A0.112%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC59,655$2.11M0.0%-30.3%0.022%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank11,339$401K0.0%-57.8%0.004%
11/14/2024 FORA Capital LLC27,627$977K0.1%N/A0.010%
11/13/2024 Cynosure Group LLC194,643$6.89M1.0%+268.9%0.073%
11/13/2024 FMR LLC100,982$3.57M0.0%+428.1%0.038%
11/13/2024 The Manufacturers Life Insurance Company13,608$481K0.0%N/A0.005%
11/13/2024 West Tower Group LLC5,000$177K0.4%N/A0.002%
11/12/2024 Charles Schwab Investment Management Inc.424,357$15.01M0.0%+27.6%0.159%
11/8/2024 Advisors 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%
11/6/2024 Pier 88 Investment Partners LLC27,300$966K0.2%N/A0.010%
11/5/2024 Victory Capital Management Inc.5,865$208K0.0%N/A0.002%
11/5/2024 Aigen Investment Management LP9,480$335K0.1%N/A0.004%
11/5/2024 GSA Capital Partners LLP9,815$347K0.0%-56.0%0.004%
11/4/2024 Versor Investments LP6,800$241K0.0%-45.2%0.003%
11/4/2024 Lisanti Capital Growth LLC155,810$5.51M1.4%N/A0.058%
11/4/2024 Mayflower Financial Advisors LLC684,948$24.23M3.6%+181.4%0.257%
11/1/2024 SpiderRock Advisors LLC501,500$17.74M0.3%+1,571.7%0.188%
10/31/2024 Summit Partners L P46,427,778$1.64B73.3%-2.8%17.410%
10/21/2024 Marino 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%
10/16/2024 nVerses Capital LLC1,500$53K0.0%N/A0.001%
10/16/2024 William Marsh Rice University6,930$245K0.3%N/A0.003%
10/16/2024 Renaissance Capital LLC78,401$2.77M1.8%+134.6%0.030%
U.S. Government: “this could save civilization.” (Ad)

Experts indicate that ChatGPT alone consumes up to 17,000 times more electricity than the average U.S. household uses in a single day. And with companies like Google and Microsoft implementing AI into everything we do, that energy consumption is only going to exponentially increase. Thing is, outside of a small group of elite investors, nobody has connected the dots on how this military contractor could be the most important company in the AI boom.

To get all the details, go here now.
10/15/2024 Cabot Wealth Management Inc.90,425$3.20M0.4%+101.1%0.034%
10/11/2024 Creative Planning7,170$254K0.0%N/A0.003%
10/3/2024 SG Americas Securities LLC9,006$319K0.0%-5.1%0.003%
9/4/2024 Ghisallo Capital Management LLC17,500$436K0.0%-50.0%0.007%
8/27/2024 Clearbridge Investments LLC2,181,960$54.31M0.0%-1.1%0.825%
8/19/2024 Point72 Asset Management L.P.107,884$2.69M0.0%N/A0.041%
8/15/2024 Millennium Management LLC1,120,485$27.89M0.0%+53.6%0.424%
8/15/2024 Dark Forest Capital Management LP23,689$590K0.1%+13.7%0.009%
8/15/2024 Diker Management LLC200,000$4.98M4.2%+33.3%0.076%
8/14/2024 Cubist Systematic Strategies LLC126,842$3.16M0.0%N/A0.048%
8/14/2024 Marshall Wace LLP553,593$13.78M0.0%+60.9%0.209%
8/13/2024 Sands Capital Ventures LLC3,516,221$87.52M29.3%+0.0%1.329%
8/13/2024 Canada Pension Plan Investment Board30,000$747K0.0%N/A0.011%
8/12/2024 XTX Topco Ltd24,363$606K0.1%+114.7%0.009%
8/12/2024 Blair William & Co. IL200,680$5.00M0.0%+14.3%0.076%
8/9/2024 Renaissance Technologies LLC238,900$5.95M0.0%+40.8%0.090%
8/8/2024 American Century Companies Inc.470,156$11.70M0.0%-25.8%0.178%
8/7/2024 Gryphon Financial Partners LLC28,571$711K0.1%-20.0%0.011%
8/5/2024 Arizona State Retirement System16,221$404K0.0%+67.1%0.006%
8/2/2024 Glynn Capital Management LLC1,363,768$33.94M6.9%+19.7%0.515%
8/1/2024 Versor Investments LP12,400$309K0.1%N/A0.005%
8/1/2024 Claro Advisors LLC1,280,035$31.86M5.0%+38.7%0.484%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank26,852$668K0.0%+1,447.7%0.010%
7/26/2024 Bank of New York Mellon Corp2,762,128$68.75M0.0%+677.7%1.044%
7/20/2024 Washington Capital Management Inc.17,200$428K0.4%N/A0.007%
7/12/2024 SG Americas Securities LLC9,487$236K0.0%N/A0.004%
7/11/2024 Renaissance Capital LLC33,424$832K0.5%+164.1%0.013%
5/16/2024 California State Teachers Retirement System32,095$818K0.0%N/A0.012%
5/16/2024 Janus Henderson Group PLC25,992$662K0.0%N/A0.010%
5/15/2024 Whale Rock Capital Management LLC579,113$14.76M0.2%+122.0%0.222%
5/15/2024SVB Wealth LLC11,724$299K0.0%N/A0.004%
5/15/2024 Sandia Investment Management LP4,000$102K0.1%-33.3%0.002%
5/14/2024 Capital World Investors699,520$17.82M0.0%-0.2%0.268%
5/14/2024 EntryPoint Capital LLC2,772$71K0.1%N/A0.001%
5/13/2024 Clearbridge Investments LLC2,205,684$56.20M0.0%+1.5%0.844%
5/11/2024 Cynosure Group LLC52,759$1.34M0.2%N/A0.020%
5/10/2024 Vanguard Group Inc.2,108,455$53.72M0.0%+0.2%0.807%
5/9/2024 Blair William & Co. IL175,531$4.47M0.0%+1,234.0%0.067%
5/7/2024 Swiss National Bank69,700$1.78M0.0%N/A0.027%
5/7/2024 Glynn Capital Management LLC1,139,307$29.03M5.4%+291.3%0.436%
5/7/2024 Wealthspire Advisors LLC14,285$364K0.0%N/A0.005%
5/6/2024 Quantbot Technologies LP54,424$1.39M0.1%+82.8%0.021%
5/1/2024 Capstone Investment Advisors LLC146,368$3.73M0.0%+17.0%0.056%
4/30/2024 Mayflower Financial Advisors LLC243,448$6.20M0.5%N/A0.093%
4/24/2024 Marino Stram & Associates LLC43,868$1.12M0.3%N/A0.017%
4/24/2024 Dakota 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%
3/1/2024 Goldman Sachs Group Inc.1,472,140$40.90M0.0%+243.0%0.569%
U.S. Government: “this could save civilization.” (Ad)

Experts indicate that ChatGPT alone consumes up to 17,000 times more electricity than the average U.S. household uses in a single day. And with companies like Google and Microsoft implementing AI into everything we do, that energy consumption is only going to exponentially increase. Thing is, outside of a small group of elite investors, nobody has connected the dots on how this military contractor could be the most important company in the AI boom.

To get all the details, go here now.
2/15/2024 Caas Capital Management LP28,037$779K0.1%-87.6%0.011%
2/14/2024 Neuberger Berman Group LLC45,183$1.26M0.0%-21.8%0.017%
2/13/2024 Capital World Investors700,783$19.47M0.0%+0.1%0.271%
2/13/2024 Sands Capital Management LLC663,303$18.43M0.1%+3.8%0.256%
2/12/2024 Capstone Investment Advisors LLC125,072$3.47M0.0%+25.0%0.048%
2/12/2024 Monashee Investment Management LLC68,974$1.92M0.3%-57.1%0.027%
2/9/2024 Neuberger Berman Group LLC45,183$1.26M0.0%-21.8%0.017%
2/9/2024 Franklin Resources Inc.1,380,515$38.35M0.0%+95.4%0.534%
2/9/2024 Clearbridge Investments LLC2,174,097$60.40M0.1%+16.6%0.840%
2/9/2024 Norges Bank765,219$21.26M0.0%N/A0.296%
(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, 101 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 Franklin Resources Inc. ($47.87M).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 89 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 72,674,313 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 23 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), Claro Advisors LLC ($1.28M), Caas Capital Management LP ($197.93K), American Century Companies Inc. ($163.29K), Monashee Investment Management LLC ($91.77K), Franklin Resources Inc. ($90.09K), and Holocene Advisors LP ($46.65K).

How much institutional selling is happening at Klaviyo?

Institutional investors have sold a total of 5,184,433 shares in the last 24 months. This volume of shares sold represents approximately $165.33M in transactions.



This page (NYSE:KVYO) was last updated on 12/18/2024 by MarketBeat.com Staff
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