HolderBook

KLAVIYO INC (KVYO)

Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.

268
Reporting holders
$2.3B
Reported value
3.3%
Held as options
+12
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
SUMMIT PARTNERS L P$284.7M18,852,77846.75%12qHELD
Capital International Investors$158.3M10,482,9710.03%3q-10.4%-$18.4M
VANGUARD PORTFOLIO MANAGEMENT LLC$116.2M7,692,7740.01%2q+2.1%+$2.4M
BlackRock, Inc.$114.9M7,612,0780.00%8q+74.8%+$49.2M
FMR LLC$99.1M6,566,1550.00%12q-32.9%-$48.6M
VANGUARD CAPITAL MANAGEMENT LLC$90.5M5,990,6600.00%2q-2.8%-$2.6M
Whale Rock Capital Management LLC$83.5M5,528,1660.67%12q-19.0%-$19.6M
WELLINGTON MANAGEMENT GROUP LLP$76.2M5,049,4140.01%2q-7.8%-$6.5M
MORGAN STANLEY$67.1M4,444,6840.00%12q-12.3%-$9.4M
MILLENNIUM MANAGEMENT LLC$62.2M4,117,3670.02%12q+75.3%+$26.7M
Sands Capital Alternatives, LLC$59.3M3,928,1469.67%12q+7.6%+$4.2M
BANK OF AMERICA CORP /DE/$57.7M3,819,5450.00%12q+126.4%+$32.2M
GOLDMAN SACHS GROUP INC$41.9M1,784,5500.00%12q-17.4%-$8.8M
GEODE CAPITAL MANAGEMENT, LLC$37.4M2,476,6950.00%11q+39.6%+$10.6M
STATE STREET CORP$35.0M2,319,6380.00%11q+100.7%+$17.6M
GREENOAKS LLC$35.0M2,316,7961.48%10qHELD
Capital World Investors$31.7M2,097,2630.00%3q+2.8%+$863.9K
TWO SIGMA INVESTMENTS, LP$27.1M1,767,9000.02%11q-38.9%-$17.3M
CANADA PENSION PLAN INVESTMENT BOARD$25.8M1,708,9000.01%9q+125.7%+$14.4M
CITADEL ADVISORS LLC$25.6M1,172,1120.00%12q+0.8%+$212.6K
Jupiter Topco LLC$24.4M1,614,0700.01%newFIRST
RENAISSANCE TECHNOLOGIES LLC$23.6M1,560,2440.03%11q-4.9%-$1.2M
FIRST TRUST ADVISORS LP$21.0M1,392,6590.01%12q+17.8%+$3.2M
Clearbridge Investments, LLC$20.9M1,384,2360.02%12q-6.1%-$1.3M
Islander Capital Partners, L.P.$20.9M1,383,3047.58%3q+12.8%+$2.4M
Fiera Capital Corp$20.8M1,377,7210.08%5q-42.6%-$15.4M
Barton Investment Management$19.0M1,256,6082.57%4q+19.7%+$3.1M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$18.9M1,252,1190.01%2q+598.9%+$16.2M
MARSHALL WACE, LLP$18.4M1,218,3590.01%12q+7.3%+$1.3M
D. E. Shaw & Co., Inc.$18.0M1,194,1620.01%9q+1750.6%+$17.1M
Trexquant Investment LP$17.3M1,143,4760.10%9q+63.4%+$6.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$17.1M294,7340.00%12q-79.8%-$67.5M
Balyasny Asset Management L.P.$16.9M718,8990.02%newNEW
Point72 Asset Management, L.P.$16.8M1,114,4670.02%4q-33.4%-$8.4M
FRANKLIN RESOURCES INC$16.4M1,088,9590.00%12q+1.0%+$166.5K
JANE STREET GROUP, LLC$15.6M397,8240.00%11q+323.7%+$11.9M
DIMENSIONAL FUND ADVISORS LP$15.1M1,002,2100.00%8q+210.6%+$10.3M
Squarepoint Ops LLC$14.5M962,1360.02%7q+1153.6%+$13.4M
Bienville Capital Management, LLC$14.2M938,3541.89%4q-23.6%-$4.4M
ExodusPoint Capital Management, LP$14.1M934,1360.09%newNEW
Qube Research & Technologies Ltd$13.6M901,3950.01%2q+49.8%+$4.5M
VANGUARD FIDUCIARY TRUST CO$13.5M893,3310.00%2q+1.7%+$227.9K
UBS Group AG$12.4M808,2040.00%11q+311.5%+$9.4M
JPMORGAN CHASE & CO$12.3M817,6830.00%12q-81.0%-$52.4M
Amundi$12.3M814,1420.00%newNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$12.0M796,8910.00%11q-9.9%-$1.3M
Sixth Street Partners Management Company, L.P.$12.0M796,8910.00%newNEW
Delta Global Management LP$10.4M690,6581.13%5q-18.5%-$2.4M
NORTHERN TRUST CORP$10.2M678,1340.00%11q+83.2%+$4.7M
CONGRESS ASSET MANAGEMENT CO$9.6M636,2300.06%newNEW
Bank of New York Mellon Corp$8.7M573,7270.00%11q-62.0%-$14.1M
Quantinno Capital Management LP$8.3M548,6760.01%5qHELD
IMC-Chicago, LLC$8.2M121,9760.00%10q+100.6%+$4.1M
NEW YORK STATE COMMON RETIREMENT FUND$8.0M528,3680.01%12q+15.3%+$1.1M
Voleon Capital Management LP$7.2M477,3520.13%4q+1173.7%+$6.6M
XTX Topco Ltd$7.1M469,2800.09%2q+281.8%+$5.2M
GROUP ONE TRADING LLC$6.9M37,3370.01%12qHELD
Integrated Wealth Concepts LLC$6.6M435,5810.03%8q+1.3%+$87.0K
CAPITAL FUND MANAGEMENT S.A.$6.3M307,2090.03%6q+66.2%+$2.5M
Morangie Management LLC$6.1M403,1665.06%7q-4.9%-$316.2K
TWIN FOCUS CAPITAL PARTNERS, LLC$5.5M364,6660.56%5qHELD
Nuveen, LLC$5.4M359,1270.00%4q+1439.1%+$5.1M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$5.2M344,8230.10%newNEW
HUNTINGTON NATIONAL BANK$5.0M333,0010.02%4q+100.0%+$2.5M
AQR CAPITAL MANAGEMENT LLC$4.8M317,8050.00%6q-65.1%-$9.0M
Jump Financial, LLC$4.8M315,5000.04%newNEW
Pathstone Holdings, LLC$4.7M313,7660.01%10q+96.8%+$2.3M
BNP PARIBAS FINANCIAL MARKETS$4.6M307,6820.00%7q+25.1%+$933.6K
ArrowMark Colorado Holdings LLC$4.6M307,2820.19%5q-79.4%-$17.8M
FORMULA GROWTH LTD$4.5M300,0001.59%2q+100.0%+$2.3M
BW Gestao de Investimentos Ltda.$4.4M293,5650.09%2q+147.1%+$2.6M
Swiss National Bank$4.2M280,6000.00%10q+8.3%+$323.1K
MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.1M271,5050.00%8q+201.5%+$2.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.9M257,2600.00%9q+8.4%+$299.5K
Walleye Trading LLC$3.7M12,0030.00%8q+81.6%+$1.7M
SIMPLEX TRADING, LLC$3.6M39,5850.00%12q+130.0%+$2.1M
LGT Fund Management Co Ltd.$3.5M230,1000.14%newNEW
ALGERT GLOBAL LLC$3.4M227,3200.04%6q-18.3%-$770.4K
Mayflower Financial Advisors, LLC$3.4M226,7000.30%10qHELD
VICTORY CAPITAL MANAGEMENT INC$3.2M211,7510.00%8q+6.2%+$185.7K
SANDS CAPITAL MANAGEMENT, LLC$3.0M198,8060.01%12q-66.6%-$6.0M
Holocene Advisors, LP$2.9M193,0370.01%3q+124.2%+$1.6M
Aquatic Capital Management LLC$2.8M187,5360.10%4q+55.0%+$1.0M
Invesco Ltd.$2.7M179,6310.00%6q+321.9%+$2.1M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.7M176,6000.00%newNEW
Y-Intercept (Hong Kong) Ltd$2.5M167,3090.05%newNEW
WELLS FARGO & COMPANY/MN$2.5M163,0040.00%11q-46.9%-$2.2M
Brevan Howard Capital Management LP$2.3M149,6080.02%2q+47.3%+$725.0K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.$2.0M131,8600.00%5q-16.5%-$392.3K
Engineers Gate Manager LP$2.0M131,7090.03%9q+559.9%+$1.7M
Focus Partners Wealth$2.0M131,0280.00%7q-7.2%-$152.6K
Crestwood Advisors Group, LLC$1.9M128,4080.03%6qHELD
Walleye Capital LLC$1.9M71,2030.01%10q+21.8%+$333.8K
Shay Capital LLC$1.8M117,5000.11%newNEW
RHUMBLINE ADVISERS$1.7M114,2140.00%8q+5209.8%+$1.7M
Night Squared LP$1.7M112,5880.18%6q-52.5%-$1.9M
ENVESTNET ASSET MANAGEMENT INC$1.7M109,5270.00%5q-2.6%-$44.1K
FIL Ltd$1.6M105,5860.00%3q-1.6%-$26.7K
VANGUARD ASSET MANAGEMENT, Ltd$1.5M101,2040.00%2q+14.6%+$195.2K
Legal & General Group Plc$1.5M98,0340.00%12q+1.7%+$24.8K

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613G/AFMR LLCwith 1 co-filers4.7%
2026-08-0513G/ABialecki Andrew INDIVIDUAL36.5%
2026-07-3113GVanguard Capital Management5.0%
2026-07-2913GBlackRock, Inc.5.3%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026268$2.3B145,533,7886490803.3%
Q1 2026256$3.1B157,450,14647109511.4%
Q4 2025253$5.3B160,370,3024387841.6%
Q3 2025268$4.0B142,147,3865897712.3%
Q2 2025245$4.5B131,545,82959108552.8%
Q1 2025214$3.6B116,437,8586080503.1%
Q4 2024178$4.8B113,867,5004257402.6%
Q3 2024155$4.1B113,115,8254240431.9%
Q2 2024128$2.8B111,719,3832444311.0%
Q1 2024128$2.5B98,923,1805047171.1%
Q4 202399$2.1B76,612,2163531160.8%
Q3 202395$2.5B73,381,47696000.1%