HolderBook

KLAVIYO INC (KVYO)

Institutional ownership reported to the SEC as of Q3 2026, across 13 quarters.

7
Reporting holders
$12.2M
Reported value
0.0%
Calls
0.0%
Puts
-271
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$12.2M774,6600.08%2q+21.8%+$2.2M
Farther Finance Advisors, LLC$22.8K1,4470.00%6q+2.2%
GAMMA Investing LLC$22.5K1,4280.00%6q+138.0%+$13.0K
ARMSTRONG ADVISORY GROUP, INC$1.9K1200.00%3qHELD
Versant Capital Management, Inc$1.6K1000.00%newNEW
CoreCap Advisors, LLC$928590.00%4qHELD
MassMutual Private Wealth & Trust, FSB$440280.00%2qHELD

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
2026-08-3113D/AShopify Strategic Holdings 3 LLCwith 1 co-filers20.8%
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%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-28Edmond LandonChief Legal OfficerSold53,473$1.1M
2026-04-16Whalen AmandaChief Financial OfficerSold14,000$259.6K
2026-08-14Whalen AmandaChief Financial OfficerSold14,000$258.6K
2026-07-16Whalen AmandaChief Financial OfficerSold14,000$248.5K
2026-05-14Whalen AmandaChief Financial OfficerSold14,000$199.6K
2026-04-20Edmond LandonChief Legal OfficerSold9,623$192.5K
2026-06-18Whalen AmandaChief Financial OfficerSold14,000$185.2K
2026-08-31Edmond LandonChief Legal OfficerSold8,103$165.6K
2026-05-18St. Ledger SusanDirectorSold9,334$133.2K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-08-11SUMMIT PARTNERS L P10% ownerSold5,000,000$88.5M
2026-05-26Bialecki AndrewCo-Chief Executive OfficerSold212,529$3.1M
2026-05-19Bialecki AndrewCo-Chief Executive OfficerSold200,000$3.0M
2026-05-12Bialecki AndrewCo-Chief Executive OfficerSold200,000$2.9M ×2
2026-08-31Hallen EdDirector, 10% ownerSold98,782$2.0M ×2
2026-10-07Hallen EdDirector, 10% ownerSold97,482$1.7M ×2

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
Q3 20267$12.2M777,8421300.0%
Q2 2026278$2.4B150,278,5886795803.5%
Q1 2026266$3.2B157,748,47151111521.4%
Q4 2025263$5.3B161,300,7954494851.6%
Q3 2025282$4.1B143,895,88761103742.4%
Q2 2025261$4.7B134,686,41367111582.9%
Q1 2025224$3.7B118,551,4216285533.4%
Q4 2024189$4.9B114,964,1034760422.8%
Q3 2024161$4.1B113,173,0404441462.1%
Q2 2024134$2.8B112,845,7312646341.0%
Q1 2024134$2.6B100,224,5735449181.1%
Q4 2023103$2.2B76,926,0633932160.9%
Q3 2023100$2.6B76,239,024102000.1%