Klaviyo Inc. Class AKVYO

13F holders, Q3 2024 (September 30)
156holders +25
44new positions
19sold out
7famous investors
$35.39avg. 13F price*

At the end of Q3 2024, 156 institutions reported holding Klaviyo Inc. Class A (KVYO) in their 13F filings, up 25 from Q2 2024. 44 opened new positions and 19 sold out. The largest holders were Summit Partners L P ($1.6B), Vanguard Group Inc. ($250.3M) and Capital Research Global Investors ($186.4M). 7 famous investors held it, including Alex Sacerdote (1.8% of Whale Rock Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Klaviyo Inc. Class A
CUSIP
49845K101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 130Q1 2024Q2 2024: 131Q2 2024Q3 2024: 156Q3 2024Q4 2024: 183Q4 2024Q1 2025: 216Q1 2025Q2 2025: 254Q2 2025Q3 2025: 276Q3 2025Q4 2025: 261Q4 2025Q1 2026: 266Q1 2026Q2 2026: 277Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions44$150.6M
Exits19$78.4M

All 13F filers, Q2 2024 → Q3 2024: 12,800,790 shares bought and 10,619,317 shares sold, net +2,181,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 156 holders

Summit Partners L P 73.34% Reduce -2.8% 46,427,778 $1.6B
Vanguard Group Inc. 0.00% Add +1.9% 7,075,227 $250.3M
Capital Research Global Investors 0.04% Add +2.0% 5,267,126 $186.4M
Alliancebernstein L.P. 0.06% Reduce -6.5% 4,682,386 $165.7M
Whale Rock Capital Management 1.79% Add +609.0% 3,600,606 $127.4M
Sands Capital Alternatives, LLC 34.96% Reduce -0.0% 3,515,325 $124.4M
Federated Hermes, Inc. 0.22% Add +16.6% 2,884,300 $102.0M
Bank of New York Mellon Corp 0.02% Add +0.9% 2,786,060 $98.6M
Greenoaks LLC 4.40% Reduce -7.8% 2,316,796 $82.0M
Clearbridge Investments, LLC 0.06% Reduce -1.5% 2,148,769 $76.0M
Goldman Sachs Group Inc. 0.01% Add +0.4% 1,866,572 $66.0M
BlackRock, Inc. 0.00% — 1,692,693 $59.9M
Sands Capital Management, LLC 0.15% Reduce -0.1% 1,428,170 $50.5M
Franklin Resources Inc. 0.01% Reduce -6.5% 1,307,561 $47.9M
Morgan Stanley 0.00% Reduce -25.4% 1,333,138 $47.2M
Voya Investment Management LLC 0.05% Add +176.4% 1,258,795 $44.5M
Fuller & Thaler Asset Management, Inc. 0.17% New 1,258,111 $44.5M
Claro Advisors Inc. 5.66% Reduce -3.5% 1,235,793 $43.7M
Blue Owl Capital Holdings LP 8.24% No change 1,198,270 $42.4M
Glynn Capital Management LLC 9.39% Reduce -15.0% 1,159,579 $41.0M
American Century Companies Inc. 0.02% Add +81.3% 852,418 $30.2M
Voloridge Investment Management, LLC 0.10% Add +98.7% 797,480 $28.2M
Geode Capital Management, LLC 0.00% Add +45.1% 786,186 $27.8M
First Trust Advisors LP 0.03% Reduce -19.3% 748,380 $26.5M
Two Sigma Investments, LP 0.06% Add +97.1% 734,654 $26.0M
Mayflower Financial Advisors, LLC 3.65% Add +181.3% 684,948 $24.2M
Two Sigma Advisers, LP 0.06% Add +121.5% 673,500 $23.8M
Millennium Management 0.02% Reduce -40.2% 669,850 $23.7M
Norges Bank 0.00% Reduce -6.1% 610,994 $21.6M
Renaissance Technologies 0.03% Add +144.5% 584,100 $20.7M
SpiderRock Advisors, LLC 0.38% Add +1571.7% 501,500 $17.7M
JPMorgan Chase & Co. 0.00% Reduce -78.1% 467,877 $16.6M
D. E. Shaw & Co. 0.02% New 451,778 $16.0M
Adage Capital Partners Gp, L.L.C. 0.03% New 450,000 $15.9M
Marshall Wace, LLP 0.02% Reduce -19.3% 446,848 $15.8M
State Street Corp. 0.00% Add +7.9% 435,448 $15.4M
Balyasny Asset Management L.P. 0.04% New 428,532 $15.2M
Charles Schwab Investment Management Inc. 0.00% Add +27.6% 424,357 $15.0M
Citadel Advisors 0.02% Reduce -30.9% 413,260 $14.6M
HighTower Advisors, LLC 0.02% Reduce -7.5% 402,491 $14.2M
Nuveen Asset Management, LLC 0.00% Reduce -3.1% 350,120 $12.4M
Granger Management LLC 2.38% Reduce -81.4% 342,496 $12.1M
Polar Capital Holdings Plc 0.05% Add +99.3% 316,745 $11.2M
Needham Investment Management LLC 0.86% No change 315,000 $11.1M
Alkeon Capital Management LLC 0.06% New 300,000 $10.6M
Ameriprise Financial Inc. 0.00% New 298,108 $10.5M
Osterweis Capital Management Inc. 0.56% New 264,555 $9.4M
Bank of America Corp. 0.00% Add +43.6% 255,272 $9.0M
Capital World Investors 0.00% Reduce -41.3% 240,381 $8.5M
PNC Financial Services Group, Inc. 0.00% Reduce -0.0% 217,264 $7.7M
Blair William & Co. 0.02% Add +3.1% 206,968 $7.3M
Cynosure Group, LLC 1.00% Add +268.9% 194,643 $6.9M
Pathstone Holdings, LLC 0.03% Add +0.1% 162,254 $5.7M
Northern Trust Corp. 0.00% Add +17.5% 161,745 $5.7M
Lisanti Capital Growth, LLC 1.40% New 155,810 $5.5M
Diker Management LLC 4.19% Reduce -25.8% 148,359 $5.2M
Integrated Wealth Concepts LLC 0.06% New 144,530 $5.1M
Jane Street Group, LLC 0.01% Reduce -27.3% 133,784 $4.7M
Engineers Gate Manager LP 0.08% Add +607.6% 116,807 $4.1M
Swiss National Bank 0.00% Reduce -3.6% 109,900 $3.9M
Trexquant Investment LP 0.05% Add +9.7% 103,241 $3.7M
FMR LLC 0.00% Add +428.1% 100,982 $3.6M
3G Capital Partners LP 1.19% No change 100,000 $3.5M
Cerity Partners LLC 0.01% No change 95,104 $3.4M
Cabot Wealth Management Inc. 0.40% Add +101.1% 90,425 $3.2M
Nicholas Investment Partners, LP 0.31% New 86,046 $3.0M
G2 Investment Partners Management LLC 0.81% New 80,196 $2.8M
Renaissance Capital LLC 1.83% Add +134.6% 78,401 $2.8M
Mariner, LLC 0.00% Add +0.3% 71,695 $2.5M
Holocene Advisors, LP 0.01% Reduce -40.7% 67,975 $2.4M
Dakota Wealth Management 0.05% No change 63,256 $2.2M
Tudor Investment Corporation 0.02% Add +108.1% 62,909 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -30.3% 59,655 $2.1M
UBS Group AG 0.00% Add +25.8% 56,679 $2.0M
Walleye Capital LLC 0.02% Reduce -24.4% 55,080 $1.9M
PDT Partners, LLC 0.16% Reduce -12.6% 52,098 $1.8M
Legal & General Group Plc 0.00% Reduce -1.1% 51,597 $1.8M
Verition Fund Management LLC 0.01% Reduce -1.8% 49,598 $1.8M
California State Teachers Retirement System 0.00% Reduce -6.6% 49,133 $1.7M
XTX Topco Ltd 0.11% Add +79.7% 43,775 $1.5M
Comerica Bank 0.01% Add +8402.8% 39,538 $1.4M
Tiger Global Management 0.01% No change 35,000 $1.2M
Raymond James & Associates 0.00% Reduce -1.3% 34,492 $1.2M
Marino, Stram & Associates LLC 0.26% Reduce -25.0% 32,901 $1.2M
Legato Capital Management LLC 0.14% New 32,890 $1.2M
Main Management ETF Advisors, LLC 0.05% New 31,816 $1.1M
Gryphon Financial Partners LLC 0.14% No change 28,571 $1.0M
Alps Advisors Inc. 0.01% New 28,505 $1.0M
FORA Capital, LLC 0.11% New 27,627 $977K
Pier 88 Investment Partners LLC 1.13% New 27,300 $966K
Dark Forest Capital Management LP 0.12% Add +9.8% 26,008 $920K
Janus Henderson Group PLC 0.00% No change 25,800 $913K
Cubist Systematic Strategies, LLC 0.01% Reduce -80.3% 25,011 $885K
Grandeur Peak Global Advisors, LLC 0.06% Add +22.8% 21,160 $749K
Mark Asset Management LP 0.09% New 19,966 $706K
Quadrature Capital Ltd 0.02% Reduce -68.7% 19,174 $678K
Washington Capital Management, Inc. 0.47% No change 17,200 $609K
Arizona State Retirement System 0.00% Reduce -0.1% 16,206 $573K
New York State Common Retirement Fund 0.00% Add +362.1% 15,809 $559K
Unique Wealth Strategies, LLC 0.24% New 15,503 $548K
Dimensional Fund Advisors LP 0.00% New 15,498 $548K
Canada Pension Plan Investment Board 0.00% Reduce -50.7% 14,800 $524K
Wealthspire Advisors, LLC 0.01% No change 14,285 $505K
Nebula Research & Development LLC 0.06% Add +55.7% 14,224 $503K
Boothbay Fund Management, LLC 0.02% New 13,940 $493K
Manufacturers Life Insurance Company, The 0.00% New 13,608 $481K
Bayesian Capital Management, LP 0.06% Add +60.0% 13,600 $481K
Citigroup Inc. 0.00% Reduce -42.1% 12,986 $459K
Wolverine Trading, LLC 0.01% New 12,955 $456K
Barclays PLC 0.00% Add +1202.0% 12,825 $454K
Lido Advisors, LLC 0.00% New 12,509 $443K
Corton Capital Inc. 0.20% New 11,378 $403K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -57.8% 11,339 $401K
Ieq Capital, LLC 0.00% New 10,853 $384K
Gsa Capital Partners LLP 0.03% Reduce -56.0% 9,815 $347K
Aigen Investment Management, LP 0.07% New 9,480 $335K
SG Americas Securities, LLC 0.00% Reduce -5.1% 9,006 $319K
Woodline Partners LP 0.00% Reduce -69.1% 8,040 $284K
Amundi 0.00% Add +12.9% 7,942 $281K
Seven Eight Capital, LP 0.02% New 7,735 $274K
Creative Planning 0.00% New 7,170 $254K
Pictet Asset Management Holding SA 0.00% Reduce -13.7% 7,099 $251K
William Marsh Rice University 0.29% New 6,930 $245K
Versor Investments LP 0.04% Reduce -45.2% 6,800 $241K
T. Rowe Price Associates Inc. 0.00% New 6,079 $216K
Victory Capital Management Inc. 0.00% New 5,865 $208K
HSBC Holdings PLC 0.00% New 5,679 $203K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.2% 4,477 $188K
West Tower Group, LLC 0.38% New 5,000 $177K
Ensign Peak Advisors, Inc 0.00% No change 4,880 $173K
Wells Fargo & Company 0.00% Add +45.3% 4,251 $150K
Group One Trading LLC 0.01% Add +99.6% 3,887 $138K
Salem Investment Counselors Inc. 0.00% No change 2,350 $83K
Rhumbline Advisers 0.00% New 2,051 $73K
Gen-Wealth Partners Inc 0.03% New 1,855 $72K
Jaffetilchin Investment Partners, LLC 0.01% New 1,950 $69K
nVerses Capital, LLC 0.02% New 1,500 $53K
Advisors Asset Management, Inc. 0.00% Add +145.6% 1,363 $48K
Deutsche Bank AG 0.00% No change 1,312 $46K
Tower Research Capital LLC (TRC) 0.00% Reduce -68.1% 1,056 $37K
Strengthening Families & Communities, LLC 0.01% New 680 $24K
CIBC Private Wealth Group LLC 0.00% Reduce -9.5% 650 $23K
Farther Finance Advisors, LLC 0.00% New 634 $22K
Principal Securities, Inc. 0.00% New 625 $22K
Turim 21 Investimentos Ltda. 0.01% No change 543 $19K
Federation des caisses Desjardins du Quebec 0.00% No change 400 $14K
Cwm, LLC 0.00% Reduce -38.8% 370 $13K
Royal Bank of Canada 0.00% Reduce -73.5% 310 $11K
CI Investments Inc. 0.00% Add +9.3% 129 $5K
Larson Financial Group LLC 0.00% New 100 $4K
Wilmington Savings Fund Society, FSB 0.00% New 92 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 88 $3K
Harbour Investments, Inc. 0.00% No change 30 $1K
Osaic Holdings, Inc. 0.00% No change 23 $813
CVA Family Office, LLC 0.00% New 20 $708
Fairscale Capital, LLC 0.00% No change 15 $531

"% of holder's portfolio" is KVYO's weight in each manager's 13F, not the share of Klaviyo Inc. Class A the manager owns.