Klaviyo Inc. Class AKVYO

13F holders, Q4 2024 (December 31)
183holders +27
49new positions
27sold out
7famous investors
$41.24avg. 13F price*

At the end of Q4 2024, 183 institutions reported holding Klaviyo Inc. Class A (KVYO) in their 13F filings, up 27 from Q3 2024. 49 opened new positions and 27 sold out. The largest holders were Summit Partners L P ($1.7B), Vanguard Group Inc. ($318.4M) and Alliancebernstein L.P. ($164.8M). 7 famous investors held it, including Alex Sacerdote (1.9% of Whale Rock Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions49$265.3M
Exits27$38.1M

All 13F filers, Q3 2024 → Q4 2024: 14,988,844 shares bought and 14,518,268 shares sold, net +470,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 183 holders

Summit Partners L P 75.40% Reduce -12.1% 40,827,778 $1.7B
Vanguard Group Inc. 0.01% Add +9.1% 7,721,855 $318.4M
Alliancebernstein L.P. 0.06% Reduce -14.7% 3,996,216 $164.8M
Whale Rock Capital Management 1.89% Add +7.4% 3,868,451 $159.5M
Sands Capital Alternatives, LLC 31.13% Reduce -1.3% 3,470,694 $143.1M
Capital Research Global Investors 0.03% Reduce -43.0% 3,001,500 $123.8M
Bank of New York Mellon Corp 0.02% Add +5.0% 2,926,187 $120.7M
Federated Hermes, Inc. 0.24% Reduce -7.4% 2,669,800 $110.1M
Greenoaks LLC 5.19% No change 2,316,796 $95.5M
Clearbridge Investments, LLC 0.07% Add +0.9% 2,168,336 $89.4M
BlackRock, Inc. 0.00% Add +24.3% 2,103,633 $86.8M
Goldman Sachs Group Inc. 0.02% Add +10.3% 2,059,163 $84.9M
Franklin Resources Inc. 0.02% Add +48.6% 1,943,523 $80.2M
Voya Investment Management LLC 0.09% Add +47.1% 1,851,679 $76.4M
1832 Asset Management L.P. 0.12% New 1,621,300 $66.9M
D. E. Shaw & Co. 0.06% Add +190.0% 1,310,227 $54.0M
FMR LLC 0.00% Add +1160.5% 1,272,929 $52.5M
Sands Capital Management, LLC 0.15% Reduce -13.3% 1,237,540 $51.0M
American Century Companies Inc. 0.03% Add +41.9% 1,209,612 $49.9M
Claro Advisors Inc. 6.58% Reduce -4.7% 1,178,330 $48.6M
Two Sigma Investments, LP 0.11% Add +53.1% 1,124,433 $46.4M
Morgan Stanley 0.00% Reduce -17.9% 1,094,959 $45.2M
Blue Owl Capital Holdings LP 10.28% Reduce -10.0% 1,078,770 $44.5M
Two Sigma Advisers, LP 0.10% Add +48.2% 997,900 $41.2M
Morangie Management LLC 33.25% — 990,284 $40.8M
Ameriprise Financial Inc. 0.01% Add +229.5% 982,134 $40.5M
First Trust Advisors LP 0.03% Add +26.4% 945,663 $39.0M
Focus Partners Wealth 0.10% New 942,523 $38.9M
Voloridge Investment Management, LLC 0.13% Add +15.7% 922,832 $38.1M
Geode Capital Management, LLC 0.00% Add +12.3% 882,460 $36.4M
Lord, Abbett & Co. LLC 0.10% New 748,074 $30.9M
Glynn Capital Management LLC 6.35% Reduce -43.7% 652,758 $26.9M
Balyasny Asset Management L.P. 0.06% Add +43.1% 613,204 $25.3M
Norges Bank 0.00% No change 610,994 $25.2M
Renaissance Technologies 0.03% Reduce -3.7% 562,344 $23.2M
State Street Corp. 0.00% Add +20.9% 526,695 $21.7M
Citadel Advisors 0.02% Add +20.8% 499,346 $20.6M
Arrowstreet Capital, Limited Partnership 0.02% New 478,919 $19.8M
Charles Schwab Investment Management Inc. 0.00% Add +9.4% 464,459 $19.2M
Mayflower Financial Advisors, LLC 2.66% Reduce -37.0% 431,429 $17.8M
Healthcare of Ontario Pension Plan Trust Fund 0.04% New 419,600 $17.3M
HighTower Advisors, LLC 0.02% Reduce -0.4% 400,810 $16.5M
Marshall Wace, LLP 0.02% Reduce -11.8% 393,991 $16.2M
BNP Paribas Financial Markets 0.01% New 334,638 $13.8M
Osterweis Capital Management Inc. 0.84% Add +26.1% 333,543 $13.8M
Needham Investment Management LLC 1.00% No change 315,000 $13.0M
WCM Investment Management, LLC 0.03% New 305,404 $12.8M
Nuveen Asset Management, LLC 0.00% Reduce -13.1% 304,126 $12.5M
Watchtower Advisors, LP 6.90% New 295,689 $12.2M
Tudor Investment Corporation 0.13% Add +367.5% 294,126 $12.1M
Raymond James Financial Inc. 0.00% — 294,055 $12.1M
Bank of America Corp. 0.00% Add +8.4% 276,697 $11.4M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -44.4% 250,000 $10.3M
PNC Financial Services Group, Inc. 0.01% No change 217,264 $9.0M
Blair William & Co. 0.02% Reduce -0.4% 206,224 $8.5M
Alkeon Capital Management LLC 0.05% Reduce -33.3% 200,000 $8.2M
Cynosure Group, LLC 1.20% No change 194,643 $8.0M
Sierra Summit Advisors LLC 1.60% New 192,816 $8.0M
Acadian Asset Management LLC 0.02% New 189,233 $7.8M
Northern Trust Corp. 0.00% Add +16.2% 187,888 $7.7M
Pathstone Holdings, LLC 0.03% Add +3.9% 168,641 $7.0M
Polar Capital Holdings Plc 0.04% Reduce -46.9% 168,138 $6.9M
UBS Group AG 0.00% Add +161.3% 148,131 $6.1M
Integrated Wealth Concepts LLC 0.07% Add +0.1% 144,614 $6.0M
Nicholas Investment Partners, LP 0.57% Add +63.4% 140,555 $5.8M
Lisanti Capital Growth, LLC 1.31% Reduce -15.0% 132,465 $5.5M
Renaissance Capital LLC 3.32% Add +56.4% 122,646 $5.1M
Swiss National Bank 0.00% Add +3.9% 114,200 $4.7M
PDT Partners, LLC 0.41% Add +114.8% 111,899 $4.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +76.3% 105,178 $4.3M
Diker Management LLC 3.57% Reduce -32.6% 100,000 $4.1M
Telemark Asset Management, LLC 0.41% New 100,000 $4.1M
Snowden Capital Advisors LLC 0.13% New 96,513 $4.0M
Deutsche Bank AG 0.00% Add +7134.8% 94,921 $3.9M
Millennium Management 0.00% Reduce -86.2% 92,312 $3.8M
Cabot Wealth Management Inc. 0.47% Reduce -1.3% 89,272 $3.7M
JPMorgan Chase & Co. 0.00% Reduce -82.0% 84,144 $3.5M
G2 Investment Partners Management LLC 0.80% Reduce -6.5% 75,027 $3.1M
Dimensional Fund Advisors LP 0.00% Add +369.8% 72,816 $3.0M
Mariner, LLC 0.01% Reduce -0.0% 71,663 $3.0M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1.16% New 69,778 $2.9M
Cerity Partners LLC 0.01% Reduce -25.9% 70,504 $2.9M
Liontrust Investment Partners LLP 0.04% New 67,552 $2.8M
Trexquant Investment LP 0.03% Reduce -37.1% 64,945 $2.7M
Dakota Wealth Management 0.06% No change 63,256 $2.6M
Kodai Capital Management LP 0.10% New 60,470 $2.5M
T. Rowe Price Associates Inc. 0.00% Add +862.1% 58,485 $2.4M
Legal & General Group Plc 0.00% Add +1.4% 52,299 $2.2M
Ieq Capital, LLC 0.02% Add +370.1% 51,024 $2.1M
Squarepoint Ops LLC 0.01% New 50,906 $2.1M
California State Teachers Retirement System 0.00% Add +1.8% 49,997 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% New 46,885 $1.9M
Washington Harbour Partners LP 3.33% New 43,500 $1.8M
Engineers Gate Manager LP 0.03% Reduce -62.9% 43,311 $1.8M
Sei Investments Co. 0.00% New 43,190 $1.8M
Legato Capital Management LLC 0.22% Add +21.7% 40,032 $1.7M
Osaic Holdings, Inc. 0.00% Add +173756.5% 39,987 $1.6M
Oak Ridge Investments LLC 0.13% New 39,919 $1.6M
Pier 88 Investment Partners LLC 1.95% Add +41.8% 38,700 $1.6M
Penserra Capital Management LLC 0.03% New 37,891 $1.6M
Tiger Global Management 0.01% No change 35,000 $1.4M
Marino, Stram & Associates LLC 0.30% No change 32,901 $1.4M
PEAK6 LLC 0.05% — 31,071 $1.3M
Corient Private Wealth LP 0.00% New 30,064 $1.2M
Wolverine Trading, LLC 0.03% Add +128.5% 29,602 $1.2M
Barclays PLC 0.00% Add +128.2% 29,263 $1.2M
Main Management ETF Advisors, LLC 0.05% Reduce -8.3% 29,192 $1.2M
Miramar Capital, LLC 0.28% New 28,572 $1.2M
Susquehanna International Group, LLP 0.00% New 27,991 $1.2M
Janus Henderson Group PLC 0.00% No change 25,800 $1.1M
Alps Advisors Inc. 0.01% Reduce -16.2% 23,889 $985K
New York State Common Retirement Fund 0.00% Add +41.0% 22,297 $920K
Quantessence Capital LLC 0.36% — 21,407 $883K
Bryce Point Capital, LLC 0.25% — 21,266 $877K
Holocene Advisors, LP 0.00% Reduce -70.4% 20,124 $830K
Arizona State Retirement System 0.00% Add +4.0% 16,854 $695K
Handelsbanken Fonder AB 0.00% New 16,700 $689K
Russell Investments Group, Ltd. 0.00% New 16,397 $686K
Nebula Research & Development LLC 0.08% Add +16.1% 16,508 $681K
Creative Planning 0.00% Add +125.5% 16,170 $667K
Wilmington Savings Fund Society, FSB 0.01% Add +17445.7% 16,142 $666K
Eventide Asset Management, LLC 0.01% New 15,792 $651K
Capital Investment Advisors, LLC 0.01% New 15,066 $621K
Citigroup Inc. 0.00% Add +15.5% 14,993 $618K
Jane Street Group, LLC 0.00% Reduce -89.2% 14,414 $594K
Manufacturers Life Insurance Company, The 0.00% Add +5.0% 14,285 $589K
Petrus Trust Company, LTA 0.05% New 12,555 $518K
KLP Kapitalforvaltning As 0.00% — 12,300 $507K
Boothbay Fund Management, LLC 0.02% Reduce -15.8% 11,732 $484K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,339 $468K
SG Americas Securities, LLC 0.00% Add +21.4% 10,929 $451K
Total Wealth Planning & Management, Inc. 0.39% — 9,627 $397K
Quadrature Capital Ltd 0.01% Reduce -49.8% 9,618 $397K
Grandeur Peak Global Advisors, LLC 0.03% Reduce -55.0% 9,514 $392K
Y-Intercept (Hong Kong) Ltd 0.02% New 9,064 $374K
Stifel Financial Corp. 0.00% New 8,834 $364K
Brandywine Managers, LLC 0.38% New 8,692 $358K
Woodline Partners LP 0.00% No change 8,040 $332K
Scientech Research LLC 0.09% New 7,350 $303K
Vanguard Personalized Indexing Management, LLC 0.00% New 7,287 $301K
Wealthspire Advisors, LLC 0.00% Reduce -49.0% 7,285 $300K
Pictet Asset Management Holding SA 0.00% No change 7,099 $293K
Harbour Investments, Inc. 0.01% Add +22893.3% 6,898 $284K
Amundi 0.00% Reduce -13.8% 6,847 $281K
Cetera Investment Advisers 0.00% New 6,724 $277K
Victory Capital Management Inc. 0.00% Add +10.3% 6,469 $267K
Royal Bank of Canada 0.00% Add +1925.2% 6,278 $259K
Wells Fargo & Company 0.00% Add +45.2% 6,171 $254K
WINTON GROUP Ltd 0.02% New 5,839 $241K
State of Wisconsin Investment Board 0.00% New 5,695 $235K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +8.0% 4,836 $220K
Alpha Wealth Funds, LLC 0.22% — 5,000 $209K
Cambridge Investment Research Advisors, Inc. 0.00% New 5,000 $206K
Keybank National Association 0.00% New 4,933 $203K
Ensign Peak Advisors, Inc 0.00% No change 4,880 $201K
US Bancorp \de 0.00% New 4,832 $199K
SBI Securities Co., Ltd. 0.01% — 4,749 $196K
Strategic Blueprint, LLC 0.01% New 4,270 $176K
Group One Trading LLC 0.00% Reduce -37.9% 2,415 $100K
Canada Pension Plan Investment Board 0.00% Reduce -83.8% 2,400 $99K
Salem Investment Counselors Inc. 0.00% No change 2,350 $97K
Advisors Asset Management, Inc. 0.00% Add +63.2% 2,225 $92K
Rhumbline Advisers 0.00% No change 2,051 $85K
Tower Research Capital LLC (TRC) 0.00% Add +77.5% 1,874 $77K
CIBC Private Wealth Group LLC 0.00% Add +169.5% 1,752 $72K
Strengthening Families & Communities, LLC 0.02% No change 680 $28K
Principal Securities, Inc. 0.00% No change 625 $26K
Turim 21 Investimentos Ltda. 0.01% No change 543 $25K
Comerica Bank 0.00% Reduce -98.5% 600 $25K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -100.0% 520 $21K
Caitong International Asset Management Co., Ltd 0.02% — 447 $18K
Cwm, LLC 0.00% Reduce -23.2% 284 $12K
Steward Partners Investment Advisory, LLC 0.00% New 225 $9K
Jones Financial Companies LLLP 0.00% New 221 $9K
IFP Advisors, Inc 0.00% New 205 $8K
CI Investments Inc. 0.00% Add +4.7% 135 $6K
Brooklyn Investment Group 0.00% New 20 $825
CVA Family Office, LLC 0.00% No change 20 $825
EverSource Wealth Advisors, LLC 0.00% New 20 $825
Northwestern Mutual Wealth Management Co. 0.00% Reduce -79.5% 18 $742
Fairscale Capital, LLC 0.00% No change 15 $619
Bell Investment Advisors, Inc 0.00% New 13 $537
GAMMA Investing LLC 0.00% New 9 $371

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