Klaviyo Inc. Class AKVYO
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 254 institutions reported holding Klaviyo Inc. Class A (KVYO) in their 13F filings, up 38 from Q1 2025. 65 opened new positions and 29 sold out. The largest holders were Summit Partners L P ($1.0B), Vanguard Group Inc. ($360.3M) and Morgan Stanley ($149.2M). 7 famous investors held it, including Alex Sacerdote (1.7% of Whale Rock Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Klaviyo Inc. Class A
- CUSIP
- 49845K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $345.0M |
| Exits | 29 | $79.3M |
All 13F filers, Q1 2025 → Q2 2025: 34,832,611 shares bought and 18,203,874 shares sold, net +16,628,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| Summit Partners L P | 73.01% | Reduce -20.6% | 30,827,778 | $1.0B |
| Vanguard Group Inc. | 0.01% | Add +26.7% | 10,728,178 | $360.3M |
| Morgan Stanley | 0.01% | Add +223.8% | 4,443,649 | $149.2M |
| Alliancebernstein L.P. | 0.05% | Add +10.1% | 4,424,249 | $148.6M |
| Whale Rock Capital Management | 1.72% | Reduce -14.9% | 3,684,445 | $123.7M |
| Sands Capital Alternatives, LLC | 23.24% | Add +2.1% | 3,515,065 | $118.0M |
| BlackRock, Inc. | 0.00% | Add +47.4% | 3,416,886 | $114.7M |
| Federated Hermes, Inc. | 0.18% | Add +9.0% | 2,911,007 | $97.8M |
| Capital Research Global Investors | 0.02% | No change | 2,718,867 | $91.3M |
| American Century Companies Inc. | 0.05% | Add +123.4% | 2,685,480 | $90.2M |
| Greenoaks LLC | 2.96% | Add +1.2% | 2,345,580 | $78.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.7% | 2,057,236 | $69.1M |
| Clearbridge Investments, LLC | 0.06% | Add +5.8% | 2,026,846 | $68.1M |
| Franklin Resources Inc. | 0.02% | Reduce -15.8% | 1,949,759 | $65.5M |
| Millennium Management | 0.06% | Add +376.0% | 1,842,047 | $61.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +52.6% | 1,746,694 | $58.7M |
| Cooper Creek Partners Management LLC | 1.90% | New | 1,700,690 | $57.1M |
| JPMorgan Chase & Co. | 0.00% | Add +105.2% | 1,692,854 | $56.8M |
| Norges Bank | 0.01% | Reduce -5.6% | 1,567,276 | $52.6M |
| FMR LLC | 0.00% | Add +5207.0% | 1,534,572 | $51.5M |
| Janus Henderson Group PLC | 0.02% | Add +4406.9% | 1,464,748 | $49.2M |
| Voya Investment Management LLC | 0.05% | Reduce -8.5% | 1,423,734 | $47.8M |
| Two Sigma Advisers, LP | 0.10% | Add +60.5% | 1,420,700 | $47.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +21.4% | 1,386,559 | $46.6M |
| 12 West Capital Management LP | 4.66% | New | 1,313,000 | $44.1M |
| Fiera Capital Corp | 0.14% | New | 1,269,959 | $42.6M |
| Geode Capital Management, LLC | 0.00% | Add +31.3% | 1,255,809 | $42.2M |
| Renaissance Technologies | 0.05% | Add +22.5% | 1,195,044 | $40.1M |
| Lord, Abbett & Co. LLC | 0.13% | Reduce -24.3% | 1,164,659 | $39.1M |
| Two Sigma Investments, LP | 0.07% | Add +48.6% | 1,130,866 | $38.0M |
| Sands Capital Management, LLC | 0.11% | Add +14.0% | 1,109,069 | $37.2M |
| D. E. Shaw & Co. | 0.04% | Reduce -1.3% | 1,051,218 | $35.3M |
| First Trust Advisors LP | 0.03% | Add +8.0% | 988,766 | $33.2M |
| Focus Partners Wealth | 0.07% | Add +1.2% | 928,542 | $31.2M |
| Bank of America Corp. | 0.00% | Reduce -39.4% | 874,958 | $29.4M |
| Freestone Grove Partners LP | 0.21% | Add +58.3% | 836,424 | $28.1M |
| BNP Paribas Financial Markets | 0.02% | Add +125.9% | 831,834 | $27.9M |
| Integrated Wealth Concepts LLC | 0.28% | Add +455.0% | 830,451 | $27.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Add +156.6% | 827,900 | $27.8M |
| Royal Bank of Canada | 0.01% | Add +7825.7% | 793,207 | $26.6M |
| Zimmer Partners, LP | 0.55% | New | 719,636 | $24.2M |
| State Street Corp. | 0.00% | Add +28.9% | 713,807 | $24.0M |
| Glynn Capital Management LLC | 5.32% | Add +33.0% | 705,258 | $23.7M |
| Raymond James Financial Inc. | 0.01% | Add +28.6% | 700,975 | $23.5M |
| Marshall Wace, LLP | 0.03% | Add +81.2% | 679,675 | $22.8M |
| Citadel Advisors | 0.02% | Reduce -31.8% | 635,919 | $21.4M |
| ArrowMark Colorado Holdings LLC | 0.37% | New | 611,004 | $20.5M |
| WCM Investment Management, LLC | 0.05% | Add +58.7% | 619,165 | $20.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +35.3% | 608,947 | $20.4M |
| Cubist Systematic Strategies, LLC | 0.22% | Add +282.6% | 605,898 | $20.3M |
| Qube Research & Technologies Ltd | 0.03% | Add +47.2% | 570,595 | $19.2M |
| Delta Global Management LP | 1.24% | New | 553,360 | $18.6M |
| UBS Group AG | 0.00% | Add +161.8% | 525,130 | $17.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -44.0% | 508,577 | $17.1M |
| Quantinno Capital Management LP | 0.07% | New | 501,149 | $16.8M |
| Ghisallo Capital Management LLC | 0.45% | New | 500,000 | $16.8M |
| Morangie Management LLC | 14.07% | Reduce -51.2% | 482,875 | $16.2M |
| Granahan Investment Management, LLC | 0.66% | New | 479,748 | $16.1M |
| Twin Focus Capital Partners, LLC | 2.01% | New | 427,136 | $14.3M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -53.9% | 416,606 | $14.0M |
| Tudor Investment Corporation | 0.10% | Add +1434.4% | 403,219 | $13.5M |
| Victory Capital Management Inc. | 0.01% | Add +4637.5% | 369,857 | $12.4M |
| Jump Financial, LLC | 0.16% | Add +243.2% | 368,457 | $12.4M |
| Trexquant Investment LP | 0.14% | Reduce -2.4% | 362,794 | $12.2M |
| Walleye Capital LLC | 0.13% | Add +768.8% | 362,704 | $12.2M |
| New York State Common Retirement Fund | 0.01% | Add +1979.9% | 322,368 | $10.8M |
| Needham Investment Management LLC | 0.82% | Reduce -1.3% | 305,000 | $10.2M |
| Longaeva Partners L.P. | 2.48% | New | 301,503 | $10.1M |
| Fortress Investment Group LLC | 1.45% | New | 300,000 | $10.1M |
| Burkehill Global Management, LP | 0.74% | New | 300,000 | $10.1M |
| Ararat Capital Management LP | 4.31% | New | 282,838 | $9.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +90.7% | 282,559 | $9.5M |
| Quantbot Technologies LP | 0.22% | Add +111.6% | 259,094 | $8.7M |
| Northern Trust Corp. | 0.00% | Add +24.8% | 248,499 | $8.3M |
| Polar Capital Holdings Plc | 0.04% | Reduce -5.5% | 246,812 | $8.3M |
| Blair William & Co. | 0.02% | Add +6.1% | 245,255 | $8.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +20.6% | 240,595 | $8.1M |
| Mayflower Financial Advisors, LLC | 1.09% | Reduce -46.0% | 233,155 | $7.8M |
| Engineers Gate Manager LP | 0.10% | Add +26.5% | 232,074 | $7.8M |
| Swiss National Bank | 0.00% | Add +29.9% | 181,600 | $6.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -4.9% | 173,073 | $5.8M |
| Verition Fund Management LLC | 0.03% | Add +58.4% | 167,795 | $5.6M |
| Capital Fund Management S.A. | 0.06% | Add +206.0% | 166,452 | $5.6M |
| Goodnow Investment Group, LLC | 0.51% | New | 161,400 | $5.4M |
| Night Squared LP | 2.15% | Reduce -31.6% | 143,839 | $4.8M |
| Stanley-Laman Group, Ltd. | 0.71% | Reduce -10.6% | 143,230 | $4.8M |
| Cynosure Group, LLC | 0.54% | No change | 141,884 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +1691.7% | 137,999 | $4.6M |
| Lisanti Capital Growth, LLC | 1.23% | Add +20.1% | 132,405 | $4.4M |
| Liontrust Investment Partners LLP | 0.06% | Reduce -6.3% | 129,866 | $4.4M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -0.0% | 128,918 | $4.3M |
| Susquehanna Portfolio Strategies, LLC | 0.09% | New | 127,414 | $4.3M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -5.8% | 116,859 | $3.9M |
| Osterweis Capital Management Inc. | 0.24% | Reduce -64.3% | 114,723 | $3.9M |
| 1832 Asset Management L.P. | 0.01% | Reduce -95.0% | 112,700 | $3.8M |
| Snowden Capital Advisors LLC | 0.11% | Add +11.4% | 110,334 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | New | 105,849 | $3.6M |
| Ieq Capital, LLC | 0.02% | Add +99.2% | 105,712 | $3.5M |
| Jane Street Group, LLC | 0.01% | Reduce -12.8% | 105,459 | $3.5M |
| Algert Global LLC | 0.07% | Add +98.1% | 105,150 | $3.5M |
| Nicholas Investment Partners, LP | 0.34% | Reduce -3.9% | 101,910 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +1.9% | 96,723 | $3.2M |
| Acadian Asset Management LLC | 0.01% | Reduce -80.6% | 96,341 | $3.2M |
| Squarepoint Ops LLC | 0.01% | Add +33.9% | 94,290 | $3.2M |
| Legal & General Group Plc | 0.00% | Add +44.7% | 93,215 | $3.1M |
| Renaissance Capital LLC | 2.11% | Reduce -17.6% | 90,088 | $3.0M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +48.7% | 88,554 | $3.0M |
| SummitTX Capital, L.P. | 0.13% | New | 87,208 | $2.9M |
| Cabot Wealth Management Inc. | 0.34% | Reduce -5.1% | 85,500 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +243.4% | 84,043 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -43.3% | 83,822 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +33.2% | 83,103 | $2.8M |
| Diker Management LLC | 2.53% | Add +219.6% | 80,042 | $2.7M |
| PDT Partners, LLC | 0.15% | Reduce -45.0% | 78,572 | $2.6M |
| XTX Topco Ltd | 0.11% | New | 77,944 | $2.6M |
| Mariner, LLC | 0.00% | Add +8.5% | 74,288 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +2.7% | 72,557 | $2.4M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.95% | Reduce -1.3% | 70,600 | $2.4M |
| Quadrature Capital Ltd | 0.04% | Add +390.2% | 64,153 | $2.2M |
| Assetmark, Inc. | 0.01% | Add +316.6% | 62,577 | $2.1M |
| AQR Capital Management | 0.00% | Add +413.1% | 60,909 | $2.0M |
| Sei Investments Co. | 0.00% | Add +1.8% | 59,660 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +20.1% | 55,888 | $1.9M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -33.3% | 50,000 | $1.7M |
| Oak Ridge Investments LLC | 0.12% | Reduce -4.4% | 48,903 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +68.5% | 46,170 | $1.6M |
| Pier 88 Investment Partners LLC | 1.46% | Add +14.9% | 40,980 | $1.4M |
| HSBC Holdings PLC | 0.00% | New | 39,920 | $1.3M |
| Aigen Investment Management, LP | 0.18% | New | 38,405 | $1.3M |
| Legato Capital Management LLC | 0.15% | Add +12.8% | 38,149 | $1.3M |
| Nebula Research & Development LLC | 0.11% | Add +64.0% | 37,431 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 37,089 | $1.2M |
| Moody National Bank Trust Division | 0.11% | New | 35,206 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +55.6% | 34,858 | $1.2M |
| Citigroup Inc. | 0.00% | Add +227.2% | 31,404 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +364.2% | 31,100 | $1.0M |
| Washington Harbour Partners LP | 3.05% | Reduce -29.6% | 30,633 | $1.0M |
| Canada Pension Plan Investment Board | 0.00% | Add +258.8% | 30,500 | $1.0M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -0.3% | 29,800 | $1.0M |
| Jennison Associates LLC | 0.00% | New | 29,336 | $985K |
| Gryphon Financial Partners LLC | 0.13% | Add +1.8% | 29,088 | $977K |
| Miramar Capital, LLC | 0.23% | No change | 28,572 | $959K |
| Arizona State Retirement System | 0.01% | Add +34.2% | 27,749 | $932K |
| Centiva Capital, LP | 0.06% | Reduce -31.9% | 26,393 | $886K |
| Stifel Financial Corp. | 0.00% | New | 25,657 | $862K |
| Fox Run Management, L.L.C. | 0.14% | Add +20.0% | 25,382 | $852K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +102.0% | 25,286 | $849K |
| Elo Mutual Pension Insurance Co | 0.02% | New | 25,083 | $842K |
| Alps Advisors Inc. | 0.00% | Reduce -4.4% | 24,843 | $834K |
| Barclays PLC | 0.00% | Reduce -24.3% | 24,657 | $828K |
| Corient Private Wealth LP | 0.00% | Add +1.3% | 23,249 | $781K |
| Main Management ETF Advisors, LLC | 0.03% | Add +1.7% | 22,723 | $763K |
| Illinois Municipal Retirement Fund | 0.01% | New | 22,231 | $747K |
| Teacher Retirement System of Texas | 0.00% | Add +89.6% | 22,086 | $742K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 21,926 | $736K |
| Entropy Technologies, LP | 0.06% | Add +15.3% | 21,865 | $734K |
| Counterpoint Mutual Funds LLC | 0.06% | Add +75.0% | 21,758 | $731K |
| Cetera Investment Advisers | 0.00% | Add +102.3% | 21,556 | $724K |
| Prelude Capital Management, LLC | 0.07% | Add +58.7% | 20,614 | $692K |
| KLP Kapitalforvaltning As | 0.00% | Add +43.2% | 19,900 | $668K |
| Creative Planning | 0.00% | Add +7.7% | 18,307 | $615K |
| Eventide Asset Management, LLC | 0.01% | New | 18,019 | $605K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -57.9% | 17,127 | $575K |
| Sandia Investment Management LP | 1.31% | New | 15,000 | $504K |
| Petrus Trust Company, LTA | 0.05% | Add +10.9% | 14,900 | $500K |
| Handelsbanken Fonder AB | 0.00% | No change | 14,900 | $500K |
| Clifford Group, LLC | 0.39% | Add +2.8% | 14,168 | $476K |
| Graham Capital Management, L.P. | 0.01% | New | 14,002 | $470K |
| Caption Management, LLC | 0.04% | No change | 13,962 | $469K |
| Brandywine Managers, LLC | 0.44% | Add +50.0% | 13,038 | $438K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -29.5% | 12,947 | $435K |
| Dakota Wealth Management | 0.01% | Reduce -70.9% | 12,942 | $435K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.9% | 12,722 | $427K |
| Invesco Ltd. | 0.00% | Add +86.9% | 12,577 | $422K |
| Sciencast Management LP | 0.09% | New | 12,417 | $417K |
| Virtu Financial LLC | 0.02% | New | 11,983 | $402K |
| Picton Mahoney Asset Management | 0.01% | New | 11,849 | $398K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -81.0% | 11,648 | $391K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 11,566 | $388K |
| Magnetar Financial LLC | 0.00% | Reduce -14.4% | 11,347 | $381K |
| Keybank National Association | 0.00% | Add +16.8% | 11,253 | $378K |
| Natixis Advisors, LLC | 0.00% | New | 11,025 | $370K |
| Capstone Investment Advisors, LLC | 0.00% | New | 10,882 | $365K |
| Ballentine Partners, LLC | 0.01% | New | 10,262 | $345K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.8% | 9,915 | $333K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 9,700 | $326K |
| State of Wisconsin Investment Board | 0.00% | Add +25.9% | 9,430 | $317K |
| Amundi | 0.00% | Reduce -34.3% | 9,430 | $310K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -74.5% | 8,955 | $301K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +12.2% | 8,843 | $297K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,547 | $256K |
| HBK Investments L P | 0.01% | New | 7,500 | $252K |
| Wealthspire Advisors, LLC | 0.00% | No change | 7,285 | $245K |
| LPL Financial LLC | 0.00% | New | 7,231 | $243K |
| Vident Advisory, LLC | 0.00% | New | 6,653 | $223K |
| Capital World Investors | 0.00% | New | 6,406 | $215K |
| Liberty Mutual Group Asset Management Inc. | 0.05% | New | 6,398 | $215K |
| Atria Investments, Inc | 0.00% | New | 6,340 | $213K |
| North Star Asset Management Inc. | 0.01% | New | 6,000 | $201K |
| State of Wyoming | 0.02% | Add +295.6% | 5,439 | $183K |
| IFP Advisors, Inc | 0.01% | Add +960.4% | 4,952 | $176K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -28.1% | 4,880 | $164K |
| Ensign Peak Advisors, Inc | 0.00% | Add +0.3% | 4,680 | $157K |
| US Bancorp \de | 0.00% | Reduce -36.6% | 4,309 | $145K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -18.7% | 3,813 | $128K |
| AlphaQuest LLC | 0.01% | Reduce -82.9% | 3,726 | $125K |
| Lazard Asset Management LLC | 0.00% | New | 3,716 | $124K |
| Cwm, LLC | 0.00% | Add +282.6% | 3,558 | $119K |
| Advisors Asset Management, Inc. | 0.00% | Add +11.0% | 3,032 | $102K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 2,647 | $89K |
| Parallel Advisors, LLC | 0.00% | Add +17273.3% | 2,606 | $88K |
| KBC Group NV | 0.00% | No change | 2,532 | $85K |
| Rhumbline Advisers | 0.00% | No change | 2,151 | $72K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -8.5% | 2,150 | $72K |
| Comerica Bank | 0.00% | Add +227.9% | 1,905 | $64K |
| Osaic Holdings, Inc. | 0.00% | Add +317.0% | 1,689 | $55K |
| Simplex Trading, LLC | 0.00% | New | 1,454 | $48K |
| Point72 Hong Kong Ltd | 0.00% | Add +1783.3% | 1,243 | $42K |
| First Horizon Advisors, Inc. | 0.00% | New | 1,101 | $37K |
| Larson Financial Group LLC | 0.00% | New | 1,093 | $37K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 929 | $31K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -67.6% | 866 | $29K |
| Strengthening Families & Communities, LLC | 0.01% | No change | 680 | $23K |
| Turim 21 Investimentos Ltda. | 0.00% | New | 543 | $18K |
| Global Retirement Partners, LLC | 0.00% | — | 500 | $17K |
| Lanark Financial, Inc. | 0.00% | No change | 373 | $12K |
| Jones Financial Companies LLLP | 0.00% | No change | 311 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -81.4% | 300 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 225 | $8K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 209 | $7K |
| Principal Securities, Inc. | 0.00% | Reduce -66.6% | 209 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +511.8% | 208 | $7K |
| CI Investments Inc. | 0.00% | Reduce -21.0% | 109 | $4K |
| Marshall & Sullivan Inc. | 0.00% | New | 111 | $4K |
| Rakuten Securities, Inc. | 0.00% | New | 109 | $4K |
| Signaturefd, LLC | 0.00% | Add +295.8% | 95 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 87 | $3K |
| Essential Partners LLC | 0.00% | — | 86 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 83 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -96.1% | 55 | $2K |
| Allworth Financial LP | 0.00% | Reduce -17.5% | 52 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 52 | $2K |
| Kilter Group LLC | 0.00% | New | 42 | $1K |
| Park Place Capital Corp | 0.00% | New | 37 | $1K |
| GAMMA Investing LLC | 0.00% | New | 30 | $1K |
| True Wealth Design, LLC | 0.00% | Add +2500.0% | 26 | $874 |
| CVA Family Office, LLC | 0.00% | No change | 20 | $672 |
| Bell Investment Advisors, Inc | 0.00% | Add +30.8% | 17 | $571 |
| MAI Capital Management | 0.00% | New | 16 | $538 |
| Fortitude Family Office, LLC | 0.00% | New | 15 | $504 |
| Bare Financial Services, Inc | 0.00% | New | 15 | $504 |
| Brooklyn Investment Group | 0.00% | Reduce -80.8% | 15 | $504 |
| Fairscale Capital, LLC | 0.00% | No change | 15 | $467 |
| Farther Finance Advisors, LLC | 0.00% | Add +0.0% | 9 | $302 |
"% of holder's portfolio" is KVYO's weight in each manager's 13F, not the share of Klaviyo Inc. Class A the manager owns.