Klaviyo Inc. Class AKVYO
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 261 institutions reported holding Klaviyo Inc. Class A (KVYO) in their 13F filings, down 15 from Q3 2025. 45 opened new positions and 63 sold out. The largest holders were Summit Partners L P ($612.1M), Morgan Stanley ($472.3M) and Vanguard Group Inc. ($466.3M). 8 famous investors held it, including Alex Sacerdote (1.3% of Whale Rock Capital Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Klaviyo Inc. Class A
- CUSIP
- 49845K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $700.3M |
| Exits | 63 | $165.5M |
All 13F filers, Q3 2025 → Q4 2025: 37,742,029 shares bought and 21,989,038 shares sold, net +15,752,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Summit Partners L P | 58.24% | No change | 18,852,778 | $612.1M |
| Morgan Stanley | 0.03% | Add +36.1% | 14,547,090 | $472.3M |
| Vanguard Group Inc. | 0.01% | Add +12.3% | 14,361,540 | $466.3M |
| Capital International Investors | 0.07% | New | 12,788,846 | $415.3M |
| FMR LLC | 0.01% | Add +1.6% | 8,371,717 | $271.8M |
| Alliancebernstein L.P. | 0.05% | Reduce -1.6% | 4,731,312 | $153.6M |
| BlackRock, Inc. | 0.00% | Add +1.6% | 3,716,334 | $120.7M |
| Sands Capital Alternatives, LLC | 22.86% | Add +3.8% | 3,649,678 | $118.5M |
| JPMorgan Chase & Co. | 0.01% | Add +86.8% | 3,564,743 | $115.7M |
| Whale Rock Capital Management | 1.27% | Add +0.0% | 3,057,889 | $99.3M |
| Federated Hermes, Inc. | 0.16% | Reduce -0.3% | 2,900,807 | $94.2M |
| American Century Companies Inc. | 0.05% | Add +36.6% | 2,895,304 | $94.0M |
| Fuller & Thaler Asset Management, Inc. | 0.31% | New | 2,854,163 | $92.7M |
| Capital Research Global Investors | 0.02% | Reduce -0.6% | 2,577,782 | $83.7M |
| Fiera Capital Corp | 0.24% | Add +87.7% | 2,331,650 | $75.7M |
| Greenoaks LLC | 2.52% | No change | 2,316,796 | $75.2M |
| Two Sigma Investments, LP | 0.11% | Add +31.4% | 2,224,011 | $72.2M |
| Franklin Resources Inc. | 0.02% | Add +3.0% | 1,980,269 | $64.3M |
| 12 West Capital Management LP | 7.11% | No change | 1,838,000 | $59.7M |
| Two Sigma Advisers, LP | 0.11% | Add +14.5% | 1,782,500 | $57.9M |
| Renaissance Technologies | 0.09% | Add +4.8% | 1,763,744 | $57.3M |
| Millennium Management | 0.04% | Reduce -4.5% | 1,700,502 | $55.2M |
| Geode Capital Management, LLC | 0.00% | Add +13.2% | 1,672,727 | $54.3M |
| Clearbridge Investments, LLC | 0.04% | Reduce -17.1% | 1,641,958 | $53.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.3% | 1,524,043 | $49.5M |
| Norges Bank | 0.01% | — | 1,518,330 | $49.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -45.0% | 1,384,657 | $45.0M |
| Ancora Advisors LLC | 0.89% | New | 1,330,755 | $43.2M |
| Voya Investment Management LLC | 0.05% | Reduce -11.3% | 1,258,320 | $40.9M |
| Capital World Investors | 0.01% | New | 1,147,935 | $37.3M |
| State Street Corp. | 0.00% | Add +28.7% | 1,051,455 | $34.1M |
| Bienville Capital Management, LLC | 5.00% | Add +247.0% | 969,263 | $31.5M |
| Sands Capital Management, LLC | 0.09% | Reduce -16.0% | 928,755 | $30.2M |
| Bank of America Corp. | 0.00% | Add +51.5% | 893,157 | $29.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -39.0% | 886,778 | $28.8M |
| Point72 Asset Management | 0.05% | Reduce -83.3% | 876,853 | $28.5M |
| ArrowMark Colorado Holdings LLC | 0.58% | Reduce -9.4% | 815,605 | $26.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.9% | 809,429 | $26.3M |
| First Trust Advisors LP | 0.02% | Reduce -12.9% | 806,928 | $26.2M |
| Delta Global Management LP | 1.86% | Add +52.7% | 785,308 | $25.5M |
| Shannon River Fund Management LLC | 3.72% | New | 729,703 | $23.7M |
| Schonfeld Strategic Advisors LLC | 0.12% | Reduce -23.2% | 701,316 | $22.8M |
| Walleye Capital LLC | 0.13% | Add +4075.3% | 677,574 | $22.0M |
| Barton Investment Management | 2.34% | Add +69.6% | 670,042 | $21.8M |
| J. Goldman & Co LP | 0.80% | Add +53.6% | 634,426 | $20.6M |
| Islander Capital Partners, L.P. | 9.10% | — | 621,738 | $20.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +60777.3% | 613,034 | $19.9M |
| Granahan Investment Management, LLC | 0.84% | Add +94.7% | 605,271 | $19.7M |
| Nearwater Capital Markets, Ltd | 0.33% | New | 600,000 | $19.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +29.7% | 590,700 | $19.2M |
| Engineers Gate Manager LP | 0.22% | Add +41.4% | 569,998 | $18.5M |
| Alyeska Investment Group, L.P. | 0.05% | New | 552,868 | $18.0M |
| Quantinno Capital Management LP | 0.04% | Add +9.6% | 549,142 | $17.8M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 513,600 | $16.7M |
| UBS Group AG | 0.00% | Add +11.8% | 468,610 | $15.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -56.0% | 461,931 | $15.0M |
| New York State Common Retirement Fund | 0.02% | Add +31.2% | 458,135 | $14.9M |
| Glynn Capital Management LLC | 5.09% | Reduce -0.1% | 456,805 | $14.8M |
| Jefferies Financial Group Inc. | 0.12% | Add +2320.7% | 455,000 | $14.8M |
| Neuberger Berman Group LLC | 0.01% | New | 445,470 | $14.5M |
| Morangie Management LLC | 10.95% | Reduce -9.9% | 423,104 | $13.7M |
| Goodnow Investment Group, LLC | 1.13% | Reduce -2.5% | 374,549 | $12.2M |
| Twin Focus Capital Partners, LLC | 1.36% | Reduce -11.7% | 364,666 | $11.8M |
| Northern Trust Corp. | 0.00% | Add +22.8% | 348,289 | $11.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -34.7% | 345,042 | $11.2M |
| Jump Financial, LLC | 0.14% | Add +34.5% | 317,381 | $10.3M |
| Citadel Advisors | 0.01% | Reduce -89.5% | 315,769 | $10.3M |
| Burkehill Global Management, LP | 0.67% | No change | 300,000 | $9.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +112.7% | 286,841 | $9.3M |
| Swiss National Bank | 0.00% | Add +27.2% | 252,700 | $8.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -20.1% | 242,439 | $7.9M |
| Capital Fund Management S.A. | 0.07% | Add +2.8% | 232,880 | $7.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -47.2% | 228,968 | $7.4M |
| Trexquant Investment LP | 0.07% | Reduce -49.7% | 228,454 | $7.4M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -60.5% | 227,664 | $7.4M |
| 1832 Asset Management L.P. | 0.01% | New | 226,800 | $7.4M |
| Mayflower Financial Advisors, LLC | 0.89% | Reduce -2.8% | 226,700 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +23.4% | 225,388 | $7.3M |
| Freestone Grove Partners LP | 0.05% | Reduce -81.2% | 209,217 | $6.8M |
| Liontrust Investment Partners LLP | 0.09% | Add +90.1% | 193,578 | $6.3M |
| Wells Fargo & Company | 0.00% | Add +42.0% | 183,095 | $5.9M |
| Lisanti Capital Growth, LLC | 1.37% | New | 178,140 | $5.8M |
| Cinctive Capital Management LP | 0.33% | Reduce -38.8% | 174,770 | $5.7M |
| Huntington National Bank | 0.04% | Add +117.1% | 166,501 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -8.3% | 159,456 | $5.2M |
| LMR Partners LLP | 0.06% | Add +50.0% | 150,000 | $4.9M |
| Cynosure Group, LLC | 0.47% | No change | 141,884 | $4.6M |
| Night Squared LP | 1.25% | Reduce -18.6% | 136,246 | $4.4M |
| Focus Partners Wealth | 0.01% | Add +0.3% | 134,552 | $4.4M |
| Ossiam | 0.09% | No change | 133,900 | $4.3M |
| Ieq Capital, LLC | 0.01% | Reduce -29.1% | 132,772 | $4.3M |
| Crestwood Advisors Group, LLC | 0.07% | Add +0.0% | 128,937 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.1% | 126,104 | $4.1M |
| Susquehanna Fundamental Investments, LLC | 0.14% | New | 125,156 | $4.1M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | Reduce -68.1% | 124,228 | $4.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 120,586 | $3.9M |
| Legal & General Group Plc | 0.00% | Add +15.3% | 118,193 | $3.8M |
| California State Teachers Retirement System | 0.00% | Add +26.6% | 113,766 | $3.7M |
| FIL Ltd | 0.00% | New | 109,944 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.3% | 109,606 | $3.6M |
"% of holder's portfolio" is KVYO's weight in each manager's 13F, not the share of Klaviyo Inc. Class A the manager owns.