Klaviyo Inc. Class AKVYO
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 266 institutions reported holding Klaviyo Inc. Class A (KVYO) in their 13F filings, up 5 from Q4 2025. 53 opened new positions and 49 sold out. The largest holders were Summit Partners L P ($366.9M), Capital International Investors ($227.8M) and FMR LLC ($190.5M). 8 famous investors held it, including Alex Sacerdote (1.7% of Whale Rock Capital Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Klaviyo Inc. Class A
- CUSIP
- 49845K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $181.2M |
| Exits | 49 | $233.5M |
All 13F filers, Q4 2025 → Q1 2026: 30,124,541 shares bought and 28,092,503 shares sold, net +2,032,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| Summit Partners L P | 54.74% | No change | 18,852,778 | $366.9M |
| Capital International Investors | 0.05% | Reduce -8.5% | 11,703,859 | $227.8M |
| FMR LLC | 0.01% | Add +16.9% | 9,787,082 | $190.5M |
| Vanguard Portfolio Management LLC | 0.01% | — | 7,531,915 | $146.6M |
| Whale Rock Capital Management | 1.72% | Add +123.2% | 6,825,206 | $132.8M |
| Vanguard Capital Management LLC | 0.00% | — | 6,162,720 | $119.9M |
| Wellington Management Group LLP | 0.02% | New | 5,479,443 | $106.6M |
| Alliancebernstein L.P. | 0.03% | Reduce -35.6% | 3,048,223 | $99.0M |
| Morgan Stanley | 0.01% | Reduce -65.2% | 5,067,690 | $98.6M |
| BlackRock, Inc. | 0.00% | Add +17.2% | 4,354,335 | $84.7M |
| JPMorgan Chase & Co. | 0.01% | Add +20.6% | 4,299,977 | $81.6M |
| Sands Capital Alternatives, LLC | 16.86% | No change | 3,649,678 | $71.0M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | Add +3.1% | 2,941,998 | $57.3M |
| American Century Companies Inc. | 0.03% | Add +1.0% | 2,923,295 | $56.9M |
| Two Sigma Investments, LP | 0.05% | Add +30.0% | 2,891,890 | $56.3M |
| Federated Hermes, Inc. | 0.08% | Reduce -9.0% | 2,639,485 | $51.4M |
| Fiera Capital Corp | 0.16% | Add +2.9% | 2,399,260 | $46.7M |
| Millennium Management | 0.04% | Add +38.1% | 2,348,235 | $45.7M |
| Greenoaks LLC | 1.96% | No change | 2,316,796 | $45.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +41.8% | 2,161,293 | $42.1M |
| Capital World Investors | 0.01% | Add +77.7% | 2,040,048 | $39.7M |
| Geode Capital Management, LLC | 0.00% | Add +6.0% | 1,773,550 | $34.5M |
| Bank of America Corp. | 0.00% | Add +88.8% | 1,686,770 | $32.8M |
| Point72 Asset Management | 0.06% | Add +90.7% | 1,672,359 | $32.5M |
| Renaissance Technologies | 0.05% | Reduce -7.0% | 1,640,844 | $31.9M |
| Bank of New York Mellon Corp | 0.01% | Add +8.9% | 1,508,137 | $29.3M |
| ArrowMark Colorado Holdings LLC | 0.77% | Add +82.5% | 1,488,481 | $29.0M |
| Clearbridge Investments, LLC | 0.03% | Reduce -10.3% | 1,473,431 | $28.7M |
| Susquehanna International Group, LLP | 0.04% | New | 1,461,158 | $28.4M |
| Capital Research Global Investors | 0.00% | Reduce -47.7% | 1,348,445 | $26.2M |
| Schonfeld Strategic Advisors LLC | 0.20% | Add +76.5% | 1,238,205 | $24.1M |
| Bienville Capital Management, LLC | 4.54% | Add +26.7% | 1,227,863 | $23.9M |
| Islander Capital Partners, L.P. | 9.40% | Add +97.2% | 1,226,000 | $23.9M |
| Alyeska Investment Group, L.P. | 0.07% | Add +118.7% | 1,208,979 | $23.5M |
| First Trust Advisors LP | 0.02% | Add +46.5% | 1,181,887 | $23.0M |
| Citadel Advisors | 0.02% | Add +268.1% | 1,162,379 | $22.6M |
| State Street Corp. | 0.00% | Add +9.9% | 1,155,820 | $22.5M |
| Marshall Wace, LLP | 0.02% | Add +1153.7% | 1,135,384 | $22.1M |
| Franklin Resources Inc. | 0.01% | Reduce -45.6% | 1,077,930 | $21.0M |
| Barton Investment Management | 2.56% | Add +56.7% | 1,050,052 | $20.4M |
| Janus Henderson Group PLC | 0.01% | Add +15.6% | 1,025,134 | $20.0M |
| AQR Capital Management | 0.01% | Add +1046.2% | 911,908 | $17.7M |
| Voya Investment Management LLC | 0.02% | Reduce -27.8% | 908,614 | $17.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.3% | 884,788 | $17.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 878,239 | $17.1M |
| Delta Global Management LP | 1.35% | Add +7.9% | 847,497 | $16.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +28.2% | 757,100 | $14.7M |
| Trexquant Investment LP | 0.10% | Add +206.4% | 699,988 | $13.6M |
| Qube Research & Technologies Ltd | 0.02% | New | 601,707 | $11.7M |
| Sands Capital Management, LLC | 0.05% | Reduce -35.9% | 595,160 | $11.6M |
| Quantinno Capital Management LP | 0.02% | Reduce -0.2% | 548,047 | $10.7M |
| New York State Common Retirement Fund | 0.01% | No change | 458,135 | $8.9M |
| Integrated Wealth Concepts LLC | 0.07% | Add +554.8% | 429,820 | $8.4M |
| Morangie Management LLC | 7.60% | Add +0.2% | 424,108 | $8.3M |
| Picton Mahoney Asset Management | 0.08% | Add +1141.9% | 401,068 | $7.8M |
| Northern Trust Corp. | 0.00% | Add +6.3% | 370,072 | $7.2M |
| Twin Focus Capital Partners, LLC | 0.82% | No change | 364,666 | $7.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +12.5% | 322,708 | $6.3M |
| Burkehill Global Management, LP | 0.31% | No change | 300,000 | $5.8M |
| Goodnow Investment Group, LLC | 0.62% | Reduce -21.8% | 293,059 | $5.7M |
| Lisanti Capital Growth, LLC | 1.38% | Add +57.8% | 281,120 | $5.5M |
| Swiss National Bank | 0.00% | Add +2.6% | 259,200 | $5.0M |
| BNP Paribas Financial Markets | 0.00% | Add +1.4% | 245,857 | $4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.3% | 237,428 | $4.6M |
| Night Squared LP | 0.68% | Add +74.1% | 237,217 | $4.6M |
| Ieq Capital, LLC | 0.02% | Add +75.8% | 233,345 | $4.5M |
| Mayflower Financial Advisors, LLC | 0.54% | Add +0.0% | 226,729 | $4.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +73.3% | 208,995 | $4.1M |
| Freestone Grove Partners LP | 0.03% | Reduce -1.2% | 206,730 | $4.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -12.9% | 199,450 | $3.9M |
| UBS Group AG | 0.00% | Reduce -58.1% | 196,411 | $3.8M |
| 1832 Asset Management L.P. | 0.00% | Reduce -16.2% | 190,000 | $3.7M |
| Capital Fund Management S.A. | 0.03% | Reduce -20.6% | 184,865 | $3.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 179,160 | $3.5M |
| Huntington National Bank | 0.02% | No change | 166,501 | $3.2M |
| Tudor Investment Corporation | 0.02% | Add +1334.3% | 162,865 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | No change | 159,456 | $3.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -74.3% | 157,842 | $3.1M |
| California State Teachers Retirement System | 0.00% | Add +36.6% | 155,422 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -16.2% | 153,417 | $3.0M |
| Formula Growth Ltd. | 1.32% | New | 150,000 | $2.9M |
| Citigroup Inc. | 0.00% | Add +160.4% | 143,462 | $2.8M |
| Cynosure Group, LLC | 0.34% | No change | 141,884 | $2.8M |
| Focus Partners Wealth | 0.00% | Add +4.9% | 141,132 | $2.7M |
| Algert Global LLC | 0.04% | Add +33.3% | 139,170 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.0% | 134,904 | $2.6M |
| Ossiam | 0.05% | No change | 133,900 | $2.6M |
| Zweig-DiMenna Associates LLC | 0.35% | New | 129,200 | $2.5M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -0.0% | 128,927 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -72.3% | 123,466 | $2.4M |
| XTX Topco Ltd | 0.04% | New | 122,927 | $2.4M |
| Aquatic Capital Management LLC | 0.07% | Add +303.3% | 120,960 | $2.4M |
| Mariner, LLC | 0.00% | Add +46.7% | 120,093 | $2.3M |
| BW Gestao de Investimentos Ltda. | 0.10% | New | 118,802 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.6% | 112,450 | $2.2M |
| Sei Investments Co. | 0.00% | Add +48.9% | 108,364 | $2.1M |
| FIL Ltd | 0.00% | Reduce -2.4% | 107,351 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +46.0% | 106,612 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +9.3% | 102,708 | $2.0M |
| Brevan Howard Capital Management LP | 0.02% | New | 101,596 | $2.0M |
| Legal & General Group Plc | 0.00% | Reduce -18.4% | 96,389 | $1.9M |
| Jane Street Group, LLC | 0.00% | New | 93,889 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +45.7% | 90,041 | $1.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 88,276 | $1.7M |
| Holocene Advisors, LP | 0.00% | Add +768.4% | 86,086 | $1.7M |
| Legato Capital Management LLC | 0.15% | Add +28.7% | 84,785 | $1.6M |
| Cinctive Capital Management LP | 0.11% | Reduce -52.9% | 82,279 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Add +61.3% | 76,751 | $1.5M |
| Man Group plc | 0.00% | New | 76,651 | $1.5M |
| HRT Financial LP | 0.00% | New | 72,599 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 70,500 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -86.6% | 68,865 | $1.3M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.55% | Reduce -4.5% | 67,900 | $1.3M |
| Renaissance Capital LLC | 0.95% | Reduce -11.6% | 65,039 | $1.3M |
| Needham Investment Management LLC | 0.06% | No change | 65,000 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -81.3% | 64,527 | $1.3M |
| Fifth Third Bancorp | 0.00% | New | 64,220 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.20% | New | 63,725 | $1.2M |
| BloombergSen Inc. | 0.13% | Add +60.0% | 61,595 | $1.2M |
| Assetmark, Inc. | 0.00% | Reduce -4.4% | 61,475 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -18.9% | 60,971 | $1.2M |
| IMC-Chicago, LLC | 0.02% | New | 60,809 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +44.5% | 59,670 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 58,907 | $1.1M |
| Walleye Capital LLC | 0.01% | Reduce -91.4% | 58,469 | $1.1M |
| Cwm, LLC | 0.00% | Add +1409.1% | 51,792 | $1.0M |
| Lavelle Capital LP | 0.62% | New | 51,100 | $994K |
| Raymond James Financial Inc. | 0.00% | Reduce -18.2% | 50,945 | $991K |
| Graham Capital Management, L.P. | 0.04% | New | 47,584 | $926K |
| Landscape Capital Management, L.L.C. | 0.06% | New | 45,810 | $891K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.2% | 42,975 | $836K |
| Invesco Ltd. | 0.00% | Add +64.0% | 42,572 | $828K |
| Ancora Advisors LLC | 0.02% | Reduce -96.8% | 42,300 | $823K |
| M&G PLC | 0.00% | No change | 42,818 | $814K |
| Prospera Financial Services Inc | 0.01% | New | 39,450 | $768K |
| Corient Private Wealth LP | 0.00% | No change | 22,800 | $736K |
| Voleon Capital Management LP | 0.02% | Add +48.4% | 37,477 | $729K |
| Arizona State Retirement System | 0.00% | Add +1.5% | 36,011 | $701K |
| Clifford Group, LLC | 0.52% | Add +165.7% | 34,739 | $676K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 32,148 | $626K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +0.3% | 32,100 | $625K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 29,800 | $580K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 30,053 | $575K |
| Gryphon Financial Partners LLC | 0.06% | No change | 29,217 | $569K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.7% | 29,090 | $566K |
| KLP Kapitalforvaltning As | 0.00% | Add +5.1% | 28,800 | $560K |
| Miramar Capital, LLC | 0.12% | No change | 28,572 | $556K |
| Creative Planning | 0.00% | Add +79.8% | 27,956 | $544K |
| Handelsbanken Fonder AB | 0.00% | No change | 26,900 | $523K |
| Capstone Investment Advisors, LLC | 0.01% | New | 26,511 | $516K |
| State of Wyoming | 0.06% | Add +402.1% | 25,760 | $501K |
| Mercer Global Advisors Inc. | 0.00% | New | 25,703 | $500K |
| Catalyst Funds Management Pty Ltd | 0.08% | New | 25,500 | $496K |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 24,886 | $484K |
| Magnetar Financial LLC | 0.01% | New | 24,314 | $473K |
| Cetera Investment Advisers | 0.00% | Reduce -8.5% | 23,396 | $455K |
| Nuveen, LLC | 0.00% | Add +33.2% | 23,333 | $454K |
| Fieldview Capital Management, LLC | 0.13% | Add +117.7% | 23,295 | $453K |
| Ensign Peak Advisors, Inc | 0.00% | Add +419.9% | 22,878 | $445K |
| Fox Run Management, L.L.C. | 0.08% | New | 23,138 | $439K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 21,926 | $427K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.7% | 21,547 | $419K |
| WINTON GROUP Ltd | 0.01% | Add +34.3% | 21,320 | $415K |
| Gsa Capital Partners LLP | 0.03% | New | 20,919 | $407K |
| Snowden Capital Advisors LLC | 0.01% | Add +16.1% | 20,497 | $399K |
| Quantbot Technologies LP | 0.02% | New | 20,449 | $398K |
| Engineers Gate Manager LP | 0.00% | Reduce -96.5% | 19,960 | $388K |
| Acadian Asset Management LLC | 0.00% | Add +6.7% | 19,471 | $377K |
| HSBC Holdings PLC | 0.00% | New | 19,245 | $376K |
| Hudson Bay Capital Management LP | 0.00% | New | 19,330 | $376K |
| National Philanthropic Trust | 0.00% | No change | 18,300 | $356K |
| Truepoint, Inc. | 0.01% | No change | 17,615 | $343K |
| Brandywine Managers, LLC | 0.20% | No change | 17,384 | $338K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +45.7% | 17,321 | $337K |
| Simplex Trading, LLC | 0.01% | Add +2438.2% | 17,209 | $335K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 17,188 | $330K |
| Captrust Financial Advisors | 0.00% | New | 16,690 | $325K |
| Brighton Jones LLC | 0.01% | New | 16,061 | $313K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.2% | 15,850 | $308K |
| Abu Dhabi Investment Council Co P.J.S.C | 0.03% | — | 15,127 | $294K |
| Elo Mutual Pension Insurance Co | 0.00% | Reduce -59.5% | 15,044 | $293K |
| Perbak Capital Partners LLP | 0.07% | Add +126.5% | 14,992 | $292K |
| Pier 88 Investment Partners LLC | 0.42% | Reduce -38.0% | 14,700 | $286K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -96.9% | 14,305 | $278K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.1% | 14,097 | $274K |
| Deutsche Bank AG | 0.00% | Add +5.7% | 12,997 | $253K |
| Dakota Wealth Management | 0.01% | No change | 12,895 | $251K |
| State of Wisconsin Investment Board | 0.00% | Add +81.5% | 12,814 | $249K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -52.9% | 12,772 | $249K |
| Evergreen Capital Management LLC | 0.01% | New | 12,450 | $242K |
| Brown Advisory Inc. | 0.00% | Reduce -4.5% | 12,067 | $235K |
| Bridgefront Capital, LLC | 0.06% | Reduce -23.1% | 12,027 | $234K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -41.6% | 11,800 | $230K |
| Barclays PLC | 0.00% | Reduce -79.8% | 11,745 | $229K |
| BBR Partners, LLC | 0.01% | No change | 11,584 | $225K |
| Krilogy Financial LLC | 0.01% | New | 12,010 | $221K |
| Ballentine Partners, LLC | 0.00% | Add +9.6% | 11,117 | $216K |
| LPL Financial LLC | 0.00% | Add +19.0% | 10,963 | $213K |
| Merit Financial Group, LLC | 0.00% | New | 10,506 | $204K |
| SG Americas Securities, LLC | 0.00% | Reduce -90.3% | 10,455 | $203K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.5% | 10,238 | $199K |
| Scientech Research LLC | 0.16% | New | 10,120 | $197K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,990 | $175K |
| Jones Financial Companies LLLP | 0.00% | Add +4563.3% | 8,394 | $157K |
| Walleye Trading LLC | 0.00% | New | 6,611 | $129K |
| Bayforest Capital Ltd | 0.13% | New | 5,986 | $116K |
| Los Angeles Capital Management LLC | 0.00% | Add +877.8% | 5,583 | $109K |
| IFP Advisors, Inc | 0.00% | Add +6.1% | 5,287 | $103K |
| Advisors Asset Management, Inc. | 0.00% | Add +17.8% | 4,913 | $96K |
| KBC Group NV | 0.00% | No change | 3,936 | $77K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.4% | 3,812 | $74K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2085.1% | 3,802 | $74K |
| Dara Capital Us, Inc. | 0.06% | No change | 3,461 | $67K |
| Rhumbline Advisers | 0.00% | No change | 2,151 | $42K |
| Salem Investment Counselors Inc. | 0.00% | New | 2,150 | $42K |
| Signaturefd, LLC | 0.00% | Add +324.5% | 2,025 | $39K |
| Parallel Advisors, LLC | 0.00% | Add +19.4% | 2,009 | $39K |
| Optiver Holding B.V. | 0.00% | New | 1,989 | $39K |
| Advisory Services Network, LLC | 0.00% | New | 1,917 | $37K |
| Allworth Financial LP | 0.00% | Add +387.4% | 1,852 | $36K |
| NFJ Investment Group, LLC | 0.00% | Add +2002.7% | 1,577 | $31K |
| Quadrant Capital Group LLC | 0.00% | Add +752.1% | 1,440 | $28K |
| Osaic Holdings, Inc. | 0.00% | Add +11.9% | 1,396 | $27K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 836 | $25K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.2% | 1,246 | $24K |
| Essential Partners LLC | 0.01% | Add +464.5% | 1,129 | $22K |
| Rakuten Securities, Inc. | 0.01% | Add +64.3% | 810 | $16K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -77.4% | 725 | $14K |
| First Horizon Corp. | 0.00% | Add +36.7% | 711 | $14K |
| US Bancorp \de | 0.00% | Reduce -84.7% | 688 | $13K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 680 | $13K |
| Arax Advisory Partners | 0.00% | Add +4000.0% | 533 | $10K |
| Rothschild Investment LLC | 0.00% | Add +191.3% | 437 | $9K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 293 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +119.3% | 272 | $5K |
| International Assets Investment Management, LLC | 0.00% | New | 250 | $5K |
| MAI Capital Management | 0.00% | Reduce -67.7% | 248 | $5K |
| Marquette Asset Management, LLC | 0.00% | Add +86.2% | 242 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +321.1% | 219 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +471.4% | 200 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 199 | $4K |
| Osbon Capital Management LLC | 0.00% | No change | 173 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +446.7% | 164 | $3K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 145 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 120 | $2K |
| True Wealth Design, LLC | 0.00% | Add +85.2% | 100 | $2K |
| GAMMA Investing LLC | 0.00% | Add +127.3% | 100 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 95 | $2K |
| Activest Wealth Management | 0.00% | Add +22.4% | 93 | $2K |
| CVA Family Office, LLC | 0.00% | Add +92.3% | 75 | $1K |
| Elequin Capital, LP | 0.00% | New | 71 | $1K |
| Bogart Wealth, LLC | 0.00% | Add +79.4% | 61 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 59 | $1K |
| SouthState Bank Corp | 0.00% | New | 53 | $1K |
| Cornerstone Financial Management LLC | 0.00% | New | 53 | $1K |
| Avion Wealth | 0.00% | Add +211.1% | 56 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 42 | $1K |
| Park Place Capital Corp | 0.00% | No change | 37 | $720 |
| Kilter Group LLC | 0.00% | Add +68.4% | 32 | $623 |
| North Star Investment Management Corp. | 0.00% | New | 30 | $584 |
| SJS Investment Consulting Inc. | 0.00% | New | 27 | $526 |
| Fairscale Capital, LLC | 0.00% | No change | 15 | $292 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 15 | $292 |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -41.2% | 10 | $195 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.4% | 7 | $136 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $45 |
"% of holder's portfolio" is KVYO's weight in each manager's 13F, not the share of Klaviyo Inc. Class A the manager owns.