Klaviyo Inc. Class AKVYO
13F holders, Q2 2026 (June 30)277holders +11
66new positions
56sold out
7famous investors
$15.10avg. 13F price*
At the end of Q2 2026, 277 institutions reported holding Klaviyo Inc. Class A (KVYO) in their 13F filings, up 11 from Q1 2026. 66 opened new positions and 56 sold out. The largest holders were Summit Partners L P ($284.7M), Capital International Investors ($158.3M) and Vanguard Portfolio Management LLC ($116.2M). 7 famous investors held it, including Alex Sacerdote (0.7% of Whale Rock Capital Management's portfolio), Israel Englander (0.0% of Millennium 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $85.7M |
| Exits | 56 | $300.7M |
All 13F filers, Q1 2026 → Q2 2026: 26,122,039 shares bought and 38,725,600 shares sold, net −12,603,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 277 holders
| Summit Partners L P | 46.75% | No change | 18,852,778 | $284.7M |
| Capital International Investors | 0.03% | Reduce -10.4% | 10,482,971 | $158.3M |
| Vanguard Portfolio Management LLC | 0.01% | Add +2.1% | 7,692,774 | $116.2M |
| BlackRock, Inc. | 0.00% | Add +74.8% | 7,612,078 | $114.9M |
| FMR LLC | 0.00% | Reduce -32.9% | 6,566,155 | $99.1M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.8% | 5,990,660 | $90.5M |
| Whale Rock Capital Management | 0.67% | Reduce -19.0% | 5,528,166 | $83.5M |
| Wellington Management Group LLP | 0.01% | Reduce -7.8% | 5,049,414 | $76.2M |
| Morgan Stanley | 0.00% | Reduce -12.3% | 4,444,684 | $67.1M |
| Millennium Management | 0.04% | Add +75.3% | 4,117,367 | $62.2M |
| Sands Capital Alternatives, LLC | 9.67% | Add +7.6% | 3,928,146 | $59.3M |
| Bank of America Corp. | 0.00% | Add +126.4% | 3,819,545 | $57.7M |
| Geode Capital Management, LLC | 0.00% | Add +39.6% | 2,476,695 | $37.4M |
| State Street Corp. | 0.00% | Add +100.7% | 2,319,638 | $35.0M |
| Greenoaks LLC | 1.48% | No change | 2,316,796 | $35.0M |
| Capital World Investors | 0.00% | Add +2.8% | 2,097,263 | $31.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.4% | 1,784,550 | $26.9M |
| Two Sigma Investments, LP | 0.02% | Reduce -38.9% | 1,767,900 | $26.7M |
| Canada Pension Plan Investment Board | 0.01% | Add +125.7% | 1,708,900 | $25.8M |
| Jupiter Topco LLC | 0.01% | — | 1,614,070 | $24.4M |
| Renaissance Technologies | 0.03% | Reduce -4.9% | 1,560,244 | $23.6M |
| First Trust Advisors LP | 0.01% | Add +17.8% | 1,392,659 | $21.0M |
| Clearbridge Investments, LLC | 0.02% | Reduce -6.0% | 1,384,236 | $20.9M |
| Islander Capital Partners, L.P. | 7.58% | Add +12.8% | 1,383,304 | $20.9M |
| Fiera Capital Corp | 0.08% | Reduce -42.6% | 1,377,721 | $20.8M |
| Barton Investment Management | 2.57% | Add +19.7% | 1,256,608 | $19.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +598.9% | 1,252,119 | $18.9M |
| Marshall Wace, LLP | 0.02% | Add +7.3% | 1,218,359 | $18.4M |
| D. E. Shaw & Co. | 0.01% | Add +1750.6% | 1,194,162 | $18.0M |
| Citadel Advisors | 0.01% | Add +0.8% | 1,172,112 | $17.7M |
| Trexquant Investment LP | 0.11% | Add +63.4% | 1,143,476 | $17.3M |
| Point72 Asset Management | 0.03% | Reduce -33.4% | 1,114,467 | $16.8M |
| Franklin Resources Inc. | 0.00% | Add +1.0% | 1,088,959 | $16.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +210.6% | 1,002,210 | $15.1M |
| Squarepoint Ops LLC | 0.03% | Add +1153.6% | 962,136 | $14.5M |
| Bienville Capital Management, LLC | 2.04% | Reduce -23.6% | 938,354 | $14.2M |
| ExodusPoint Capital Management, LP | 0.13% | New | 934,136 | $14.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +49.8% | 901,395 | $13.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.7% | 893,331 | $13.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -81.0% | 817,683 | $12.3M |
| Amundi | 0.00% | New | 814,142 | $12.3M |
| UBS Group AG | 0.00% | Add +311.5% | 808,204 | $12.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -9.9% | 796,891 | $12.0M |
| Balyasny Asset Management L.P. | 0.02% | New | 718,899 | $10.9M |
| Delta Global Management LP | 1.13% | Reduce -18.5% | 690,658 | $10.4M |
| Northern Trust Corp. | 0.00% | Add +83.2% | 678,134 | $10.2M |
| Congress Asset Management Co. | 0.06% | New | 636,230 | $9.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -62.0% | 573,727 | $8.7M |
| Quantinno Capital Management LP | 0.01% | Add +0.1% | 548,676 | $8.3M |
| New York State Common Retirement Fund | 0.01% | Add +15.3% | 528,368 | $8.0M |
| Voleon Capital Management LP | 0.13% | Add +1173.7% | 477,352 | $7.2M |
| XTX Topco Ltd | 0.09% | Add +281.8% | 469,280 | $7.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1.3% | 435,481 | $6.6M |
| Morangie Management LLC | 5.06% | Reduce -4.9% | 403,166 | $6.1M |
| Jane Street Group, LLC | 0.00% | Add +323.7% | 397,824 | $6.0M |
| Twin Focus Capital Partners, LLC | 0.56% | No change | 364,666 | $5.5M |
| Nuveen, LLC | 0.00% | Add +1439.1% | 359,127 | $5.4M |
| Susquehanna Fundamental Investments, LLC | 0.10% | New | 344,823 | $5.2M |
| Huntington National Bank | 0.03% | Add +100.0% | 333,001 | $5.0M |
| AQR Capital Management | 0.00% | Reduce -65.2% | 317,805 | $4.8M |
| Jump Financial, LLC | 0.05% | New | 315,500 | $4.8M |
| Pathstone Holdings, LLC | 0.01% | Add +96.8% | 313,766 | $4.7M |
| BNP Paribas Financial Markets | 0.00% | Add +25.1% | 307,682 | $4.6M |
| ArrowMark Colorado Holdings LLC | 0.19% | Reduce -79.4% | 307,282 | $4.6M |
| Capital Fund Management S.A. | 0.03% | Add +66.2% | 307,209 | $4.6M |
| Formula Growth Ltd. | 1.59% | Add +100.0% | 300,000 | $4.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.8% | 294,734 | $4.5M |
| BW Gestao de Investimentos Ltda. | 0.11% | Add +147.1% | 293,565 | $4.4M |
| Swiss National Bank | 0.00% | Add +8.3% | 280,600 | $4.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +201.5% | 271,505 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +8.3% | 257,260 | $3.9M |
| LGT Fund Management Co Ltd. | 0.14% | New | 230,100 | $3.5M |
| Algert Global LLC | 0.04% | Add +63.3% | 227,320 | $3.4M |
| Mayflower Financial Advisors, LLC | 0.30% | Reduce -0.0% | 226,700 | $3.4M |
| Victory Capital Management Inc. | 0.00% | Add +6.2% | 211,751 | $3.2M |
| Sands Capital Management, LLC | 0.01% | Reduce -66.6% | 198,806 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +47.0% | 198,284 | $3.0M |
| Holocene Advisors, LP | 0.01% | Add +124.2% | 193,037 | $2.9M |
| Aquatic Capital Management LLC | 0.10% | Add +55.0% | 187,536 | $2.8M |
| Invesco Ltd. | 0.00% | Add +321.9% | 179,631 | $2.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 176,600 | $2.7M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 167,309 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +6.3% | 163,004 | $2.5M |
| California State Teachers Retirement System | 0.00% | Add +1.3% | 157,385 | $2.4M |
| Brevan Howard Capital Management LP | 0.03% | Add +47.3% | 149,608 | $2.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -16.5% | 131,860 | $2.0M |
| Engineers Gate Manager LP | 0.03% | Add +559.9% | 131,709 | $2.0M |
| Focus Partners Wealth | 0.00% | Reduce -7.2% | 131,028 | $2.0M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -0.4% | 128,408 | $1.9M |
| IMC-Chicago, LLC | 0.02% | Add +100.6% | 121,976 | $1.8M |
| Shay Capital LLC | 0.20% | New | 117,500 | $1.8M |
| Rhumbline Advisers | 0.00% | Add +5209.8% | 114,214 | $1.7M |
| Night Squared LP | 0.18% | Reduce -52.5% | 112,588 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 109,527 | $1.7M |
| FIL Ltd | 0.00% | Reduce -1.6% | 105,586 | $1.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +14.6% | 101,204 | $1.5M |
| Legal & General Group Plc | 0.00% | Add +1.7% | 98,034 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -5.6% | 96,932 | $1.5M |
| Man Group plc | 0.00% | Add +22.2% | 93,699 | $1.4M |
| Kerrisdale Advisers, LLC | 0.34% | New | 91,120 | $1.4M |
| Eaton Financial Holdings Company, LLC | 0.37% | New | 89,430 | $1.4M |
| Whetstone Capital Advisors, LLC | 0.36% | New | 88,946 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +21.6% | 83,744 | $1.3M |
| Entropy Technologies, LP | 0.05% | New | 81,055 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -91.4% | 78,426 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +97.0% | 77,709 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -29.5% | 75,161 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +19.4% | 71,264 | $1.1M |
| Walleye Capital LLC | 0.01% | Add +21.8% | 71,203 | $1.1M |
| Renaissance Capital LLC | 0.59% | Add +9.0% | 70,905 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34245.2% | 68,347 | $1.0M |
| Blair William & Co. | 0.00% | Add +12.0% | 68,288 | $1.0M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.34% | No change | 67,900 | $1.0M |
| Sei Investments Co. | 0.00% | Reduce -37.8% | 67,435 | $1.0M |
| BloombergSen Inc. | 0.11% | Add +8.9% | 67,071 | $1.0M |
| Dynamic Technology Lab Private Ltd | 0.23% | Add +5.1% | 66,966 | $1.0M |
| Needham Investment Management LLC | 0.03% | No change | 65,000 | $982K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | New | 61,533 | $929K |
| Optimus Prime Fund Management Co., Ltd. | 0.07% | New | 60,000 | $906K |
| Treasurer of the State of North Carolina | 0.00% | New | 59,210 | $894K |
| Raymond James Financial Inc. | 0.00% | Add +12.6% | 57,375 | $866K |
| Assetmark, Inc. | 0.00% | Reduce -11.7% | 54,279 | $820K |
| Allstate Corp. | 0.01% | New | 54,171 | $818K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -8.3% | 53,987 | $815K |
| Gsa Capital Partners LLP | 0.05% | Add +149.0% | 52,094 | $787K |
| Lavelle Capital LP | 0.39% | No change | 51,100 | $772K |
| Mariner, LLC | 0.00% | Reduce -59.5% | 48,579 | $734K |
| Citigroup Inc. | 0.00% | Reduce -66.8% | 47,592 | $719K |
| Ieq Capital, LLC | 0.00% | Reduce -79.7% | 47,432 | $716K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.1% | 46,010 | $695K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -35.6% | 45,406 | $686K |
| Handelsbanken Fonder AB | 0.00% | Add +62.5% | 43,700 | $660K |
| Qsemble Capital Management, LP | 0.08% | New | 43,427 | $656K |
| Quadrature Capital Ltd | 0.01% | New | 42,711 | $645K |
| Alliancebernstein L.P. | 0.00% | Reduce -99.0% | 32,064 | $624K |
| Public Employees Retirement System of Ohio | 0.00% | New | 39,625 | $598K |
| Simplex Trading, LLC | 0.02% | Add +130.0% | 39,585 | $598K |
| Dark Forest Capital Management LP | 0.04% | New | 38,769 | $585K |
| SG Americas Securities, LLC | 0.00% | Add +269.7% | 38,651 | $584K |
| Arizona State Retirement System | 0.00% | Add +7.1% | 38,579 | $583K |
| Group One Trading LLC | 0.02% | New | 37,337 | $564K |
| KLP Kapitalforvaltning As | 0.00% | Add +28.1% | 36,900 | $557K |
| Barclays PLC | 0.00% | Add +194.3% | 34,570 | $522K |
| Advisory Services Network, LLC | 0.01% | Add +1626.2% | 33,092 | $500K |
| Vident Advisory, LLC | 0.00% | New | 33,053 | $499K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -28.4% | 32,782 | $495K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +0.6% | 32,300 | $488K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 32,148 | $485K |
| Clifford Group, LLC | 0.33% | Reduce -8.9% | 31,634 | $478K |
| Rangeley Capital, LLC | 0.46% | New | 31,000 | $468K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 29,800 | $450K |
| Gryphon Financial Partners LLC | 0.04% | No change | 29,217 | $441K |
| Miramar Capital, LLC | 0.09% | No change | 28,572 | $431K |
| Wealthfront Advisers LLC | 0.00% | New | 27,531 | $416K |
| Norges Bank | 0.00% | — | 27,514 | $415K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.4% | 25,197 | $380K |
| Elo Mutual Pension Insurance Co | 0.00% | Add +66.0% | 24,968 | $377K |
| Graham Capital Management, L.P. | 0.01% | Reduce -47.9% | 24,812 | $375K |
| LPL Financial LLC | 0.00% | Add +126.0% | 24,771 | $374K |
| Axq Capital, LP | 0.04% | New | 24,541 | $371K |
| Bridgefront Capital, LLC | 0.10% | Add +101.4% | 24,222 | $366K |
| Lazard Asset Management LLC | 0.00% | New | 23,836 | $360K |
| Magnetar Financial LLC | 0.00% | Reduce -2.1% | 23,809 | $360K |
| Pier 88 Investment Partners LLC | 0.59% | Add +59.2% | 23,400 | $353K |
| Stifel Financial Corp. | 0.00% | Reduce -6.3% | 23,320 | $352K |
| EntryPoint Capital, LLC | 0.09% | New | 23,249 | $351K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 22,878 | $345K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 21,926 | $331K |
| Pictet Asset Management Holding SA | 0.00% | No change | 21,547 | $325K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -36.2% | 19,187 | $324K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 21,284 | $321K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -23.4% | 20,306 | $307K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +13.7% | 19,693 | $297K |
| Seelaus Asset Management LLC | 0.21% | New | 19,302 | $291K |
| Inspire Investing, LLC | 0.01% | New | 19,233 | $290K |
| State of Wisconsin Investment Board | 0.00% | Add +46.3% | 18,751 | $283K |
| Deutsche Bank AG | 0.00% | Add +42.2% | 18,476 | $279K |
| National Philanthropic Trust | 0.00% | No change | 18,300 | $276K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 18,285 | $276K |
| Truepoint, Inc. | 0.01% | No change | 17,615 | $266K |
| Brandywine Managers, LLC | 0.13% | No change | 17,384 | $262K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +241285.7% | 16,897 | $255K |
| Quantbot Technologies LP | 0.01% | Reduce -17.7% | 16,829 | $254K |
| Woodline Partners LP | 0.00% | New | 16,773 | $253K |
| Oxford Asset Management LLP | 0.12% | New | 16,574 | $250K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -19.9% | 16,418 | $248K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.8% | 15,248 | $230K |
| Abu Dhabi Investment Council Co P.J.S.C | 0.03% | No change | 15,127 | $228K |
| Natixis Advisors, LLC | 0.00% | New | 14,800 | $223K |
| Two Sigma Securities, LLC | 0.02% | New | 14,622 | $221K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 14,613 | $221K |
| Aigen Investment Management, LP | 0.06% | New | 13,993 | $211K |
| DSM Capital Partners LLC | 0.00% | New | 13,813 | $209K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -4.8% | 13,417 | $203K |
| Savvy Advisors, Inc. | 0.00% | New | 13,402 | $202K |
| Fred Alger Management, LLC | 0.00% | New | 13,037 | $197K |
| Xponance LLC | 0.00% | New | 12,933 | $195K |
| Dakota Wealth Management | 0.00% | No change | 12,895 | $195K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -50.3% | 12,777 | $193K |
| Jones Financial Companies LLLP | 0.00% | Add +47.6% | 12,390 | $185K |
| Walleye Trading LLC | 0.00% | Add +81.6% | 12,003 | $181K |
| Chicago Partners Investment Group LLC | 0.00% | New | 11,287 | $177K |
| Arax Advisory Partners | 0.00% | Add +2081.4% | 11,627 | $176K |
| Ballentine Partners, LLC | 0.00% | Add +4.3% | 11,596 | $175K |
| BBR Partners, LLC | 0.01% | No change | 11,584 | $175K |
| Creative Planning | 0.00% | Reduce -59.0% | 11,450 | $173K |
| Headlands Technologies LLC | 0.02% | New | 11,438 | $173K |
| Russell Investments Group, Ltd. | 0.00% | New | 11,081 | $167K |
| Merit Financial Group, LLC | 0.00% | Add +1.8% | 10,695 | $161K |
| Acadian Asset Management LLC | 0.00% | Reduce -45.1% | 10,682 | $161K |
| M&G PLC | 0.00% | Reduce -78.7% | 9,103 | $137K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,990 | $136K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -30.8% | 7,089 | $107K |
| Advisors Asset Management, Inc. | 0.00% | Add +27.3% | 6,254 | $94K |
| Nykredit A/S | 0.00% | — | 5,958 | $90K |
| Los Angeles Capital Management LLC | 0.00% | No change | 5,583 | $84K |
| IFP Advisors, Inc | 0.00% | Reduce -12.8% | 4,612 | $70K |
| Bayforest Capital Ltd | 0.06% | Reduce -29.9% | 4,199 | $63K |
| KBC Group NV | 0.00% | No change | 3,936 | $59K |
| MetLife Investment Management, LLC | 0.00% | New | 3,497 | $53K |
| Sterling Capital Management LLC | 0.00% | New | 3,446 | $52K |
| STRS Ohio | 0.00% | New | 2,931 | $44K |
| State of Wyoming | 0.00% | Reduce -91.2% | 2,268 | $34K |
| US Bancorp \de | 0.00% | Add +220.6% | 2,206 | $33K |
| Fifth Third Bancorp | 0.00% | Reduce -96.6% | 2,170 | $33K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,150 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -44.7% | 2,104 | $32K |
| Rockefeller Capital Management L.P. | 0.00% | Add +189.2% | 2,097 | $32K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.9% | 1,750 | $26K |
| Rakuten Securities, Inc. | 0.01% | Add +110.3% | 1,703 | $26K |
| SBI Securities Co., Ltd. | 0.00% | Add +21.9% | 1,519 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -62.9% | 1,416 | $21K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.2% | 1,281 | $19K |
| Ancora Advisors LLC | 0.00% | Reduce -98.1% | 800 | $12K |
| Allworth Financial LP | 0.00% | Reduce -58.9% | 761 | $11K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 680 | $10K |
| GAMMA Investing LLC | 0.00% | Add +500.0% | 600 | $9K |
| First Horizon Corp. | 0.00% | Reduce -17.2% | 589 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +173.5% | 547 | $8K |
| Activest Wealth Management | 0.00% | Add +401.1% | 466 | $7K |
| Rothschild Investment LLC | 0.00% | Reduce -17.6% | 360 | $5K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 272 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 208 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -89.7% | 208 | $3K |
| Parkside Financial Bank & Trust | 0.00% | New | 204 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | New | 200 | $3K |
| Bare Financial Services, Inc | 0.00% | Reduce -13.2% | 190 | $3K |
| Osbon Capital Management LLC | 0.00% | No change | 173 | $3K |
| Kilter Group LLC | 0.00% | Add +434.4% | 171 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 161 | $2K |
| Essential Partners LLC | 0.00% | Reduce -85.9% | 159 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +159.0% | 158 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 152 | $2K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 145 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 133 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Add +37.9% | 131 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 120 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 118 | $2K |
| Quent Capital, LLC | 0.00% | New | 106 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 86 | $1K |
| Quarry LP | 0.00% | New | 83 | $1K |
| Elequin Capital, LP | 0.00% | No change | 71 | $1K |
| UMB Bank, n.a. | 0.00% | New | 66 | $997 |
| TD Waterhouse Canada Inc. | 0.00% | New | 57 | $933 |
| Park Place Capital Corp | 0.00% | Add +64.9% | 61 | $921 |
| CoreCap Advisors, LLC | 0.00% | No change | 59 | $891 |
| Manchester Capital Management LLC | 0.00% | New | 46 | $695 |
| SJS Investment Consulting Inc. | 0.00% | Add +33.3% | 36 | $544 |
| SouthState Bank Corp | 0.00% | Reduce -37.7% | 33 | $499 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 33 | $498 |
| Cornerstone Financial Management LLC | 0.00% | Reduce -47.2% | 28 | $423 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 28 | $423 |
| Owl Creek Wealth Partners LLC | 0.00% | New | 25 | $378 |
| Fairscale Capital, LLC | 0.00% | No change | 15 | $227 |
| MV Capital Management, Inc. | 0.00% | New | 10 | $151 |
| True Wealth Design, LLC | 0.00% | Reduce -90.0% | 10 | $151 |
| Avion Wealth | 0.00% | Reduce -39.3% | 34 | $0 |
"% of holder's portfolio" is KVYO's weight in each manager's 13F, not the share of Klaviyo Inc. Class A the manager owns.