Klaviyo, Inc. (KVYO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

303,167,417Shares Outstanding

161,907,200Shares held by institutions

$3,153,952,256Value of institutional holdings

53.41%Institutional ownership %

18.01%Shares Changed QoQ

251No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Klaviyo, Inc. (NYSE:KVYO) has 250 institutional investors with active 13F positions as of December 2025.

Collectively, these holders controlled 52.9% of Klaviyo's outstanding shares in December 2025, up from 47.9% in September 2025.
They increased total shares held in Klaviyo by 16.94% from last quarter, and the number of investors in KVYO increased 36.61% annually.
Activity in KVYO broke down as 139 buyers, 88 sellers, and 23 unchanged among 250 total holders.
Institutional investors collectively held 160.38Mn shares in Klaviyo as of December 2025, up by 23.24Mn shares quarter on quarter, and up 40.23Mn shares year over year.
As of December 31, 2025, the biggest holder of Klaviyo is Barton Investment Management at 1.05Mn shares, representing 0.35% of shares outstanding.
The biggest buyers of Klaviyo for the quarter ending December 2025 included Barton Investment Management (380.01K), Prospera Financial Services Inc (39.45K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (30.05K), Krilogy Financial LLC (12.01K), Merit Financial Group, LLC (10.51K).
Leading sellers of Klaviyo shares for the quarter ending December 2025 were SG Americas Securities, LLC (97.86K), Pictet Asset Management Holding SA (150).
Per Business Quant data, the top 10 holders of Klaviyo for the quarter ending December 2025 are Barton Investment Management (1.05Mn), Morangie Management LLC (424.11K), Mayflower Financial Advisors, LLC (226.73K), Prospera Financial Services Inc (39.45K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (30.05K), FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ (21.93K), Pictet Asset Management Holding SA (21.55K), OPPENHEIMER ASSET MANAGEMENT INC. (14.1K), Krilogy Financial LLC (12.01K), Merit Financial Group, LLC (10.51K).

251 Institutional Holders

161,907,200 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
SUMMIT PARTNERS L P	31 Dec, 2025	18,852,778	0	0.00%	$612,149,702.00
Morgan Stanley	31 Dec, 2025	14,547,090	3,855,160	36.06%	$472,344,030.00
VANGUARD GROUP INC	31 Dec, 2025	14,361,540	1,573,812	12.31%	$466,319,204.00
Capital International Investors	31 Dec, 2025	12,788,846	12,788,846	0.00%	$415,253,830.00
FMR LLC	31 Dec, 2025	8,371,717	131,686	1.60%	$271,829,648.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	5,708,326	5,708,326	0.00%	$185,349,326.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	4,731,312	-75,365	-1.57%	$153,625,701.00
BlackRock, Inc.	31 Dec, 2025	3,716,334	59,445	1.63%	$120,669,364.00
Sands Capital Alternatives, LLC	31 Dec, 2025	3,649,678	134,613	3.83%	$118,505,045.00
Jpmorgan Chase & Co	31 Dec, 2025	3,564,743	-250,919	-6.58%	$115,747,232.00
Whale Rock Capital Management LLC	31 Dec, 2025	3,057,889	922	0.03%	$99,289,656.00
Goldman Sachs Group Inc	31 Dec, 2025	3,048,086	1,456,010	91.45%	$98,971,352.00
Federated Hermes, Inc.	31 Dec, 2025	2,900,807	-9,385	-0.32%	$94,189,203.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	2,895,304	776,327	36.64%	$94,010,573.00
Capital Research Global Investors	31 Dec, 2025	2,577,782	-15,361	-0.59%	$83,700,582.00
Fiera Capital Corp	31 Dec, 2025	2,331,650	1,089,704	87.74%	$75,708,675.00
GREENOAKS CAPITAL PARTNERS LLC	31 Dec, 2025	2,316,796	0	0.00%	$75,226,366.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	2,224,011	531,830	31.43%	$72,213,637.00
Franklin Resources Inc	31 Dec, 2025	1,980,269	57,944	3.01%	$64,299,347.00
12 West Capital Management LP	31 Dec, 2025	1,838,000	0	0.00%	$59,679,860.00

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