Klaviyo, Inc. (KVYO) Institutional Ownership

Ownership Summary

Klaviyo, Inc. (NYSE:KVYO) appears in 250 institutional 13F filings for the quarter ending December 2025.

• These investors collectively held 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 the prior quarter, while the number of investors in KVYO increased 36.61% year over year.
• Activity in KVYO broke down as 139 buyers, 88 sellers, and 23 unchanged among 250 total holders.
• Altogether, these fund groups held 160.38Mn shares in KVYO by December 2025, up by 23.24Mn shares quarter on quarter, and up 40.23Mn shares year over year.
• SUMMIT PARTNERS L P leads ownership in KVYO with 18.85Mn shares as of December 31, 2025, equal to 6.22% of outstanding shares.
• The biggest buyers of Klaviyo for the quarter ending December 2025 included VANGUARD PORTFOLIO MANAGEMENT LLC (7.53Mn), VANGUARD CAPITAL MANAGEMENT LLC (6.16Mn), WELLINGTON MANAGEMENT GROUP LLP (5.48Mn), Whale Rock Capital Management LLC (3.77Mn), SUSQUEHANNA INTERNATIONAL GROUP, LLP (1.46Mn).
• The largest sellers of Klaviyo for the quarter ending December 2025 were Morgan Stanley (9.48Mn), FULLER & THALER ASSET MANAGEMENT, INC. (2.77Mn), ALLIANCEBERNSTEIN L.P. (1.68Mn), Capital Research Global Investors (1.23Mn), Capital International Investors (1.08Mn).
• Klaviyo's 10 largest shareholders as of December 2025 include SUMMIT PARTNERS L P (18.85Mn), Capital International Investors (11.7Mn), FMR LLC (9.79Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (7.53Mn), Whale Rock Capital Management LLC (6.83Mn), VANGUARD CAPITAL MANAGEMENT LLC (6.16Mn), WELLINGTON MANAGEMENT GROUP LLP (5.48Mn), Morgan Stanley (5.07Mn), BlackRock, Inc. (4.35Mn), Jpmorgan Chase & Co (4.3Mn) per Business Quant data.