Klaviyo, Inc. (KVYO) Institutional Ownership

Ownership Summary

Klaviyo, Inc. (NYSE:KVYO) showed up in the 13F filings of 250 institutional investors as of December 2025.

• Their combined ownership stood at 52.9% of outstanding shares in December 2025, up from 47.9% in September 2025.
• Their total shares held in KVYO increased 16.94% from the prior quarter, while the number of investors in Klaviyo increased 36.61% year over year.
• Of these 250 holders, 139 added to their stakes in Klaviyo, 88 trimmed positions, and 23 made no changes.
• 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 holds the largest position in KVYO at 18.85Mn shares as of December 31, 2025, or 6.22% of shares outstanding.
• The largest buyers of Klaviyo for the quarter ending December 2025 were 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).
• Per Business Quant, the top 10 investors in KVYO for the quarter ending 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).