Klaviyo, Inc. (KVYO) Institutional Ownership

Ownership Summary

Klaviyo, Inc. (NYSE:KVYO) is held by 260 institutional investors per 13F filings through March 2026.

• These investors held 52.0% of outstanding shares in March 2026, down from 55.7% in December 2025.
• Their total shares held in KVYO increased 15.48% from the prior quarter, while the number of investors in Klaviyo increased 18.72% year over year.
• Of these 260 funds, 169 grew their exposure to Klaviyo, 56 cut back, and 35 maintained positions.
• In total, institutional investors held 158.37Mn shares in Klaviyo as of March 2026, up by 21.22Mn shares quarter on quarter, and up 35.09Mn shares year over year.
• SUMMIT PARTNERS L P is the top holder of Klaviyo as of March 31, 2026, with 18.85Mn shares representing 6.19% of outstanding stock.
• The most significant purchases of KVYO for the quarter ending March 2026 came from 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 sales of KVYO for the quarter ending March 2026 came from 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 data, the top 10 holders of Klaviyo for the quarter ending March 2026 are 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).