Klaviyo KVYO Institutional Ownership

NYSE KVYO

$18.60 -1.15 (-5.82%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

275 Institutions

Increased 169 61.5%

Unchanged 31 11.3%

Reduced 75 27.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

49.22%

▼-2.84 pp QoQ

Shares Held by Institutions

146.12Mn

of 296.85Mn outstanding

▲+3.78% QoQ

Shares Outstanding

296.85Mn

150.73Mn held outside 13F filers

Institutional Investors

275

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

+5.33Mn

accumulated since last quarter

Value of Holdings

$2.72Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Klaviyo, Inc. (NYSE:KVYO) appears in 275 institutional 13F filings for the quarter ending June 2026.

These investors held 49.2% of outstanding shares in June 2026, down from 52.1% in March 2026.
They increased total shares held in KVYO by 3.78% quarter over quarter, and investors in Klaviyo increased 8.7% from a year ago.
Among the 275 funds, 169 bought more Klaviyo shares, 75 sold down, and 31 held their ground.
Combined, these investors held 146.12Mn shares in KVYO for June 2026, up by 5.33Mn shares quarter on quarter, and down 14.22Mn shares year over year.
SUMMIT PARTNERS L P leads ownership in KVYO with 18.85Mn shares as of June 30, 2026, equal to 6.35% of outstanding shares.
The most significant purchases of KVYO for the quarter ending June 2026 came from BlackRock, Inc. (3.26Mn), Bank Of America Corp /De/ (2.13Mn), MILLENNIUM MANAGEMENT LLC (1.77Mn), Jupiter Topco LLC (1.61Mn), State Street Corp (1.16Mn).
The biggest sellers of Klaviyo for the quarter ending June 2026 included Jpmorgan Chase & Co (3.48Mn), FMR LLC (3.22Mn), ALLIANCEBERNSTEIN L.P. (3.02Mn), Whale Rock Capital Management LLC (1.3Mn), Capital International Investors (1.22Mn).
Per Business Quant data, the top 10 holders of Klaviyo for the quarter ending June 2026 are SUMMIT PARTNERS L P (18.85Mn), Capital International Investors (10.48Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (7.69Mn), BlackRock, Inc. (7.61Mn), FMR LLC (6.57Mn), VANGUARD CAPITAL MANAGEMENT LLC (5.99Mn), Whale Rock Capital Management LLC (5.53Mn), WELLINGTON MANAGEMENT GROUP LLP (5.05Mn), Morgan Stanley (4.44Mn), MILLENNIUM MANAGEMENT LLC (4.12Mn).

Form 13F Holdings

275 Institutional Holders

Report period 30 Jun, 2026

Total shares held 146.12Mn

Of outstanding 49.22%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	SUMMIT PARTNERS L P	0000830588	18,852,778	6.35%	0	0.00%	$284.68Mn
2	Capital International Investors	0001562230	10,482,971	3.53%	▼1,220,888	-10.43%	$158.29Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	7,692,774	2.59%	▲160,859	+2.14%	$116.16Mn
4	BlackRock, Inc.	0002012383	7,612,078	2.56%	▲3,257,743	+74.82%	$114.94Mn
5	FMR LLC	0000315066	6,566,155	2.21%	▼3,220,927	-32.91%	$99.15Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	5,990,660	2.02%	▼172,060	-2.79%	$90.46Mn
7	Whale Rock Capital Management LLC	0001387322	5,528,166	1.86%	▼1,297,040	-19.00%	$83.48Mn
8	WELLINGTON MANAGEMENT GROUP LLP	0000902219	5,049,414	1.70%	▼430,029	-7.85%	$76.25Mn
9	Morgan Stanley	0000895421	4,444,684	1.50%	▼623,006	-12.29%	$67.11Mn
10	MILLENNIUM MANAGEMENT LLC	0001273087	4,117,367	1.39%	▲1,769,132	+75.34%	$62.17Mn
11	Sands Capital Alternatives, LLC	0001846444	3,928,146	1.32%	▲278,468	+7.63%	$59.32Mn
12	Bank Of America Corp /De/	0000070858	3,819,545	1.29%	▲2,132,775	+126.44%	$57.68Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,476,695	0.83%	▲703,145	+39.65%	$37.41Mn
14	State Street Corp	0000093751	2,319,638	0.78%	▲1,163,818	+100.69%	$35.03Mn
15	GREENOAKS LLC	0001840735	2,316,796	0.78%	0	0.00%	$34.98Mn
16	Capital World Investors	0001422849	2,097,263	0.71%	▲57,215	+2.80%	$31.67Mn
17	Goldman Sachs Group Inc	0000886982	1,784,550	0.60%	▼376,743	-17.43%	$26.95Mn
18	TWO SIGMA INVESTMENTS, LP	0001179392	1,767,900	0.60%	▼1,123,990	-38.87%	$26.70Mn
19	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	1,708,900	0.58%	▲951,800	+125.72%	$25.80Mn
20	Jupiter Topco LLC	0002146052	1,614,070	0.54%	▲1,614,070	0.00%	$24.37Mn

Showing 1 to 20 of 275 holders