Klaviyo, Inc. (KVYO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

288,800,000Shares Outstanding

23,805,596Shares held by institutions

$423,025,441Value of institutional holdings

54.50%Institutional ownership %

16.27%Shares Changed QoQ

246No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Klaviyo, Inc. (NYSE:KVYO) includes 246 filers as of the latest reporting cycle ending December 2025.

Klaviyo saw its institutional ownership percentage rose to 54.5% in December 2025 from 52.1% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 16.27%, with a year-over-year an increase of 32.97% in the count of filers.
Among the 246 institutional holders of Klaviyo, 138 added to their stakes while 84 trimmed their positions and 24 held steady.
The aggregate institutional position in Klaviyo now stands at 157.41Mn shares as of December 2025, after investors increased their holdings (up by 22.02Mn shares quarter on quarter which is up 41.81Mn shares year over year).
As of December 31, 2025, SUMMIT PARTNERS L P held Klaviyo's largest shareholding position with over 18.85Mn shares, representing 6.53% of total outstanding shares.
Among the most significant buyers of Klaviyo during December 2025 were Capital International Investors (12.79Mn), MORGAN STANLEY (3.86Mn), FULLER & THALER ASSET MANAGEMENT, INC. (2.85Mn), JPMORGAN CHASE & CO (1.66Mn), VANGUARD GROUP INC (1.57Mn).
Leading sellers of Klaviyo stock in December 2025 included Point72 Asset Management, L.P. (4.36Mn), CITADEL ADVISORS LLC (2.68Mn), Bank of New York Mellon Corp (1.13Mn), Freestone Grove Partners LP (902.21K), ROYAL BANK OF CANADA (828.14K).
The top 10 institutional holders of Klaviyo for the quarter ending December 2025 included SUMMIT PARTNERS L P (18.85Mn), MORGAN STANLEY (14.55Mn), VANGUARD GROUP INC (14.36Mn), Capital International Investors (12.79Mn), FMR LLC (8.37Mn), ALLIANCEBERNSTEIN L.P. (4.73Mn), BlackRock, Inc. (3.72Mn), Sands Capital Alternatives, LLC (3.65Mn), JPMORGAN CHASE & CO (3.56Mn), Whale Rock Capital Management LLC (3.06Mn).

246 Institutional Holders

23,805,596 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
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	1,656,912	86.85%	$115,747,232.00
Whale Rock Capital Management LLC	31 Dec, 2025	3,057,889	922	0.03%	$99,289,656.00
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
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	2,854,163	2,854,163	0.00%	$92,674,663.00
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
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	1,925,502	117,948	6.53%	$62,521,050.00
12 West Capital Management LP	31 Dec, 2025	1,838,000	0	0.00%	$59,679,860.00

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