Klaviyo KVYO Institutional Ownership

NYSE KVYO

$16.87 -1.22 (-6.74%)

As of: Oct 16, 2026 · 11:45 AM EDT

Institutions by Trading Activity

274 Institutions

Increased 168 61.3%

Unchanged 31 11.3%

Reduced 75 27.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

48.95%

▼-2.77 pp QoQ

Shares Held by Institutions

145.32Mn

of 296.85Mn outstanding

▼-7.69% QoQ

Shares Outstanding

296.85Mn

151.53Mn held outside 13F filers

Institutional Investors

274

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

-12.10Mn

distributed since last quarter

Value of Holdings

$2.47Bn

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

Updated Oct 11, 2026

Klaviyo, Inc. (NYSE:KVYO) appeared in the 13F filings of 274 institutional investors for the quarter ended June 30, 2026.

Together they owned 48.95% of the outstanding stock in Q2 2026, down from 51.73% a quarter earlier.
Total holdings of Klaviyo shares fell 7.69% from Q1 2026, and the number of holders rose 9.16% from Q2 2025.
Of the 274 holders of KVYO in Q2 2026, 168 added to their positions, 75 reduced their stakes and 31 left their positions unchanged.
The aggregate institutional position in Klaviyo was 145.32Mn shares at the end of Q2 2026, down 12.1Mn from the prior quarter and up 17.18Mn from a year earlier.
Summit Partners L.P. was the top holder of Klaviyo as of June 30, 2026, with 18.85Mn shares, or 6.35% of shares outstanding.
Among existing holders, the largest additions to Klaviyo in Q2 2026 came from BlackRock, Inc. (+3.26Mn shares), Bank of America Corp (+2.13Mn shares), Millennium Management LLC (+1.77Mn shares), State Street Corp (+1.16Mn shares) and D. E. Shaw & Co., Inc. (+1.13Mn shares).
Holders that trimmed the most shares of Klaviyo in Q2 2026 while keeping a position were JPMorgan Chase & Co (-3.48Mn shares), FMR LLC (-3.22Mn shares), AllianceBernstein L.P. (-3.02Mn shares), Whale Rock Capital Management LLC (-1.3Mn shares) and Capital International Investors (-1.22Mn shares).
Per Business Quant data, the 10 largest holders of Klaviyo at the end of Q2 2026 were Summit Partners L.P. (18.85Mn shares), Capital International Investors (10.48Mn shares), Vanguard Portfolio Management LLC (7.69Mn shares), BlackRock, Inc. (7.61Mn shares), FMR LLC (6.57Mn shares), Vanguard Capital Management LLC (5.99Mn shares), Whale Rock Capital Management LLC (5.53Mn shares), Wellington Management Group LLP (5.05Mn shares), Morgan Stanley (4.44Mn shares) and Millennium Management LLC (4.12Mn shares).

Form 13F Holdings

274 Institutional Holders

Report period 30 Jun, 2026

Total shares held 145.32Mn

Of outstanding 48.95%

#	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 274 holders