Who owns Klaviyo (KVYO)
Which tracked institutional funds hold KVYO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KVYO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
KVYO’s largest tracked holder by dollar value, SUMMIT PARTNERS L P, sizes it at 46.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 46.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KVYO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their KVYO positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SUMMIT PARTNERS L P | 18,852,778 | $285M | 13.4% | 2026-Q2 |
| Capital International Investors trimmed | 10,482,971 | $158M | 7.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 7,692,774 | $116M | 5.5% | 2026-Q2 |
| BlackRock, Inc. added | 7,612,078 | $115M | 5.4% | 2026-Q2 |
| FMR LLC trimmed | 6,566,155 | $99M | 4.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 5,990,660 | $90M | 4.3% | 2026-Q2 |
| Whale Rock Capital Management LLC trimmed | 5,528,166 | $83M | 3.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 5,049,414 | $76M | 3.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,444,684 | $67M | 3.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 4,117,367 | $62M | 2.9% | 2026-Q2 |
| Sands Capital Alternatives, LLC added | 3,928,146 | $59M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,819,545 | $58M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,476,695 | $37M | 1.8% | 2026-Q2 |
| STATE STREET CORP added | 2,319,638 | $35M | 1.6% | 2026-Q2 |
| GREENOAKS LLC | 2,316,796 | $35M | 1.6% | 2026-Q2 |
| Capital World Investors added | 2,097,263 | $32M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,784,550 | $27M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,767,900 | $27M | 1.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,708,900 | $26M | 1.2% | 2026-Q2 |
| Jupiter Topco LLC new | 1,614,070 | $24M | 1.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,560,244 | $24M | 1.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,392,659 | $21M | 1.0% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 1,384,236 | $21M | 1.0% | 2026-Q2 |
| Islander Capital Partners, L.P. added | 1,383,304 | $21M | 1.0% | 2026-Q2 |
| Fiera Capital Corp trimmed | 1,377,721 | $21M | 1.0% | 2026-Q2 |
| Barton Investment Management added | 1,256,608 | $19M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,252,119 | $19M | 0.9% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,218,359 | $18M | 0.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,194,162 | $18M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,172,112 | $18M | 0.8% | 2026-Q2 |
| Trexquant Investment LP added | 1,143,476 | $17M | 0.8% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 1,114,467 | $17M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,088,959 | $16M | 0.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,002,210 | $15M | 0.7% | 2026-Q2 |
| Squarepoint Ops LLC added | 962,136 | $15M | 0.7% | 2026-Q2 |
| Bienville Capital Management, LLC trimmed | 938,354 | $14M | 0.7% | 2026-Q2 |
| ExodusPoint Capital Management, LP new | 934,136 | $14M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 901,395 | $14M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 893,331 | $13M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 817,683 | $12M | 0.6% | 2026-Q2 |
| UBS Group AG added | 808,204 | $12M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 796,891 | $12M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 718,899 | $11M | 0.5% | 2026-Q2 |
| Delta Global Management LP trimmed | 690,658 | $10M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 678,134 | $10M | 0.5% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO new | 636,230 | $10M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 573,727 | $9M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 548,676 | $8M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 528,368 | $8M | 0.4% | 2026-Q2 |
| Voleon Capital Management LP added | 477,352 | $7M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 469,280 | $7M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 435,581 | $7M | 0.3% | 2026-Q2 |
| Morangie Management LLC trimmed | 403,166 | $6M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 397,824 | $6M | 0.3% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 364,666 | $6M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 359,127 | $5M | 0.3% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 344,823 | $5M | 0.2% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK added | 333,001 | $5M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 317,805 | $5M | 0.2% | 2026-Q2 |
| Jump Financial, LLC trimmed | 315,500 | $5M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 313,766 | $5M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 307,682 | $5M | 0.2% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 307,282 | $5M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 307,209 | $5M | 0.2% | 2026-Q2 |
| FORMULA GROWTH LTD added | 300,000 | $5M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 294,734 | $4M | 0.2% | 2026-Q2 |
| BW Gestao de Investimentos Ltda. added | 293,565 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 280,600 | $4M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 271,505 | $4M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 257,260 | $4M | 0.2% | 2026-Q2 |
| LGT Fund Management Co Ltd. new | 230,100 | $3M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 227,320 | $3M | 0.2% | 2026-Q2 |
| Mayflower Financial Advisors, LLC trimmed | 226,700 | $3M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 211,751 | $3M | 0.2% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 198,806 | $3M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 198,284 | $3M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 193,037 | $3M | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 187,536 | $3M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 179,631 | $3M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 176,600 | $3M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 167,309 | $3M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 163,004 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 157,385 | $2M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 149,608 | $2M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 131,860 | $2M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 131,709 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 131,028 | $2M | 0.1% | 2026-Q2 |
| Crestwood Advisors Group, LLC trimmed | 128,408 | $2M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 121,976 | $2M | 0.1% | 2026-Q2 |
| Shay Capital LLC new | 117,500 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 114,214 | $2M | 0.1% | 2026-Q2 |
| Night Squared LP trimmed | 112,588 | $2M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 109,527 | $2M | 0.1% | 2026-Q2 |
| FIL Ltd trimmed | 105,586 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 101,204 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 98,034 | $1M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 96,932 | $1M | 0.1% | 2026-Q2 |
| Man Group plc added | 93,699 | $1M | 0.1% | 2026-Q2 |
| Kerrisdale Advisers, LLC new | 91,120 | $1M | 0.1% | 2026-Q2 |
| Eaton Financial Holdings Company, LLC new | 89,430 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.