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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on KVYO is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 147 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
KVYO’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes KVYO more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 2123 tracked filers holding KVYO, 177 increased or opened the position and 107 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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
Funds opening or closing a position in KVYO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- ExodusPoint Capital Management, LP$14M
- BALYASNY ASSET MANAGEMENT L.P.$11M
Full exits 134
- SUMMIT PARTNERS L P$367M
- VANGUARD PORTFOLIO MANAGEMENT LLC$147M
- VANGUARD CAPITAL MANAGEMENT LLC$120M
- ALLIANCEBERNSTEIN L.P.$99M
- MORGAN STANLEY$99M
- JPMORGAN CHASE & CO$82M
Largest adds
- BlackRock, Inc.$30M
- D. E. Shaw & Co., Inc.$17M
- MILLENNIUM MANAGEMENT LLC$16M
- STATE STREET CORP$13M
- Invesco Ltd.$2M
- PRICE T ROWE ASSOCIATES INC /MD/$369K
Largest trims
- FMR LLC$90M
- Capital International Investors$69M
- NORGES BANK$50M
- Whale Rock Capital Management LLC$49M
- WELLINGTON MANAGEMENT GROUP LLP$30M
- TWO SIGMA INVESTMENTS, LP$30M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SUMMIT PARTNERS L P | 18,852,778 | $367M | 10.0% | 2026-Q1 |
| Capital International Investors trimmed | 10,482,971 | $158M | 4.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,531,915 | $147M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,162,720 | $120M | 3.3% | 2026-Q1 |
| BlackRock, Inc. added | 7,612,078 | $115M | 3.1% | 2026-Q2 |
| FMR LLC trimmed | 6,566,155 | $99M | 2.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 3,048,223 | $99M | 2.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,067,690 | $99M | 2.7% | 2026-Q1 |
| Whale Rock Capital Management LLC trimmed | 5,528,166 | $83M | 2.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,299,977 | $82M | 2.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 5,049,414 | $76M | 2.1% | 2026-Q2 |
| Sands Capital Alternatives, LLC | 3,649,678 | $71M | 1.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 4,117,367 | $62M | 1.7% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 2,941,998 | $57M | 1.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,923,295 | $57M | 1.6% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 2,639,485 | $51M | 1.4% | 2026-Q1 |
| Fiera Capital Corp added | 2,399,260 | $47M | 1.3% | 2026-Q1 |
| Greenoaks Capital Partners LLC | 2,316,796 | $45M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,161,293 | $42M | 1.1% | 2026-Q1 |
| STATE STREET CORP added | 2,319,638 | $35M | 1.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,773,550 | $35M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,686,770 | $33M | 0.9% | 2026-Q1 |
| Capital World Investors added | 2,097,263 | $32M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,508,137 | $29M | 0.8% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC added | 1,488,481 | $29M | 0.8% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 1,473,431 | $29M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,461,158 | $28M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,767,900 | $27M | 0.7% | 2026-Q2 |
| Capital Research Global Investors trimmed | 1,348,445 | $26M | 0.7% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 1,238,205 | $24M | 0.7% | 2026-Q1 |
| Bienville Capital Management, LLC added | 1,227,863 | $24M | 0.7% | 2026-Q1 |
| Islander Capital Partners, L.P. added | 1,226,000 | $24M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,560,244 | $24M | 0.6% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 1,208,979 | $24M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,181,887 | $23M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,077,930 | $21M | 0.6% | 2026-Q1 |
| Barton Investment Management added | 1,050,052 | $20M | 0.6% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,025,134 | $20M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,218,359 | $18M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,194,162 | $18M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,172,112 | $18M | 0.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 908,614 | $18M | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 884,788 | $17M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 878,239 | $17M | 0.5% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 1,114,467 | $17M | 0.5% | 2026-Q2 |
| Delta Global Management LP added | 847,497 | $16M | 0.4% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 757,100 | $15M | 0.4% | 2026-Q1 |
| ExodusPoint Capital Management, LP new | 934,136 | $14M | 0.4% | 2026-Q2 |
| Trexquant Investment LP added | 699,988 | $14M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 601,707 | $12M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 718,899 | $11M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 548,047 | $11M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 458,135 | $9M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 429,820 | $8M | 0.2% | 2026-Q1 |
| Morangie Management LLC added | 424,108 | $8M | 0.2% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 401,068 | $8M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 370,072 | $7M | 0.2% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 364,666 | $7M | 0.2% | 2026-Q1 |
| Liontrust Investment Partners LLP | 193,578 | $6M | 0.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 322,708 | $6M | 0.2% | 2026-Q1 |
| Burkehill Global Management, LP | 300,000 | $6M | 0.2% | 2026-Q1 |
| GOODNOW INVESTMENT GROUP, LLC trimmed | 293,059 | $6M | 0.2% | 2026-Q1 |
| Lisanti Capital Growth, LLC added | 281,120 | $5M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 259,200 | $5M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 317,805 | $5M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 245,857 | $5M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 237,428 | $5M | 0.1% | 2026-Q1 |
| Night Squared LP added | 237,217 | $5M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 233,345 | $5M | 0.1% | 2026-Q1 |
| Mayflower Financial Advisors, LLC added | 226,729 | $4M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 208,995 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 14,361,540 | $466M | 12.7% | 2025-Q4 stale |
| 12 West Capital Management LP | 1,838,000 | $60M | 1.6% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 1,782,500 | $58M | 1.6% | 2025-Q4 stale |
| Claro Advisors LLC added | 1,648,873 | $50M | 1.4% | 2025-Q1 stale |
| COOPER CREEK PARTNERS MANAGEMENT LLC trimmed | 1,012,849 | $28M | 0.8% | 2025-Q3 stale |
| Zimmer Partners, LP new | 719,636 | $24M | 0.7% | 2025-Q2 stale |
| Shannon River Fund Management LLC new | 729,703 | $24M | 0.6% | 2025-Q4 stale |
| J. Goldman & Co LP added | 634,426 | $21M | 0.6% | 2025-Q4 stale |
| Granahan Investment Management, LLC added | 605,271 | $20M | 0.5% | 2025-Q4 stale |
| Nearwater Capital Markets, Ltd new | 600,000 | $19M | 0.5% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 652,018 | $18M | 0.5% | 2025-Q3 stale |
| Ghisallo Capital Management LLC new | 500,000 | $17M | 0.5% | 2025-Q2 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 461,931 | $15M | 0.4% | 2025-Q4 stale |
| GLYNN CAPITAL MANAGEMENT LLC trimmed | 456,805 | $15M | 0.4% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 416,606 | $14M | 0.4% | 2025-Q2 stale |
| LORD, ABBETT & CO. LLC trimmed | 469,691 | $13M | 0.4% | 2025-Q3 stale |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 389,303 | $12M | 0.3% | 2025-Q3 stale |
| Jump Financial, LLC added | 317,381 | $10M | 0.3% | 2025-Q4 stale |
| Fortress Investment Group LLC new | 300,000 | $10M | 0.3% | 2025-Q2 stale |
| Polar Capital Holdings Plc trimmed | 246,812 | $8M | 0.2% | 2025-Q2 stale |
| SummitTX Capital, L.P. added | 264,169 | $7M | 0.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 252,313 | $7M | 0.2% | 2025-Q3 stale |
| SCOPIA CAPITAL MANAGEMENT LP new | 247,564 | $7M | 0.2% | 2025-Q3 stale |
| Ararat Capital Management LP trimmed | 221,107 | $6M | 0.2% | 2025-Q3 stale |
| Watchtower Advisors, LP trimmed | 185,050 | $6M | 0.2% | 2025-Q1 stale |
| NEXT CENTURY GROWTH INVESTORS LLC new | 199,397 | $6M | 0.2% | 2025-Q3 stale |
| LMR Partners LLP added | 150,000 | $5M | 0.1% | 2025-Q4 stale |
| Longaeva Partners L.P. trimmed | 153,221 | $4M | 0.1% | 2025-Q3 stale |
| SEVEN GRAND MANAGERS, LLC new | 150,000 | $4M | 0.1% | 2025-Q3 stale |
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.