Klaviyo, Inc. - Common Stock (KVYO) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2023 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
KVYO on NYSE
Shares outstanding
137,514,473
Price per share
$22.32
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
158,291,979
Total reported value
$5,139,735,721
% of total 13F portfolios
0.01%
Share change
+17,293,168
Value change
+$588,335,692
Number of holders
254
Price from insider filings
$22.32
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Klaviyo, Inc. - Common Stock (KVYO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bialecki Andrew 35% -6.8% $2,233,913,659 -$139,680,634 78,163,529 -5.9% Bialecki Andrew 31 Dec 2025
Hallen Ed 19% $910,422,224 32,879,098 Hallen Ed 30 Sep 2025
SHOPIFY INC. 19% -26% $886,841,973 +$28,607,813 32,027,518 +3.3% Shopify Strategic Holdings 3 LLC 29 Aug 2025
SUMMIT PARTNERS L P 12% -42% $522,033,423 -$331,587,750 18,852,778 -39% Summit Partners, L.P. 30 Sep 2025
MORGAN STANLEY 10% +26% $472,100,587 +$136,911,718 14,538,026 +41% Morgan Stanley 31 Dec 2025
Capital International Investors 9.3% $365,505,219 12,788,846 Capital International Investors 31 Dec 2025
Accomplice Fund I, L.P. 10% $322,309,237 11,137,154 Jeff Fagnan 31 Mar 2025
VANGUARD GROUP INC 10% $365,938,152 10,728,178 The Vanguard Group 30 Jun 2025
FMR LLC 6.7% $228,166,449 8,240,031 FMR LLC 30 Sep 2025
Accel Growth Fund V L.P. 4.9% -12% $134,813,025 +$1,126,576 4,658,363 +0.84% Ping Li ("PL") 31 Mar 2025
Sands Capital Ventures, LLC 4.9% $127,806,680 4,416,264 SANDS FRANK M. 31 Mar 2025
ALLIANCEBERNSTEIN L.P. 4.4% -14% $116,317,963 +$667,472 4,019,280 +0.58% AllianceBernstein L.P. 31 Mar 2025
Capital Research Global Investors 3.8% $86,863,410 3,001,500 Capital Research Global Investors 31 Dec 2024
Clearbridge Investments, LLC 3% $62,185,375 2,148,769 Clearbridge Investments, LLC 30 Sep 2024

As of 31 Dec 2025, 254 institutional investors reported holding 158,291,979 shares of Klaviyo, Inc. - Common Stock (KVYO). This represents 115% of the company’s total 137,514,473 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Klaviyo, Inc. - Common Stock (KVYO) together control 87% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SUMMIT PARTNERS L P 14% 18,852,778 0% 58% $612,149,702
MORGAN STANLEY 11% 14,547,090 +36% 0.03% $472,344,030
VANGUARD GROUP INC 10% 14,361,540 +12% 0.01% $466,319,204
Capital International Investors 9.3% 12,788,846 0.07% $415,253,830
FMR LLC 6.1% 8,371,717 +1.6% 0.01% $271,829,648
ALLIANCEBERNSTEIN L.P. 3.4% 4,731,312 -1.6% 0.05% $153,625,701
BlackRock, Inc. 2.7% 3,716,334 +1.6% 0% $120,669,364
Sands Capital Alternatives, LLC 2.7% 3,649,678 +3.8% 23% $118,505,045
JPMORGAN CHASE & CO 2.6% 3,564,743 +87% 0.01% $115,747,232
Whale Rock Capital Management LLC 2.2% 3,057,889 +0.03% 1.3% $99,289,656
FEDERATED HERMES, INC. 2.1% 2,900,807 -0.32% 0.16% $94,189,203
AMERICAN CENTURY COMPANIES INC 2.1% 2,895,304 +37% 0.05% $94,010,573
FULLER & THALER ASSET MANAGEMENT, INC. 2.1% 2,854,163 0.31% $92,674,663
Capital Research Global Investors 1.9% 2,577,782 -0.59% 0.02% $83,700,582
Fiera Capital Corp 1.7% 2,331,650 +88% 0.24% $75,708,675
GREENOAKS CAPITAL PARTNERS LLC 1.7% 2,316,796 0% 2.5% $75,226,366
TWO SIGMA INVESTMENTS, LP 1.6% 2,224,011 +31% 0.11% $72,213,637
FRANKLIN RESOURCES INC 1.4% 1,980,269 +3% 0.02% $64,299,347
12 West Capital Management LP 1.3% 1,838,000 0% 7.1% $59,679,860
TWO SIGMA ADVISERS, LP 1.3% 1,782,500 +15% 0.11% $57,877,775
RENAISSANCE TECHNOLOGIES LLC 1.3% 1,763,744 +4.8% 0.09% $57,268,768
MILLENNIUM MANAGEMENT LLC 1.2% 1,700,502 -4.5% 0.04% $55,215,300
GEODE CAPITAL MANAGEMENT, LLC 1.2% 1,672,727 +13% 0% $54,330,537
Clearbridge Investments, LLC 1.2% 1,641,958 -17% 0.04% $53,314,379
GOLDMAN SACHS GROUP INC 1.1% 1,524,043 -4.3% 0.01% $49,485,676

Institutional Holders of Klaviyo, Inc. - Common Stock (KVYO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 158,291,979 $5,139,735,721 +$588,335,692 $32.47 254
2025 Q3 141,310,129 $3,914,452,615 +$188,134,962 $27.69 275
2025 Q2 133,427,489 $4,480,157,634 +$606,486,905 $33.58 254
2025 Q1 115,163,123 $3,485,157,277 +$7,777,195 $30.26 215
2024 Q4 114,019,355 $4,702,454,232 +$12,413,940 $41.24 183
2024 Q3 112,688,295 $3,988,569,710 +$103,363,332 $35.38 155
2024 Q2 110,710,486 $2,755,035,251 +$336,409,759 $24.89 131
2024 Q1 97,210,463 $2,473,738,867 +$567,238,465 $25.48 129
2023 Q4 74,639,384 $2,071,573,932 -$48,805,363 $27.78 102
2023 Q3 76,070,874 $2,621,101,608 +$2,620,714,239 $34.50 97