| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bialecki Andrew | 38% | -12% | $2,299,679,006 | -$131,401,538 | 83,050,885 | -5.4% | Bialecki Andrew | 30 Sep 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 |
| 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 30 Sep 2025, 273 institutional investors reported holding 141,307,454 shares of Klaviyo, Inc. - Series A Common Stock (KVYO). This represents 102% of the company’s total 138,457,390 outstanding shares.
The largest institutional shareholders of Klaviyo, Inc. - Series A Common Stock (KVYO) together control 75% 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 | -39% | 56% | $522,033,423 |
| VANGUARD GROUP INC | 9.2% | 12,787,728 | +19% | 0.01% | $354,092,188 |
| MORGAN STANLEY | 7.7% | 10,691,930 | +141% | 0.02% | $296,059,567 |
| FMR LLC | 6% | 8,240,031 | +437% | 0.01% | $228,166,449 |
| Point72 Asset Management, L.P. | 3.8% | 5,235,229 | 0.32% | $144,963,488 | |
| ALLIANCEBERNSTEIN L.P. | 3.5% | 4,806,677 | +8.6% | 0.04% | $133,096,886 |
| BlackRock, Inc. | 2.6% | 3,656,889 | +7% | 0% | $101,259,254 |
| Sands Capital Alternatives, LLC | 2.5% | 3,515,065 | 0% | 21% | $97,332,150 |
| Whale Rock Capital Management LLC | 2.2% | 3,056,967 | -17% | 1% | $84,647,416 |
| CITADEL ADVISORS LLC | 2.2% | 2,992,498 | +371% | 0.07% | $82,862,269 |
| FEDERATED HERMES, INC. | 2.1% | 2,910,192 | -0.03% | 0.14% | $80,583,216 |
| Capital Research Global Investors | 1.9% | 2,593,143 | -4.6% | 0.01% | $71,804,130 |
| Bank of New York Mellon Corp | 1.8% | 2,519,626 | +22% | 0.01% | $69,768,445 |
| GREENOAKS CAPITAL PARTNERS LLC | 1.7% | 2,316,796 | -1.2% | 2.1% | $64,152,081 |
| AMERICAN CENTURY COMPANIES INC | 1.5% | 2,118,977 | -21% | 0.03% | $58,674,506 |
| Clearbridge Investments, LLC | 1.4% | 1,981,598 | -2.2% | 0.04% | $54,870,438 |
| FRANKLIN RESOURCES INC | 1.4% | 1,922,325 | -1.4% | 0.01% | $53,229,175 |
| JPMORGAN CHASE & CO | 1.4% | 1,907,831 | +13% | 0% | $52,827,857 |
| 12 West Capital Management LP | 1.3% | 1,838,000 | +40% | 5.3% | $50,894,220 |
| MILLENNIUM MANAGEMENT LLC | 1.3% | 1,781,054 | -3.3% | 0.04% | $49,317,385 |
| TWO SIGMA INVESTMENTS, LP | 1.2% | 1,692,181 | +50% | 0.07% | $46,856,492 |
| RENAISSANCE TECHNOLOGIES LLC | 1.2% | 1,683,344 | +41% | 0.06% | $46,611,795 |
| GOLDMAN SACHS GROUP INC | 1.1% | 1,592,076 | -8.9% | 0.01% | $44,084,584 |
| TWO SIGMA ADVISERS, LP | 1.1% | 1,556,300 | +9.5% | 0.09% | $43,093,947 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 1,477,386 | +18% | 0% | $40,921,718 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 455,572 | $14,792,355 | +$1,054,491 | $32.47 | 13 |
| 2025 Q3 | 141,307,454 | $3,914,386,078 | +$188,132,382 | $27.69 | 273 |
| 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 |