Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in KVYO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | SUMMIT PARTNERS L P | 18.9M | $366.9M | 0.0% | 6.231% | 54.74% |
| 2 | Capital International Investors | 11.7M | $227.8M | -8.5% | 3.868% | 0.05% |
| 3 | FMR LLC | 9.8M | $190.5M | +16.9% | 3.235% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.5M | $146.6M | — | 2.489% | 0.01% |
| 5 | Whale Rock Capital Management LLC | 6.8M | $132.8M | +123.2% | 2.256% | 1.72% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 6.2M | $119.9M | — | 2.037% | 0.00% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 5.5M | $106.6M | — | 1.811% | 0.02% |
| 8 | ALLIANCEBERNSTEIN L.P. | 3.0M | $99.0M | -35.6% | 1.008% | 0.03% |
| 9 | MORGAN STANLEY | 5.1M | $98.6M | -65.2% | 1.675% | 0.01% |
| 10 | BlackRock, Inc. | 4.4M | $84.7M | +17.2% | 1.439% | 0.00% |
| 11 | Sands Capital Alternatives, LLC | 3.6M | $71.0M | 0.0% | 1.206% | 16.86% |
| 12 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.9M | $57.3M | +3.1% | 0.972% | 0.19% |
| 13 | AMERICAN CENTURY COMPANIES INC | 2.9M | $56.9M | +1.0% | 0.966% | 0.03% |
| 14 | TWO SIGMA INVESTMENTS, LP | 2.9M | $56.3M | +30.0% | 0.956% | 0.05% |
| 15 | FEDERATED HERMES, INC. | 2.6M | $51.4M | -9.0% | 0.872% | 0.08% |
| 16 | Fiera Capital Corp | 2.4M | $46.7M | +2.9% | 0.793% | 0.16% |
| 17 | MILLENNIUM MANAGEMENT LLC | 2.3M | $45.7M | +21.9% | 0.776% | 0.03% |
| 18 | GREENOAKS CAPITAL PARTNERS LLC | 2.3M | $45.1M | 0.0% | 0.766% | 1.96% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.2M | $42.7M | — | 0.726% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 2.2M | $42.1M | +25.9% | 0.714% | 0.00% |
| 21 | Capital World Investors | 2.0M | $39.7M | +77.7% | 0.674% | 0.01% |
| 22 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $34.5M | +6.0% | 0.586% | 0.00% |
| 23 | BANK OF AMERICA CORP /DE/ | 1.7M | $32.8M | +88.8% | 0.557% | 0.00% |
| 24 | Point72 Asset Management, L.P. | 1.7M | $32.5M | +90.7% | 0.553% | 0.05% |
| 25 | RENAISSANCE TECHNOLOGIES LLC | 1.6M | $31.9M | -7.0% | 0.542% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in KVYO — a direct measure of their conviction.
Filings activity in KVYO during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new KVYO position in Q1 2026
Institutions that fully closed their KVYO position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 257 | +1.6% | 70.47% | 47.63 pp | $3.03B | 40% |
| Q4 2025 | 253 | 4.2% | 118.10% | +27.53 pp | $5.08B | +30% |
| Q3 2025 | 264 | +4.8% | 90.57% | 11.63 pp | $3.89B | 11% |
| Q2 2025 | 252 | +21% | 102.20% | +21.43 pp | $4.39B | +27% |
| Q1 2025 | 209 | +16% | 80.77% | 27.43 pp | $3.47B | 25% |
| Q4 2024 | 180 | +18% | 108.20% | +16.37 pp | $4.65B | +18% |
| Q3 2024 | 152 | +16% | 91.83% | +28.59 pp | $3.95B | +45% |
| Q2 2024 | 131 | — | 63.24% | — | $2.72B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying KVYO stock.
Based on Q1 2026 13F filings, institutional ownership of Klaviyo, Inc. stands at 70.5%, held across 257 reporting institutions.
SUMMIT PARTNERS L P is the largest reported institutional holder of KVYO, with approximately 18,852,778 shares worth $0.37B as of Q1 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of KVYO, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Point72 Asset Management, L.P., RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for KVYO is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
60 institutions opened new positions in KVYO during Q1 2026, while 56 fully exited. 53 added to existing positions and 141 trimmed.
KVYO institutional ownership fell by 47.63 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 51.9% of all reported 13F value in KVYO, and the top 25 account for 74.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Klaviyo, Inc. (KVYO) Institutional Ownership