Holders over time
- KVYO
- AMZN
| Quarter | KVYO | AMZN |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $195bn |
| Q4 2020 | none listed holders, n.a. | 65 holders, $198bn |
| Q1 2021 | none listed holders, n.a. | 65 holders, $193bn |
| Q2 2021 | none listed holders, n.a. | 66 holders, $221bn |
| Q3 2021 | none listed holders, n.a. | 59 holders, $199bn |
| Q4 2021 | none listed holders, n.a. | 66 holders, $209bn |
| Q1 2022 | none listed holders, n.a. | 66 holders, $201bn |
| Q2 2022 | none listed holders, n.a. | 58 holders, $125bn |
| Q3 2022 | none listed holders, n.a. | 60 holders, $136bn |
| Q4 2022 | none listed holders, n.a. | 56 holders, $93.6bn |
| Q1 2023 | none listed holders, n.a. | 61 holders, $112bn |
| Q2 2023 | none listed holders, n.a. | 64 holders, $144bn |
| Q3 2023 | 10 holders, $120m | 65 holders, $141bn |
| Q4 2023 | 7 holders, $93m | 69 holders, $172bn |
| Q1 2024 | 8 holders, $173m | 69 holders, $209bn |
| Q2 2024 | 10 holders, $295m | 70 holders, $224bn |
| Q3 2024 | 9 holders, $569m | 62 holders, $206bn |
| Q4 2024 | 10 holders, $600m | 68 holders, $250bn |
| Q1 2025 | 11 holders, $486m | 70 holders, $218bn |
| Q2 2025 | 13 holders, $651m | 71 holders, $253bn |
| Q3 2025 | 12 holders, $674m | 69 holders, $244bn |
| Q4 2025 | 10 holders, $613m | 74 holders, $280bn |
| Q1 2026 | 8 holders, $414m | 70 holders, $261bn |
| Q2 2026 | 2 holders, $98m | 72 holders, $305bn |
Klaviyo Inc
- Holders
- 11
- Reported value
- $486m
- Buyers
- 7
- Sellers
- 5
Breadth +2 among 95 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $218bn
- Buyers
- 39
- Sellers
- 31
Breadth +8 among 95 comparable managers.
Who holds both, Q1 2025
Both (10)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Capital Research Global Investors, Freestone Grove Partners LP, Quantbot Technologies LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC
Only KVYO (1)
Only AMZN (60)
Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, and 35 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.