KVYO in the 13F filings
Klaviyo Inc · CUSIP 49845K101
- Quarter end
- 30 Jun 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 3 Aug 2026
- Managers listing it
- 29
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q1 2026 and Q2 2026; 5 listed it in both
- Shares listed
- 38,839,142
- combined, among listed positions
- Reported value
- $587m
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 18 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -6,665,037.
Managers listing KVYO in Q2 2026
29 of 29 holders
What managers have written about KVYO
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Klaviyo's 2023 IPO letter from its co-founders · Klaviyo · 25 Aug 2023 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Millennium Management LLCexisting position · 4,117,367 shares now+1,769,132
- D. E. Shaw & Co.existing position · 1,194,162 shares now+1,129,635
- Arrowstreet Capital LPexisting position · 1,252,119 shares now+1,072,959
- ExodusPoint Capital Management LPnew position · 934,136 shares now+934,136
- Squarepoint Ops LLCexisting position · 962,136 shares now+885,385
Reductions
- Fidelity (FMR LLC)existing position · 6,566,155 shares now-3,220,927
- AllianceBernstein LPexisting position · 32,064 shares now-3,016,159
- Whale Rock Capital Management LLCexisting position · 5,528,166 shares now-1,297,040
- Susquehanna International Group LLPexisting position · 294,734 shares now-1,166,424
- Two Sigma Investments LPexisting position · 1,767,900 shares now-1,123,990
New positions and exits
New (3)
Exited (7)
- Capital Research Global Investorswas $26m
- Schonfeld Strategic Advisors LLCwas $24m
- Freestone Grove Partners LPwas $4.0m
- Tudor Investment Corpwas $3.2m
- Neuberger Berman Group LLCwas $2.4m
- Winton Group Ltdwas $415k
- Hudson Bay Capital Management LPwas $376k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2023 | 10 | $120m | n.a. | n.a. |
| Q4 2023 | 7 | $93m | 2 | 3 |
| Q1 2024 | 8 | $173m | 4 | 2 |
| Q2 2024 | 10 | $295m | 5 | 3 |
| Q3 2024 | 9 | $569m | 5 | 4 |
| Q4 2024 | 10 | $600m | 7 | 3 |
| Q1 2025 | 11 | $486m | 7 | 5 |
| Q2 2025 | 13 | $651m | 9 | 3 |
| Q3 2025 | 12 | $674m | 7 | 5 |
| Q4 2025 | 10 | $613m | 14 | 19 |
| Q1 2026 | 8 | $414m | 26 | 9 |
| Q2 2026 | 2 | $98m | 18 | 18 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
KVYO and GOOGL →KVYO and AMZN →KVYO and MSFT →Choose a stock to compare with KVYO →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own KVYO, latest filings →Back to the 13F Explorer →