KVYO in the 13F filings
Klaviyo Inc · CUSIP 49845K101
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 14 Aug 2025
- latest of these filings; the earliest 13 Aug 2025
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 10 listed it in both
- Shares listed
- 19,378,878
- combined, among listed positions
- Reported value
- $651m
- combined, at the quarter end
Among the 95 comparable managers: 9 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing KVYO in Q2 2025
13 of 13 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
- Two Sigma Advisers LPexisting position · 1,420,700 shares now+535,400
- AllianceBernstein LPexisting position · 4,424,249 shares now+404,969
- Two Sigma Investments LPexisting position · 1,130,866 shares now+369,782
- Freestone Grove Partners LPexisting position · 836,424 shares now+308,091
- Arrowstreet Capital LPexisting position · 1,386,559 shares now+244,339
Reductions
- Whale Rock Capital Management LLCexisting position · 3,684,445 shares now-645,304
- Voloridge Investment Management LLCexisting position · 416,606 shares now-486,627
- PDT Partners LLCexisting position · 78,572 shares now-64,420
New positions and exits
New (0)
No new position among listed positions.
Exited (0)
No exit shown by a manager’s own filing.
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.
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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 →