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KVYO in the 13F filings

Klaviyo Inc · CUSIP 49845K101

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 10 listed it in both
Shares listed
32,555,836
combined, among listed positions
Reported value
$1.1bn
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -7,641,602.

Managers listing KVYO in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Fidelity (FMR LLC)8,371,717$272munder 0.1%Added+131,68617 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP4,731,312$154munder 0.1%Trimmed-75,36517 Feb 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC3,057,889$99m1.27%Added+92217 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors2,577,782$84munder 0.1%Trimmed-15,36111 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP2,224,011$72m0.10%Added+531,83017 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP1,782,500$58m0.11%Added+226,20017 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,763,744$57m0.09%Added+80,40012 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,700,502$55munder 0.1%Trimmed-80,55217 Feb 2026 (the filing on sec.gov)
Capital World Investors1,147,935$37munder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd886,778$29munder 0.1%Trimmed-567,88317 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP876,853$28munder 0.1%Trimmed-4,358,37617 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC701,316$23m0.10%Trimmed-211,94517 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC677,574$22m0.07%Added+661,34613 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC445,470$14munder 0.1%Newnew27 Oct 2026 (the filing on sec.gov)
D. E. Shaw & Co.345,042$11munder 0.1%Trimmed-183,53317 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC315,769$10munder 0.1%Trimmed-2,676,72917 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC227,664$7.4munder 0.1%Trimmed-348,90717 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP209,217$6.8munder 0.1%Trimmed-902,20717 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc126,104$4.1munder 0.1%Added+9,39317 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP90,560$2.9munder 0.1%Trimmed-424,85813 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC87,600$2.8munder 0.1%Trimmed-64,63113 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC79,561$2.6munder 0.1%Added+14,50317 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC47,572$1.5munder 0.1%Trimmed-47,82213 Feb 2026 (the filing on sec.gov)
Invesco Ltd25,964$843kunder 0.1%Added+8,68519 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC18,257$592kunder 0.1%Added+11,67010 Feb 2026 (the filing on sec.gov)
Page 1 of 2

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

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
9 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

051015Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
KVYO by quarter
QuarterHoldersReported valueBuyersSellers
Q3 202310$120mn.a.n.a.
Q4 20237$93m23
Q1 20248$173m42
Q2 202410$295m53
Q3 20249$569m54
Q4 202410$600m73
Q1 202511$486m75
Q2 202513$651m93
Q3 202512$674m75
Q4 202510$613m1419
Q1 20268$414m269
Q2 20262$98m1818

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 →