KVYO in the 13F filings
Klaviyo Inc · CUSIP 49845K101
- Quarter end
- 30 Sep 2023
- the date the book describes
- Filed
- 14 Nov 2023
- latest of these filings; the earliest 13 Nov 2023
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q2 2023 and Q3 2023; 0 listed it in both
- Shares listed
- 3,491,934
- combined, among listed positions
- Reported value
- $120m
- combined, at the quarter end
Managers listing KVYO in Q3 2023
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital Research Global Investors | 1,002,876 | $35m | under 0.1% | New | new | 13 Nov 2023 (the filing on sec.gov) |
| Steadfast Capital Management LP | 840,398 | $29m | 0.78% | New | new | 14 Nov 2023 (the filing on sec.gov) |
| Capital World Investors | 700,000 | $24m | under 0.1% | New | new | 13 Nov 2023 (the filing on sec.gov) |
| Dragoneer Investment Group LLC | 500,000 | $17m | 0.40% | New | new | 14 Nov 2023 (the filing on sec.gov) |
| Whale Rock Capital Management LLC | 250,000 | $8.6m | 0.17% | New | new | 14 Nov 2023 (the filing on sec.gov) |
| Rokos Capital Management LLP | 75,000 | $2.6m | under 0.1% | New | new | 14 Nov 2023 (the filing on sec.gov) |
| Tiger Global Management LLC | 35,000 | $1.2m | under 0.1% | New | new | 14 Nov 2023 (the filing on sec.gov) |
| Davidson Kempner Capital Management LP | 33,984 | $1.2m | under 0.1% | New | new | 14 Nov 2023 (the filing on sec.gov) |
| Winton Group Ltd | 31,676 | $1.1m | 0.09% | New | new | 13 Nov 2023 (the filing on sec.gov) |
| Soros Fund Management LLC | 23,000 | $794k | under 0.1% | New | new | 14 Nov 2023 (the filing on sec.gov) |
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
- Capital Research Global Investorsnew position · 1,002,876 shares now+1,002,876
- Steadfast Capital Management LPnew position · 840,398 shares now+840,398
- Capital World Investorsnew position · 700,000 shares now+700,000
- Dragoneer Investment Group LLCnew position · 500,000 shares now+500,000
- Whale Rock Capital Management LLCnew position · 250,000 shares now+250,000
Reductions
No reduction among listed positions.
New positions and exits
New (10)
- Capital Research Global Investors$35m
- Steadfast Capital Management LP$29m
- Capital World Investors$24m
- Dragoneer Investment Group LLC$17m
- Whale Rock Capital Management LLC$8.6m
- Rokos Capital Management LLP$2.6m
- Tiger Global Management LLC$1.2m
- Davidson Kempner Capital Management LP$1.2m
- Winton Group Ltd$1.1m
- Soros Fund Management LLC$794k
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 →