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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
30 Jun 2024
the date the book describes
Filed
15 Aug 2024
latest of these filings; the earliest 9 Aug 2024
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 8 listed it in both
Shares listed
11,871,380
combined, among listed positions
Reported value
$295m
combined, at the quarter end

Among the 94 comparable managers: 5 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,062,424.

Managers listing KVYO in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
Capital Research Global Investors5,162,366$128munder 0.1%Added+4,159,49013 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP5,008,673$125munder 0.1%Added+1,093,41314 Aug 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC507,881$13m0.18%Trimmed-71,23214 Aug 2024 (the filing on sec.gov)
Dragoneer Investment Group LLC500,000$12m0.24%Held014 Aug 2024 (the filing on sec.gov)
Capital World Investors409,597$10munder 0.1%Trimmed-289,92313 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP114,622$2.9munder 0.1%Newnew14 Aug 2024 (the filing on sec.gov)
PDT Partners LLC59,598$1.5m0.14%Newnew15 Aug 2024 (the filing on sec.gov)
Quantbot Technologies LP47,634$1.2m0.06%Trimmed-6,7909 Aug 2024 (the filing on sec.gov)
Tiger Global Management LLC35,000$871kunder 0.1%Held014 Aug 2024 (the filing on sec.gov)
Woodline Partners LP26,009$647kunder 0.1%Added+3,24614 Aug 2024 (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

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

Every letter beside its positions →

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, 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 (2)

Exited (0)

No exit shown by a manager’s own filing.

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 →