Free · no sign-up · Q2 2026

Which funds own KVYO

Klaviyo Inc in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $84m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 4 managers trimmed or sold out against 0 buying.

Managers holding: 1; at least, of 91 current
Combined value: $84m; as reported
Opened: 0; new this quarter
Added to: 0; already held
Trimmed or sold out: 4; 3 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Whale Rock Capital Management LLC Long/short equity · $12.5bn book	$84m	0.7%	5,528,166	-$49m-1,297,040	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Capital Research Global Investors · Long-only$26m held before
Schonfeld Strategic Advisors LLC · Multi-strategy$24m held before
Neuberger Berman Group LLC · Long-only$2.4m held before

Ownership through time

At least 2 of the 95 managers whose filings are on file listed KVYO in Q2 2026, against 10 in Q3 2023. 6 managers fewer than in Q1 2026: 1 started a position; 2 sold out, by their own filings; 5 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

ExodusPoint Capital Management LP$14m

Largest increases, by shares

ExodusPoint Capital Management LPnew: 934,136 shares+$14m

Largest decreases, by shares

Whale Rock Capital Management LLC6,825,206 to 5,528,166 shares-$20m

Left it

Capital Research Global Investorswas $26m
Schonfeld Strategic Advisors LLCwas $24m

Manager	First listed	Largest	Q2 2026
Whale Rock Capital Management LLC	Q3 2023	$160m	$83m
ExodusPoint Capital Management LP	Q2 2026	$14m	$14m
Capital Research Global Investors	Q3 2023	$186m	last listed Q1 2026
AllianceBernstein LP	Q1 2024	$166m	last listed Q1 2026
Point72 Asset Management LP	Q3 2025	$145m	last listed Q3 2025
Two Sigma Investments LP	Q3 2024	$72m	last listed Q1 2026
Two Sigma Advisers LP	Q3 2024	$58m	last listed Q4 2025
Renaissance Technologies LLC	Q2 2025	$57m	last listed Q1 2026
Janus Henderson Group Ltd	Q2 2025	$49m	last listed Q3 2025
Arrowstreet Capital LP	Q1 2025	$47m	last listed Q2 2025
Capital World Investors	Q3 2023	$40m	last listed Q1 2026
Voloridge Investment Management LLC	Q3 2024	$38m	last listed Q2 2025

What KVYO is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around KVYO →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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