KVYO · Company research
Klaviyo, Inc. (KVYO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33090 | 499659 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1767900 | 26695290 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prospera Financial Services Inc | 1541625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77709 | 1173309 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141500 | 2137 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131709 | 1988806 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16829 | 254118 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Gryphon Financial Partners LLC | 1729094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29217 | 441177 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 76 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3497 | 52805 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43700 | 660 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227320 | 3432532 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48579 | 733575 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10682 | 161 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19233 | 290418 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27514 | 415461 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1703 | 25715 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ArrowMark Colorado Holdings LLC | 1483859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307282 | 4639958 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2097 | 31665 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dakota Wealth Management | 1631353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12895 | 194720 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Savvy Advisors, Inc. | 2003633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13402 | 202370 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24812 | 374661 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 718899 | 10855375 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Truepoint, Inc. | 1427748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17615 | 265987 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47432 | 716223 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 992189 | 14982054 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 547 | 8260 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66 | 997 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23836 | 359924 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Elo Mutual Pension Insurance Co | 1739877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24968 | 377017 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 423 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1929143 | 29130059 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32064 | 623965 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUMMIT PARTNERS L P | 830588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18852778 | 284676948 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Aptus Capital Advisors, LLC | 1664193 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15248 | 230245 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aigen Investment Management, LP | 1741224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13993 | 211294 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68288 | 1031149 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pictet Asset Management Holding SA | 1993888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21547 | 325360 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 548676 | 8285008 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1669 | 25202 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3473247 | 52446030 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| National Philanthropic Trust | 1785342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18300 | 276330 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280600 | 4237060 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kerrisdale Advisers, LLC | 1569688 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91120 | 1375912 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 171 | 2583 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11015 | 166326 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36900 | 557190 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114214 | 1724601 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24771 | 374042 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 796891 | 12033054 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11627 | 175568 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120765 | 1823552 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Measured Wealth Private Client Group, LLC | 1720235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145 | 2190 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19693 | 297364 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Manchester Capital Management LLC | 1393389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 695 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wealthfront Advisers LLC | 1763921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27531 | 415718 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CAPSTONE INVESTMENT ADVISORS, LLC | 1426196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20306 | 306621 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Fiera Capital Corp | 1505817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1346269 | 20328662 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EntryPoint Capital, LLC | 1992519 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23249 | 351060 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11450 | 172895 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Elequin Capital, LP | 1810873 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71 | 1072 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55900 | 844090 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38769 | 585412 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fairscale Capital, LLC | 2032350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 227 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GREENOAKS LLC | 1840735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2316796 | 34983620 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4612 | 69641 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| BloombergSen Inc. | 1484047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67071 | 1012772 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1384236 | 20901968 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16897 | 255145 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ARIZONA STATE RETIREMENT SYSTEM | 1558481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38579 | 582543 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Eaton Financial Holdings Company, LLC | 1972322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89430 | 1350393 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 360 | 5436 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| GSA CAPITAL PARTNERS LLP | 1362033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52094 | 787 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4316604 | 65180720 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 800 | 12080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1446179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 344823 | 5206827 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46010 | 694751 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5583 | 84303 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159 | 2401 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15471 | 233612 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MV CAPITAL MANAGEMENT, INC. | 1633366 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 151 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.