Klaviyo, Inc. - Series A Common Stock (KVYO)

Historical Holders from Q3 2023 to Q3 2025

Symbol
KVYO on NYSE
Type / Class
Equity / Series A Common Stock
Shares outstanding
169,907,257
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
141,293,331
Holdings value
$3,913,995,000
% of all portfolios
0.01%
Number of holders
272
Number of buys
165
Number of sells
116
Average buys %
+0%
Average sells %
-0.01%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Klaviyo, Inc. - Series A Common Stock (KVYO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bialecki Andrew 38% -12% $2,299,679,006 -$131,401,538 83,050,885 -5.4% Bialecki Andrew 30 Sep 2025
Hallen Ed 19% $910,422,224 32,879,098 Hallen Ed 30 Sep 2025
SHOPIFY INC. 19% -26% $886,841,973 +$28,607,813 32,027,518 +3.3% Shopify Strategic Holdings 3 LLC 29 Aug 2025
SUMMIT PARTNERS L P 12% -42% $522,033,423 -$331,587,750 18,852,778 -39% Summit Partners, L.P. 30 Sep 2025
Accomplice Fund I, L.P. 10% $323,757,067 11,137,154 Jeff Fagnan 31 Mar 2025
VANGUARD GROUP INC 10% $402,306,675 10,728,178 The Vanguard Group 30 Jun 2025
MORGAN STANLEY 8.4% $285,813,965 10,321,920 Morgan Stanley 30 Sep 2025
FMR LLC 6.7% $228,166,449 8,240,031 FMR LLC 30 Sep 2025
Accel Growth Fund V L.P. 4.9% -12% $135,418,612 +$1,131,637 4,658,363 +0.84% Ping Li ("PL") 31 Mar 2025
Sands Capital Ventures, LLC 4.9% $128,380,794 4,416,264 SANDS FRANK M. 31 Mar 2025
ALLIANCEBERNSTEIN L.P. 4.4% -14% $116,840,470 +$670,470 4,019,280 +0.58% AllianceBernstein L.P. 31 Mar 2025
Capital Research Global Investors 3.8% $87,253,605 3,001,500 Capital Research Global Investors 31 Dec 2024
Clearbridge Investments, LLC 3% $62,464,715 2,148,769 Clearbridge Investments, LLC 30 Sep 2024
As of 30 Sep 2025 Klaviyo, Inc. - Series A Common Stock (KVYO) has 272 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 141,293,331 shares of 169,907,257 outstanding shares and own 83% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of Klaviyo, Inc. - Series A Common Stock (KVYO) own 61% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Holdings Value Nb Shares Share Change %
SUMMIT PARTNERS L P 11% $522,033,423 18,852,778 -39%
VANGUARD GROUP INC 7.5% $354,092,188 12,787,728 +19%
MORGAN STANLEY 6.3% $296,059,567 10,691,930 +141%
FMR LLC 4.8% $228,166,449 8,240,031 +437%
Point72 Asset Management, L.P. 3.1% $144,963,488 5,235,229
ALLIANCEBERNSTEIN L.P. 2.8% $133,096,886 4,806,677 +8.6%
BlackRock, Inc. 2.2% $101,259,254 3,656,889 +7%
Sands Capital Alternatives, LLC 2.1% $97,332,150 3,515,065 0%
Whale Rock Capital Management LLC 1.8% $84,647,416 3,056,967 -17%
CITADEL ADVISORS LLC 1.8% $82,862,269 2,992,498 +371%
FEDERATED HERMES, INC. 1.7% $80,583,216 2,910,192 -0.03%
Capital Research Global Investors 1.5% $71,804,130 2,593,143 -4.6%
Bank of New York Mellon Corp 1.5% $69,768,445 2,519,626 +22%
GREENOAKS CAPITAL PARTNERS LLC 1.4% $64,152,081 2,316,796 -1.2%
AMERICAN CENTURY COMPANIES INC 1.2% $58,674,506 2,118,977 -21%
Clearbridge Investments, LLC 1.2% $54,870,438 1,981,598 -2.2%
FRANKLIN RESOURCES INC 1.1% $53,229,175 1,922,325 -1.4%
JPMORGAN CHASE & CO 1.1% $52,827,857 1,907,831 +13%
12 West Capital Management LP 1.1% $50,894,220 1,838,000 +40%
MILLENNIUM MANAGEMENT LLC 1% $49,317,385 1,781,054 -3.3%
TWO SIGMA INVESTMENTS, LP 1% $46,856,492 1,692,181 +50%
RENAISSANCE TECHNOLOGIES LLC 0.99% $46,611,795 1,683,344 +41%
GOLDMAN SACHS GROUP INC 0.94% $44,084,584 1,592,076 -8.9%
TWO SIGMA ADVISERS, LP 0.92% $43,093,947 1,556,300 +9.5%
GEODE CAPITAL MANAGEMENT, LLC 0.87% $40,921,718 1,477,386 +18%

Institutional Holders of Klaviyo, Inc. - Series A Common Stock (KVYO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 141,293,331 $3,913,995,000 +$187,741,288 $27.69 272
2025 Q2 133,427,489 $4,480,157,634 +$606,486,878 $33.58 254
2025 Q1 115,161,404 $3,485,105,260 +$7,777,264 $30.26 214
2024 Q4 113,909,613 $4,697,886,089 +$33,043,199 $41.24 182
2024 Q3 112,077,301 $3,966,952,420 +$88,331,840 $35.38 157
2024 Q2 110,717,294 $2,755,204,553 +$355,626,427 $24.89 134
2024 Q1 96,445,245 $2,454,240,852 +$534,399,846 $25.48 132
2023 Q4 390,909 $10,859,620 +$1,177,067 $27.78 4
2023 Q3 75,413,145 $2,598,409,924 +$2,596,811,574 $34.50 96