Klaviyo Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | 05/08/2026 | 18.85 M | $366.88 M | 0.00% | 6.22% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 11.70 M | $227.76 M | -8.48% | 3.86% |
| FMR LLC | 05/15/2026 | 9.79 M | $190.46 M | 16.91% | 3.23% |
| 05/08/2026 | 7.53 M | $146.57 M | 100.00% | 2.49% | |
| WHALE ROCK CAPITAL MANAGEMENT LLC | 05/15/2026 | 6.83 M | $132.82 M | 123.20% | 2.25% |
| 05/15/2026 | 6.16 M | $119.93 M | 100.00% | 2.03% | |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 5.48 M | $106.63 M | 100.00% | 1.81% |
| MORGAN STANLEY | 05/15/2026 | 5.07 M | $98.62 M | -65.16% | 1.67% |
| BLACKROCK, INC. | 05/13/2026 | 4.35 M | $84.74 M | 17.17% | 1.44% |
| JPMORGAN CHASE & CO | 05/13/2026 | 4.30 M | $81.57 M | 20.63% | 1.42% |
| SANDS CAPITAL VENTURES, LLC | 05/08/2026 | 3.65 M | $71.02 M | 0.00% | 1.20% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 3.05 M | $98.98 M | -35.57% | 1.01% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 2.94 M | $57.25 M | 3.08% | 0.97% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 2.92 M | $56.89 M | 0.97% | 0.96% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 2.89 M | $56.28 M | 30.03% | 0.95% |
| FEDERATED HERMES, INC. | 05/11/2026 | 2.64 M | $51.36 M | -9.01% | 0.87% |
| FIERA CAPITAL CORP | 05/12/2026 | 2.40 M | $46.69 M | 2.90% | 0.79% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 2.35 M | $45.70 M | 38.09% | 0.77% |
| GREENOAKS CAPITAL PARTNERS LLC | 05/15/2026 | 2.32 M | $45.08 M | 0.00% | 0.76% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 2.16 M | $42.06 M | 41.81% | 0.71% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 2.04 M | $39.70 M | 77.71% | 0.67% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.77 M | $34.53 M | 6.03% | 0.59% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.69 M | $32.82 M | 88.85% | 0.56% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 1.67 M | $32.54 M | 90.72% | 0.55% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 1.64 M | $31.93 M | -6.97% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.51 M | $29.35 M | 8.92% | 0.50% |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2026 | 1.49 M | $28.97 M | 82.50% | 0.49% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 1.47 M | $28.67 M | -10.26% | 0.49% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 1.46 M | $28.43 M | 100.00% | 0.48% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 1.35 M | $26.24 M | -47.69% | 0.45% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 1.24 M | $24.10 M | 76.55% | 0.41% |
| BIENVILLE CAPITAL MANAGEMENT, LLC | 05/14/2026 | 1.23 M | $23.89 M | 26.68% | 0.41% |
| 05/15/2026 | 1.23 M | $23.86 M | 97.19% | 0.40% | |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 1.21 M | $23.53 M | 118.67% | 0.40% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 1.18 M | $23.00 M | 46.47% | 0.39% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.16 M | $22.62 M | 268.11% | 0.38% |
| STATE STREET CORP | 05/15/2026 | 1.16 M | $22.49 M | 9.93% | 0.38% |
| MARSHALL WACE, LLP | 05/15/2026 | 1.14 M | $22.09 M | 1,153.74% | 0.37% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 1.08 M | $20.98 M | -45.57% | 0.36% |
| BARTON INVESTMENT MANAGEMENT | 04/20/2026 | 1.05 M | $20.43 M | 56.71% | 0.35% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 1.03 M | $19.95 M | 15.60% | 0.34% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 911.91 K | $17.75 M | 1,046.17% | 0.30% |
| VOYA INVESTMENT MANAGEMENT LLC | 05/12/2026 | 908.61 K | $17.68 M | -27.79% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 884.79 K | $17.22 M | 9.31% | 0.29% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 878.24 K | $17.09 M | 100.00% | 0.29% |
| DELTA GLOBAL MANAGEMENT LP | 05/15/2026 | 847.50 K | $16.49 M | 7.92% | 0.28% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 757.10 K | $14.73 M | 28.17% | 0.25% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 699.99 K | $13.62 M | 206.40% | 0.23% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 601.71 K | $11.71 M | 100.00% | 0.20% |
| SANDS CAPITAL MANAGEMENT, LLC | 05/08/2026 | 595.16 K | $11.58 M | -35.92% | 0.20% |
Klaviyo Inc institutional Ownership - FAQ's
During the previous two years, 332 institutional investors and hedge funds held shares of Klaviyo Inc. The most heavily invested institutionals were:
SUMMIT PARTNERS L P: 18.85 M
Capital International Investors: 11.7 M
FMR LLC: 9.79 M
Whale Rock Capital Management LLC: 6.83 M
WELLINGTON MANAGEMENT GROUP LLP: 5.48 M
MORGAN STANLEY: 5.07 M
51.99% of Klaviyo Inc stock is owned by institutional investors.
Institutional investors have bought a total of 164.81 M shares in the last 24 months. This purchase volume represents approximately $3.38 B in transactions.