Klaviyo Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | 07/30/2026 | 18.85 M | $284.68 M | 0.00% | 6.35% |
| CAPITAL INTERNATIONAL INVESTORS | 08/12/2026 | 10.48 M | $158.29 M | -10.43% | 3.53% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 7.69 M | $116.16 M | 2.14% | 2.59% |
| BLACKROCK, INC. | 08/07/2026 | 7.61 M | $114.94 M | 74.82% | 2.56% |
| FMR LLC | 08/13/2026 | 6.57 M | $99.15 M | -32.91% | 2.21% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 5.99 M | $90.46 M | -2.79% | 2.02% |
| WHALE ROCK CAPITAL MANAGEMENT LLC | 08/14/2026 | 5.53 M | $83.48 M | -19.00% | 1.86% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 5.05 M | $76.25 M | -7.85% | 1.70% |
| MORGAN STANLEY | 08/13/2026 | 4.44 M | $67.11 M | -12.29% | 1.50% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 4.12 M | $62.17 M | 75.34% | 1.39% |
| SANDS CAPITAL VENTURES, LLC | 08/13/2026 | 3.93 M | $59.32 M | 7.63% | 1.32% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 3.82 M | $57.68 M | 126.44% | 1.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.48 M | $37.41 M | 39.65% | 0.83% |
| STATE STREET CORP | 08/07/2026 | 2.32 M | $35.03 M | 100.69% | 0.78% |
| GREENOAKS CAPITAL PARTNERS LLC | 08/14/2026 | 2.32 M | $34.98 M | 0.00% | 0.78% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 2.10 M | $31.67 M | 2.80% | 0.71% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.78 M | $26.95 M | -17.43% | 0.60% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 1.77 M | $26.70 M | -38.87% | 0.60% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 1.71 M | $25.80 M | 125.72% | 0.58% |
| JUPITER TOPCO LLC | 08/14/2026 | 1.61 M | $24.37 M | 100.00% | 0.54% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 1.56 M | $23.56 M | -4.91% | 0.53% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 1.39 M | $21.03 M | 17.83% | 0.47% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 1.38 M | $20.90 M | -6.05% | 0.47% |
| ISLANDER CAPITAL PARTNERS, L.P. | 08/14/2026 | 1.38 M | $20.89 M | 12.83% | 0.47% |
| FIERA CAPITAL CORP | 08/07/2026 | 1.38 M | $20.80 M | -42.58% | 0.46% |
| BARTON INVESTMENT MANAGEMENT | 07/20/2026 | 1.26 M | $18.97 M | 19.67% | 0.42% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 1.25 M | $18.91 M | 598.88% | 0.42% |
| MARSHALL WACE, LLP | 08/13/2026 | 1.22 M | $18.40 M | 7.31% | 0.41% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 1.19 M | $18.03 M | 1,750.64% | 0.40% |
| CITADEL ADVISORS LLC | 09/02/2026 | 1.17 M | $17.70 M | 0.84% | 0.39% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 1.14 M | $17.27 M | 63.36% | 0.39% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 1.11 M | $16.83 M | -33.36% | 0.38% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 1.09 M | $16.44 M | 1.02% | 0.37% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.00 M | $15.13 M | 210.56% | 0.34% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 989.20 K | $14.94 M | 100.00% | 0.33% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 962.14 K | $14.53 M | 1,153.58% | 0.32% |
| BIENVILLE CAPITAL MANAGEMENT, LLC | 08/13/2026 | 938.35 K | $14.17 M | -23.58% | 0.32% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 08/14/2026 | 934.14 K | $14.11 M | 100.00% | 0.31% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 901.40 K | $13.61 M | 49.81% | 0.30% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 893.33 K | $13.49 M | 1.72% | 0.30% |
| JPMORGAN CHASE & CO | 08/12/2026 | 817.68 K | $12.30 M | -80.98% | 0.28% |
| AMUNDI | 08/11/2026 | 814.14 K | $12.29 M | 100.00% | 0.27% |
| UBS GROUP AG | 08/13/2026 | 808.20 K | $12.20 M | 311.49% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 796.89 K | $12.03 M | -9.93% | 0.27% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 796.89 K | $12.03 M | 100.00% | 0.27% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 718.90 K | $10.86 M | 100.00% | 0.24% |
| DELTA GLOBAL MANAGEMENT LP | 08/13/2026 | 690.66 K | $10.43 M | -18.51% | 0.23% |
| NORTHERN TRUST CORP | 08/13/2026 | 678.13 K | $10.24 M | 83.24% | 0.23% |
| CONGRESS ASSET MANAGEMENT CO /MA | 07/07/2026 | 636.23 K | $9.61 M | 100.00% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 591.60 K | $8.93 M | 5.85% | 0.20% |
Klaviyo Inc institutional Ownership - FAQ's
During the previous two years, 365 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: 10.48 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 7.69 M
BlackRock, Inc.: 7.61 M
FMR LLC: 6.57 M
VANGUARD CAPITAL MANAGEMENT LLC: 5.99 M
49.23% of Klaviyo Inc stock is owned by institutional investors.
Institutional investors have bought a total of 167.95 M shares in the last 24 months. This purchase volume represents approximately $3.44 B in transactions.