Klaviyo, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | 11/04/2025 | 18.85 M | $522.03 M | -38.84% | 6.62% |
| VANGUARD GROUP INC | 11/07/2025 | 12.79 M | $354.09 M | 19.20% | 4.49% |
| MORGAN STANLEY | 11/14/2025 | 10.69 M | $296.06 M | 140.61% | 3.75% |
| FMR LLC | 11/13/2025 | 8.24 M | $228.17 M | 436.96% | 2.89% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 5.24 M | $144.96 M | 100.00% | 1.84% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 4.81 M | $133.10 M | 8.64% | 1.69% |
| BLACKROCK, INC. | 11/12/2025 | 3.66 M | $101.26 M | 7.02% | 1.28% |
| SANDS CAPITAL VENTURES, LLC | 11/13/2025 | 3.52 M | $97.33 M | 0.00% | 1.23% |
| WHALE ROCK CAPITAL MANAGEMENT LLC | 11/14/2025 | 3.06 M | $84.65 M | -17.03% | 1.07% |
| CITADEL ADVISORS LLC | 11/14/2025 | 2.99 M | $82.86 M | 370.58% | 1.05% |
| FEDERATED HERMES, INC. | 11/03/2025 | 2.91 M | $80.58 M | -0.03% | 1.02% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2025 | 2.59 M | $71.80 M | -4.62% | 0.91% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 2.52 M | $69.77 M | 22.48% | 0.88% |
| GREENOAKS CAPITAL PARTNERS LLC | 11/14/2025 | 2.32 M | $64.15 M | -1.23% | 0.81% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 2.12 M | $58.67 M | -21.10% | 0.74% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 1.98 M | $54.87 M | -2.23% | 0.70% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 1.92 M | $53.23 M | -1.41% | 0.67% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.91 M | $52.83 M | 12.70% | 0.67% |
| 12 WEST CAPITAL MANAGEMENT LP | 11/14/2025 | 1.84 M | $50.89 M | 39.98% | 0.65% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.78 M | $49.32 M | -3.31% | 0.63% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 1.69 M | $46.86 M | 49.64% | 0.59% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 1.68 M | $46.61 M | 40.86% | 0.59% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.59 M | $44.08 M | -8.85% | 0.56% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 1.56 M | $43.09 M | 9.54% | 0.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.48 M | $40.92 M | 17.64% | 0.52% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 1.45 M | $40.28 M | -0.69% | 0.51% |
| VOYA INVESTMENT MANAGEMENT LLC | 10/09/2025 | 1.42 M | $39.28 M | -0.37% | 0.50% |
| FIERA CAPITAL CORP | 11/07/2025 | 1.24 M | $34.39 M | -2.21% | 0.44% |
| FREESTONE GROVE PARTNERS LP | 11/14/2025 | 1.11 M | $30.78 M | 32.88% | 0.39% |
| SANDS CAPITAL MANAGEMENT, LLC | 11/13/2025 | 1.11 M | $30.61 M | -0.32% | 0.39% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11/13/2025 | 1.05 M | $29.09 M | 26.89% | 0.37% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 11/14/2025 | 1.01 M | $28.05 M | -40.44% | 0.36% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 926.32 K | $25.65 M | -6.32% | 0.33% |
| ROYAL BANK OF CANADA | 11/14/2025 | 921.63 K | $25.52 M | 16.19% | 0.32% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2025 | 913.26 K | $25.29 M | 1,878.04% | 0.32% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2025 | 900.52 K | $24.94 M | 47.38% | 0.32% |
| STATE STREET CORP | 11/14/2025 | 817.17 K | $22.63 M | 14.48% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 729.89 K | $20.21 M | 19.86% | 0.26% |
| AXA INVESTMENT MANAGERS S.A. | 11/14/2025 | 652.02 K | $18.05 M | 100.00% | 0.23% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 641.40 K | $17.76 M | 12.41% | 0.23% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 623.69 K | $17.27 M | -55.02% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 621.80 K | $17.22 M | 58.22% | 0.22% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 598.17 K | $16.56 M | -27.97% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 589.69 K | $16.33 M | -32.60% | 0.21% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 576.57 K | $15.97 M | 393.39% | 0.20% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 528.58 K | $14.64 M | -49.72% | 0.19% |
| MARSHALL WACE, LLP | 11/13/2025 | 515.42 K | $14.27 M | -24.17% | 0.18% |
| DELTA GLOBAL MANAGEMENT LP | 11/14/2025 | 514.36 K | $14.24 M | -7.05% | 0.18% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 509.74 K | $14.11 M | 0.23% | 0.18% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 501.06 K | $13.87 M | -0.02% | 0.18% |
Klaviyo, Inc. institutional Ownership - FAQ's
During the previous two years, 329 institutional investors and hedge funds held shares of Klaviyo, Inc.. The most heavily invested institutionals were:
SUMMIT PARTNERS L P: 18.85 M
VANGUARD GROUP INC: 12.79 M
MORGAN STANLEY: 10.69 M
FMR LLC: 8.24 M
Point72 Asset Management, L.P.: 5.24 M
ALLIANCEBERNSTEIN L.P.: 4.81 M
49.59% of Klaviyo, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 146.44 M shares in the last 24 months. This purchase volume represents approximately $3.79 B in transactions.