Klaviyo, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | 02/04/2025 | 40.83 M | $1.68 B | -12.06% | 15.33% |
| WHALE ROCK CAPITAL MANAGEMENT LLC | 02/14/2025 | 3.87 M | $159.53 M | 7.44% | 1.45% |
| SANDS CAPITAL VENTURES, LLC | 02/13/2025 | 3.47 M | $143.13 M | -1.27% | 1.30% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/13/2025 | 3.00 M | $123.78 M | -43.01% | 1.13% |
| GREENOAKS CAPITAL PARTNERS LLC | 02/14/2025 | 2.32 M | $95.54 M | 0.00% | 0.87% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 2.17 M | $89.42 M | 0.91% | 0.81% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 2.10 M | $86.75 M | 24.28% | 0.79% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 1.94 M | $80.15 M | 48.64% | 0.73% |
| 1832 ASSET MANAGEMENT L.P. | 02/14/2025 | 1.62 M | $66.86 M | 100.00% | 0.61% |
| SANDS CAPITAL MANAGEMENT, LLC | 02/13/2025 | 1.24 M | $51.04 M | -13.35% | 0.46% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 1.21 M | $49.88 M | 41.90% | 0.45% |
| CLARO ADVISORS LLC | 01/13/2025 | 1.18 M | $48.59 M | -4.65% | 0.44% |
| BLUE OWL CAPITAL HOLDINGS LP | 02/14/2025 | 1.08 M | $44.49 M | -9.97% | 0.41% |
| 02/14/2025 | 990,284 | $40.84 M | 100.00% | 0.37% | |
| COLONY GROUP, LLC | 02/14/2025 | 942,523 | $38.87 M | 100.00% | 0.35% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 922,832 | $38.06 M | 15.72% | 0.35% |
| LORD, ABBETT & CO. LLC | 02/14/2025 | 748,074 | $30.85 M | 100.00% | 0.28% |
| GLYNN CAPITAL MANAGEMENT LLC | 02/11/2025 | 652,758 | $26.92 M | -43.71% | 0.25% |
| TWIN TREE MANAGEMENT, LP | 02/10/2025 | 623,700 | $25.72 M | 666.22% | 0.23% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 613,204 | $25.29 M | 43.09% | 0.23% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 478,919 | $19.75 M | 100.00% | 0.18% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 01/22/2025 | 431,429 | $17.79 M | -37.01% | 0.16% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/14/2025 | 419,600 | $17.30 M | 100.00% | 0.16% |
| MARSHALL WACE, LLP | 02/13/2025 | 393,991 | $16.25 M | -11.83% | 0.15% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 02/13/2025 | 333,543 | $13.76 M | 26.08% | 0.13% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 02/14/2025 | 315,000 | $12.99 M | 0.00% | 0.12% |
| WCM INVESTMENT MANAGEMENT, LLC | 02/11/2025 | 305,404 | $12.78 M | 100.00% | 0.11% |
| CTF CAPITAL MANAGEMENT, LP | 02/13/2025 | 295,689 | $12.19 M | 100.00% | 0.11% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 294,126 | $12.13 M | 367.54% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 294,055 | $12.13 M | 100.00% | 0.11% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/14/2025 | 250,000 | $10.31 M | -44.44% | 0.09% |
| TWIN TREE MANAGEMENT, LP | 02/10/2025 | 207,000 | $8.54 M | 100.00% | 0.08% |
| ALKEON CAPITAL MANAGEMENT LLC | 02/14/2025 | 200,000 | $8.25 M | -33.33% | 0.08% |
| CYNOSURE MANAGEMENT, LLC | 02/12/2025 | 194,643 | $8.03 M | 0.00% | 0.07% |
| SIERRA SUMMIT ADVISORS LLC | 02/13/2025 | 192,816 | $7.95 M | 100.00% | 0.07% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 189,233 | $7.79 M | 100.00% | 0.07% |
| PATHSTONE HOLDINGS, LLC | 02/14/2025 | 168,641 | $6.95 M | 3.94% | 0.06% |
| POLAR CAPITAL HOLDINGS PLC | 02/14/2025 | 168,138 | $6.93 M | -46.92% | 0.06% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/14/2025 | 144,614 | $5.96 M | 0.06% | 0.05% |
| NICHOLAS INVESTMENT PARTNERS, LP | 02/14/2025 | 140,555 | $5.80 M | 63.35% | 0.05% |
| LISANTI CAPITAL GROWTH, LLC | 02/07/2025 | 132,465 | $5.46 M | -14.98% | 0.05% |
| RENAISSANCE CAPITAL LLC | 01/24/2025 | 122,646 | $5.06 M | 56.43% | 0.05% |
| PDT PARTNERS, LLC | 02/14/2025 | 111,899 | $4.61 M | 114.79% | 0.04% |
| DIKER MANAGEMENT LLC | 02/14/2025 | 100,000 | $4.12 M | -32.60% | 0.04% |
| TELEMARK ASSET MANAGEMENT, LLC | 02/10/2025 | 100,000 | $4.12 M | 100.00% | 0.04% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/14/2025 | 96,513 | $3.98 M | 100.00% | 0.04% |
| CABOT WEALTH MANAGEMENT INC | 02/04/2025 | 89,272 | $3.68 M | -1.28% | 0.03% |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 02/14/2025 | 75,027 | $3.09 M | -6.45% | 0.03% |
| MARINER, LLC | 02/13/2025 | 71,663 | $2.96 M | -0.04% | 0.03% |
| CERITY PARTNERS LLC | 02/13/2025 | 70,504 | $2.91 M | -25.87% | 0.03% |
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Klaviyo, Inc. institutional Ownership - FAQ's
During the previous two years, 141 institutional investors and hedge funds held shares of Klaviyo, Inc.. The most heavily invested institutionals were:
SUMMIT PARTNERS L P: 40.83 M
Whale Rock Capital Management LLC: 3.87 M
Sands Capital Ventures, LLC: 3.47 M
Capital Research Global Investors: 3 M
GREENOAKS CAPITAL PARTNERS LLC: 2.32 M
Clearbridge Investments, LLC: 2.17 M
42.77% of Klaviyo, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 79.03 M shares in the last 24 months. This purchase volume represents approximately $3.37 B in transactions.