Klaviyo Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | 02/06/2026 | 18.85 M | $612.15 M | 0.00% | 6.27% |
| MORGAN STANLEY | 02/13/2026 | 14.55 M | $472.34 M | 36.06% | 5.00% |
| VANGUARD GROUP INC | 01/29/2026 | 14.36 M | $466.32 M | 12.31% | 4.94% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 12.79 M | $415.25 M | 100.00% | 4.22% |
| FMR LLC | 02/17/2026 | 8.37 M | $271.83 M | 1.60% | 2.88% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 4.73 M | $153.63 M | -1.57% | 1.63% |
| BLACKROCK, INC. | 02/12/2026 | 3.72 M | $120.67 M | 1.63% | 1.28% |
| SANDS CAPITAL VENTURES, LLC | 02/13/2026 | 3.65 M | $118.51 M | 3.83% | 1.20% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.56 M | $115.75 M | 86.85% | 1.19% |
| WHALE ROCK CAPITAL MANAGEMENT LLC | 02/17/2026 | 3.06 M | $99.29 M | 0.03% | 1.05% |
| FEDERATED HERMES, INC. | 02/12/2026 | 2.90 M | $94.19 M | -0.32% | 1.00% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 2.90 M | $94.01 M | 36.64% | 0.96% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 2.85 M | $92.67 M | 100.00% | 0.95% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 2.58 M | $83.70 M | -0.59% | 0.85% |
| GREENOAKS CAPITAL PARTNERS LLC | 02/17/2026 | 2.32 M | $75.23 M | 0.00% | 0.80% |
| FIERA CAPITAL CORP | 02/11/2026 | 2.33 M | $75.71 M | 87.74% | 0.77% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 2.22 M | $72.21 M | 31.43% | 0.76% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 1.98 M | $64.30 M | 3.01% | 0.65% |
| 12 WEST CAPITAL MANAGEMENT LP | 02/17/2026 | 1.84 M | $59.68 M | 0.00% | 0.63% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 1.78 M | $57.88 M | 14.53% | 0.61% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 1.76 M | $57.27 M | 4.78% | 0.61% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 1.70 M | $55.22 M | -4.52% | 0.58% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.67 M | $54.33 M | 13.22% | 0.58% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 1.64 M | $53.31 M | -17.14% | 0.54% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.52 M | $49.49 M | -4.27% | 0.51% |
| NORGES BANK | 02/10/2026 | 1.52 M | $49.30 M | 100.00% | 0.50% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 1.33 M | $43.21 M | 100.00% | 0.46% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.38 M | $44.96 M | -45.05% | 0.46% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 1.26 M | $40.86 M | -11.29% | 0.42% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 1.15 M | $37.27 M | 100.00% | 0.38% |
| STATE STREET CORP | 02/13/2026 | 1.05 M | $34.14 M | 28.67% | 0.36% |
| BIENVILLE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 969.26 K | $31.47 M | 247.03% | 0.33% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 893.16 K | $29.00 M | 51.46% | 0.31% |
| SANDS CAPITAL MANAGEMENT, LLC | 02/13/2026 | 928.76 K | $30.16 M | -15.99% | 0.31% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 886.78 K | $28.79 M | -39.04% | 0.30% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 876.85 K | $28.47 M | -83.25% | 0.30% |
| ARROWMARK COLORADO HOLDINGS LLC | 02/17/2026 | 815.61 K | $26.48 M | -9.43% | 0.28% |
| DELTA GLOBAL MANAGEMENT LP | 02/18/2026 | 785.31 K | $25.50 M | 52.68% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 809.43 K | $26.28 M | 10.90% | 0.27% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 806.93 K | $26.20 M | -12.89% | 0.27% |
| SHANNON RIVER FUND MANAGEMENT LLC | 02/17/2026 | 729.70 K | $23.69 M | 100.00% | 0.25% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/17/2026 | 701.32 K | $22.77 M | -23.21% | 0.24% |
| WALLEYE CAPITAL LLC | 02/13/2026 | 677.57 K | $22.00 M | 4,075.34% | 0.22% |
| BARTON INVESTMENT MANAGEMENT | 01/21/2026 | 670.04 K | $21.76 M | 69.64% | 0.22% |
| J. GOLDMAN & CO LP | 02/17/2026 | 634.43 K | $20.60 M | 53.60% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 634.30 K | $20.60 M | 2.01% | 0.22% |
| 02/13/2026 | 621.74 K | $20.19 M | 100.00% | 0.21% | |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 605.27 K | $19.65 M | 94.70% | 0.21% |
| NEARWATER CAPITAL MARKETS, LTD | 02/17/2026 | 600.00 K | $19.48 M | 100.00% | 0.21% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 590.70 K | $19.18 M | 29.68% | 0.20% |
Klaviyo Inc institutional Ownership - FAQ's
During the previous two years, 349 institutional investors and hedge funds held shares of Klaviyo Inc. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 1.51 M
Barton Investment Management: 1.05 M
Morangie Management LLC: 424,108
Mayflower Financial Advisors, LLC: 226,729
UBS Group AG: 196,411
Zweig-DiMenna Associates LLC: 129,200
52.63% of Klaviyo Inc stock is owned by institutional investors.
Institutional investors have bought a total of 164.20 M shares in the last 24 months. This purchase volume represents approximately $3.37 B in transactions.