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Klaviyo, Inc. (KVYO) institutional ownership

Latest close $17.50 Jul 21, 2026
Market cap$5.3B 52-week range SectorTechnology
Funds holding · Q1 2026
268
reported KVYO position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
167 buyers · 101 sellers

Klaviyo, Inc. (KVYO) price and institutional activity

Dates

Q1 2026

$0 bought by 167 investors
Wellington Management Group LLPWhale Rock Capital Management LLC +165 more
$0 sold by 101 investors
Morgan Stanley12 West Capital Management LP +99 more
Bought Sold Totals per quarter; hover a bar for the names.

Klaviyo, Inc. (KVYO) institutional activity · 268

Investor Type Est. change Change Δ Own Date
Morgan Stanley · Reduced
Change −9.5M Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −9.5M Q1 2026
Wellington Management Group LLP · New
Change +5.5M Date Q1 2026
Wellington Management Group LLP New· Q1 2026 +5.5M Q1 2026
Whale Rock Capital Management LLC · Added
Change +3.8M Δ Own +123.2% Date Q1 2026
Whale Rock Capital Management LLC Added· Q1 2026 +3.8M +123.2% Q1 2026
12 West Capital Management LP · Exited
Change −1.8M Δ Own −100.0% Date Q1 2026
12 West Capital Management LP Exited· Q1 2026 −1.8M −100.0% Q1 2026
Two Sigma Advisers, LP · Exited
Change −1.8M Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −1.8M −100.0% Q1 2026
Alliancebernstein L.P. · Reduced
Change −1.7M Date Q1 2026
Alliancebernstein L.P. Reduced· Q1 2026 −1.7M Q1 2026
Norges · Exited
Change −1.5M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −1.5M −100.0% Q1 2026
Susquehanna International Group, LLP · New
Change +1.5M Date Q1 2026
Susquehanna International Group, LLP New· Q1 2026 +1.5M Q1 2026
FMR LLC · Added
Change +1.4M Δ Own +16.9% Date Q1 2026
FMR LLC Added· Q1 2026 +1.4M +16.9% Q1 2026
Ancora Advisors LLC · Reduced
Change −1.3M Date Q1 2026
Ancora Advisors LLC Reduced· Q1 2026 −1.3M Q1 2026
Capital Research Global Investors · Reduced
Change −1.2M Δ Own −47.7% Date Q1 2026
Capital Research Global Investors Reduced· Q1 2026 −1.2M −47.7% Q1 2026
Capital International Investors · Reduced
Change −1.1M Date Q1 2026
Capital International Investors Reduced· Q1 2026 −1.1M Q1 2026
Marshall Wace, LLP · Added
Change +1.0M Date Q1 2026
Marshall Wace, LLP Added· Q1 2026 +1.0M Q1 2026
Capital World Investors · Added
Change +892K Date Q1 2026
Capital World Investors Added· Q1 2026 +892K Q1 2026
Citadel Advisors LLC Added· Q1 2026 +847K +268.1% Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 268

Famous investor activity in Klaviyo, Inc. (KVYO)

Klaviyo, Inc. (KVYO) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Whalen Amanda · Officer Sell −$248K
Price $17.75 Qty −14K Owned 838K ΔOwn −1.6% Trade date Jul 16, 2026 Filed date Jul 17, 2026
Whalen Amanda Officer Sell $17.75 −14K −$248K 838K −1.6% Jul 16, 2026 Jul 17, 2026
Whalen Amanda · CFO Sell −$185K
Price $13.23 Qty −14K Owned 852K Trade date Jun 18, 2026 Filed date Jun 18, 2026
Whalen Amanda CFO Sell $13.23 −14K −$185K 852K Jun 18, 2026 Jun 18, 2026
Oulman Roxanne · Director 2 operations 0
Owned 15K Trade date Jun 11, 2026 Filed date Jun 11, 2026
Oulman Roxanne Director 2 operations 0 15K Jun 11, 2026 Jun 11, 2026
Oulman Roxanne · Director Grant (A) 15K
Owned 29K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Oulman Roxanne Director Grant (A) 15K 29K Jun 9, 2026 Jun 11, 2026
St. Ledger Susan · Director Grant (A) 15K
Owned 26K Trade date Jun 9, 2026 Filed date Jun 11, 2026
St. Ledger Susan Director Grant (A) 15K 26K Jun 9, 2026 Jun 11, 2026
Ceran Jennifer · Director Grant (A) 15K
Owned 46K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Ceran Jennifer Director Grant (A) 15K 46K Jun 9, 2026 Jun 11, 2026
Weisman Tony · Director Grant (A) 15K
Owned 104K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Weisman Tony Director Grant (A) 15K 104K Jun 9, 2026 Jun 11, 2026
Fernandez Gomez Luciano · Director Tax withholding or exercise payment (F) -$26K
Price $14.78 Qty -2K Owned 2.3M Trade date Jun 9, 2026 Filed date Jun 11, 2026
Fernandez Gomez Luciano Director Tax withholding or exercise payment (F) $14.78 -2K -$26K 2.3M Jun 9, 2026 Jun 11, 2026
Bialecki Andrew · Director Sell −$3.1M
Price $14.61 Qty −213K Owned 0 Trade date May 26, 2026 Filed date May 28, 2026
Bialecki Andrew Director Sell $14.61 −213K −$3.1M 0 May 26, 2026 May 28, 2026
Bialecki Andrew · Director 2 operations 0
Owned 66.7M Trade date May 26, 2026 Filed date May 28, 2026
Bialecki Andrew Director 2 operations 0 66.7M May 26, 2026 May 28, 2026
Bialecki Andrew · Director Sell −$3.0M
Price $14.88 Qty −200K Owned 0 Trade date May 19, 2026 Filed date May 20, 2026
Bialecki Andrew Director Sell $14.88 −200K −$3.0M 0 May 19, 2026 May 20, 2026
Bialecki Andrew · Director 2 operations 0
Owned 66.9M Trade date May 19, 2026 Filed date May 20, 2026
Bialecki Andrew Director 2 operations 0 66.9M May 19, 2026 May 20, 2026
St. Ledger Susan · Director Sell −$133K
Price $14.27 Qty −9K Owned 11K Trade date May 18, 2026 Filed date May 20, 2026
St. Ledger Susan Director Sell $14.27 −9K −$133K 11K May 18, 2026 May 20, 2026
St. Ledger Susan · Director 2 operations 0
Owned 50K Trade date May 18, 2026 Filed date May 20, 2026
St. Ledger Susan Director 2 operations 0 50K May 18, 2026 May 20, 2026
Edmond Landon · Officer Tax withholding or exercise payment (F) -$321K
Price $14.38 Qty -22K Owned 562K Trade date May 15, 2026 Filed date May 18, 2026
Edmond Landon Officer Tax withholding or exercise payment (F) $14.38 -22K -$321K 562K May 15, 2026 May 18, 2026
15 of 122
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Klaviyo, Inc. (KVYO) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Hallen Ed 33.0M
% of shares outstanding 44.7% Filing date Feb 13, 2024
Hallen Ed 33.0M 44.7% Feb 13, 2024
Shopify Inc. 30.3M
% of shares outstanding 30.1% Filing date Jul 30, 2024
Shopify Inc. 30.3M 30.1% Jul 30, 2024
Summit Partners L P 27.4M
% of shares outstanding 23.1% Filing date Nov 8, 2024
Summit Partners L P 27.4M 23.1% Nov 8, 2024
Vanguard Group Inc 7.1M
% of shares outstanding 9.7% Filing date Nov 12, 2024
Vanguard Group Inc 7.1M 9.7% Nov 12, 2024
Capital International Investors 11.7M
% of shares outstanding 8.0% Filing date May 14, 2026
Capital International Investors 11.7M 8.0% May 14, 2026
Capital Research Global Investors 5.3M
% of shares outstanding 7.3% Filing date Nov 12, 2024
Capital Research Global Investors 5.3M 7.3% Nov 12, 2024
Vanguard Portfolio Management 7.5M
% of shares outstanding 5.2% Filing date Apr 29, 2026
Vanguard Portfolio Management 7.5M 5.2% Apr 29, 2026
Alliancebernstein L.P. 1.9M
% of shares outstanding 5.1% Filing date Feb 14, 2024
Alliancebernstein L.P. 1.9M 5.1% Feb 14, 2024
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Klaviyo, Inc. (KVYO) ownership FAQ

Who owns KVYO?

268 reporting institutions disclosed KVYO position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.