Klaviyo Ownership | Who Owns Klaviyo?

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Klaviyo Ownership Summary

Klaviyo is owned by 51.36% institutional investors, 3.22% insiders, and 45.41% retail investors. Summit partners l p is the largest institutional shareholder, holding 6.19% of KVYO shares. American Funds Growth Fund of Amer A is the top mutual fund, with 1.76% of its assets in Klaviyo shares.

KVYO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Klaviyo	51.36%	3.22%	45.41%
Sector	Technology Stocks	36.01%	15.20%	48.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Summit partners l p	18.85M	6.19%	$284.68M
Vanguard group	14.36M	4.77%	$466.32M
Capital investors	10.48M	3.44%	$158.29M
Fmr	9.79M	3.23%	$190.46M
Blackrock funding, inc. /de	7.61M	2.50%	$114.94M
Whale rock capital management	6.83M	2.25%	$132.82M
Wellington management group llp	5.48M	1.81%	$106.63M
Morgan stanley	5.07M	1.67%	$98.62M
Sands capital ventures	3.65M	1.20%	$71.02M
Alliancebernstein	3.05M	1.01%	$98.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Summit partners l p	18.85M	46.75%	$284.68M
Sands capital ventures	3.65M	16.86%	$71.02M
Morangie management	403.17K	5.06%	$6.09M
Bienville capital management	1.23M	4.51%	$23.89M
Ararat capital management lp	221.11K	3.28%	$6.12M
Barton investment management	1.26M	2.57%	$18.97M
Greenoaks capital partners	2.32M	1.96%	$45.08M
Whale rock capital management	6.83M	1.72%	$132.82M
Delta global management lp	847.50K	1.35%	$16.49M
Formula growth	150.00K	1.32%	$2.92M

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	5.48M	0.02%	5.48M
Whale rock capital management	6.83M	1.72%	3.77M
Blackrock funding, inc. /de	7.61M	0.00%	3.26M
Vanguard group	14.36M	0.01%	1.57M
Susquehanna group, llp	1.46M	0.00%	1.46M

Top Sellers

Holder	Shares	% Assets	Change
Morgan stanley	5.07M	0.01%	-9.48M
Jpmorgan chase	817.68K	0.00%	-3.48M
Fuller & thaler asset management	-	-	-2.94M
American century companies	-	-	-2.92M
Federated hermes	-	-	-2.64M

New Positions

Holder	Shares	% Assets	Change	Value
Wellington management group llp	5.48M	0.02%	5.48M	$106.63M
Vanguard fiduciary trust	878.24K	0.00%	878.24K	$17.09M
Axa investment managers	652.02K	0.05%	652.02K	$18.05M
Congress asset management co /ma	636.23K	0.06%	636.23K	$9.61M
Scopia capital management lp	247.56K	0.86%	247.56K	$6.86M

Sold Out

Holder	Change
Dunhill financial	-2.00
Skopos labs	-15.00
Physician wealth advisors	-15.00
Optima capital	-18.00
Coldstream capital management	-22.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	279	1.09%	155,638,486	-1.70%	51	1.85%	168	11.26%	57	-33.72%
Dec 31, 2025	67	-77.74%	40,328,546	-71.46%	13	0.55%	42	-75.44%	18	-77.50%
Sep 30, 2025	78	-71.74%	45,832,390	-65.65%	16	0.73%	45	-74.72%	20	-68.75%
Jun 30, 2025	276	16.46%	133,466,971	15.94%	46	2.66%	178	14.84%	64	30.61%
Mar 31, 2025	236	18.00%	115,136,423	1.56%	41	2.32%	153	30.77%	49	8.89%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds Growth Fund of Amer A	5.27M	1.76%	-
American Funds Growth Fd of Amer A	5.27M	1.76%	-
Capital Group Growth Fnd of Amer Comp	5.27M	1.76%	-
Fidelity Select Software & IT Svcs Port	4.74M	1.58%	-1.24M
Vanguard Total Stock Mkt Idx Inv	4.23M	1.41%	-171.85K
Vanguard Morn Total Stk Mkt Idx Investor	4.23M	1.41%	-171.85K
Vanguard Explorer Inv	3.81M	1.27%	-1.08M
American Funds IS® Growth 1	3.76M	1.26%	-
Capital Group Growth Composite	3.76M	1.26%	-
Strategic Advisers Fidelity US TtlStk	3.40M	1.14%	173.77K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 16, 2026	Whalen Amanda	Chief Financial Officer	Sell	$248.50K
Jun 18, 2026	Whalen Amanda	Chief Financial Officer	Sell	$185.22K
May 26, 2026	Bialecki Andrew	Co-Chief Executive Officer	Sell	$3.11M
May 18, 2026	St. Ledger Susan	-	Sell	$133.20K
May 19, 2026	Bialecki Andrew	Co-Chief Executive Officer	Sell	$2.98M

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	1
2026 Q2	-	12
2026 Q1	1	29
2025 Q4	-	40
2025 Q3	-	30

KVYO Ownership FAQ

Who owns the most shares of Klaviyo?

Klaviyo’s largest shareholders are Summit partners l p (18.85M shares, 6.19%), Vanguard group (14.36M shares, 4.77%), and Capital investors (10.48M shares, 3.44%). Together, they hold 14.41% of Klaviyo’s total shares outstanding.

Does Blackrock own Klaviyo?

BlackRock is not among the top 10 institutional shareholders of Klaviyo.

Who is Klaviyo’s biggest shareholder by percentage of total assets invested?

Summit partners l p is Klaviyo’s biggest shareholder by percentage of total assets invested, with 46.75% of its assets in 18.85M Klaviyo shares, valued at 284.68M$.

Who is the top mutual fund holder of Klaviyo shares?

American Funds Growth Fund of Amer A is the top mutual fund holder of Klaviyo shares, with 1.76% of its total shares outstanding invested in 5.27M Klaviyo shares.

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