Klaviyo Ownership | Who Owns Klaviyo?
Klaviyo Ownership Summary
Klaviyo is owned by 46.84% institutional investors, 0.43% insiders, and 52.73% retail investors. Summit partners l p is the largest institutional shareholder, holding 6.62% of KVYO shares.
KVYO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Klaviyo | 46.84% | 0.43% | 52.73% |
| Sector | Technology Stocks | 147.14% | 12.44% | -59.59% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Summit partners l p | 18.85M | 6.62% | $522.03M |
| Vanguard group | 12.79M | 4.49% | $354.09M |
| Whale rock capital management | 3.68M | 1.29% | $123.72M |
| Blackrock funding, inc. /de | 3.66M | 1.28% | $101.26M |
| Sands capital ventures | 3.52M | 1.23% | $118.04M |
| Federated hermes | 2.91M | 1.02% | $80.58M |
| Capital research global investors | 2.72M | 0.95% | $91.30M |
| Bank of new york mellon | 2.52M | 0.88% | $69.77M |
| American century companies | 2.12M | 0.74% | $58.67M |
| Jpmorgan chase | 1.91M | 0.67% | $52.83M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Summit partners l p | 18.85M | 56.48% | $522.03M |
| Sands capital ventures | 3.52M | 23.24% | $118.04M |
| Morangie management | 469.76K | 11.21% | $13.01M |
| Glynn capital management | 457.28K | 4.00% | $12.66M |
| Diker management | 80.04K | 2.53% | $2.69M |
| Cooper creek partners management | 1.70M | 1.77% | $57.11M |
| Whale rock capital management | 3.68M | 1.72% | $123.72M |
| Renaissance capital | 104.95K | 1.63% | $2.91M |
| Twin focus capital partners | 412.84K | 1.45% | $11.43M |
| Fortress investment group | 300.00K | 1.43% | $10.07M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 12.79M | 0.01% | 2.06M |
| Cooper creek partners management | 1.70M | 1.77% | 1.70M |
| Zimmer partners, lp | 719.64K | 0.53% | 719.64K |
| Arrowmark colorado | 611.00K | 0.37% | 611.00K |
| Delta global management lp | 553.36K | 1.24% | 553.36K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Summit partners l p | 18.85M | 56.48% | -11.97M |
| 1832 asset management | 112.70K | 0.00% | -2.14M |
| Claro advisors | - | - | -1.65M |
| Blue owl capital lp | - | - | -1.08M |
| Whale rock capital management | 3.68M | 1.72% | -645.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cooper creek partners management | 1.70M | 1.77% | 1.70M | $57.11M |
| Zimmer partners, lp | 719.64K | 0.53% | 719.64K | $24.17M |
| Arrowmark colorado | 611.00K | 0.37% | 611.00K | $20.52M |
| Delta global management lp | 553.36K | 1.24% | 553.36K | $18.58M |
| Ghisallo capital management | 500.00K | 0.45% | 500.00K | $16.79M |
Sold Out
| Holder | Change |
|---|---|
| Fortitude family office | -15.00 |
| Coldstream capital management | -22.00 |
| True wealth design | -26.00 |
| Headlands | -76.00 |
| Marshall & sullivan inc /wa/ | -111.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 203 | 20.12% | 113,904,613 | 1.63% | 42 | 2.44% | 119 | 30.77% | 46 | -4.17% |
| Sep 30, 2024 | 169 | 19.01% | 112,077,303 | 1.23% | 41 | 2.40% | 91 | 16.67% | 48 | 29.73% |
| Jun 30, 2024 | 142 | 0.71% | 110,717,314 | 14.80% | 41 | 3.06% | 78 | -25.00% | 37 | 85.00% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 11, 2025 | Hallen Ed | Sell | $16.35K | |
| Nov 11, 2025 | Hallen Ed | Sell | $67.98K | |
| Nov 10, 2025 | Hallen Ed | Sell | $257.59K | |
| Nov 10, 2025 | Hallen Ed | Sell | $1.53M | |
| Oct 15, 2025 | Rowland Stephen Eric | President | Sell | $173.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 10 |
| 2025 Q3 | - | 30 |
| 2025 Q2 | 1 | 15 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
KVYO Ownership FAQ
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