Klaviyo Ownership | Who Owns Klaviyo?
Klaviyo Ownership Summary
Klaviyo is owned by 47.95% institutional investors, 1.26% insiders, and 50.78% retail investors. Vanguard group is the largest institutional shareholder, holding 4.77% of KVYO shares. American Funds Growth Fd of Amer A is the top mutual fund, with 1.85% of its assets in Klaviyo shares.
KVYO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Klaviyo | 47.95% | 1.26% | 50.78% |
| Sector | Technology Stocks | 78.14% | 14.97% | 6.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 14.36M | 4.77% | $466.32M |
| Summit partners l p | 13.85M | 4.67% | $217.90M |
| Capital investors | 9.95M | 3.35% | $156.44M |
| Blackrock funding, inc. /de | 7.61M | 2.50% | $114.94M |
| Fmr | 6.73M | 2.27% | $105.87M |
| Vanguard capital management | 5.99M | 1.97% | $90.46M |
| Whale rock capital management | 5.53M | 1.82% | $83.48M |
| Wellington management group llp | 5.05M | 1.66% | $76.25M |
| Capital world investors | 4.37M | 1.47% | $68.77M |
| Morgan stanley | 4.44M | 1.46% | $67.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Summit partners l p | 13.85M | 44.39% | $217.90M |
| Sands capital ventures | 3.93M | 9.67% | $59.32M |
| Morangie management | 545.32K | 7.18% | $8.58M |
| Ararat capital management lp | 221.11K | 3.28% | $6.12M |
| Barton investment management | 1.35M | 2.63% | $21.24M |
| Bienville capital management | 938.35K | 1.89% | $14.17M |
| Greenoaks capital partners | 2.32M | 1.48% | $34.98M |
| Formula growth | 150.00K | 1.32% | $2.92M |
| Delta global management lp | 690.66K | 1.13% | $10.43M |
| Scopia capital management lp | 247.56K | 0.86% | $6.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.61M | 0.00% | 3.26M |
| Jpmorgan chase | 3.27M | 0.00% | 2.45M |
| Capital world investors | 4.37M | 0.01% | 2.27M |
| Renaissance | 3.78M | 0.08% | 2.22M |
| Bank of america corp /de/ | 3.82M | 0.00% | 2.13M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Summit partners l p | 13.85M | 44.39% | -5.00M |
| Alliancebernstein | 32.06K | 0.00% | -3.02M |
| Fuller & thaler asset management | - | - | -2.94M |
| Federated hermes | - | - | -2.64M |
| 12 west capital management lp | - | - | -1.84M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mackenzie financial | 1.22M | 0.02% | 1.22M | $19.12M |
| Exoduspoint capital management, lp | 934.14K | 0.09% | 934.14K | $14.11M |
| Sixth street partners management company | 796.89K | 0.00% | 796.89K | $12.03M |
| Axa investment managers | 652.02K | 0.05% | 652.02K | $18.05M |
| Scopia capital management lp | 247.56K | 0.86% | 247.56K | $6.86M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -2.00 |
| Skopos labs | -15.00 |
| Optima capital | -18.00 |
| Coldstream capital management | -22.00 |
| North star investment management | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 296 | 3.86% | 145,940,629 | -7.36% | 47 | 1.77% | 167 | -3.47% | 77 | 32.76% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds Growth Fd of Amer A | 5.27M | 1.85% | - |
| American Funds Growth Fund of Amer A | 5.27M | 1.76% | - |
| Capital Group Growth Fnd of Amer Comp | 5.27M | 1.76% | - |
| American Funds SMALLCAP World A | 4.97M | 1.75% | 1.68M |
| Fidelity Select Software & IT Svcs Port | 4.54M | 1.61% | - |
| 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 MStar Total Stk Mkt Idx Invest | 3.85M | 1.35% | -395.89K |
| American Funds IS® Growth 1 | 3.76M | 1.32% | - |
| Capital Group Growth Composite | 3.76M | 1.26% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 05, 2026 | Hallen Ed | Sell | $134.70K | |
| Nov 05, 2026 | Hallen Ed | Sell | $296.18K | |
| Nov 05, 2026 | Hallen Ed | Sell | $980.41K | |
| Nov 05, 2026 | Hallen Ed | Sell | $697.36K | |
| Nov 06, 2026 | Oulman Roxanne | - | Sell | $284.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | 2 |
| 2026 Q3 | - | 10 |
| 2026 Q2 | - | 12 |
| 2026 Q1 | 1 | 29 |
| 2025 Q4 | - | 40 |
KVYO Ownership FAQ
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