Klaviyo Ownership | Who Owns Klaviyo?
Klaviyo Ownership Summary
Klaviyo is owned by 13.41% institutional investors, 2.59% insiders, and 84.01% retail investors. Summit partners l p is the largest institutional shareholder, holding 6.22% of KVYO shares.
KVYO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Klaviyo | 13.41% | 2.59% | 84.01% |
| Sector | Technology Stocks | 35.36% | 13.17% | 51.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Summit partners l p | 18.85M | 6.22% | $366.88M |
| Vanguard group | 14.36M | 4.77% | $466.32M |
| Capital investors | 11.70M | 3.86% | $227.76M |
| Fmr | 9.79M | 3.23% | $190.46M |
| 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 |
| Blackrock funding, inc. /de | 4.35M | 1.44% | $84.74M |
| Jpmorgan chase | 4.30M | 1.42% | $81.57M |
| Sands capital ventures | 3.65M | 1.20% | $71.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Summit partners l p | 18.85M | 54.74% | $366.88M |
| Sands capital ventures | 3.65M | 16.86% | $71.02M |
| Morangie management | 424.11K | 7.60% | $8.25M |
| Bienville capital management | 1.23M | 4.51% | $23.89M |
| Ararat capital management lp | 221.11K | 3.28% | $6.12M |
| Barton investment management | 1.05M | 2.56% | $20.43M |
| Greenoaks capital partners | 2.32M | 1.96% | $45.08M |
| Whale rock capital management | 6.83M | 1.72% | $132.82M |
| Lisanti capital growth | 281.12K | 1.38% | $5.47M |
| Delta global management lp | 847.50K | 1.35% | $16.49M |
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 |
| Vanguard group | 14.36M | 0.01% | 1.57M |
| Norges bank | 1.52M | 0.01% | 1.52M |
| Susquehanna group, llp | 1.46M | 0.00% | 1.46M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 5.07M | 0.01% | -9.48M |
| 12 west capital management lp | - | - | -1.84M |
| Alliancebernstein | 3.05M | 0.03% | -1.68M |
| Claro advisors | - | - | -1.65M |
| Ancora advisors | 42.30K | 0.02% | -1.29M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 5.48M | 0.02% | 5.48M | $106.63M |
| Norges bank | 1.52M | 0.01% | 1.52M | $49.30M |
| Vanguard fiduciary trust | 878.24K | 0.00% | 878.24K | $17.09M |
| 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 |
|---|---|
| Clearstead advisors | -4.00 |
| Skopos labs | -15.00 |
| Optima capital | -18.00 |
| Coldstream capital management | -22.00 |
| Harbour investments | -29.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 203 | 20.12% | 113,904,613 | 1.63% | 42 | 2.44% | 119 | 30.77% | 46 | -4.17% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 12, 2026 | Bialecki Andrew | Co-Chief Executive Officer | Sell | $878.50K |
| May 12, 2026 | Bialecki Andrew | Co-Chief Executive Officer | Sell | $2.04M |
| Apr 20, 2026 | Edmond Landon | Chief Legal Officer | Sell | $192.46K |
| Apr 16, 2026 | Whalen Amanda | Chief Financial Officer | Sell | $259.56K |
| Apr 14, 2026 | Bialecki Andrew | Co-Chief Executive Officer | Sell | $1.90M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 7 |
| 2026 Q1 | 1 | 29 |
| 2025 Q4 | - | 40 |
| 2025 Q3 | - | 30 |
| 2025 Q2 | 1 | 15 |
KVYO Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools