Klaviyo Ownership | Who Owns Klaviyo?
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 6.22% of KVYO shares. Fidelity Select Software & IT Svcs Port is the top mutual fund, with 2.11% 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 | 36.64% | 15.09% | 48.27% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
|---|---|---|---|
| Fidelity Select Software & IT Svcs Port | 6.32M | 2.11% | -405.70K |
| American Funds SMALLCAP World A | 5.72M | 1.91% | -4.82K |
| American Funds Growth Fund of Amer A | 5.27M | 1.76% | - |
| Capital Group Growth Fnd of Amer Comp | 5.27M | 1.76% | - |
| Vanguard Explorer Inv | 4.89M | 1.63% | 4.45M |
| Vanguard Total Stock Mkt Idx Inv | 4.40M | 1.47% | 12.97K |
| Capital Group Growth Composite | 3.76M | 1.26% | - |
| American Funds IS® Growth 1 | 3.76M | 1.26% | - |
| Strategic Advisers Fidelity US TtlStk | 3.40M | 1.14% | 173.77K |
| Vanguard Small Cap Index | 3.19M | 1.07% | -3.21K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 14, 2026 | Whalen Amanda | Chief Financial Officer | Sell | $199.64K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 12 |
| 2026 Q1 | 1 | 29 |
| 2025 Q4 | - | 40 |
| 2025 Q3 | - | 30 |
| 2025 Q2 | 1 | 15 |
KVYO Ownership FAQ
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