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Klaviyo (KVYO) Institutional Ownership

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+0.97 (+3.98%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Klaviyo (NYSE:KVYO)

Current
Institutional Ownership
Percentage
45.43%
Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$2.11B
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$58.01M
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KVYO Institutional Buying and Selling by Quarter

Klaviyo Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 California State Teachers Retirement System32,095$818K0.0%N/A0.012%
5/16/2024 Janus Henderson Group PLC25,992$662K0.0%N/A0.010%
5/15/2024 Whale Rock Capital Management LLC579,113$14.76M0.2%+122.0%0.222%
5/15/2024 SVB Wealth LLC11,724$299K0.0%N/A0.004%
5/15/2024 Sandia Investment Management LP4,000$102K0.1%-33.3%0.002%
5/14/2024 Capital World Investors699,520$17.82M0.0%-0.2%0.268%
5/14/2024 EntryPoint Capital LLC2,772$71K0.1%N/A0.001%
5/13/2024 Clearbridge Investments LLC2,205,684$56.20M0.0%+1.5%0.844%
5/11/2024 Cynosure Group LLC52,759$1.34M0.2%N/A0.020%
5/10/2024 Vanguard Group Inc.2,108,455$53.72M0.0%+0.2%0.807%
5/9/2024 Blair William & Co. IL175,531$4.47M0.0%+1,234.0%0.067%
5/7/2024 Swiss National Bank69,700$1.78M0.0%N/A0.027%
5/7/2024 Glynn Capital Management LLC1,139,307$29.03M5.4%+291.3%0.436%
5/7/2024 Wealthspire Advisors LLC14,285$364K0.0%N/A0.005%
5/6/2024 Quantbot Technologies LP54,424$1.39M0.1%+82.8%0.021%
5/1/2024 Capstone Investment Advisors LLC146,368$3.73M0.0%+17.0%0.056%
4/30/2024 Mayflower Financial Advisors LLC243,448$6.20M0.5%N/A0.093%
4/24/2024 Marino Stram & Associates LLC43,868$1.12M0.3%N/A0.017%
4/24/2024 Dakota Wealth Management63,256$1.61M0.0%N/A0.024%
4/18/2024 Claro Advisors LLC922,680$23.51M4.1%N/A0.353%
4/11/2024 Salem Investment Counselors Inc.2,350$60K0.0%+161.1%0.001%
4/4/2024 Moody National Bank Trust Division15,639$398K0.0%+87.9%0.006%
3/1/2024 Goldman Sachs Group Inc.1,472,140$40.90M0.0%+243.0%0.569%
2/15/2024 Caas Capital Management LP28,037$779K0.1%-87.6%0.011%
2/14/2024 Neuberger Berman Group LLC45,183$1.26M0.0%-21.8%0.017%
2/13/2024 Capital World Investors700,783$19.47M0.0%+0.1%0.271%
2/13/2024 Sands Capital Management LLC663,303$18.43M0.1%+3.8%0.256%
2/12/2024 Capstone Investment Advisors LLC125,072$3.47M0.0%+25.0%0.048%
2/12/2024 Monashee Investment Management LLC68,974$1.92M0.3%-57.1%0.027%
2/9/2024 Neuberger Berman Group LLC45,183$1.26M0.0%-21.8%0.017%
2/9/2024 Franklin Resources Inc.1,380,515$38.35M0.0%+95.4%0.534%
2/9/2024 Clearbridge Investments LLC2,174,097$60.40M0.1%+16.6%0.840%
2/9/2024 Norges Bank765,219$21.26M0.0%N/A0.296%
2/8/2024 Mitsubishi UFJ Asset Management Co. Ltd.66,700$1.78M0.0%N/A0.026%
2/7/2024 Seven Grand Managers LLC50,000$1.39M1.3%+150.0%0.019%
2/7/2024 Jump Financial LLC61,483$1.71M0.1%N/A0.024%
2/6/2024 Glynn Capital Management LLC291,155$8.09M1.5%+18.5%0.113%
2/5/2024 Pursue Wealth Partners LLC63,117$1.75M1.1%N/A0.024%
2/1/2024 New York State Common Retirement Fund5,485$152K0.0%+191.0%0.002%
1/31/2024 Federated Hermes Inc.575,276$15.98M0.0%N/A0.222%
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1/31/2024 Rakuten Securities Inc.12,391$344K0.3%N/A0.005%
1/16/2024 Salem Investment Counselors Inc.900$25K0.0%N/A0.000%
1/12/2024 Summit Partners L P47,741,629$1.33B48.4%-3.6%18.455%
1/11/2024 Moody National Bank Trust Division8,323$231K0.0%N/A0.003%
1/5/2024 Renaissance Capital LLC12,291$341K0.2%N/A0.005%
12/18/2023 Vanguard Group Inc.1,444,434$49.83M0.0%N/A0.558%
12/7/2023 Hudson Bay Capital Management LP20,000$690K0.0%N/A0.008%
12/1/2023 Wellington Management Group LLP146,300$5.05M0.0%N/A0.057%
11/30/2023 American Century Companies Inc.200,000$6.90M0.0%N/A0.077%
11/15/2023 Rokos Capital Management LLP75,000$2.59M0.0%N/A0.030%
11/15/2023 Sands Capital Management LLC638,974$22.05M0.1%N/A0.254%
11/15/2023 Laurion Capital Management LP15,000$518K0.0%N/A0.006%
11/15/2023 Alberta Investment Management Corp11,344$391K0.0%N/A0.005%
11/14/2023 Blackstone Inc.20,000$690K0.0%N/A0.008%
11/14/2023 Caisse DE Depot ET Placement DU Quebec100,000$3.45M0.0%N/A0.040%
11/14/2023 Seven Grand Managers LLC20,000$690K0.9%N/A0.008%
11/14/2023 Soros Fund Management LLC23,000$794K0.0%N/A0.009%
11/14/2023 Greenoaks Capital Partners LLC250,000$8.63M1.1%N/A0.099%
11/14/2023 Monashee Investment Management LLC160,740$5.55M2.3%N/A0.064%
11/13/2023 Healthcare of Ontario Pension Plan Trust Fund80,000$2.76M0.0%N/A0.032%
11/13/2023 Clearbridge Investments LLC1,864,233$64.32M0.1%N/A0.740%
11/13/2023 WINTON GROUP Ltd31,676$1.09M0.1%N/A0.013%
11/13/2023 FMR LLC991,389$34.20M0.0%N/A0.394%
11/13/2023 Lord Abbett & CO. LLC148,150$5.11M0.0%N/A0.059%
11/9/2023 Glynn Capital Management LLC245,749$8.48M1.8%N/A0.098%
11/7/2023 New York State Common Retirement Fund1,885$65K0.0%N/A0.001%
10/27/2023 Allspring Global Investments Holdings LLC31,494$1.09M0.0%N/A0.013%
10/27/2023 Skylands Capital LLC5,000$172K0.0%N/A0.002%
10/25/2023 Brown Advisory Inc.69,018$2.38M0.0%N/A0.027%
10/24/2023 Summit Partners L P49,511,947$1.71B58.5%N/A19.659%
(Data available from 1/1/2016 forward)

KVYO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KVYO shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Klaviyo. The most heavily invested institutionals were Summit Partners L P ($1.33B), Clearbridge Investments LLC ($56.20M), Vanguard Group Inc. ($53.72M), Goldman Sachs Group Inc. ($40.90M), Franklin Resources Inc. ($38.35M), FMR LLC ($34.20M), and Glynn Capital Management LLC ($29.03M).Learn more on KVYO's institutional investors.

What percentage of Klaviyo stock is owned by institutional investors?

45.43% of Klaviyo stock is owned by institutional investors. Learn more on KVYO's institutional investor holdings.

Which institutional investors have been buying Klaviyo stock?

Of the 52 institutional investors that purchased Klaviyo stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Summit Partners L P ($49.51M), Clearbridge Investments LLC ($2.21M), Vanguard Group Inc. ($1.45M), Glynn Capital Management LLC ($1.14M), Goldman Sachs Group Inc. ($1.04M), FMR LLC ($991.39K), and Claro Advisors LLC ($922.68K).

How much institutional buying is happening at Klaviyo?

Institutional investors have bought a total of 62,729,244 shares in the last 24 months. This purchase volume represents approximately $2.11B in transactions.

Which Klaviyo major shareholders have been selling company stock?

The following institutional investors have sold Klaviyo stock in the last 24 months: Summit Partners L P ($1.77M), Caas Capital Management LP ($197.93K), Monashee Investment Management LLC ($91.77K), Neuberger Berman Group LLC ($25.20K), Sandia Investment Management LP ($2K), and Capital World Investors ($1.26K).

How much institutional selling is happening at Klaviyo?

Institutional investors have sold a total of 2,088,473 shares in the last 24 months. This volume of shares sold represents approximately $58.01M in transactions.


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This page (NYSE:KVYO) was last updated on 5/19/2024 by MarketBeat.com Staff

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