IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Klaviyo Inc (KVYO)

CUSIP: 49845K101 | NYSE | Technology · Software - Application | Mid Cap | 567 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GFMR LLC6,730,4695.3%+164,314Sep 30, 20266,566,155 sh (Jun 30, 2026)
13D/AShopify Strategic Holdings 3 LLC33,405,04720.8%

Institutional Holders — Q3 2026

Summit Partners L P13,852,778
44.4% of portfolio›$217.9M
Barton Investment Management1,350,490
2.6% of portfolio›$21.2M
MacKenzie Financial Corp1,215,290
0.0% of portfolio›$19.1M
Citigroup Inc1,155,159
0.0% of portfolio›$18.2M
Dimensional Fund Advisors LP1,065,026
0.0% of portfolio›$16.8M
Congress Asset Management Co774,660
0.1% of portfolio›$12.2M
Bank of New York Mellon Corp580,662
0.0% of portfolio›$9.1M
Morangie Management LLC545,319
7.2% of portfolio›$8.6M
Y-Intercept (Hong Kong) Ltd241,660
0.1% of portfolio›$3.8M
Crestwood Advisors Group, LLC128,478
0.0% of portfolio›$2.0M
Fulcrum Asset Management LLP121,234
0.1% of portfolio›$1.8M
Imc-Chicago, LLC108,487
0.0% of portfolio›$1.7M
Illinois Municipal Retirement Fund100,955
0.0% of portfolio›$1.6M
Vise Technologies, Inc.84,418
0.0% of portfolio›$1.3M
Prospera Financial Services Inc80,055
0.0% of portfolio›$1.6M
State of New Jersey Common Pension Fund D64,765
0.0% of portfolio›$1.0M
Assetmark, Inc52,307
0.0% of portfolio›$822.8K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna51,600
0.3% of portfolio›$811.7K
Wealth Enhancement Advisory Services, LLC43,531
0.0% of portfolio›$764.8K
Lavelle Capital LP41,650
0.3% of portfolio›$655.2K
Caitong International Asset Management Co., Ltd39,505
0.1% of portfolio›$621.4K
Arizona State Retirement System37,720
0.0% of portfolio›$593.3K
Virginia Retirement Systems ET Al32,300
0.0% of portfolio›$508.1K
Wilmington Savings Fund Society, FSB29,800
0.0% of portfolio›$468.8K
Capstone Capital Management Ltd29,450
0.2% of portfolio›$463.2K
Gryphon Financial Partners LLC29,217
0.0% of portfolio›$459.6K
Creative Planning26,461
0.0% of portfolio›$416.2K
State of Michigan Retirement System25,061
0.0% of portfolio›$394.2K
CenterBook Partners LP24,027
0.0% of portfolio›$377.9K
Harbour Capital Advisors, LLC22,635
0.1% of portfolio›$356.0K
Fort Washington Investment Advisors Inc21,926
0.0% of portfolio›$344.9K
Pictet Asset Management Holding SA21,547
0.0% of portfolio›$338.9K
Commonwealth Equity Services, LLC20,813
0.0% of portfolio›$327.4K
Seelaus Asset Management LLC19,944
0.2% of portfolio›$313.7K
Norden Group LLC18,206
0.0% of portfolio›$286.4K
Elmwood Wealth Management, Inc.15,195
0.1% of portfolio›$239.0K
Oppenheimer Asset Management Inc.13,177
0.0% of portfolio›$207.3K
Xponance LLC12,932
0.0% of portfolio›$203.4K
Chicago Partners Investment Group LLC12,054
0.0% of portfolio›$254.5K
Compound Planning, Inc.10,942
0.0% of portfolio›$172.1K
DekaBank Deutsche Girozentrale9,143
0.0% of portfolio›$146
Bayforest Capital Ltd7,016
0.2% of portfolio›$110.4K
State of Alaska, Department of Revenue6,423
0.0% of portfolio›$101
Larson Financial Group LLC6,303
0.0% of portfolio›$99.1K
IFP Advisors, Inc4,636
0.0% of portfolio›$72.9K
State of Wyoming4,554
0.0% of portfolio›$71.6K
US Bancorp \de\4,138
0.0% of portfolio›$65.1K
KBC Group NV3,936
0.0% of portfolio›$62
Sterling Capital Management LLC3,147
0.0% of portfolio›$49.5K
Parallel Advisors, LLC2,276
0.0% of portfolio›$35.8K
Rakuten Securities, Inc.2,120
0.0% of portfolio›$33.3K
Fifth Third Bancorp1,974
0.0% of portfolio›$31.1K
Strs Ohio1,878
0.0% of portfolio›$29.5K
SBI Securities Co., Ltd.1,649
0.0% of portfolio›$25.9K
EverSource Wealth Advisors, LLC1,535
0.0% of portfolio›$24.1K
Farther Finance Advisors, LLC1,447
0.0% of portfolio›$22.8K
Gamma Investing LLC1,428
0.0% of portfolio›$22.5K
Parkside Financial Bank & Trust850
0.0% of portfolio›$13.4K
Signaturefd, LLC660
0.0% of portfolio›$10.4K
Activest Wealth Management357
0.0% of portfolio›$5.6K
First Horizon Corp344
0.0% of portfolio›$5.4K
Bare Financial Services, Inc334
0.0% of portfolio›$5.3K
Nisa Investment Advisors, LLC265
0.0% of portfolio›$4.2K
Silver Grove Financial Group, Inc.163
0.0% of portfolio›$2.6K
Owl Creek Wealth Partners LLC155
0.0% of portfolio›$2.4K
Essential Partners LLC153
0.0% of portfolio›$2.4K
Cape Investment Advisory, Inc.133
0.0% of portfolio›$2.1K
Private Wealth Management Group, LLC131
0.0% of portfolio›$2.1K
Physician Wealth Advisors, Inc.125
0.0% of portfolio›$2.0K
Armstrong Advisory Group, Inc120
0.0% of portfolio›$1.9K
Versant Capital Management, Inc100
0.0% of portfolio›$1.6K
SJS Investment Consulting Inc.64
0.0% of portfolio›$1.0K
CoreCap Advisors, LLC59
0.0% of portfolio›$928
WPG Advisers, LLC50
0.0% of portfolio›$787
Manchester Capital Management LLC46
0.0% of portfolio›$724
Covestor Ltd40
0.0% of portfolio›$1
Cromwell Holdings LLC40
0.0% of portfolio›$629
Capital Advisors, Ltd. LLC32
0.0% of portfolio›$1
Elyxium Wealth, LLC28
0.0% of portfolio›$440
MassMutual Private Wealth & Trust, FSB28
0.0% of portfolio›$440
Fairscale Capital, LLC15
0.0% of portfolio›$302
Root Financial Partners, LLC13
0.0% of portfolio›$204
Pinnacle Wealth Planning Services, Inc.11
0.0% of portfolio›$173
MV Capital Management, Inc.10
0.0% of portfolio›$158
True Wealth Design, LLC10
0.0% of portfolio›$158
Hughes Financial Services, LLC1
0.0% of portfolio›$20
StyleTurnoverLocationFiled
Summit Partners L P
13,852,778$217.9M44.4%Agg GrowthVery LowBoston, MA2026-10-29
Barton Investment Management
1,350,490$21.2M2.6%GrowthVery LowWest Conshohocken, PA2026-10-27
MacKenzie Financial Corp
1,215,290$19.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Citigroup Inc
1,155,159$18.2M0.0%CoreMediumNew York, NY2026-11-04
Dimensional Fund Advisors LP
1,065,026$16.8M0.0%IndexLowAustin, TX2026-11-04
Congress Asset Management Co
774,660$12.2M0.1%GrowthMediumBoston, MA2026-10-06
Bank of New York Mellon Corp
580,662$9.1M0.0%CoreLowNew York, NY2026-11-05
Morangie Management LLC
545,319$8.6M7.2%CoreVery LowNew York, NY2026-10-15
Y-Intercept (Hong Kong) Ltd
241,660$3.8M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Crestwood Advisors Group, LLC
128,478$2.0M0.0%GrowthLowBoston, MA2026-10-27
Fulcrum Asset Management LLP
121,234$1.8M0.1%CoreMediumLondon, United Kingdom2026-11-04
Imc-Chicago, LLC
108,487$1.7M0.0%GARPVery HighChicago, IL2026-11-05
Illinois Municipal Retirement Fund
100,955$1.6M0.0%CoreMediumOak Brook, IL2026-11-05
Vise Technologies, Inc.
84,418$1.3M0.0%IndexLowNew York, NY2026-10-29
Prospera Financial Services Inc
80,055$1.6M0.0%CoreMediumDallas, TX2026-11-04
State of New Jersey Common Pension Fund D
64,765$1.0M0.0%CoreLowTrenton, NJ2026-11-05
Assetmark, Inc
52,307$822.8K0.0%ETFLowConcord, CA2026-10-21
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
51,600$811.7K0.3%GrowthMediumWarsaw, Russia2026-10-21
Wealth Enhancement Advisory Services, LLC
43,531$764.8K0.0%CoreLowPlymouth, MN2026-10-13
Lavelle Capital LP
41,650$655.2K0.3%GrowthHighSan Francisco, CA2026-11-03
Caitong International Asset Management Co., Ltd
39,505$621.4K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Arizona State Retirement System
37,720$593.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
Virginia Retirement Systems ET Al
32,300$508.1K0.0%CoreMediumRichmond, VA2026-10-28
Wilmington Savings Fund Society, FSB
29,800$468.8K0.0%CoreLowWilmington, DE2026-10-23
Capstone Capital Management Ltd
29,450$463.2K0.2%GrowthVery HighHong Kong, South Korea2026-10-21
Gryphon Financial Partners LLC
29,217$459.6K0.0%IndexLowColumbus, OH2026-11-04
Creative Planning
26,461$416.2K0.0%IndexVery LowOverland Park, KS2026-11-02
State of Michigan Retirement System
25,061$394.2K0.0%IndexLowEast Lansing, MI2026-10-27
CenterBook Partners LP
24,027$377.9K0.0%ValueVery HighGreenwich, CT2026-11-02
Harbour Capital Advisors, LLC
22,635$356.0K0.1%GrowthLowTysons Corner, VA2026-10-13
Fort Washington Investment Advisors Inc
21,926$344.9K0.0%CoreLowCincinnati, OH2026-10-15
Pictet Asset Management Holding SA
21,547$338.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Commonwealth Equity Services, LLC
20,813$327.4K0.0%ETFLowWaltham, MA2026-11-02
Seelaus Asset Management LLC
19,944$313.7K0.2%GrowthMediumChatham, NJ2026-10-14
Norden Group LLC
18,206$286.4K0.0%GrowthMediumProvo, UT2026-10-20
Elmwood Wealth Management, Inc.
15,195$239.0K0.1%ETFLowBerkeley, CA2026-10-14
Oppenheimer Asset Management Inc.
13,177$207.3K0.0%CoreMediumNew York, NY2026-10-27
Xponance LLC
12,932$203.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Chicago Partners Investment Group LLC
12,054$254.5K0.0%GARPLowChicago, IL2026-10-27
Compound Planning, Inc.
10,942$172.1K0.0%CoreLowNew York, NY2026-11-05
DekaBank Deutsche Girozentrale
9,143$1460.0%CoreLowFrankfurt, Hong Kong2026-10-27
Bayforest Capital Ltd
7,016$110.4K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
State of Alaska, Department of Revenue
6,423$1010.0%CoreVery LowJuneau, AK2026-10-15
Larson Financial Group LLC
6,303$99.1K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
4,636$72.9K0.0%GrowthLowTampa, FL2026-10-16
State of Wyoming
4,554$71.6K0.0%ValueHighCheyenne, WY2026-10-28
US Bancorp \de\
4,138$65.1K0.0%IndexLowMinneapolis, MN2026-11-05
KBC Group NV
3,936$620.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
3,147$49.5K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
2,276$35.8K0.0%IndexLowSan Francisco, CA2026-11-03
Rakuten Securities, Inc.
2,120$33.3K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Fifth Third Bancorp
1,974$31.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Strs Ohio
1,878$29.5K0.0%CoreMediumColumbus, OH2026-10-30
SBI Securities Co., Ltd.
1,649$25.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
EverSource Wealth Advisors, LLC
1,535$24.1K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
1,447$22.8K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
1,428$22.5K0.0%IndexVery LowFoster City, CA2026-10-08
Parkside Financial Bank & Trust
850$13.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Signaturefd, LLC
660$10.4K0.0%IndexLowAtlanta, GA2026-10-23
Activest Wealth Management
357$5.6K0.0%ETFLowAventura, FL2026-10-15
First Horizon Corp
344$5.4K0.0%CoreLowMemphis, TN2026-10-26
Bare Financial Services, Inc
334$5.3K0.0%ETFVery LowGap, PA2026-11-04
Nisa Investment Advisors, LLC
265$4.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Silver Grove Financial Group, Inc.
163$2.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Owl Creek Wealth Partners LLC
155$2.4K0.0%IndexLowGreenwood Village, CO2026-10-20
Essential Partners LLC
153$2.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Cape Investment Advisory, Inc.
133$2.1K0.0%ETFLowMcdonough, GA2026-10-13
Private Wealth Management Group, LLC
131$2.1K0.0%ETFLowPrinceton, NJ2026-10-19
Physician Wealth Advisors, Inc.
125$2.0K0.0%ETFMediumMidvale, UT2026-10-20
Armstrong Advisory Group, Inc
120$1.9K0.0%ETFHighNeedham, MA2026-10-09
Versant Capital Management, Inc
100$1.6K0.0%GARPLowPhoenix, AZ2026-10-02
SJS Investment Consulting Inc.
64$1.0K0.0%ETFVery LowSylvania, OH2026-10-26
CoreCap Advisors, LLC
59$9280.0%ETFMediumSouthfield, MI2026-10-08
WPG Advisers, LLC
50$7870.0%CoreLowBaltimore, MD2026-10-27
Manchester Capital Management LLC
46$7240.0%CoreLowManchester, VT2026-10-22
Covestor Ltd
40$10.0%ValueHighLondon, United Kingdom2026-10-30
Cromwell Holdings LLC
40$6290.0%IndexLowJackson, WY2026-10-28
Capital Advisors, Ltd. LLC
32$10.0%ETFLowShaker Heights, OH2026-10-27
Elyxium Wealth, LLC
28$4400.0%GrowthVery LowBeverly Hills, CA2026-10-27
MassMutual Private Wealth & Trust, FSB
28$4400.0%CoreLowSpringfield, MA2026-10-05
Fairscale Capital, LLC
15$3020.0%GrowthVery LowNashua, NH2026-11-04
Root Financial Partners, LLC
13$2040.0%ETFMediumEncinitas, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
11$1730.0%GARPLowMansfield, OH2026-10-27
MV Capital Management, Inc.
10$1580.0%ETFLowBethesda, MD2026-10-29
True Wealth Design, LLC
10$1580.0%ETFMediumAkron, OH2026-10-13
Hughes Financial Services, LLC
1$200.0%ETFLowHerndon, VA2026-10-30
+1,377,529
Aug 5, 2026
No 13F filer matched
13G/ABialecki Andrew75,326,22936.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13GFMR LLC6,730,469
5.3% of class · Sep 30, 2026+164,314
6,566,155 sh (Jun 30, 2026)
13D/AShopify Strategic Holdings 3 LLC33,405,047
20.8% of class · Aug 5, 2026+1,377,529
No 13F filer matched
13G/ABialecki Andrew75,326,229
36.5% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched