DaveManuel.com · Institutional Ownership · Who Owns It
KLAVIYO INC (KVYO)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
280
Reporting holders
$2.3B
Reported value
1.8%
Calls
1.5%
Puts
+11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | $284.7M | 18,852,778 | 46.75% | 12q | HELD |
| Capital International Investors | $158.3M | 10,482,971 | 0.03% | 3q | -10.4%-$18.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $116.2M | 7,692,774 | 0.01% | 2q | +2.1%+$2.4M |
| BlackRock, Inc. | $114.9M | 7,612,078 | 0.00% | 8q | +74.8%+$49.2M |
| FMR LLC | $99.1M | 6,566,155 | 0.00% | 12q | -32.9%-$48.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $90.5M | 5,990,660 | 0.00% | 2q | -2.8%-$2.6M |
| Whale Rock Capital Management LLC | $83.5M | 5,528,166 | 0.67% | 12q | -19.0%-$19.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $76.2M | 5,049,414 | 0.01% | 2q | -7.8%-$6.5M |
| MORGAN STANLEY | $67.1M | 4,444,684 | 0.00% | 12q | -12.3%-$9.4M |
| MILLENNIUM MANAGEMENT LLC | $62.2M | 4,117,367 | 0.02% | 12q | +75.3%+$26.7M |
| Sands Capital Alternatives, LLC | $59.3M | 3,928,146 | 9.67% | 12q | +7.6%+$4.2M |
| BANK OF AMERICA CORP /DE/ | $57.7M | 3,819,545 | 0.00% | 12q | +126.4%+$32.2M |
| GOLDMAN SACHS GROUP INC | $41.9M incl. $14.9M options PUT | 1,784,550 | 0.00% | 12q | -17.4%-$8.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $37.4M | 2,476,695 | 0.00% | 11q | +39.6%+$10.6M |
| STATE STREET CORP | $35.0M | 2,319,638 | 0.00% | 11q | +100.7%+$17.6M |
| GREENOAKS LLC | $35.0M | 2,316,796 | 1.48% | 10q | HELD |
| Capital World Investors | $31.7M | 2,097,263 | 0.00% | 3q | +2.8%+$863.9K |
| TWO SIGMA INVESTMENTS, LP | $27.1M incl. $442.4K options CALL+PUT | 1,767,900 | 0.02% | 11q | -38.9%-$17.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $25.8M | 1,708,900 | 0.01% | 9q | +125.7%+$14.4M |
| CITADEL ADVISORS LLC | $25.6M incl. $7.9M options CALL+PUT | 1,172,112 | 0.00% | 12q | +0.8%+$212.6K |
| Jupiter Topco LLC | $24.4M | 1,614,070 | 0.01% | new | FIRST |
| RENAISSANCE TECHNOLOGIES LLC | $23.6M | 1,560,244 | 0.03% | 11q | -4.9%-$1.2M |
| FIRST TRUST ADVISORS LP | $21.0M | 1,392,659 | 0.01% | 12q | +17.8%+$3.2M |
| Clearbridge Investments, LLC | $20.9M | 1,384,236 | 0.02% | 12q | -6.1%-$1.3M |
| Islander Capital Partners, L.P. | $20.9M | 1,383,304 | 7.58% | 3q | +12.8%+$2.4M |
| Fiera Capital Corp | $20.8M | 1,377,721 | 0.08% | 5q | -42.6%-$15.4M |
| Barton Investment Management | $19.0M | 1,256,608 | 2.57% | 4q | +19.7%+$3.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $18.9M | 1,252,119 | 0.01% | 2q | +598.9%+$16.2M |
| MARSHALL WACE, LLP | $18.4M | 1,218,359 | 0.01% | 12q | +7.3%+$1.3M |
| D. E. Shaw & Co., Inc. | $18.0M | 1,194,162 | 0.01% | 9q | +1750.6%+$17.1M |
| Trexquant Investment LP | $17.3M | 1,143,476 | 0.10% | 9q | +63.4%+$6.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.1M incl. $12.6M options CALL+PUT | 294,734 | 0.00% | 12q | -79.8%-$67.5M |
| Balyasny Asset Management L.P. | $16.9M incl. $6.0M options CALL | 718,899 | 0.02% | new | NEW |
| Point72 Asset Management, L.P. | $16.8M | 1,114,467 | 0.02% | 4q | -33.4%-$8.4M |
| FRANKLIN RESOURCES INC | $16.4M | 1,088,959 | 0.00% | 12q | +1.0%+$166.5K |
| JANE STREET GROUP, LLC | $15.6M incl. $9.5M options CALL+PUT | 397,824 | 0.00% | 11q | +323.7%+$11.9M |
| DIMENSIONAL FUND ADVISORS LP | $15.1M | 1,002,210 | 0.00% | 8q | +210.6%+$10.3M |
| Squarepoint Ops LLC | $14.5M | 962,136 | 0.02% | 7q | +1153.6%+$13.4M |
| Bienville Capital Management, LLC | $14.2M | 938,354 | 1.89% | 4q | -23.6%-$4.4M |
| ExodusPoint Capital Management, LP | $14.1M | 934,136 | 0.09% | new | NEW |
| Qube Research & Technologies Ltd | $13.6M | 901,395 | 0.01% | 2q | +49.8%+$4.5M |
| VANGUARD FIDUCIARY TRUST CO | $13.5M | 893,331 | 0.00% | 2q | +1.7%+$227.9K |
| UBS Group AG | $12.4M incl. $213.1K options CALL | 808,204 | 0.00% | 11q | +311.5%+$9.4M |
| JPMORGAN CHASE & CO | $12.3M | 817,683 | 0.00% | 12q | -81.0%-$52.4M |
| Amundi | $12.3M | 814,142 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.0M | 796,891 | 0.00% | 11q | -9.9%-$1.3M |
| Delta Global Management LP | $10.4M | 690,658 | 1.13% | 5q | -18.5%-$2.4M |
| NORTHERN TRUST CORP | $10.2M | 678,134 | 0.00% | 11q | +83.2%+$4.7M |
| CONGRESS ASSET MANAGEMENT CO | $9.6M | 636,230 | 0.06% | new | NEW |
| Bank of New York Mellon Corp | $8.7M | 573,727 | 0.00% | 11q | -62.0%-$14.1M |
| Quantinno Capital Management LP | $8.3M | 548,676 | 0.01% | 5q | HELD |
| IMC-Chicago, LLC | $8.2M incl. $6.4M options CALL+PUT | 121,976 | 0.00% | 10q | +100.6%+$4.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $8.0M | 528,368 | 0.01% | 12q | +15.3%+$1.1M |
| Voleon Capital Management LP | $7.2M | 477,352 | 0.13% | 4q | +1173.7%+$6.6M |
| XTX Topco Ltd | $7.1M | 469,280 | 0.09% | 2q | +281.8%+$5.2M |
| GROUP ONE TRADING LLC | $6.9M incl. $6.4M options CALL+PUT | 37,337 | 0.01% | 12q | HELD |
| Integrated Wealth Concepts LLC | $6.6M | 435,481 | 0.04% | 8q | +1.3%+$85.5K |
| CAPITAL FUND MANAGEMENT S.A. | $6.3M incl. $1.7M options CALL+PUT | 307,209 | 0.03% | 6q | +66.2%+$2.5M |
| Morangie Management LLC | $6.1M | 403,166 | 5.06% | 7q | -4.9%-$316.2K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $5.5M | 364,666 | 0.56% | 5q | HELD |
| Nuveen, LLC | $5.4M | 359,127 | 0.00% | 4q | +1439.1%+$5.1M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $5.2M | 344,823 | 0.10% | new | NEW |
| HUNTINGTON NATIONAL BANK | $5.0M | 333,001 | 0.02% | 4q | +100.0%+$2.5M |
| AQR CAPITAL MANAGEMENT LLC | $4.8M | 317,805 | 0.00% | 6q | -65.1%-$9.0M |
| Jump Financial, LLC | $4.8M | 315,500 | 0.04% | new | NEW |
| Pathstone Holdings, LLC | $4.7M | 313,766 | 0.01% | 10q | +96.8%+$2.3M |
| BNP PARIBAS FINANCIAL MARKETS | $4.6M | 307,682 | 0.00% | 7q | +25.1%+$933.6K |
| ArrowMark Colorado Holdings LLC | $4.6M | 307,282 | 0.19% | 5q | -79.4%-$17.8M |
| FORMULA GROWTH LTD | $4.5M | 300,000 | 1.59% | 2q | +100.0%+$2.3M |
| BW Gestao de Investimentos Ltda. | $4.4M | 293,565 | 0.09% | 2q | +147.1%+$2.6M |
| Swiss National Bank | $4.2M | 280,600 | 0.00% | 10q | +8.3%+$323.1K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.1M | 271,505 | 0.00% | 8q | +201.5%+$2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.9M | 257,260 | 0.00% | 9q | +8.4%+$299.5K |
| Walleye Trading LLC | $3.7M incl. $3.5M options CALL+PUT | 12,003 | 0.00% | 8q | +81.6%+$1.7M |
| SIMPLEX TRADING, LLC | $3.6M incl. $3.0M options CALL+PUT | 39,585 | 0.00% | 12q | +130.0%+$2.1M |
| LGT Fund Management Co Ltd. | $3.5M | 230,100 | 0.14% | new | NEW |
| ALGERT GLOBAL LLC | $3.4M | 227,320 | 0.04% | 6q | +63.3%+$1.3M |
| Mayflower Financial Advisors, LLC | $3.4M | 226,700 | 0.30% | 10q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $3.2M | 211,751 | 0.00% | 8q | +6.2%+$185.7K |
| SANDS CAPITAL MANAGEMENT, LLC | $3.0M | 198,806 | 0.01% | 12q | -66.6%-$6.0M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.0M | 198,284 | 0.00% | 8q | +47.0%+$957.3K |
| Holocene Advisors, LP | $2.9M | 193,037 | 0.01% | 3q | +124.2%+$1.6M |
| Aquatic Capital Management LLC | $2.8M | 187,536 | 0.10% | 4q | +55.0%+$1.0M |
| Invesco Ltd. | $2.7M | 179,631 | 0.00% | 6q | +321.9%+$2.1M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $2.7M | 176,600 | 0.00% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $2.5M | 167,309 | 0.05% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.5M | 163,004 | 0.00% | 11q | +6.2%+$144.8K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.4M | 157,385 | 0.00% | 10q | +1.3%+$29.6K |
| Brevan Howard Capital Management LP | $2.3M | 149,608 | 0.02% | 2q | +47.3%+$725.0K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $2.0M | 131,860 | 0.00% | 5q | -16.5%-$392.3K |
| Engineers Gate Manager LP | $2.0M | 131,709 | 0.03% | 9q | +559.9%+$1.7M |
| Focus Partners Wealth | $2.0M | 131,028 | 0.00% | 7q | -7.2%-$152.6K |
| Crestwood Advisors Group, LLC | $1.9M | 128,408 | 0.03% | 6q | HELD |
| Walleye Capital LLC | $1.9M incl. $791.2K options CALL+PUT | 71,203 | 0.01% | 10q | +21.8%+$333.8K |
| Shay Capital LLC | $1.8M | 117,500 | 0.11% | new | NEW |
| RHUMBLINE ADVISERS | $1.7M | 114,214 | 0.00% | 8q | +5209.8%+$1.7M |
| Night Squared LP | $1.7M | 112,588 | 0.18% | 6q | -52.5%-$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 109,527 | 0.00% | 5q | -2.6%-$44.1K |
| FIL Ltd | $1.6M | 105,586 | 0.00% | 3q | -1.6%-$26.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.5M | 101,204 | 0.00% | 2q | +14.6%+$195.2K |
Showing the largest 100 of 280 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-28 | Edmond Landon | Chief Legal Officer | Sold | 53,473 | $1.1M |
| 2026-08-14 | Whalen Amanda | Chief Financial Officer | Sold | 14,000 | $258.6K |
| 2026-07-16 | Whalen Amanda | Chief Financial Officer | Sold | 14,000 | $248.5K |
| 2026-05-14 | Whalen Amanda | Chief Financial Officer | Sold | 14,000 | $199.6K |
| 2026-06-18 | Whalen Amanda | Chief Financial Officer | Sold | 14,000 | $185.2K |
| 2026-08-31 | Edmond Landon | Chief Legal Officer | Sold | 8,103 | $165.6K |
| 2026-05-18 | St. Ledger Susan | Director | Sold | 9,334 | $133.2K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | SUMMIT PARTNERS L P | 10% owner | Sold | 5,000,000 | $88.5M |
| 2026-05-26 | Bialecki Andrew | Co-Chief Executive Officer | Sold | 212,529 | $3.1M |
| 2026-05-19 | Bialecki Andrew | Co-Chief Executive Officer | Sold | 200,000 | $3.0M |
| 2026-05-12 | Bialecki Andrew | Co-Chief Executive Officer | Sold | 200,000 | $2.9M ×2 |
| 2026-08-31 | Hallen Ed | Director, 10% owner | Sold | 98,782 | $2.0M ×2 |
| 2026-10-07 | Hallen Ed | Director, 10% owner | Sold | 97,482 | $1.7M ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 55 | $274.6M | 17,444,641 | 16 | 18 | 8 | 0.0% |
| Q2 2026 | 280 | $2.3B | 145,333,721 | 66 | 100 | 76 | 3.3% |
| Q1 2026 | 269 | $3.1B | 157,381,658 | 51 | 110 | 54 | 1.4% |
| Q4 2025 | 265 | $5.3B | 161,187,991 | 44 | 95 | 84 | 1.6% |
| Q3 2025 | 283 | $4.1B | 143,368,102 | 61 | 102 | 74 | 2.4% |
| Q2 2025 | 262 | $4.6B | 134,212,966 | 68 | 111 | 58 | 2.9% |
| Q1 2025 | 224 | $3.7B | 118,390,995 | 62 | 86 | 52 | 3.4% |
| Q4 2024 | 189 | $4.9B | 114,961,878 | 47 | 60 | 42 | 2.8% |
| Q3 2024 | 161 | $4.1B | 113,171,677 | 44 | 41 | 46 | 2.1% |
| Q2 2024 | 134 | $2.8B | 112,845,176 | 26 | 46 | 34 | 1.0% |
| Q1 2024 | 134 | $2.6B | 100,224,573 | 54 | 49 | 18 | 1.1% |
| Q4 2023 | 103 | $2.2B | 76,926,063 | 39 | 32 | 16 | 0.9% |
| Q3 2023 | 100 | $2.6B | 76,239,024 | 102 | 0 | 0 | 0.1% |