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Security record · archived quarter

KVYO

Klaviyo, Inc. · Technology · Software - Application

17.60 -3.3% mkt cap $5.27B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
13Tracked holders
0Δ holders
8.92MShares held
$269.94MReported value
+1New positions
−1Exits
Strongly Rising Conviction score 61/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 98 -6 86.66M $1.31B +11 −16
Q1 2026 106 +9 96.39M $1.91B +16 −8
Q4 2025 98 0 103.47M $3.36B +2 −1
Q3 2025 18 -1 58.31M $1.61B +1 −3
Q2 2025 17 +1 27.34M $918.06M +1
Q1 2025 13 0 8.92M $269.94M +1 −1
Q4 2024 13 0 6.83M $281.49M +1 −1
Q3 2024 12 +2 5.43M $192.09M +3 −1
Q2 2024 10 4.63M $115.22M
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Norges Bank (passive) 1.66M +171.7% $50.24M 0.0% ▲ Add 4 SEC ↗
2 Arrowstreet Capital 1.14M +138.5% $34.56M 0.0% ▲ Add 2 SEC ↗
3 D. E. Shaw & Co. 1.07M -18.7% $32.23M 0.0% ▼ Trim 3 SEC ↗
4 D. E. Shaw & Co. 1.07M -18.7% $32.23M 0.0% ▼ Trim 3 SEC ↗
5 Renaissance Technologies 975.64K +73.5% $29.52M 0.0% ▲ Add 4 SEC ↗
6 Geode Capital Management (passive) 956.31K +8.4% $28.95M 0.0% ▲ Add 4 SEC ↗
7 Geode Capital Management (passive) 956.31K +8.4% $28.95M 0.0% ▲ Add 4 SEC ↗
8 Citadel Advisors 932.12K +86.7% $28.21M 0.0% ▲ Add 4 SEC ↗
9 Citadel Advisors 932.12K +86.7% $28.21M 0.0% ▲ Add 4 SEC ↗
10 Two Sigma Investments 761.08K -32.3% $23.03M 0.1% ▼ Trim 4 SEC ↗
11 State Street Global Advisors (passive) 553.98K +5.2% $16.76M 0.0% ▲ Add 2 SEC ↗
12 Millennium Management 386.97K +319.2% $11.71M 0.0% ▲ Add 4 SEC ↗
13 Marshall Wace 375.14K -4.8% $11.35M 0.0% ▼ Trim 4 SEC ↗
14 Marshall Wace 375.14K -4.8% $11.35M 0.0% ▼ Trim 4 SEC ↗
15 Adage Capital Partners 75.00K -70.0% $2.27M 0.0% ▼ Trim 3 SEC ↗
16 T. Rowe Price 24.47K -58.2% $741,000 0.0% ▼ Trim 3 SEC ↗
17 AQR Capital Management 11.87K New $359,186 0.0% New 1 SEC ↗
18 AQR Capital Management 11.87K New $359,186 0.0% New 1 SEC ↗
19 AQR Capital Management 11.87K New $359,186 0.0% New 1 SEC ↗
20 AQR Capital Management 11.87K New $359,186 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

AQR Capital Management $359,186 0.0%
AQR Capital Management $359,186 0.0%
AQR Capital Management $359,186 0.0%
AQR Capital Management $359,186 0.0%

Exited

Tiger Global Management $1.44M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 264 holders, 153.23M shares, $3.02B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 11 SUMMIT PARTNERS L P

10% owner · 5.00M sh · $88.55M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 06 SC 13G/A — FMR LLC

View original SEC filing ↗

Aug 05 SC 13G/A — Bialecki Andrew

View original SEC filing ↗

Jul 31 SC 13G — VANGUARD CAPITAL MANAGEMENT LLC

View original SEC filing ↗

Jul 29 SC 13G — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API