Security record · archived quarter
KVYO
Klaviyo, Inc. · Technology · Software - Application
98Tracked holders
0Δ holders
103.47MShares held
$3.36BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.8% · net new positions +1.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 95.84K | $1.59M | n/a | −1 |
| 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 | n/a |
| 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 | n/a | 4.63M | $115.22M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 14.55M | +36.1% | $472.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 2 | The Vanguard Group ✦ (passive) | 14.36M | +12.3% | $466.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Capital International Investors | 12.79M | n/a | $415.25M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 8.37M | +1.6% | $271.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Alliancebernstein L.P. | 4.73M | n/a | $153.63M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.72M | +1.6% | $120.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 7 | JPMorgan Chase ✦ | 3.56M | -6.6% | $115.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 8 | Federated Hermes, Inc. | 2.90M | n/a | $94.19M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | American Century Companies Inc | 2.90M | n/a | $94.01M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Capital Research Global Investors | 2.58M | n/a | $83.70M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 2.22M | +31.4% | $72.21M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 12 | Franklin Resources Inc | 1.98M | n/a | $64.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Renaissance Technologies ✦ | 1.76M | +4.8% | $57.27M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 14 | Millennium Management ✦ | 1.70M | -4.5% | $55.22M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 15 | Geode Capital Management ✦ (passive) | 1.67M | +13.2% | $54.33M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 16 | Clearbridge Investments, LLC | 1.64M | n/a | $53.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 1.52M | -4.3% | $49.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Norges Bank ✦ (passive) | 1.52M | New | $49.30M | 0.0% | New | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 1.38M | n/a | $44.96M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 20 | Voya Investment Management Llc | 1.26M | n/a | $40.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Capital World Investors ✦ | 1.15M | New | $37.27M | 0.0% | New | 1 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passive) | 1.05M | +28.7% | $34.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 893.16K | n/a | $29.00M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 24 | Janus Henderson Group Plc | 886.78K | n/a | $28.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Point72 Asset Management ✦ | 876.85K | -83.2% | $28.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Charles Schwab Investment… | 809.43K | n/a | $26.28M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | First Trust Advisors Lp | 806.93K | n/a | $26.20M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BNP Paribas Asset Management… | 613.03K | n/a | $19.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Canada Pension Plan Investment Board | 590.70K | n/a | $19.18M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Alyeska Investment Group, L.P. | 552.87K | n/a | $17.95M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 549.14K | n/a | $17.83M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 513.60K | n/a | $16.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | UBS Group AG | 468.61K | n/a | $15.22M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 34 | Healthcare Of Ontario Pension Plan… | 461.93K | n/a | $15.00M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | New York State Common Retirement… | 458.13K | n/a | $14.88M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Neuberger Berman Group LLC | 445.47K | n/a | $14.46M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northern Trust Corp | 348.29K | n/a | $11.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | D. E. Shaw & Co. ✦ | 345.04K | -34.7% | $11.20M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 39 | Citadel Advisors ✦ | 315.77K | -89.5% | $10.25M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 40 | Dimensional Fund Advisors Lp | 286.84K | n/a | $9.31M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Swiss National Bank | 252.70K | n/a | $8.21M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bnp Paribas Financial Markets | 242.44K | n/a | $7.87M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Victory Capital Management Inc | 228.97K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Balyasny Asset Management L.P. | 227.66K | n/a | $7.39M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | 1832 Asset Management L.P. | 226.80K | n/a | $7.36M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 225.39K | n/a | $7.32M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 47 | Wells Fargo & Company/Mn | 183.09K | n/a | $5.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | LMR Partners LLP | 150.00K | n/a | $4.87M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Focus Partners Wealth | 134.55K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | T. Rowe Price ✦ | 126.10K | +8.1% | $4.10M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 51 | Connor, Clark & Lunn Investment… | 120.59K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Legal & General Group Plc | 118.19K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | California State Teachers… | 113.77K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | FIL Ltd | 109.94K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Envestnet Asset Management Inc | 109.61K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Royal Bank Of Canada | 94.01K | n/a | $3.05M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | Marshall Wace ✦ | 90.56K | -82.4% | $2.94M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 58 | Mariner, LLC | 81.89K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 79.56K | +22.3% | $2.58M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 60 | Blair William & Co/Il | 75.14K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Cerity Partners LLC | 73.01K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Sei Investments Co | 72.76K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Pnc Financial Services Group, Inc. | 70.43K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Assetmark, Inc | 64.33K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Raymond James Financial Inc | 62.26K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 66 | Manufacturers Life Insurance… | 61.81K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Barclays Plc | 58.29K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 68 | Citigroup Inc | 55.09K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | Squarepoint Ops LLC | 47.57K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 41.30K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | HighTower Advisors, LLC | 37.14K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Stifel Financial Corp | 26.05K | n/a | $845,875 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Invesco Ltd. | 25.96K | n/a | $843,051 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 74 | Jennison Associates Llc | 25.56K | n/a | $829,901 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Cetera Investment Advisers | 25.56K | n/a | $829,868 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Corient Private Wealth LP | 22.80K | n/a | $740,316 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Pictet Asset Management Holding SA | 21.70K | n/a | $704,502 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Nuveen, LLC | 17.52K | n/a | $568,842 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Creative Planning | 15.55K | n/a | $505,007 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Group One Trading Llc | 13.30K | n/a | $431,883 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Brown Advisory Inc | 12.63K | n/a | $410,258 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 82 | Deutsche Bank Ag\ | 12.30K | n/a | $399,381 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | Tudor Investment Corp Et Al | 11.36K | n/a | $368,697 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Holocene Advisors, LP | 9.91K | n/a | $321,875 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | LPL Financial LLC | 9.21K | n/a | $299,211 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Amundi | 7.70K | n/a | $249,889 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Universal- Beteiligungs- und… | 7.12K | n/a | $231,056 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | State Of Wisconsin Investment Board | 7.06K | n/a | $229,238 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Us Bancorp \De\ | 4.51K | n/a | $146,375 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Ensign Peak Advisors, Inc | 4.40K | n/a | $142,868 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Cwm, Llc | 3.43K | n/a | $111,000 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Rockefeller Capital Management L.P. | 3.21K | n/a | $104,131 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Rhumbline Advisers | 2.15K | n/a | $69,842 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 1.25K | n/a | $40,490 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 95 | Simplex Trading, Llc | 678 | n/a | $22,014 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Northwestern Mutual Wealth… | 199 | n/a | $6,462 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Jones Financial Companies Lllp | 180 | n/a | $5,845 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $49.30M | 0.0% |
| Capital World Investors | $37.27M | 0.0% |
Exited
| Arrowstreet Capital | $17.27M | 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Oct 07
Hallen Ed
Director, 10% owner · 38.67K sh · $672,806
Oct 07
Hallen Ed
Director, 10% owner · 58.81K sh · $1.02M
Sep 24
Hallen Ed
Director, 10% owner · 800 sh · $13,616
Sep 24
Hallen Ed
Director, 10% owner · 500 sh · $8,510
Sep 11
St. Ledger Susan
Director · 2.33K sh · $37,085
Aug 31
Hallen Ed
Director, 10% owner · 59.62K sh · $1.22M
Aug 31
Edmond Landon
Officer · 8.10K sh · $165,625
Aug 31
Hallen Ed
Director, 10% owner · 39.17K sh · $801,748
Aug 28
Edmond Landon
Officer · 53.47K sh · $1.07M
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
Aug 31
SC 13D/A: SHOPIFY INC.
20.8% of class · View original SEC filing ↗
Aug 06
SC 13G/A: FMR LLC
Aug 05
SC 13G/A: Bialecki Andrew
Jul 31
SC 13G: VANGUARD CAPITAL MANAGEMENT LLC
Jul 29
SC 13G: BlackRock, Inc.
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: Q4 2025 ·
Methodology ·
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