We are live on ! Find out more
KVYO icon

Klaviyo
KVYO

264 hedge funds and large institutions have $3.1B invested in Klaviyo in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 54 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 54

79% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $15.6M

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

1% more funds holding

Funds holding: 261 → 264 (+3)

6.72% less ownership

Funds ownership: 114.85% → 108.13% (-6.7%)

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

40% less capital invested

Capital invested by funds: $5.14B → $3.1B (-$2.04B)

Holders
264
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
59
Increased
116
Reduced
54
Closed
51
Calls
$27.8M
Puts
$15.6M
Net Calls
+$12.3M
Net Calls Change
-$9.96M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$118M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$80.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$31.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.4M
5
Marshall Wace
Marshall Wace
United Kingdom
+$22.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$203M
2
1WCM
12 West Capital Management
New York
-$59.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$36.1M
4
AA
Ancora Advisors
Ohio
-$27.6M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$14.1K -$53.2K -2,482 -77%
FHC
227
First Horizon Corporation
Tennessee
$13.8K +$4.1K +191 +37%
US Bancorp
228
US Bancorp
Minnesota
$13.4K -$81.9K -3,820 -85%
SFCL
229
Strengthening Families & Communities LLC
Massachusetts
$13.2K – – –
AAP
230
Arax Advisory Partners
Colorado
$10.4K +$11.2K +520 +4,000%
RIL
231
Rothschild Investment LLC
Illinois
$8.5K +$6.16K +287 +191%
WPA
232
Wealth Preservation Advisors
Tennessee
$5.7K +$6.29K +293 New
WTC
233
WhitTier Trust Company
Nevada
$5.22K +$3.17K +148 +119%
IAIM
234
International Assets Investment Management
Florida
$4.87K +$5.36K +250 New
MCM
235
MAI Capital Management
Ohio
$4.83K -$11.1K -519 -68%
MAM
236
Marquette Asset Management
Minnesota
$4.71K +$2.4K +112 +86%
BFS
237
Bare Financial Services
Pennsylvania
$4.26K +$3.58K +167 +321%
TRCT
238
Tower Research Capital (TRC)
New York
$3.89K +$3.54K +165 +471%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$3.87K – – –
OCM
240
Osbon Capital Management
Massachusetts
$3.37K – – –
BIA
241
Bell Investment Advisors
California
$3.19K +$2.87K +134 +447%
MWPCG
242
Measured Wealth Private Client Group
New Hampshire
$2.82K – – –
AAG
243
Armstrong Advisory Group
Massachusetts
$2.34K +$2.57K +120 New
TWD
244
True Wealth Design
Ohio
$1.95K +$987 +46 +85%
GI
245
GAMMA Investing
California
$1.95K +$1.2K +56 +127%
PWMG
246
Private Wealth Management Group
New Jersey
$1.85K +$2.04K +95 New
AWM
247
Activest Wealth Management
Florida
$1.81K +$365 +17 +22%
CFO
248
CVA Family Office
Colorado
$1.46K +$772 +36 +92%
EC
249
Elequin Capital
New York
$1.38K +$1.52K +71 New
BWL
250
Bogart Wealth LLC
Virginia
$1.19K +$579 +27 +79%
8 9
10
11 12

KVYO Hedge Fund Activity: Q1 2026 in Review

264 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q1 2026, worth a combined $3.1B — down 40% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KVYO positions and 51 closed out — a net gain of 8 holders — while 116 added to existing stakes and 54 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $118M. The largest seller was Morgan Stanley, cutting an estimated $203M.

  • 264 institutional investors held Klaviyo (KVYO) as of Q1 2026, up from 261 in Q4 2025.
  • Funds reported $3.1B of Klaviyo stock for Q1 2026, down 40% quarter-over-quarter.
  • 59 funds opened new Klaviyo positions in Q1 2026 and 51 closed out, a net change of +8 holders.
  • The largest Klaviyo buyer in Q1 2026 was Wellington Management Group, an estimated $118M added.
  • The largest Klaviyo seller in Q1 2026 was Morgan Stanley, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2026.