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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
CA
251
CoreCap Advisors
Michigan
$1.15K – – –
SC
252
SouthState Corp
Florida
$1.03K +$1.14K +53 New
CFM
253
Cornerstone Financial Management
Massachusetts
$1.03K +$1.14K +53 New
AW
254
Avion Wealth
Texas
$1K +$815 +38 +211%
CAL
255
Capital Advisors Ltd
Ohio
$1K +$901 +42 New
PPC
256
Park Place Capital
Alabama
$720 – – –
KG
257
Kilter Group
New York
$623 +$279 +13 +68%
NSIM
258
North Star Investment Management
Illinois
$584 +$643 +30 New
SIC
259
SJS Investment Consulting
Ohio
$526 +$579 +27 New
FC
260
Fairscale Capital
New Hampshire
$292 – – –
PWA
261
Physician Wealth Advisors
Utah
$292 +$322 +15 New
BWA
262
Basecamp Wealth Advisors
Washington
$195 -$150 -7 -41%
CIAM
263
Caitong International Asset Management
Hong Kong
$136 -$5.53K -258 -97%
DF
264
Dunhill Financial
United Kingdom
$45 – – –
1WCM
265
12 West Capital Management
New York
– -$59.7M -1,838,000 Closed
Two Sigma Advisers
266
Two Sigma Advisers
New York
– -$57.9M -1,782,500 Closed
Norges Bank
267
Norges Bank
Norway
– -$49.3M -1,518,330 Closed
SRFM
268
Shannon River Fund Management
New York
– -$23.7M -729,703 Closed
JGC
269
J. Goldman & Co
New York
– -$20.6M -634,426 Closed
GIM
270
Granahan Investment Management
Massachusetts
– -$19.7M -605,271 Closed
NCM
271
Nearwater Capital Markets
Ireland
– -$19.5M -600,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
272
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$15M -461,931 Closed
GCM
273
Glynn Capital Management
California
– -$14.8M -456,805 Closed
JF
274
Jump Financial
Illinois
– -$10.3M -317,381 Closed
Balyasny Asset Management
275
Balyasny Asset Management
Illinois
– -$7.39M -227,664 Closed
9 10
11
12 13

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.