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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
LIP
276
Liontrust Investment Partners
United Kingdom
– -$6.29M -193,578 Closed
LP
277
LMR Partners
United Kingdom
– -$4.87M -150,000 Closed
SFI
278
Susquehanna Fundamental Investments
Pennsylvania
– -$4.06M -125,156 Closed
SPS
279
Susquehanna Portfolio Strategies
Pennsylvania
– -$4.03M -124,228 Closed
Verition Fund Management
280
Verition Fund Management
Connecticut
– -$2.84M -87,600 Closed
MWVC
281
Morgens Waterfall Vintiadis & Co
New York
– -$2.76M -85,000 Closed
DM
282
Diker Management
New York
– -$2.6M -80,042 Closed
State of New Jersey Common Pension Fund D
283
State of New Jersey Common Pension Fund D
New Jersey
– -$2.56M -78,775 Closed
Twin Tree Management
284
Twin Tree Management
Texas
– -$1.34M -62,384 Closed
MNBTD
285
Moody National Bank Trust Division
Texas
– -$1.33M -41,056 Closed
KCM
286
Kultura Capital Management
Utah
– -$1.29M -39,600 Closed
Jennison Associates
287
Jennison Associates
New York
– -$830K -25,559 Closed
PCM
288
Prelude Capital Management
New York
– -$804K -24,751 Closed
PCM
289
PAR Capital Management
Massachusetts
– -$747K -23,000 Closed
CFM
290
Capricorn Fund Managers
United Kingdom
– -$649K -20,000 Closed
A
291
AlphaQuest
New York
– -$613K -18,877 Closed
EAM
292
Eventide Asset Management
Massachusetts
– -$506K -15,555 Closed
Natixis Advisors
293
Natixis Advisors
Massachusetts
– -$451K -13,884 Closed
Group One Trading
294
Group One Trading
Illinois
– -$285K -13,301 Closed
VA
295
Vident Advisory
Georgia
– -$408K -12,555 Closed
YMRC
296
Yorktown Management & Research Company
Virginia
– -$385K -11,850 Closed
ET
297
Entropy Technologies
New York
– -$384K -11,830 Closed
YC
298
Yarbrough Capital
Tennessee
– -$366K -11,270 Closed
SAM
299
Sunstone Asset Management
New York
– -$336K -10,335 Closed
DCP
300
DSM Capital Partners
Florida
– -$264K -8,130 Closed
9 10 11
12
13

KVYO Hedge Fund Activity: Q1 2026 in Review

264 of the 8,126 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.