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Klaviyo

263 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, 53 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

6.72% less ownership

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

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

40% less capital invested

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

Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$15.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$29.3M
ACH
27
ArrowMark Colorado Holdings
Colorado
$29M
ClearBridge Investments
28
ClearBridge Investments
New York
$28.7M
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$28.4M
Capital Research Global Investors
30
Capital Research Global Investors
California
$26.2M
SSA
31
Schonfeld Strategic Advisors
New York
$24.1M
BCM
32
Bienville Capital Management
New York
$23.9M
ICP
33
Islander Capital Partners
California
$23.9M
Alyeska Investment Group
34
Alyeska Investment Group
Illinois
$23.5M
First Trust Advisors
35
First Trust Advisors
Illinois
$23M
Citadel Advisors
36
Citadel Advisors
Florida
$22.6M
State Street
37
State Street
Massachusetts
$22.5M
Marshall Wace
38
Marshall Wace
United Kingdom
$22.1M
Franklin Resources
39
Franklin Resources
California
$21M
BIM
40
Barton Investment Management
Pennsylvania
$20.4M
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$20M
AQR Capital Management
42
AQR Capital Management
Connecticut
$17.7M
VOYA Investment Management
43
VOYA Investment Management
Georgia
$17.7M
Charles Schwab
44
Charles Schwab
California
$17.2M
VFT
45
Vanguard Fiduciary Trust
Pennsylvania
$17.1M
DGM
46
Delta Global Management
New York
$16.5M
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$14.7M
TI
48
Trexquant Investment
Connecticut
$13.6M
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$11.7M
Sands Capital Management
50
Sands Capital Management
Virginia
$11.6M