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Klaviyo
KVYO

96 hedge funds and large institutions have $2.62B invested in Klaviyo in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

395.96% more ownership

Funds ownership: 0% → 395.96% (+396%)

14% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $1.24M

Holders
96
Holders Change
+96
Holders Change %
–
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.08%
New
96
Increased
–
Reduced
–
Closed
–
Calls
$1.41M
Puts
$1.24M
Net Calls
+$177K
Net Calls Change
+$177K

Top Buyers

Rank Fund Capital Flow
1
SP
Summit Partners
Massachusetts
+$1.7B
2
BlackRock
BlackRock
New York
+$64.2M
3
ClearBridge Investments
ClearBridge Investments
New York
+$64M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$53.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$10M +$9.98M +290,761 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$9.8M +$9.75M +284,025 New
GCP
28
Greenoaks Capital Partners
California
$8.63M +$8.58M +250,000 New
WRCM
29
Whale Rock Capital Management
Massachusetts
$8.63M +$8.58M +250,000 New
GCM
30
Glynn Capital Management
California
$8.48M +$8.43M +245,749 New
CCM
31
CAAS Capital Management
New York
$7.8M +$7.75M +225,963 New
GGHC
32
Gilder Gagnon Howe & Co
New York
$6.96M +$6.93M +201,829 New
American Century Companies
33
American Century Companies
Missouri
$6.9M +$6.86M +200,000 New
N
34
Nuveen
North Carolina
$6.9M +$6.86M +200,000 New
TAM
35
Telemark Asset Management
Massachusetts
$6.9M +$6.86M +200,000 New
MIM
36
Monashee Investment Management
Massachusetts
$5.55M +$5.52M +160,740 New
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$5.11M +$5.08M +148,150 New
Wellington Management Group
38
Wellington Management Group
Massachusetts
$5.05M +$5.02M +146,300 New
Capstone Investment Advisors
39
Capstone Investment Advisors
New York
$3.45M +$3.43M +100,037 New
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.45M +$3.43M +100,000 New
PMEF
41
Point72 Middle East FZE
United Arab Emirates
$2.78M +$2.76M +80,544 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
42
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.76M +$2.75M +80,000 New
MAM
43
Mark Asset Management
New York
$2.76M +$2.75M +80,000 New
RCMU
44
Rokos Capital Management (UK)
United Kingdom
$2.59M +$2.57M +75,000 New
Marshall Wace
45
Marshall Wace
United Kingdom
$2.45M +$2.44M +71,013 New
GIM
46
Granahan Investment Management
Massachusetts
$2.42M +$2.41M +70,168 New
Brown Advisory
47
Brown Advisory
Maryland
$2.38M +$2.37M +69,018 New
First Trust Advisors
48
First Trust Advisors
Illinois
$2.37M +$2.35M +68,592 New
Invesco
49
Invesco
Georgia
$2.26M +$2.25M +65,438 New
Millennium Management
50
Millennium Management
New York
$2.21M +$2.2M +64,174 New
1
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KVYO Hedge Fund Activity: Q3 2023 in Review

96 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q3 2023, worth a combined $2.62B.

Buyers outnumbered sellers: 96 funds opened new KVYO positions and 0 closed out — a net gain of 96 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Summit Partners, opening a new position worth an estimated $1.7B.

  • 96 institutional investors held Klaviyo (KVYO) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $2.62B of Klaviyo stock for Q3 2023.
  • 96 funds opened new Klaviyo positions in Q3 2023 and 0 closed out, a net change of +96 holders.
  • The largest Klaviyo buyer in Q3 2023 was Summit Partners, an estimated $1.7B added.

Based on aggregated 13F filings for Q3 2023.