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Klaviyo
KVYO

Overview Fund Activity

130 hedge funds and large institutions have $2.47B invested in Klaviyo in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 24 closing their positions.

Holders
130
Holders Change
+28
Holders Change %
+27.45%
% of All Funds
1.88%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
52
Increased
50
Reduced
18
Closed
24
Calls
$13.1M
Puts
$16.1M
Net Calls
-$2.96M
Net Calls Change
+$5.51M

Top Buyers

1
SCV
1
Sands Capital Ventures
Virginia
$89.6M
2
GM
2
Granger Management
New York
$75M
3
GCP
3
Greenoaks Capital Partners
California
$64M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.8M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$63.1M

Top Sellers

1
SCM
1
Steadfast Capital Management
New York
$0
2
BlackRock
2
BlackRock
New York
$39M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.71M
4
Morgan Stanley
4
Morgan Stanley
New York
$14M
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$14M -$7.79M -305,585 -36%
DIG
27
Dragoneer Investment Group
California
$12.7M – – –
VOYA Investment Management
28
VOYA Investment Management
Georgia
$11.7M +$4.43M +173,789 +61%
HighTower Advisors
29
HighTower Advisors
Illinois
$11.2M +$11.2M +439,338 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$9.05M +$8.46M +332,163 +1,445%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$8.91M +$4.33M +169,959 +94%
Marshall Wace
32
Marshall Wace
United Kingdom
$8.77M +$3.96M +155,580 +83%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$8.68M +$6.83M +268,100 +369%
GIM
34
Granahan Investment Management
Massachusetts
$7.82M +$3.38M +132,495 +76%
SI
35
SQN Investors
California
$7.52M +$7.52M +294,980 New
NIM
36
Needham Investment Management
New York
$7.13M +$5.29M +207,500 +286%
Citigroup
37
Citigroup
New York
$6.98M +$4.03M +157,989 +136%
Two Sigma Investments
38
Two Sigma Investments
New York
$6.88M +$1.79M +70,391 +35%
MFA
39
Mayflower Financial Advisors
Massachusetts
$6.2M +$6.2M +243,448 New
State Street
40
State Street
Massachusetts
$6.13M +$5.26M +206,379 +605%
Geode Capital Management
41
Geode Capital Management
Massachusetts
$6.03M +$120K +4,713 +2%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$5.54M +$5.54M +217,386 +329,373%
BCM
43
Bienville Capital Management
New York
$5.27M +$5.27M +206,902 New
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$4.98M +$4.98M +195,603 New
William Blair & Company
45
William Blair & Company
Illinois
$4.47M +$4.14M +162,373 +1,234%
Bank of America
46
Bank of America
North Carolina
$4.44M +$2.13M +83,669 +92%
Renaissance Technologies
47
Renaissance Technologies
New York
$4.32M -$719K -28,200 -14%
Walleye Capital
48
Walleye Capital
New York
$4.29M +$4.29M +168,199 New
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$4.13M +$4.13M +161,986 New
PCH
50
Polar Capital Holdings
United Kingdom
$4.05M -$2.18M -85,619 -35%
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