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Klaviyo
KVYO

Overview Fund Activity

131 hedge funds and large institutions have $2.76B invested in Klaviyo in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 23 closing their positions.

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
1.91%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
25
Increased
49
Reduced
38
Closed
23
Calls
$13.5M
Puts
$14.8M
Net Calls
-$1.3M
Net Calls Change
+$1.67M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$173M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$128M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$68.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$44.5M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$125M

Top Sellers

1
GM
1
Granger Management
New York
$45.7M
2
AM
2
Atreides Management
Massachusetts
$22.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$46.3M
4
GIM
4
Granahan Investment Management
Massachusetts
$0
5
Capital World Investors
5
Capital World Investors
California
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Marshall Wace
26
Marshall Wace
United Kingdom
$13.8M 553,593 +209,544 +61%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$13.5M 541,739 +304,994 +129%
WRCM
28
Whale Rock Capital Management
Massachusetts
$12.6M 507,881 -71,232 -12%
DIG
29
Dragoneer Investment Group
California
$12.4M 500,000 – –
American Century Companies
30
American Century Companies
Missouri
$11.7M 470,156 -163,286 -26%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$11.3M 455,356 -2,233 -0.5%
HighTower Advisors
32
HighTower Advisors
Illinois
$10.8M 434,967 -4,371 -1%
Capital World Investors
33
Capital World Investors
California
$10.2M 409,597 -289,923 -41%
State Street
34
State Street
Massachusetts
$10M 403,414 +162,935 +68%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$9.99M 401,279 +205,676 +105%
Two Sigma Investments
36
Two Sigma Investments
New York
$9.28M 372,711 +102,514 +38%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$9M 361,477 +11,636 +3%
BCM
38
Bienville Capital Management
New York
$8.49M 340,903 +134,001 +65%
Charles Schwab
39
Charles Schwab
California
$8.28M 332,533 +196,373 +144%
NIM
40
Needham Investment Management
New York
$7.84M 315,000 +35,000 +13%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$7.57M 304,100 -36,700 -11%
SI
42
SQN Investors
California
$7.03M 282,482 -12,498 -4%
MFA
43
Mayflower Financial Advisors
Massachusetts
$6.06M 243,448 – –
Renaissance Technologies
44
Renaissance Technologies
New York
$5.95M 238,900 +69,200 +41%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$5.41M 217,304 -148 -0.1%
William Blair & Company
46
William Blair & Company
Illinois
$4.99M 200,680 +25,149 +14%
DM
47
Diker Management
New York
$4.98M 200,000 +50,000 +33%
Jane Street
48
Jane Street
New York
$4.58M 183,935 +86,208 +88%
Bank of America
49
Bank of America
North Carolina
$4.43M 177,807 +3,362 +2%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$4.04M 162,152 +166 +0.1%
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