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Klaviyo

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: 261264 (+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: 107 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$29.3M +$2.65M +123,480 +9%
ACH
27
ArrowMark Colorado Holdings
Colorado
$29M +$14.4M +672,876 +83%
ClearBridge Investments
28
ClearBridge Investments
New York
$28.7M -$3.61M -168,527 -10%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$28.4M +$31.3M +1,461,158 New
Capital Research Global Investors
30
Capital Research Global Investors
California
$26.2M -$26.4M -1,229,337 -48%
SSA
31
Schonfeld Strategic Advisors
New York
$24.1M +$11.5M +536,889 +77%
BCM
32
Bienville Capital Management
New York
$23.9M +$5.55M +258,600 +27%
ICP
33
Islander Capital Partners
California
$23.9M +$13M +604,262 +97%
Alyeska Investment Group
34
Alyeska Investment Group
Illinois
$23.5M +$14.1M +656,111 +119%
First Trust Advisors
35
First Trust Advisors
Illinois
$23M +$8.04M +374,959 +46%
Citadel Advisors
36
Citadel Advisors
Florida
$22.6M +$18.2M +846,610 +268%
State Street
37
State Street
Massachusetts
$22.5M +$2.24M +104,365 +10%
Marshall Wace
38
Marshall Wace
United Kingdom
$22.1M +$22.4M +1,044,824 +1,154%
Franklin Resources
39
Franklin Resources
California
$21M -$19.4M -902,339 -46%
BIM
40
Barton Investment Management
Pennsylvania
$20.4M +$8.15M +380,010 +57%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$20M +$2.97M +138,356 +16%
AQR Capital Management
42
AQR Capital Management
Connecticut
$17.7M +$17.9M +832,347 +1,046%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$17.7M -$7.5M -349,706 -28%
Charles Schwab
44
Charles Schwab
California
$17.2M +$1.62M +75,359 +9%
VFT
45
Vanguard Fiduciary Trust
Pennsylvania
$17.1M +$18.8M +878,239 New
DGM
46
Delta Global Management
New York
$16.5M +$1.33M +62,189 +8%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$14.7M +$3.57M +166,400 +28%
TI
48
Trexquant Investment
Connecticut
$13.6M +$10.1M +471,534 +206%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$11.7M +$12.9M +601,707 New
Sands Capital Management
50
Sands Capital Management
Virginia
$11.6M -$7.16M -333,595 -36%