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Klaviyo
KVYO

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: 261 → 264 (+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: 10 → 7 (-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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$118M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$80.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$31.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.4M
5
Marshall Wace
Marshall Wace
United Kingdom
+$22.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$203M
2
1WCM
12 West Capital Management
New York
-$59.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$36.1M
4
AA
Ancora Advisors
Ohio
-$27.6M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
51
Quantinno Capital Management
New York
$10.7M -$23.5K -1,095 -0.2%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$8.92M – – –
IWC
53
Integrated Wealth Concepts
Massachusetts
$8.36M +$7.81M +364,181 +555%
MM
54
Morangie Management
Florida
$8.25M +$21.5K +1,004 +0.2%
PMAM
55
Picton Mahoney Asset Management
Ontario, Canada
$7.8M +$7.91M +368,774 +1,142%
Northern Trust
56
Northern Trust
Illinois
$7.2M +$467K +21,783 +6%
TFCP
57
Twin Focus Capital Partners
Massachusetts
$7.1M – – –
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$6.28M +$769K +35,867 +13%
BGM
59
Burkehill Global Management
New York
$5.84M – – –
GIG
60
Goodnow Investment Group
Connecticut
$5.7M -$1.75M -81,490 -22%
LCG
61
Lisanti Capital Growth
New York
$5.47M +$2.21M +102,980 +58%
Swiss National Bank
62
Swiss National Bank
Switzerland
$5.04M +$139K +6,500 +3%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$4.78M +$73.3K +3,418 +1%
UBS AM
64
UBS AM
Illinois
$4.62M +$258K +12,040 +5%
NS
65
Night Squared
New York
$4.62M +$2.17M +100,971 +74%
IC
66
IEQ Capital
California
$4.54M +$2.16M +100,573 +76%
MFA
67
Mayflower Financial Advisors
Massachusetts
$4.41M +$622 +29 +0%
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.07M +$1.9M +88,409 +73%
FGP
69
Freestone Grove Partners
California
$4.02M -$53.3K -2,487 -1%
Victory Capital Management
70
Victory Capital Management
Texas
$3.88M -$633K -29,518 -13%
UBS Group
71
UBS Group
Switzerland
$3.82M -$5.84M -272,199 -58%
1832 Asset Management
72
1832 Asset Management
Ontario, Canada
$3.7M -$789K -36,800 -16%
Capital Fund Management (CFM)
73
Capital Fund Management (CFM)
France
$3.6M -$1.03M -48,015 -21%
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$3.49M +$3.84M +179,160 New
HNB
75
Huntington National Bank
Ohio
$3.24M – – –
1 2
3
4 5

KVYO Hedge Fund Activity: Q1 2026 in Review

264 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q1 2026, worth a combined $3.1B — down 40% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new KVYO positions and 51 closed out — a net gain of 8 holders — while 116 added to existing stakes and 54 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $118M. The largest seller was Morgan Stanley, cutting an estimated $203M.

  • 264 institutional investors held Klaviyo (KVYO) as of Q1 2026, up from 261 in Q4 2025.
  • Funds reported $3.1B of Klaviyo stock for Q1 2026, down 40% quarter-over-quarter.
  • 59 funds opened new Klaviyo positions in Q1 2026 and 51 closed out, a net change of +8 holders.
  • The largest Klaviyo buyer in Q1 2026 was Wellington Management Group, an estimated $118M added.
  • The largest Klaviyo seller in Q1 2026 was Morgan Stanley, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2026.