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Klaviyo

263 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, 53 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

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
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$15.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
51
Quantinno Capital Management
New York
$10.7M
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
MM
54
Morangie Management
Florida
$8.25M
PMAM
55
Picton Mahoney Asset Management
Ontario, Canada
$7.8M
Northern Trust
56
Northern Trust
Illinois
$7.2M
TFCP
57
Twin Focus Capital Partners
Massachusetts
$7.1M
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$6.28M
BGM
59
Burkehill Global Management
New York
$5.84M
GIG
60
Goodnow Investment Group
Connecticut
$5.7M
LCG
61
Lisanti Capital Growth
New York
$5.47M
Swiss National Bank
62
Swiss National Bank
Switzerland
$5.04M
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$4.78M
UBS AM
64
UBS AM
Illinois
$4.62M
NS
65
Night Squared
New York
$4.62M
IC
66
IEQ Capital
California
$4.54M
MFA
67
Mayflower Financial Advisors
Massachusetts
$4.41M
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.07M
FGP
69
Freestone Grove Partners
California
$4.02M
Victory Capital Management
70
Victory Capital Management
Texas
$3.88M
UBS Group
71
UBS Group
Switzerland
$3.82M
1832 Asset Management
72
1832 Asset Management
Ontario, Canada
$3.7M
Capital Fund Management (CFM)
73
Capital Fund Management (CFM)
France
$3.6M
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$3.49M
HNB
75
Huntington National Bank
Ohio
$3.24M