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Klaviyo
KVYO

96 hedge funds and large institutions have $2.62B invested in Klaviyo in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

395.96% more ownership

Funds ownership: 0% → 395.96% (+396%)

14% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $1.24M

Holders
96
Holders Change
+96
Holders Change %
–
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.08%
New
96
Increased
–
Reduced
–
Closed
–
Calls
$1.41M
Puts
$1.24M
Net Calls
+$177K
Net Calls Change
+$177K

Top Buyers

Rank Fund Capital Flow
1
SP
Summit Partners
Massachusetts
+$1.7B
2
BlackRock
BlackRock
New York
+$64.2M
3
ClearBridge Investments
ClearBridge Investments
New York
+$64M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$53.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
51
Squarepoint
New York
$1.99M +$1.98M +57,824 New
Neuberger Berman Group
52
Neuberger Berman Group
New York
$1.99M +$1.98M +57,783 New
MA
53
MYDA Advisors
New York
$1.97M +$1.96M +57,000 New
TAM
54
Tabor Asset Management
New York
$1.91M +$1.9M +55,435 New
Man Group
55
Man Group
United Kingdom
$1.62M – – –
AG
56
Avala Global
New York
$1.38M +$1.37M +40,000 New
Ameriprise
57
Ameriprise
Minnesota
$1.29M +$1.28M +37,350 New
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$1.21M +$1.2M +35,000 New
GCM
59
Ghisallo Capital Management
Massachusetts
$1.21M +$1.2M +35,000 New
Tiger Global Management
60
Tiger Global Management
New York
$1.21M +$1.2M +35,000 New
UBS AM
61
UBS AM
Illinois
$1.21M +$1.2M +35,000 New
DKCM
62
Davidson Kempner Capital Management
New York
$1.17M +$1.17M +33,984 New
Tudor Investment Corp
63
Tudor Investment Corp
Connecticut
$1.16M +$1.15M +33,613 New
WG
64
Winton Group
United Kingdom
$1.09M +$1.09M +31,676 New
Allspring Global Investments
65
Allspring Global Investments
North Carolina
$1.09M +$1.08M +31,494 New
LIP
66
Lighthouse Investment Partners
Florida
$1.03M +$1.03M +30,000 New
SFM
67
Soros Fund Management
New York
$794K +$789K +23,000 New
Bank of America
68
Bank of America
North Carolina
$727K +$723K +21,081 New
ZP
69
Zimmer Partners
New York
$725K +$721K +21,000 New
Blackstone Inc
70
Blackstone Inc
New York
$690K +$686K +20,000 New
Hudson Bay Capital Management
71
Hudson Bay Capital Management
Connecticut
$690K +$686K +20,000 New
SGM
72
Seven Grand Managers
New York
$690K +$686K +20,000 New
Amundi
73
Amundi
France
$549K +$598K +17,423 New
LCM
74
Laurion Capital Management
New York
$518K +$515K +15,000 New
SIM
75
Sandia Investment Management
Massachusetts
$518K +$515K +15,000 New
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KVYO Hedge Fund Activity: Q3 2023 in Review

96 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q3 2023, worth a combined $2.62B.

Buyers outnumbered sellers: 96 funds opened new KVYO positions and 0 closed out — a net gain of 96 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Summit Partners, opening a new position worth an estimated $1.7B.

  • 96 institutional investors held Klaviyo (KVYO) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $2.62B of Klaviyo stock for Q3 2023.
  • 96 funds opened new Klaviyo positions in Q3 2023 and 0 closed out, a net change of +96 holders.
  • The largest Klaviyo buyer in Q3 2023 was Summit Partners, an estimated $1.7B added.

Based on aggregated 13F filings for Q3 2023.