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Klaviyo

276 hedge funds and large institutions have $3.91B invested in Klaviyo in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 79 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $62M | Put options by funds: $34.3M

64% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 39

33% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 79

9% more funds holding

Funds holding: 254276 (+22)

3.28% less ownership

Funds ownership: 140.91%137.63% (-3.3%)

13% less capital invested

Capital invested by funds: $4.48B → $3.91B (-$566M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
276
Holders Change
+22
Holders Change %
+8.66%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
64
Increased
105
Reduced
79
Closed
39
Calls
$62M
Puts
$34.3M
Net Calls
+$27.7M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$13M -$22.4M -694,968 -60%
GCM
52
Glynn Capital Management
California
$12.7M -$8.01M -247,977 -35%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$12.6M +$13.7M +425,000 +1,393%
TI
54
Trexquant Investment
Connecticut
$12.6M +$2.96M +91,603 +25%
WCM Investment Management
55
WCM Investment Management
California
$12.3M -$7.42M -229,862 -37%
Victory Capital Management
56
Victory Capital Management
Texas
$12M +$2.07M +64,093 +17%
UBS Group
57
UBS Group
Switzerland
$11.6M -$3.42M -105,846 -20%
JGC
58
J. Goldman & Co
New York
$11.4M +$13.3M +413,029 New
TFCP
59
Twin Focus Capital Partners
Massachusetts
$11.4M -$462K -14,300 -3%
EGM
60
Engineers Gate Manager
New York
$11.2M +$5.52M +170,950 +74%
BIM
61
Barton Investment Management
Pennsylvania
$10.9M +$12.8M +394,989 New
SPS
62
Susquehanna Portfolio Strategies
Pennsylvania
$10.8M +$8.45M +261,732 +205%
GIG
63
Goodnow Investment Group
Connecticut
$10.6M +$7.2M +222,950 +138%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$9.67M +$864K +26,767 +8%
GIM
65
Granahan Investment Management
Massachusetts
$8.61M -$5.45M -168,869 -35%
NIM
66
Needham Investment Management
New York
$8.45M
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$8.4M -$17.1M -528,438 -64%
BGM
68
Burkehill Global Management
New York
$8.31M
AG
69
Algert Global
California
$8.02M +$5.96M +184,397 +175%
CCM
70
Cinctive Capital Management
New York
$7.9M +$9.22M +285,473 New
Northern Trust
71
Northern Trust
Illinois
$7.85M +$1.13M +35,114 +14%
BCM
72
Bienville Capital Management
New York
$7.73M +$9.02M +279,300 New
SC
73
SummitTX Capital
Texas
$7.31M +$5.71M +176,961 +203%
CSS
74
Cubist Systematic Strategies
Connecticut
$6.99M -$11.4M -353,585 -58%
SCM
75
Scopia Capital Management
New York
$6.86M +$8M +247,564 New

KVYO Hedge Fund Activity: Q3 2025 in Review

276 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q3 2025, worth a combined $3.91B — down 13% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new KVYO positions and 39 closed out — a net gain of 25 holders — while 105 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was Summit Partners, cutting an estimated $387M.

  • 276 institutional investors held Klaviyo (KVYO) as of Q3 2025, up from 254 in Q2 2025.
  • Funds reported $3.91B of Klaviyo stock for Q3 2025, down 13% quarter-over-quarter.
  • 64 funds opened new Klaviyo positions in Q3 2025 and 39 closed out, a net change of +25 holders.
  • The largest Klaviyo buyer in Q3 2025 was Fidelity Investments, an estimated $217M added.
  • The largest Klaviyo seller in Q3 2025 was Summit Partners, an estimated $387M sold.

Based on aggregated 13F filings for Q3 2025.