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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
Tudor Investment Corp
76
Tudor Investment Corp
Connecticut
$3.17M +$3.25M +151,510 +1,334%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$3.1M – – –
BNP Paribas Asset Management
78
BNP Paribas Asset Management
France
$3.07M -$9.76M -455,192 -74%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$3.02M +$894K +41,656 +37%
Wells Fargo
80
Wells Fargo
California
$2.99M -$637K -29,678 -16%
FG
81
Formula Growth
Quebec, Canada
$2.92M +$3.22M +150,000 New
Citigroup
82
Citigroup
New York
$2.79M +$1.9M +88,367 +160%
CG
83
Cynosure Group
Utah
$2.76M – – –
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$2.75M +$141K +6,580 +5%
AG
85
Algert Global
California
$2.71M +$746K +34,760 +33%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$2.63M +$189K +8,800 +7%
O
87
Ossiam
France
$2.61M – – –
ZDA
88
Zweig-DiMenna Associates
New York
$2.51M +$2.77M +129,200 New
CAG
89
Crestwood Advisors Group
Massachusetts
$2.51M -$214 -10 -0%
Neuberger Berman Group
90
Neuberger Berman Group
New York
$2.4M -$6.91M -322,004 -72%
XT
91
XTX Topco
Cayman Islands
$2.39M +$2.64M +122,927 New
ACM
92
Aquatic Capital Management
Illinois
$2.35M +$1.95M +90,965 +303%
Mariner
93
Mariner
Kansas
$2.34M +$820K +38,207 +47%
BGDI
94
BW Gestao de Investimentos
Brazil
$2.31M +$2.55M +118,802 New
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$2.19M +$61K +2,844 +3%
SEI Investments
96
SEI Investments
Pennsylvania
$2.11M +$764K +35,606 +49%
Fidelity International
97
Fidelity International
Bermuda
$2.09M -$55.6K -2,593 -2%
Cerity Partners
98
Cerity Partners
New York
$2.07M +$721K +33,599 +46%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$2M +$187K +8,698 +9%
BHCM
100
Brevan Howard Capital Management
Jersey
$1.98M +$2.18M +101,596 New
2 3
4
5 6

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.