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Klaviyo

130 hedge funds and large institutions have $2.47B invested in Klaviyo in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

19% more capital invested

Capital invested by funds: $2.08B → $2.47B (+$390M)

18% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $16.1M

50.95% less ownership

Funds ownership: 202.07%151.11% (-51%)

Holders
130
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$16.1M
Net Calls
Net Calls Change

Top Sellers

1 -$23.3M
2 -$17.6M
3 -$14.1M
4
Morgan Stanley
Morgan Stanley
New York
-$7.79M
5
GGHC
Gilder Gagnon Howe & Co
New York
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$1.02M
77
$910K
78
$892K
79
$892K
80
$818K
81
$779K
82
$770K
83
$756K
84
$665K
85
$662K
86
$641K
87
$639K
88
$619K
89
$580K
90
$567K
91
$531K
92
$507K
93
$500K
94
$479K
95
$398K
96
$364K
97
$323K
98
$308K
99
$299K
100
$289K