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Klaviyo
KVYO

Overview Fund Activity

183 hedge funds and large institutions have $4.7B invested in Klaviyo in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 28 closing their positions.

Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
2.44%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
59
Increased
61
Reduced
44
Closed
28
Calls
$89.6M
Puts
$44.5M
Net Calls
+$45.2M
Net Calls Change
-$9.21M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$66.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$52.5M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$38.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$54M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$30.9M

Top Sellers

1
SP
1
Summit Partners
Massachusetts
$1.68B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$124M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$21.4K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$165M
5
Millennium Management
5
Millennium Management
New York
$3.81M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Cabot Wealth Management
Massachusetts
$3.68M 89,272 -1,153 -1%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$3.47M 84,144 -383,733 -82%
GIPM
78
G2 Investment Partners Management
New York
$3.09M 75,027 -5,169 -6%
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$3M 72,816 +57,318 +370%
Mariner
80
Mariner
Kansas
$2.96M 71,663 -32 -0%
ITFISA
81
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.92M 69,778 +69,778 New
Cerity Partners
82
Cerity Partners
New York
$2.91M 70,504 -24,600 -26%
LIP
83
Liontrust Investment Partners
United Kingdom
$2.79M 67,552 +67,552 New
TI
84
Trexquant Investment
Connecticut
$2.68M 64,945 -38,296 -37%
DWM
85
Dakota Wealth Management
Florida
$2.61M 63,256 – –
KCM
86
Kodai Capital Management
Illinois
$2.49M 60,470 +60,470 New
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$2.41M 58,485 +52,406 +862%
Legal & General Group
88
Legal & General Group
United Kingdom
$2.16M 52,299 +702 +1%
IC
89
IEQ Capital
California
$2.1M 51,024 +40,171 +370%
Squarepoint
90
Squarepoint
New York
$2.1M 50,906 +50,906 New
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$2.06M 49,997 +864 +2%
BMSSC
92
B. Metzler seel. Sohn & Co
Germany
$1.93M 46,885 +46,885 New
WHP
93
Washington Harbour Partners
Virginia
$1.79M 43,500 +43,500 New
EGM
94
Engineers Gate Manager
New York
$1.79M 43,311 -73,496 -63%
SEI Investments
95
SEI Investments
Pennsylvania
$1.78M 43,190 +43,190 New
LCM
96
Legato Capital Management
California
$1.65M 40,032 +7,142 +22%
Osaic Holdings
97
Osaic Holdings
Arizona
$1.65M 39,987 +39,964 +173,757%
ORI
98
Oak Ridge Investments
Illinois
$1.65M 39,919 +39,919 New
P8IP
99
Pier 88 Investment Partners
California
$1.6M 38,700 +11,400 +42%
PCM
100
Penserra Capital Management
California
$1.56M 37,891 +37,891 New
2 3
4
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