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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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1.01M +$1.04M +48,360 +1,409%
LC
127
Lavelle Capital
California
$994K +$1.1M +51,100 New
Raymond James Financial
128
Raymond James Financial
Florida
$991K -$243K -11,315 -18%
GCM
129
Graham Capital Management
Connecticut
$926K +$1.02M +47,584 New
LCM
130
Landscape Capital Management
New Jersey
$891K +$983K +45,810 New
BCI
131
Brinker Capital Investments
Pennsylvania
$836K -$82.5K -3,846 -8%
Invesco
132
Invesco
Georgia
$828K +$356K +16,608 +64%
AA
133
Ancora Advisors
Ohio
$823K -$27.6M -1,288,455 -97%
MGP
134
M&G plc
United Kingdom
$814K – – –
PFS
135
Prospera Financial Services
Texas
$768K +$846K +39,450 New
Corient Private Wealth
136
Corient Private Wealth
Florida
$736K – – –
VCM
137
Voleon Capital Management
California
$729K +$262K +12,230 +48%
ASRS
138
Arizona State Retirement System
Arizona
$701K +$11.3K +525 +1%
CG
139
Clifford Group
Massachusetts
$676K +$465K +21,666 +166%
VIA
140
Vanguard Investments Australia
Australia
$626K +$690K +32,148 New
WSFS
141
Wilmington Savings Fund Society
Delaware
$580K – – –
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$575K +$645K +30,053 New
GFP
143
Gryphon Financial Partners
Ohio
$569K – – –
HighTower Advisors
144
HighTower Advisors
Illinois
$566K -$173K -8,054 -22%
KK
145
KLP Kapitalforvaltning
Norway
$560K +$30K +1,400 +5%
MC
146
Miramar Capital
Illinois
$556K – – –
Creative Planning
147
Creative Planning
Kansas
$544K +$266K +12,403 +80%
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$523K – – –
Capstone Investment Advisors
149
Capstone Investment Advisors
New York
$516K +$569K +26,511 New
SOW
150
State of Wyoming
Wyoming
$501K +$442K +20,629 +402%
4 5
6
7 8

KVYO Hedge Fund Activity: Q1 2026 in Review

264 of the 8,125 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.