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Klaviyo

131 hedge funds and large institutions have $2.76B invested in Klaviyo in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

11% more capital invested

Capital invested by funds: $2.47B → $2.76B (+$281M)

6.26% more ownership

Funds ownership: 151.11%157.37% (+6.3%)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more funds holding

Funds holding: 130131 (+1)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

9% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $14.8M

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
1.89%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
25
Increased
49
Reduced
38
Closed
23
Calls
$13.5M
Puts
$14.8M
Net Calls
-$1.3M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
151
Headlands Technologies
Illinois
-$21K -826 Closed
Macquarie Group
152
Macquarie Group
Australia
-$19 -732 Closed
IA
153
IFP Advisors
Florida
-$9.45K -371 Closed
ST
154
Smithfield Trust
Pennsylvania
-$3K -103 Closed