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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
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$325K +$358K +16,690 New
ACA
177
Aptus Capital Advisors
Alabama
$308K +$16.9K +789 +5%
ADIC
178
Abu Dhabi Investment Council
United Arab Emirates
$294K +$324K +15,127 New
EMPI
179
Elo Mutual Pension Insurance
Finland
$293K -$475K -22,145 -60%
PCP
180
Perbak Capital Partners
United Kingdom
$292K +$180K +8,372 +126%
P8IP
181
Pier 88 Investment Partners
California
$286K -$193K -9,020 -38%
JFG
182
Jefferies Financial Group
New York
$278K -$9.45M -440,695 -97%
OAM
183
Oppenheimer Asset Management
New York
$274K +$279 +13 +0.1%
Deutsche Bank
184
Deutsche Bank
Germany
$253K +$14.9K +697 +6%
DWM
185
Dakota Wealth Management
Florida
$251K – – –
State of Wisconsin Investment Board
186
State of Wisconsin Investment Board
Wisconsin
$249K +$123K +5,754 +82%
BFM
187
Boothbay Fund Management
New York
$249K -$308K -14,349 -53%
ECM
188
Evergreen Capital Management
Washington
$242K +$267K +12,450 New
Brown Advisory
189
Brown Advisory
Maryland
$235K -$12.2K -568 -4%
BC
190
Bridgefront Capital
Texas
$234K -$77.4K -3,610 -23%
OAC
191
OMERS Administration Corp
Ontario, Canada
$230K -$180K -8,400 -42%
Barclays
192
Barclays
United Kingdom
$229K -$998K -46,547 -80%
BP
193
BBR Partners
New York
$225K – – –
KF
194
Krilogy Financial
Missouri
$221K +$258K +12,010 New
BP
195
Ballentine Partners
Massachusetts
$216K +$20.8K +970 +10%
LPL Financial
196
LPL Financial
California
$213K +$37.5K +1,748 +19%
MFG
197
Merit Financial Group
Georgia
$204K +$225K +10,506 New
SG Americas Securities
198
SG Americas Securities
New York
$203K -$2.1M -97,864 -90%
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K -$25.9K -1,206 -11%
SRL
200
Scientech Research LLC
New Jersey
$197K +$217K +10,120 New
6 7
8
9 10

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.