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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
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$175K – – –
Jones Financial Companies
202
Jones Financial Companies
Missouri
$157K +$176K +8,214 +4,563%
Walleye Trading
203
Walleye Trading
New York
$129K +$142K +6,611 New
BC
204
Bayforest Capital
United Kingdom
$116K +$128K +5,986 New
Los Angeles Capital Management
205
Los Angeles Capital Management
California
$109K +$108K +5,012 +878%
IA
206
IFP Advisors
Florida
$103K +$6.5K +303 +6%
AAM
207
Advisors Asset Management
Colorado
$95.6K +$15.9K +742 +18%
KBC Group
208
KBC Group
Belgium
$77K – – –
FFA
209
Farther Finance Advisors
California
$74.1K +$7.06K +329 +9%
EWA
210
EverSource Wealth Advisors
Alabama
$74K +$77.8K +3,628 +2,085%
DCU
211
Dara Capital US
Florida
$67.4K – – –
RhumbLine Advisers
212
RhumbLine Advisers
Massachusetts
$41.9K – – –
SIC
213
Salem Investment Counselors
North Carolina
$41.8K +$46.1K +2,150 New
S
214
SignatureFD
Georgia
$39.4K +$33.2K +1,548 +325%
PA
215
Parallel Advisors
California
$39.1K +$7.01K +327 +19%
Optiver Holding
216
Optiver Holding
Netherlands
$38.7K +$42.7K +1,989 New
ASN
217
Advisory Services Network
Georgia
$37.3K +$41.1K +1,917 New
AF
218
Allworth Financial
California
$36K +$31.6K +1,472 +387%
NIG
219
NFJ Investment Group
Texas
$30.7K +$32.2K +1,502 +2,003%
QCG
220
Quadrant Capital Group
Ohio
$28K +$27.3K +1,271 +752%
Osaic Holdings
221
Osaic Holdings
Arizona
$27.2K +$3.2K +149 +12%
ACM
222
Aster Capital Management
United Arab Emirates
$25.3K +$17.9K +836 New
SS
223
SBI Securities
Japan
$24.2K +$1.31K +61 +5%
EP
224
Essential Partners
California
$22K +$19.9K +929 +465%
RS
225
Rakuten Securities
Japan
$15.8K +$6.8K +317 +64%
7 8
9
10 11

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.