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Klaviyo
KVYO

96 hedge funds and large institutions have $2.62B invested in Klaviyo in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

395.96% more ownership

Funds ownership: 0% → 395.96% (+396%)

14% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $1.24M

Holders
96
Holders Change
+96
Holders Change %
–
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.08%
New
96
Increased
–
Reduced
–
Closed
–
Calls
$1.41M
Puts
$1.24M
Net Calls
+$177K
Net Calls Change
+$177K

Top Buyers

1
SP
Summit Partners
Massachusetts
+$1.7B
2
BlackRock
BlackRock
New York
+$64.2M
3
ClearBridge Investments
ClearBridge Investments
New York
+$64M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$53.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$52.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1
Summit Partners
Massachusetts
$1.71B +$1.7B +49,511,947 New
BlackRock
2
BlackRock
New York
$64.6M +$64.2M +1,871,239 New
ClearBridge Investments
3
ClearBridge Investments
New York
$64.3M +$64M +1,864,233 New
AllianceBernstein
4
AllianceBernstein
Tennessee
$54.2M +$53.9M +1,571,685 New
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$53.1M +$52.8M +1,538,897 New
JP Morgan Chase
6
JP Morgan Chase
New York
$52.2M +$51.9M +1,513,168 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$49.8M +$49.6M +1,444,434 New
BOCH
8
Blue Owl Capital Holdings
New York
$38.1M +$41.1M +1,198,270 New
Capital Research Global Investors
9
Capital Research Global Investors
California
$34.6M +$34.4M +1,002,876 New
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$34.5M +$34.3M +1,000,000 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$34.2M +$34M +991,389 New
AMC
12
Avenir Management Company
New York
$33.2M +$33.1M +963,390 New
SCM
13
Steadfast Capital Management
New York
$29M +$28.8M +840,398 New
Franklin Resources
14
Franklin Resources
California
$24.4M +$24.2M +706,586 New
Capital World Investors
15
Capital World Investors
California
$24.1M +$24M +700,000 New
Norges Bank
16
Norges Bank
Norway
$22.7M +$22.6M +657,729 New
Sands Capital Management
17
Sands Capital Management
Virginia
$22M +$21.9M +638,974 New
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$17.3M +$17.2M +500,018 New
DIG
19
Dragoneer Investment Group
California
$17.3M +$17.2M +500,000 New
SCV
20
Sands Capital Ventures
Virginia
$16.2M +$16.1M +469,431 New
Goldman Sachs
21
Goldman Sachs
New York
$14.8M +$14.7M +429,238 New
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$14.6M +$14.5M +422,111 New
Morgan Stanley
23
Morgan Stanley
New York
$13.7M +$13.6M +397,069 New
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$12.3M +$12.2M +355,834 New
Citadel Advisors
25
Citadel Advisors
Florida
$10.7M +$10.7M +310,555 New
1
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KVYO Hedge Fund Activity: Q3 2023 in Review

96 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q3 2023, worth a combined $2.62B.

Buyers outnumbered sellers: 96 funds opened new KVYO positions and 0 closed out — a net gain of 96 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Summit Partners, opening a new position worth an estimated $1.7B.

  • 96 institutional investors held Klaviyo (KVYO) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $2.62B of Klaviyo stock for Q3 2023.
  • 96 funds opened new Klaviyo positions in Q3 2023 and 0 closed out, a net change of +96 holders.
  • The largest Klaviyo buyer in Q3 2023 was Summit Partners, an estimated $1.7B added.

Based on aggregated 13F filings for Q3 2023.