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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

Rank Fund Capital Flow
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

KVYO Hedge Fund Activity: Q3 2023 in Review

96 of the 6,310 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.