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Klaviyo
KVYO

Overview Fund Activity

102 hedge funds and large institutions have $2.08B invested in Klaviyo in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 34 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
41
Increased
34
Reduced
16
Closed
34
Calls
$4.93M
Puts
$13.4M
Net Calls
-$8.48M
Net Calls Change
-$8.66M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$40.9M
2
Franklin Resources
2
Franklin Resources
California
$38.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.4M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$16M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$0
2
SP
2
Summit Partners
Massachusetts
$1.33B
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SP
1
Summit Partners
Massachusetts
$1.33B 47,741,629 -1,770,318 -4%
BlackRock
2
BlackRock
New York
$61.7M 2,219,649 +348,410 +19%
ClearBridge Investments
3
ClearBridge Investments
New York
$60.4M 2,174,097 +309,864 +17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$58.4M 2,103,713 +659,279 +46%
AllianceBernstein
5
AllianceBernstein
Tennessee
$52.5M 1,889,110 +317,425 +20%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$51.6M 1,858,268 +345,100 +23%
Goldman Sachs
7
Goldman Sachs
New York
$40.9M 1,472,140 +1,042,902 +243%
Franklin Resources
8
Franklin Resources
California
$38.4M 1,380,515 +673,929 +95%
BOCH
9
Blue Owl Capital Holdings
New York
$31.5M 1,198,270 – –
Capital Research Global Investors
10
Capital Research Global Investors
California
$27.9M 1,002,876 – –
Morgan Stanley
11
Morgan Stanley
New York
$23.8M 856,820 +459,751 +116%
SCM
12
Steadfast Capital Management
New York
$23.3M 840,398 – –
Norges Bank
13
Norges Bank
Norway
$21.3M 765,219 +107,490 +16%
Capital World Investors
14
Capital World Investors
California
$19.5M 700,783 +783 +0.1%
Sands Capital Management
15
Sands Capital Management
Virginia
$18.4M 663,303 +24,329 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$17.3M 622,305 -369,084 -37%
Federated Hermes
17
Federated Hermes
Pennsylvania
$16M 575,276 +575,276 New
DIG
18
Dragoneer Investment Group
California
$13.9M 500,000 – –
SCV
19
Sands Capital Ventures
Virginia
$13.1M 471,260 +1,829 +0.4%
American Century Companies
20
American Century Companies
Missouri
$10.5M 378,371 +178,371 +89%
Millennium Management
21
Millennium Management
New York
$9.78M 352,030 +287,856 +449%
GCM
22
Glynn Capital Management
California
$8.09M 291,155 +45,406 +18%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$7.88M 283,800 -6,961 -2%
WRCM
24
Whale Rock Capital Management
Massachusetts
$7.25M 260,896 +10,896 +4%
PCH
25
Polar Capital Holdings
United Kingdom
$6.79M 244,583 +244,583 New
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