Klaviyo
KVYO
102 hedge funds and large institutions have $2.07B invested in Klaviyo in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 34 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 15
21% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 34
6% more funds holding
Funds holding: 96 → 102 (+6)
21% less capital invested
Capital invested by funds: $2.62B → $2.07B (-$548M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
63% less call options, than puts
Call options by funds: $4.93M | Put options by funds: $13.4M
194.92% less ownership
Funds ownership: 395.96% → 201.04% (-195%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$30.9M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$19.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.5M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$17M |
| 5 |
BlackRock
New York
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$53.1M |
| 2 |
SP
Summit Partners
Boston,
Massachusetts
|
-$52.4M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$34.5M |
| 4 |
Janus Henderson Group
London,
|
-$17.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$12.3M |
KVYO Hedge Fund Activity: Q4 2023 in Review
102 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q4 2023, worth a combined $2.07B — down 21% from $2.62B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new KVYO positions and 34 closed out — a net gain of 7 holders — while 35 added to existing stakes and 15 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $30.9M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $53.1M sold.
- 102 institutional investors held Klaviyo (KVYO) as of Q4 2023, up from 96 in Q3 2023.
- Funds reported $2.07B of Klaviyo stock for Q4 2023, down 21% quarter-over-quarter.
- 41 funds opened new Klaviyo positions in Q4 2023 and 34 closed out, a net change of +7 holders.
- The largest Klaviyo buyer in Q4 2023 was Goldman Sachs, an estimated $30.9M added.
- The largest Klaviyo seller in Q4 2023 was T. Rowe Price Associates, an estimated $53.1M sold.
Based on aggregated 13F filings for Q4 2023.