KVYO icon

Klaviyo
KVYO

Overview Fund Activity

130 hedge funds and large institutions have $2.47B invested in Klaviyo in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 24 closing their positions.

Holders
130
Holders Change
+28
Holders Change %
+27.45%
% of All Funds
1.88%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
52
Increased
50
Reduced
18
Closed
24
Calls
$13.1M
Puts
$16.1M
Net Calls
-$2.96M
Net Calls Change
+$5.51M

Top Buyers

1
SCV
1
Sands Capital Ventures
Virginia
$89.6M
2
GM
2
Granger Management
New York
$75M
3
GCP
3
Greenoaks Capital Partners
California
$64M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.8M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$63.1M

Top Sellers

1
SCM
1
Steadfast Capital Management
New York
$0
2
BlackRock
2
BlackRock
New York
$39M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.71M
4
Morgan Stanley
4
Morgan Stanley
New York
$14M
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SP
1
Summit Partners
Massachusetts
$1.22B 47,741,629 – –
AllianceBernstein
2
AllianceBernstein
Tennessee
$99.8M 3,915,260 +2,026,150 +107%
SCV
3
Sands Capital Ventures
Virginia
$89.6M 3,514,897 +3,043,637 +646%
GM
4
Granger Management
New York
$75M 2,945,404 +2,920,228 +11,599%
GCP
5
Greenoaks Capital Partners
California
$64M 2,511,796 +2,511,796 New
Federated Hermes
6
Federated Hermes
Pennsylvania
$63.1M 2,474,600 +1,899,324 +330%
Goldman Sachs
7
Goldman Sachs
New York
$59.1M 2,320,381 +848,241 +58%
ClearBridge Investments
8
ClearBridge Investments
New York
$56.2M 2,205,684 +31,587 +1%
Vanguard Group
9
Vanguard Group
Pennsylvania
$53.7M 2,108,455 +4,742 +0.2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$48.7M 1,911,639 +53,371 +3%
AM
11
Atreides Management
Massachusetts
$44.5M 1,748,315 +1,748,315 New
BlackRock
12
BlackRock
New York
$39M 1,530,804 -688,845 -31%
Sands Capital Management
13
Sands Capital Management
Virginia
$36.5M 1,432,037 +768,734 +116%
Franklin Resources
14
Franklin Resources
California
$35.6M 1,398,147 +17,632 +1%
BOCH
15
Blue Owl Capital Holdings
New York
$30.5M 1,198,270 – –
GCM
16
Glynn Capital Management
California
$29M 1,139,307 +848,152 +291%
Capital Research Global Investors
17
Capital Research Global Investors
California
$25.6M 1,002,876 – –
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$24.5M 1,086,139 +1,086,139 New
CA
19
Claro Advisors
Massachusetts
$23.5M 922,680 +922,680 New
First Trust Advisors
20
First Trust Advisors
Illinois
$21.8M 857,303 +789,545 +1,165%
Norges Bank
21
Norges Bank
Norway
$19.5M 765,219 – –
Millennium Management
22
Millennium Management
New York
$18.6M 729,636 +377,606 +107%
Capital World Investors
23
Capital World Investors
California
$17.8M 699,520 -1,263 -0.2%
American Century Companies
24
American Century Companies
Missouri
$16.1M 633,442 +255,071 +67%
WRCM
25
Whale Rock Capital Management
Massachusetts
$14.8M 579,113 +318,217 +122%
1
2 3 4 5