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Klaviyo
KVYO

Overview Fund Activity

131 hedge funds and large institutions have $2.76B invested in Klaviyo in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 23 closing their positions.

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
1.91%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
25
Increased
49
Reduced
38
Closed
23
Calls
$13.5M
Puts
$14.8M
Net Calls
-$1.3M
Net Calls Change
+$1.67M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$173M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$128M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$68.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$44.5M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$125M

Top Sellers

1
GM
1
Granger Management
New York
$45.7M
2
AM
2
Atreides Management
Massachusetts
$22.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$46.3M
4
GIM
4
Granahan Investment Management
Massachusetts
$0
5
Capital World Investors
5
Capital World Investors
California
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SP
1
Summit Partners
Massachusetts
$1.19B 47,741,629 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M 6,946,247 +4,837,792 +229%
Capital Research Global Investors
3
Capital Research Global Investors
California
$128M 5,162,366 +4,159,490 +415%
AllianceBernstein
4
AllianceBernstein
Tennessee
$125M 5,008,673 +1,093,413 +28%
SCV
5
Sands Capital Ventures
Virginia
$87.5M 3,516,221 +1,324 +0%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$68.7M 2,762,128 +2,406,973 +678%
GCP
7
Greenoaks Capital Partners
California
$62.5M 2,511,796 – –
Federated Hermes
8
Federated Hermes
Pennsylvania
$61.6M 2,474,600 – –
ClearBridge Investments
9
ClearBridge Investments
New York
$54.3M 2,181,960 -23,724 -1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$53.1M 2,133,958 +222,319 +12%
Goldman Sachs
11
Goldman Sachs
New York
$46.3M 1,859,170 -461,211 -20%
GM
12
Granger Management
New York
$45.7M 1,837,680 -1,107,724 -38%
Morgan Stanley
13
Morgan Stanley
New York
$44.5M 1,787,226 +1,235,991 +224%
BlackRock
14
BlackRock
New York
$39.8M 1,598,390 +67,586 +4%
Sands Capital Management
15
Sands Capital Management
Virginia
$35.6M 1,429,762 -2,275 -0.2%
Franklin Resources
16
Franklin Resources
California
$34.8M 1,397,655 -492 -0%
GCM
17
Glynn Capital Management
California
$33.9M 1,363,768 +224,461 +20%
CA
18
Claro Advisors
Massachusetts
$31.9M 1,280,035 +357,355 +39%
BOCH
19
Blue Owl Capital Holdings
New York
$29.8M 1,198,270 – –
Millennium Management
20
Millennium Management
New York
$27.9M 1,120,485 +390,849 +54%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$25.9M 1,062,600 -23,539 -2%
First Trust Advisors
22
First Trust Advisors
Illinois
$23.1M 927,722 +70,419 +8%
AM
23
Atreides Management
Massachusetts
$22.4M 901,811 -846,504 -48%
Norges Bank
24
Norges Bank
Norway
$16.2M 650,774 -114,445 -15%
Citadel Advisors
25
Citadel Advisors
Florida
$14.9M 598,220 +575,961 +2,588%
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