Klaviyo
KVYO
156 hedge funds and large institutions have $3.99B invested in Klaviyo in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 19 closing their positions.
344% more call options, than puts
Call options by funds: $70.2M | Put options by funds: $15.8M
132% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 19
45% more capital invested
Capital invested by funds: $2.76B → $3.99B (+$1.23B)
19% more funds holding
Funds holding: 131 → 156 (+25)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
8% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 49
2.11% less ownership
Funds ownership: 157.37% → 155.26% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$89.6M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$36.5M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$23.3M |
| 4 |
SA
SpiderRock Advisors
Wilimington,
Delaware
|
+$13.7M |
| 5 |
D.E. Shaw & Co
New York
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$48.3M |
| 2 |
GM
Granger Management
New York
|
-$43.3M |
| 3 |
SP
Summit Partners
Boston,
Massachusetts
|
-$38.1M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$25.9M |
| 5 |
AM
Atreides Management
Boston,
Massachusetts
|
-$22.4M |
KVYO Hedge Fund Activity: Q3 2024 in Review
156 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q3 2024, worth a combined $3.99B — up 45% from $2.76B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new KVYO positions and 19 closed out — a net gain of 25 holders — while 45 added to existing stakes and 49 trimmed.
The largest buyer was Whale Rock Capital Management, adding an estimated $89.6M. The largest seller was JP Morgan Chase, cutting an estimated $48.3M.
- 156 institutional investors held Klaviyo (KVYO) as of Q3 2024, up from 131 in Q2 2024.
- Funds reported $3.99B of Klaviyo stock for Q3 2024, up 45% quarter-over-quarter.
- 44 funds opened new Klaviyo positions in Q3 2024 and 19 closed out, a net change of +25 holders.
- The largest Klaviyo buyer in Q3 2024 was Whale Rock Capital Management, an estimated $89.6M added.
- The largest Klaviyo seller in Q3 2024 was JP Morgan Chase, an estimated $48.3M sold.
Based on aggregated 13F filings for Q3 2024.