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Klaviyo
KVYO

Overview Fund Activity

154 hedge funds and large institutions have $3.97B invested in Klaviyo in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
154
Holders Change
+23
Holders Change %
+17.56%
% of All Funds
2.23%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
43
Increased
45
Reduced
48
Closed
20
Calls
$70.2M
Puts
$15.8M
Net Calls
+$54.4M
Net Calls Change
+$55.7M

Top Buyers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$127M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$44.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$44.5M
4
SA
4
SpiderRock Advisors
Delaware
$17.7M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$16M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$16.6M
2
GM
2
Granger Management
New York
$12.1M
3
SP
3
Summit Partners
Massachusetts
$1.64B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$0
5
AM
5
Atreides Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SP
1
Summit Partners
Massachusetts
$1.64B 46,427,778 -1,313,851 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$250M 7,075,227 +128,980 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$186M 5,267,126 +104,760 +2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$166M 4,682,386 -326,287 -7%
WRCM
5
Whale Rock Capital Management
Massachusetts
$127M 3,600,606 +3,092,725 +609%
SCV
6
Sands Capital Ventures
Virginia
$124M 3,515,325 -896 -0%
Federated Hermes
7
Federated Hermes
Pennsylvania
$102M 2,884,300 +409,700 +17%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$98.6M 2,786,060 +23,932 +0.9%
GCP
9
Greenoaks Capital Partners
California
$82M 2,316,796 -195,000 -8%
ClearBridge Investments
10
ClearBridge Investments
New York
$76M 2,148,769 -33,191 -2%
Goldman Sachs
11
Goldman Sachs
New York
$66M 1,866,572 +7,402 +0.4%
BlackRock
12
BlackRock
New York
$59.9M 1,692,693 +94,303 +6%
Sands Capital Management
13
Sands Capital Management
Virginia
$50.5M 1,428,170 -1,592 -0.1%
Franklin Resources
14
Franklin Resources
California
$47.9M 1,307,561 -90,094 -6%
Morgan Stanley
15
Morgan Stanley
New York
$47.2M 1,333,138 -454,088 -25%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$44.5M 1,258,795 +803,439 +176%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$44.5M 1,258,111 +1,258,111 New
CA
18
Claro Advisors
Massachusetts
$43.7M 1,235,793 -44,242 -3%
BOCH
19
Blue Owl Capital Holdings
New York
$42.4M 1,198,270 – –
GCM
20
Glynn Capital Management
California
$41M 1,159,579 -204,189 -15%
American Century Companies
21
American Century Companies
Missouri
$30.2M 852,418 +382,262 +81%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$28.2M 797,480 +396,201 +99%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$27.8M 786,186 +244,447 +45%
First Trust Advisors
24
First Trust Advisors
Illinois
$26.5M 748,380 -179,342 -19%
Two Sigma Investments
25
Two Sigma Investments
New York
$26M 734,654 +361,943 +97%
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