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Klaviyo
KVYO

Overview Fund Activity

183 hedge funds and large institutions have $4.7B invested in Klaviyo in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 28 closing their positions.

Holders
183
Holders Change
+29
Holders Change %
+18.83%
% of All Funds
2.44%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
59
Increased
61
Reduced
44
Closed
28
Calls
$89.6M
Puts
$44.5M
Net Calls
+$45.2M
Net Calls Change
-$9.21M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$66.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$52.5M
3
MM
3
Morangie Management
Florida
$40.8M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$38.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$54M

Top Sellers

1
SP
1
Summit Partners
Massachusetts
$1.68B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$124M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$21.4K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$165M
5
Millennium Management
5
Millennium Management
New York
$3.81M
Name Market Value Shares Shares
Change 		Shares
Change %
SP
1
Summit Partners
Massachusetts
$1.68B 40,827,778 -5,600,000 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M 7,721,855 +646,628 +9%
AllianceBernstein
3
AllianceBernstein
Tennessee
$165M 3,996,216 -686,170 -15%
WRCM
4
Whale Rock Capital Management
Massachusetts
$160M 3,868,451 +267,845 +7%
SCV
5
Sands Capital Ventures
Virginia
$143M 3,470,694 -44,631 -1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$124M 3,001,500 -2,265,626 -43%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$121M 2,926,187 +140,127 +5%
Federated Hermes
8
Federated Hermes
Pennsylvania
$110M 2,669,800 -214,500 -7%
GCP
9
Greenoaks Capital Partners
California
$95.5M 2,316,796 – –
ClearBridge Investments
10
ClearBridge Investments
New York
$89.4M 2,168,336 +19,567 +0.9%
BlackRock
11
BlackRock
New York
$86.8M 2,103,633 +410,940 +24%
Goldman Sachs
12
Goldman Sachs
New York
$84.9M 2,059,163 +192,591 +10%
Franklin Resources
13
Franklin Resources
California
$80.2M 1,943,523 +635,962 +49%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$76.4M 1,851,679 +592,884 +47%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$66.9M 1,621,300 +1,621,300 New
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$54M 1,310,227 +858,449 +190%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$52.5M 1,272,929 +1,171,947 +1,161%
Sands Capital Management
18
Sands Capital Management
Virginia
$51M 1,237,540 -190,630 -13%
American Century Companies
19
American Century Companies
Missouri
$49.9M 1,209,612 +357,194 +42%
CA
20
Claro Advisors
Massachusetts
$48.6M 1,178,330 -57,463 -5%
Two Sigma Investments
21
Two Sigma Investments
New York
$46.4M 1,124,433 +389,779 +53%
Morgan Stanley
22
Morgan Stanley
New York
$45.2M 1,094,959 -238,179 -18%
BOCH
23
Blue Owl Capital Holdings
New York
$44.5M 1,078,770 -119,500 -10%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$41.2M 997,900 +324,400 +48%
MM
25
Morangie Management
Florida
$40.8M 990,284 +990,284 New
1
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