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Klaviyo

183 hedge funds and large institutions have $4.7B invested in Klaviyo in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $89.6M | Put options by funds: $44.5M

100% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 29

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

18% more capital invested

Capital invested by funds: $3.99B → $4.7B (+$713M)

17% more funds holding

Funds holding: 156183 (+27)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

10.57% less ownership

Funds ownership: 155.26%144.69% (-11%)

Holders
183
Holders Change
+27
Holders Change %
+17.31%
% of All Funds
2.41%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
58
Increased
61
Reduced
44
Closed
29
Calls
$89.6M
Puts
$44.5M
Net Calls
+$45.2M
Net Calls Change
-$9.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Summit Partners
Massachusetts
$1.68B -$214M -5,600,000 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M +$24.7M +646,628 +9%
AllianceBernstein
3
AllianceBernstein
Tennessee
$165M -$26.2M -686,170 -15%
WRCM
4
Whale Rock Capital Management
Massachusetts
$160M +$10.2M +267,845 +7%
SCV
5
Sands Capital Ventures
Virginia
$143M -$1.7M -44,631 -1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$124M -$86.5M -2,265,626 -43%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$121M +$5.35M +140,127 +5%
Federated Hermes
8
Federated Hermes
Pennsylvania
$110M -$8.19M -214,500 -7%
GCP
9
Greenoaks Capital Partners
California
$95.5M
ClearBridge Investments
10
ClearBridge Investments
New York
$89.4M +$747K +19,567 +0.9%
BlackRock
11
BlackRock
New York
$86.8M +$15.7M +410,940 +24%
Goldman Sachs
12
Goldman Sachs
New York
$84.9M +$7.35M +192,591 +10%
Franklin Resources
13
Franklin Resources
California
$80.2M +$24.3M +635,962 +49%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$76.4M +$22.6M +592,884 +47%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$66.9M +$61.9M +1,621,300 New
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$54M +$32.8M +858,449 +190%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$52.5M +$44.7M +1,171,947 +1,161%
Sands Capital Management
18
Sands Capital Management
Virginia
$51M -$7.28M -190,630 -13%
American Century Companies
19
American Century Companies
Missouri
$49.9M +$13.6M +357,194 +42%
CA
20
Claro Advisors
Massachusetts
$48.6M -$2.19M -57,463 -5%
Two Sigma Investments
21
Two Sigma Investments
New York
$46.4M +$14.9M +389,779 +53%
Morgan Stanley
22
Morgan Stanley
New York
$45.2M -$9.09M -238,179 -18%
BOCH
23
Blue Owl Capital Holdings
New York
$44.5M -$4.56M -119,500 -10%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$41.2M +$12.4M +324,400 +48%
MM
25
Morangie Management
Florida
$40.8M +$37.8M +990,284 New