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Klaviyo

217 hedge funds and large institutions have $3.54B invested in Klaviyo in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 30

65% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 52

47% more call options, than puts

Call options by funds: $74.5M | Put options by funds: $50.5M

19% more funds holding

Funds holding: 183217 (+34)

15.59% less ownership

Funds ownership: 144.69%129.1% (-16%)

25% less capital invested

Capital invested by funds: $4.7B → $3.54B (-$1.17B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
217
Holders Change
+34
Holders Change %
+18.58%
% of All Funds
2.91%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
64
Increased
86
Reduced
52
Closed
30
Calls
$74.5M
Puts
$50.5M
Net Calls
+$23.9M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Summit Partners
Massachusetts
$1.17B -$80.7M -2,000,000 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$256M +$30.1M +746,078 +10%
WRCM
3
Whale Rock Capital Management
Massachusetts
$131M +$18.6M +461,298 +12%
AllianceBernstein
4
AllianceBernstein
Tennessee
$122M +$930K +23,064 +0.6%
SCV
5
Sands Capital Ventures
Virginia
$104M -$1.1M -27,179 -0.8%
Capital Research Global Investors
6
Capital Research Global Investors
California
$82.3M -$11.4M -282,633 -9%
Federated Hermes
7
Federated Hermes
Pennsylvania
$80.8M
BlackRock
8
BlackRock
New York
$70.1M +$8.65M +214,358 +10%
GCP
9
Greenoaks Capital Partners
California
$70.1M
Franklin Resources
10
Franklin Resources
California
$70.1M +$15M +371,504 +19%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$68.9M -$26.1M -648,167 -22%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$68M +$25.3M +627,500 +39%
ClearBridge Investments
13
ClearBridge Investments
New York
$58M -$10.2M -252,488 -12%
Norges Bank
14
Norges Bank
Norway
$50.2M +$42.3M +1,049,194 +172%
CA
15
Claro Advisors
Massachusetts
$49.9M +$19M +470,543 +40%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$47.1M -$12M -296,427 -16%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$46.5M +$31.9M +790,146 +106%
Bank of America
18
Bank of America
North Carolina
$43.7M +$47.1M +1,166,516 +422%
Morgan Stanley
19
Morgan Stanley
New York
$41.5M +$11.2M +277,259 +25%
American Century Companies
20
American Century Companies
Missouri
$36.4M -$305K -7,559 -0.6%
Goldman Sachs
21
Goldman Sachs
New York
$34.6M -$36.9M -914,408 -44%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$34.6M +$26.8M +663,301 +138%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$32.2M -$9.89M -245,136 -19%
MM
24
Morangie Management
Florida
$29.9M -$39K -968 -0.1%
Renaissance Technologies
25
Renaissance Technologies
New York
$29.5M +$16.7M +413,300 +73%