Klaviyo
KVYO
266 hedge funds and large institutions have $3.1B invested in Klaviyo in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 117 increasing their positions, 54 reducing their positions, and 52 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 54
79% more call options, than puts
Call options by funds: $27.8M | Put options by funds: $15.6M
15% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 52
2% more funds holding
Funds holding: 261 → 266 (+5)
6.69% less ownership
Funds ownership: 114.85% → 108.17% (-6.7%)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
40% less capital invested
Capital invested by funds: $5.14B → $3.1B (-$2.04B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$118M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$80.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$31.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.4M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$203M |
| 2 |
1WCM
12 West Capital Management
New York
|
-$59.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$36.1M |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$27.6M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$26.4M |
KVYO Hedge Fund Activity: Q1 2026 in Review
266 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Klaviyo (KVYO) for Q1 2026, worth a combined $3.1B — down 40% from $5.14B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new KVYO positions and 52 closed out — a net gain of 8 holders — while 117 added to existing stakes and 54 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $118M. The largest seller was Morgan Stanley, cutting an estimated $203M.
- 266 institutional investors held Klaviyo (KVYO) as of Q1 2026, up from 261 in Q4 2025.
- Funds reported $3.1B of Klaviyo stock for Q1 2026, down 40% quarter-over-quarter.
- 60 funds opened new Klaviyo positions in Q1 2026 and 52 closed out, a net change of +8 holders.
- The largest Klaviyo buyer in Q1 2026 was Wellington Management Group, an estimated $118M added.
- The largest Klaviyo seller in Q1 2026 was Morgan Stanley, an estimated $203M sold.
Based on aggregated 13F filings for Q1 2026.