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Klaviyo

264 hedge funds and large institutions have $3.1B invested in Klaviyo in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 54 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 54

79% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $15.6M

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

1% more funds holding

Funds holding: 261264 (+3)

6.72% less ownership

Funds ownership: 114.85%108.13% (-6.7%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

40% less capital invested

Capital invested by funds: $5.14B → $3.1B (-$2.04B)

Holders
264
Holders Change
+3
Holders Change %
+1.15%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
59
Increased
116
Reduced
54
Closed
51
Calls
$27.8M
Puts
$15.6M
Net Calls
+$12.3M
Net Calls Change
-$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Summit Partners
Massachusetts
$367M
Capital International Investors
2
Capital International Investors
California
$228M -$23.3M -1,084,987 -8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$190M +$30.4M +1,415,365 +17%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$147M +$162M +7,531,915 New
WRCM
5
Whale Rock Capital Management
Massachusetts
$133M +$80.8M +3,767,317 +123%
VCM
6
Vanguard Capital Management
Pennsylvania
$120M +$132M +6,162,720 New
Wellington Management Group
7
Wellington Management Group
Massachusetts
$107M +$118M +5,479,443 New
AllianceBernstein
8
AllianceBernstein
Tennessee
$99M -$36.1M -1,683,089 -36%
Morgan Stanley
9
Morgan Stanley
New York
$98.6M -$203M -9,479,400 -65%
BlackRock
10
BlackRock
New York
$84.7M +$13.7M +638,001 +17%
JP Morgan Chase
11
JP Morgan Chase
New York
$81.6M +$15.8M +735,234 +21%
SCV
12
Sands Capital Ventures
Virginia
$71M
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$57.3M +$1.88M +87,835 +3%
American Century Companies
14
American Century Companies
Missouri
$56.9M +$600K +27,991 +1%
Two Sigma Investments
15
Two Sigma Investments
New York
$56.3M +$14.3M +667,879 +30%
Federated Hermes
16
Federated Hermes
Pennsylvania
$51.4M -$5.61M -261,322 -9%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$46.7M +$1.45M +67,610 +3%
Millennium Management
18
Millennium Management
New York
$45.7M +$13.9M +647,733 +38%
GCP
19
Greenoaks Capital Partners
California
$45.1M
Goldman Sachs
20
Goldman Sachs
New York
$42.1M +$13.7M +637,250 +42%
Capital World Investors
21
Capital World Investors
California
$39.7M +$19.1M +892,113 +78%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$34.5M +$2.16M +100,823 +6%
Bank of America
23
Bank of America
North Carolina
$32.8M +$17M +793,613 +89%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$32.5M +$17.1M +795,506 +91%
Renaissance Technologies
25
Renaissance Technologies
New York
$31.9M -$2.64M -122,900 -7%