Klaviyo, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
SUMMIT PARTNERS L P | 02/04/2025 | 40.83 M | $1.68 B | -12.06% | 15.33% |
VANGUARD GROUP INC | 02/11/2025 | 7.72 M | $318.45 M | 9.14% | 2.90% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 4.00 M | $164.80 M | -14.65% | 1.50% |
WHALE ROCK CAPITAL MANAGEMENT LLC | 02/14/2025 | 3.87 M | $159.53 M | 7.44% | 1.45% |
SANDS CAPITAL VENTURES, LLC | 02/13/2025 | 3.47 M | $143.13 M | -1.27% | 1.30% |
CAPITAL RESEARCH GLOBAL INVESTORS | 02/13/2025 | 3.00 M | $123.78 M | -43.01% | 1.13% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 2.93 M | $120.68 M | 5.03% | 1.10% |
FEDERATED HERMES, INC. | 02/13/2025 | 2.67 M | $110.10 M | -7.44% | 1.00% |
GREENOAKS CAPITAL PARTNERS LLC | 02/14/2025 | 2.32 M | $95.54 M | 0.00% | 0.87% |
CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 2.17 M | $89.42 M | 0.91% | 0.81% |
BLACKROCK, INC. | 02/07/2025 | 2.10 M | $86.75 M | 24.28% | 0.79% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 2.06 M | $84.92 M | 10.32% | 0.77% |
FRANKLIN RESOURCES INC | 02/12/2025 | 1.94 M | $80.15 M | 48.64% | 0.73% |
1832 ASSET MANAGEMENT L.P. | 02/14/2025 | 1.62 M | $66.86 M | 100.00% | 0.61% |
D. E. SHAW & CO., INC. | 02/14/2025 | 1.31 M | $54.03 M | 190.02% | 0.49% |
FMR LLC | 02/13/2025 | 1.27 M | $52.50 M | 1,160.55% | 0.48% |
SANDS CAPITAL MANAGEMENT, LLC | 02/13/2025 | 1.24 M | $51.04 M | -13.35% | 0.46% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 1.21 M | $49.88 M | 41.90% | 0.45% |
CLARO ADVISORS LLC | 01/13/2025 | 1.18 M | $48.59 M | -4.65% | 0.44% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 1.12 M | $46.37 M | 53.06% | 0.42% |
MORGAN STANLEY | 02/14/2025 | 1.09 M | $45.16 M | -17.87% | 0.41% |
BLUE OWL CAPITAL HOLDINGS LP | 02/14/2025 | 1.08 M | $44.49 M | -9.97% | 0.41% |
02/14/2025 | 990.28 K | $40.84 M | 100.00% | 0.37% | |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 982.13 K | $40.51 M | 229.46% | 0.37% |
COLONY GROUP, LLC | 02/14/2025 | 942.52 K | $38.87 M | 100.00% | 0.35% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 922.83 K | $38.06 M | 15.72% | 0.35% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 882.46 K | $36.41 M | 12.25% | 0.33% |
LORD, ABBETT & CO. LLC | 02/14/2025 | 748.07 K | $30.85 M | 100.00% | 0.28% |
GLYNN CAPITAL MANAGEMENT LLC | 02/11/2025 | 652.76 K | $26.92 M | -43.71% | 0.25% |
TWIN TREE MANAGEMENT, LP | 02/10/2025 | 623.70 K | $25.72 M | 666.22% | 0.23% |
BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 613.20 K | $25.29 M | 43.09% | 0.23% |
NORGES BANK | 02/12/2025 | 610.99 K | $25.20 M | 100.00% | 0.23% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 562.34 K | $23.19 M | -3.72% | 0.21% |
CITADEL ADVISORS LLC | 02/14/2025 | 499.35 K | $20.59 M | 20.83% | 0.19% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 478.92 K | $19.75 M | 100.00% | 0.18% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 464.46 K | $19.15 M | 9.45% | 0.17% |
MAYFLOWER FINANCIAL ADVISORS, LLC | 01/22/2025 | 431.43 K | $17.79 M | -37.01% | 0.16% |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/14/2025 | 419.60 K | $17.30 M | 100.00% | 0.16% |
MARSHALL WACE, LLP | 02/13/2025 | 393.99 K | $16.25 M | -11.83% | 0.15% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 354.00 K | $14.60 M | -14.60% | 0.13% |
CITADEL ADVISORS LLC | 02/14/2025 | 352.90 K | $14.55 M | 220.82% | 0.13% |
OSTERWEIS CAPITAL MANAGEMENT INC | 02/13/2025 | 333.54 K | $13.76 M | 26.08% | 0.13% |
NEEDHAM INVESTMENT MANAGEMENT LLC | 02/14/2025 | 315.00 K | $12.99 M | 0.00% | 0.12% |
WCM INVESTMENT MANAGEMENT, LLC | 02/11/2025 | 305.40 K | $12.78 M | 100.00% | 0.11% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 304.13 K | $12.54 M | -13.14% | 0.11% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 300.00 K | $12.37 M | 100.00% | 0.11% |
CTF CAPITAL MANAGEMENT, LP | 02/13/2025 | 295.69 K | $12.19 M | 100.00% | 0.11% |
TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 294.13 K | $12.13 M | 367.54% | 0.11% |
BANK OF AMERICA CORP /DE/ | 02/14/2025 | 276.70 K | $11.41 M | 8.39% | 0.10% |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/14/2025 | 250.00 K | $10.31 M | -44.44% | 0.09% |
Klaviyo, Inc. institutional Ownership - FAQ's
During the previous two years, 155 institutional investors and hedge funds held shares of Klaviyo, Inc.. The most heavily invested institutionals were:
Capital Investment Advisors, LLC: 0
MARINO, STRAM & ASSOCIATES LLC: 0
Penserra Capital Management LLC: 0
Strategic Blueprint, LLC: 0
Cambridge Investment Research Advisors, Inc.: 0
GAMMA Investing LLC: 0
42.57% of Klaviyo, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 103.59 M shares in the last 24 months. This purchase volume represents approximately $3.40 B in transactions.