KVYO

Klaviyo Inc-a

-$2.0B

Net Activity

Institutions Holding

264

Popularity Rank

#2246

Avg Weight

0.43%

Total Value

$3.1B

Ownership Trend

264 institutions currently hold KVYO, with 166 net buyers and 106 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

106

Net Buying Institutions

166

Key Holders

View all 264 holding institutions

Quarterly Activity

Recent Activity

+$1.6B

Total Buy Value

$2.1B

Total Sell Value

New buy49
Trim56
Add117
Sold out50

166

Net Buyers

106

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$565K

Total Est. Value

42K shares

Planned Shares

Last Filed 2026-06-18
FilerFiling DateEst. Value
Whalen Amanda2026-06-18$565K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-13
2026-07-13

Klaviyo appointed Erica Smith as its new Chief Financial Officer, effective September 1, 2026. Smith joins from CyberArk Software, where she served as CFO. Her compensation includes a $550,000 base salary, 50% target bonus, $15 million in time-vesting RSUs, and $3 million in performance stock units tied to stock price targets of $30, $50, and $75. Incumbent CFO Amanda Whalen will stay on until Smith starts.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding KLAVIYO INC-A (KVYO)?
Major stakeholders currently include Summit Partners L P ($366.9M), Capital International Investors ($227.8M), FMR LLC ($190.5M). Based on the latest 13F filings, there are a total of 264 tracked investment funds and institutions maintaining positions in KVYO.
What is the overall institutional sentiment toward KVYO recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.0B, driven by 166 managers accumulating shares while 106 reduced their exposure.
Which institutions have been selling or reducing their KVYO positions?
In the latest period, 56 funds trimmed their holdings, and 50 managers completely exited their positions. The aggregate reported sell value was $2.1B.
Are there any notable investors adding KVYO to their portfolios?
Yes, buying activity remains notable. 49 institutions opened new positions in {ticker}, and 117 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.6B.

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