Klaviyo Inc-a (KVYO) 13F Investor Activity Report (Q2 2026)

KVYO ranks #2281 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

KVYO is a top-conviction position for Summit Partners L P — at 46.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Bank Of America CORP /de/ has added to its KVYO position for two straight quarters, increasing it by $28.7M to reach $57.7M today.

Morgan Stanley has trimmed its KVYO position for two straight quarters, cutting it by $405.2M while still holding $67.1M.

KVYO is up 10.2% today, and institutions have been net buyers of $126.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

KVYO posted net income of $6.8M over the trailing twelve months, and currently trades at a P/E of 840.0.

• Profitable — net income of $6.8M over the trailing twelve months
• Revenue grew 28.9% year over year
• Net income improved year over year, from -$66.7M to $6.8M
• Generated $218.0M in positive operating cash flow
• Current ratio of 4.27x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.32x equity — within a conventional range