Institutional Ownership
Klaviyo Inc
CUSIP 49845K101COM SER AKVYOQ1 2026
13D / 13G Filings
47
Schedule 13D/13G on record
Beneficial Filers
21
Distinct reporting persons
Largest Stake
70.8%
Max % of class reported
Institutional Holders
257
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
47 filings · latest Mar 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 6, 2026 | Morgan Stanley | 13G/A | 4.1% | 5.99M | SEC |
| 2 | Feb 13, 2026 | Capital International Investors | 13G | 9.3% | 12.79M | SEC |
| 3 | Feb 10, 2026 | Bialecki Andrew | 13G/A | 35.1% | 78.16M | SEC |
| 4 | Jan 8, 2026 | Morgan Stanley | 13G/A | 10.5% | 14.54M | SEC |
| 5 | Nov 14, 2025 | Shopify Strategic Holdings 3 LLC | 13D/A | 18.9% | — | SEC |
| 6 | Nov 13, 2025 | Summit Partners Growth Equity Fund Ix-A, L.P. | 13G/A | 12.0% | 18.85M | SEC |
| 7 | Nov 7, 2025 | Morgan Stanley | 13G | 8.4% | 10.32M | SEC |
| 8 | Nov 5, 2025 | Hallen Ed | 13G/A | 19.4% | 32.88M | SEC |
| 9 | Nov 5, 2025 | Bialecki Andrew | 13G/A | 37.7% | 83.05M | SEC |
| 10 | Nov 5, 2025 | Fmr LLC | 13G | 6.7% | 8.24M | SEC |
37 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Klaviyo Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Summit Partners L P | 18.85M | $366.88M |
| 2 | Capital International Investors | 11.70M | $227.76M |
| 3 | Fmr LLC | 9.79M | $190.46M |
| 4 | Whale Rock Capital Management LLC | 6.83M | $132.82M |
| 5 | Wellington Management Group LLP | 5.48M | $106.63M |
| 6 | Alliancebernstein L.P. | 3.05M | $98.98M |
| 7 | Morgan Stanley | 5.07M | $98.62M |
| 8 | Blackrock, Inc. | 4.35M | $84.74M |
| 9 | Jpmorgan Chase & Co | 4.30M | $81.57M |
| 10 | Sands Capital Alternatives, LLC | 3.65M | $71.02M |