Skip to main content

FIRST TRUST ADVISORS LP

Position in KVYO — Klaviyo, Inc.

CIK 1125816 Wheaton, IL

Position in KVYO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$21,029,150
-$1,970,371 QoQ
Shares Held
1,392,659
+17.8% QoQ
Ownership
0.489%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 275 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in KVYO Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $7,225,907,399 across 81 Software - Application names. KVYO ranks #39 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in KVYO

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,029,150 1,392,659
2026-03-31 $22,999,521 1,181,887
2025-12-31 $26,200,952 806,928
2025-09-30 $25,649,911 926,324
2025-06-30 $33,202,762 988,766
2025-03-31 $27,716,949 915,960
2024-12-31 $38,999,142 945,663
2024-09-30 $26,477,684 748,380
2024-06-30 $23,091,000 927,722
2024-03-31 $21,844,080 857,303
2023-12-31 $1,882,317 67,758
2023-09-30 $2,366,424 68,592