CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in KVYO — Klaviyo, Inc.

CIK 884546 SAN FRANCISCO, CA

Position in KVYO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,033,054

-$5,184,920 QoQ

Shares Held

796,891

-9.9% QoQ

Ownership

0.280%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#43

of 273 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $14,282,969,236 across 130 Software - Application names. KVYO ranks #71 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	12,729,777	$2,850,833,558
2	UBER	Uber Technologies, Inc	15,956,738	$1,151,438,214
3	CRM	Salesforce, Inc.	6,600,642	$1,034,056,575
4	PAYX	Paychex Inc	10,402,177	$1,022,846,063
5	CDNS	Cadence Design Systems Inc	2,192,940	$823,054,240
6	NOW	ServiceNow, Inc.	8,080,617	$802,243,655
7	ADBE	Adobe Inc.	3,401,534	$697,382,499
8	DDOG	Datadog, Inc.	2,648,649	$689,602,253

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,033,054	796,891	-9.9%	Shares	Sole	2026-08-14
2026-03-31	$17,217,974	884,788	+9.3%	Shares	Sole	2026-05-15
2025-12-31	$26,282,159	809,429	+10.9%	Shares	Sole	2026-02-13
2025-09-30	$20,210,626	729,889	+19.9%	Shares	Sole	2025-11-10
2025-06-30	$20,448,440	608,947	+35.3%	Shares	Sole	2025-08-12
2025-03-31	$13,621,871	450,161	-3.1%	Shares	Sole	2025-09-15
2024-12-31	$19,154,289	464,459	+9.5%	Shares	Sole	2025-02-06
2024-09-30	$15,013,750	424,357	+27.6%	Shares	Sole	2024-11-12
2024-06-30	$8,276,746	332,533	+144.2%	Shares	Sole	2024-08-12
2024-03-31	$3,469,356	136,160	-1.0%	Shares	Sole	2024-05-09
2023-12-31	$3,821,861	137,576	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.