KVYO · Klaviyo, Inc. · Shareholders & Ownership

$20.59 +0.41 (+2.03%) Q2 2026 earnings call transcript

Russell 1000 member Rebalance outlook locked

Market Cap

$5.75B

284.73M

Volume · Oct 28 938.95K Avg daily vol (3M) 6.22M

Every disclosed holder of KVYO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns KVYO

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	286	145,824,810	51.22%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	6	160,407,391	56.34%	Yes
Remaining	—	21,504,764	-7.55%	Negative
Registered funds (N-PORT, not summed)	163	49,791,612	17.49%	No

Shares outstanding: 284,727,437, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of KVYO

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Bialecki Andrew 13G CIK 1991099 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor	75,326,229	26.46%	-2,837,300	Jun 30, 2026	Rule 13d-1(d), exempt investor
2	Shopify Inc. 13D CIK 1594805 · Unknown · Aug 5, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands	33,405,047	11.73%	+1,377,529	Aug 5, 2026
3	Jeff Fagnan 13G CIK 1636118 · Unknown · Mar 31, 2025 Rule 13d-1(d), exempt investor	11,137,154	3.91%	-3,676	Mar 31, 2025	Rule 13d-1(d), exempt investor
4	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,482,971	3.68%	-1,220,888	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,692,774	2.70%	+160,859	Jun 30, 2026	carried, not yet filed for the newest quarter
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,612,078	2.67%	+3,257,743	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,462,388	2.62%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.2	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	719,517	0.25%	+73,460	Jun 30, 2026	iShares Trust, not summed
6.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	570,826	0.20%	—	Jun 30, 2026	iShares Trust, not summed
6.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	241,013	0.08%	—	Jun 30, 2026	iShares Trust, not summed
6.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	195,820	0.07%	+4,624	Jun 30, 2026	iShares Trust, not summed
7	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,566,155	2.31%	-3,220,927	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,566,154	2.31%	-1,673,876	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7.2	Select Software and IT Services Portfolio Fund S000007483 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	4,538,324	1.59%	-1,440,800	Aug 31, 2026	Fidelity Select Portfolios, not summed
7.3	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,070,412	0.38%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
7.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	557,666	0.20%	-196,590	Aug 31, 2026	Fidelity Concord Street Trust, not summed
7.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	526,681	0.19%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,990,660	2.10%	-172,060	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,051,508	2.48%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
9	Whale Rock Capital Management LLC 13F CIK 1387322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,528,166	1.94%	-1,297,040	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	5,274,602	1.85%	0	May 31, 2026	Growth Fund of America, not summed
11	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,049,414	1.77%	-430,029	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Li Ping 13G CIK 1768019 · Unknown · Mar 31, 2025 Rule 13d-1(d), exempt investor	4,658,363	1.64%	+38,928	Mar 31, 2025	Rule 13d-1(d), exempt investor
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,444,684	1.56%	-623,006	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	324	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,231,709	1.49%	-151,740	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,117,367	1.45%	+1,769,132	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Sands Capital Alternatives, LLC 13F CIK 1846444 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,928,146	1.38%	+278,468	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,819,545	1.34%	+2,132,775	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	3,758,673	1.32%	0	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
19	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	3,290,794	1.16%	-2,433,159	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
20	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	3,227,644	1.13%	-2,172,634	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
21	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,066,841	1.08%	-123,639	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	Capital Research Global Investors 13G CIK 1422848 · Investment adviser · Dec 31, 2024 Rule 13d-1(b), qualified institution	3,001,500	1.05%	-2,265,626	Dec 31, 2024	Rule 13d-1(b), qualified institution
23	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,577,247	0.91%	+9,271	May 31, 2026	VANGUARD WORLD FUND, not summed
24	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,476,695	0.87%	+703,145	Jun 30, 2026	carried, not yet filed for the newest quarter
25	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,319,638	0.81%	+1,163,818	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	202,437	0.07%	+53,795	Jun 30, 2026	SPDR SERIES TRUST, not summed
25.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	32,300	0.01%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
25.3	State Street(R) SPDR(R) FactSet Innovative Technology ETF Fund S000051577 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	21,877	0.01%	-152	Jun 30, 2026	SPDR SERIES TRUST, not summed
25.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	917	0.00%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
26	Greenoaks Capital Partners LLC 13F CIK 1840735 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,316,796	0.81%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Fernandez Gomez Luciano Insider CIK 1730978 · Aug 15, 2026 Director, Co-CEO, issuer-wide, not summed	2,301,573	0.81%	-22,132	Aug 15, 2026	Director, Co-CEO, issuer-wide, not summed
28	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,097,263	0.74%	+57,215	Jun 30, 2026	carried, not yet filed for the newest quarter
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,784,550	0.63%	-376,743	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	8,119	0.00%	+4,940	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
29.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	4,370	0.00%	+20	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
29.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	1,954	0.00%	—	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
30	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,767,900	0.62%	-1,123,990	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,760,780	0.62%	-21,809	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,708,900	0.60%	+951,800	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,618,203	0.57%	-8,140	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,614,070	0.57%	+588,936	Jun 30, 2026	carried, not yet filed for the newest quarter
35	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,560,244	0.55%	-80,600	Jun 30, 2026	carried, not yet filed for the newest quarter
36	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,392,659	0.49%	+210,772	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,384,236	0.49%	-89,195	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Islander Capital Partners, L.P. 13F CIK 2081714 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,383,304	0.49%	+157,304	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Fiera Capital Corp 13F CIK 1505817 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,377,721	0.48%	-1,021,539	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Barton Investment Management 13F CIK 1387818 · Registered investment adviser · Sep 30, 2026	1,350,490	0.47%	+93,882	Sep 30, 2026
41	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,252,119	0.44%	+1,072,959	Jun 30, 2026	carried, not yet filed for the newest quarter
42	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,218,359	0.43%	+82,975	Jun 30, 2026	carried, not yet filed for the newest quarter
43	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,194,162	0.42%	+1,129,635	Jun 30, 2026	carried, not yet filed for the newest quarter
44	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,172,112	0.41%	+9,733	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Smith Erica Ellen Insider CIK 2050221 · Sep 15, 2026 Chief Financial Officer, issuer-wide, not summed	1,150,684	0.40%	—	Sep 15, 2026	Chief Financial Officer, issuer-wide, not summed
46	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,143,476	0.40%	+443,488	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	1,132,231	0.40%	+427,462	Jun 30, 2026	Janus Investment Fund, not summed
48	First Trust Cloud Computing ETF Fund S000033237 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	1,122,110	0.39%	+288,248	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
49	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,114,467	0.39%	-557,892	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,088,959	0.38%	+11,029	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	941,201	0.33%	0	Jul 31, 2026	Franklin Strategic Series, not summed

37 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 373 holders

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Key facts CIK 1835830 CUSIP 49845K101 13F (30d) 50 filings 49 filers Visit website Investor relations