$KVYO

$20.33 -$0.39 (1.86%) Live

$KVYO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 296.9M shares outstanding

Who owns KVYO?

By type of holder

Institutions 48.7% Insiders 0.0% Everyone else 51.3%

Concentration Top 10 holders own 45.3%

Shopify Inc. 11.3% · Shopify Strategic Holdings 3 LLC 11.3%

Institutional ownership

48.7%

-4.2 pts vs last qtr

Institutional holders

274

+10 vs last qtr

Net shares bought

−12.6M

by institutions in Q2 2026

New / sold out

68 / 58

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +3.3M
Bank Of America Corp /de/ +2.1M

Biggest sellers in Q2 2026

Jpmorgan Chase & Co −3.5M
FMR LLC −3.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$184M

34 notices from 14 people

Shares covered

9.3M

3.13% of the company

Arranged in advance

50%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Andrew Bialecki Director 10b5-1 $74.9M
Summit Partners Growth Equity Fund IX-A, L.P. 10% stockholder $54.3M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+31.7%

+7.13% a year

Each share's claim on the business

−24.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$140M vs $680M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years75% Under 1 year25%

Quarterly turnover

21.4%

of institutional shares changed hands

Top 10 managers, median time held

2.8 years

Super Investors

Investment managers reporting KVYO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SP Summit Partners L P	18.9M	6.35%	Unchanged	2023	46.8%
Shares held by quarter Peak holding46.4M (Q3'24) Change over 8 quarters−27.6M Share of the company6.350% Summit Partners L P's full portfolio →
CI Capital International Investors	10.5M	3.53%	−1.2M (−10.4%)	Q4 '25	0.0%
Shares held by quarter Peak holding12.8M (Q4'25) Change over 8 quarters+10.5M Share of the company3.530% Capital International Investors's full portfolio →

Summit Partners L P

18.9M

% of company

6.35%

Change vs last qtr

Unchanged

Held since

2023

Capital International Investors

10.5M

% of company

3.53%

Change vs last qtr

−1.2M (−10.4%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Klaviyo, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting KVYO on Form N-PORT; together they hold 21.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS Select Software and IT Services Portfolio Fidelity Select Portfolios	$93.4M	4.5M	1.53%	1.19%	August 31, 2026
GF Growth Fund of America Growth Fund of America	$83.5M	5.3M	1.78%	0.02%	May 31, 2026

Select Software and IT Services Portfolio

Fidelity Select Portfolios

Position value

$93.4M

% of company

1.53%

% of the fund

1.19%

As of

August 31, 2026

Growth Fund of America

Position value

$83.5M

% of company

1.78%

% of the fund

0.02%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Klaviyo, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
S Shopify Inc. 5%+ holder 13D · 20.8%	33.4M	11.25%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company11.250% Disclosed stake13D · 20.8% View the 13D/G filing →
SS Shopify Strategic Holdings 3 LLC 5%+ holder 13D · 20.8%	33.4M	11.25%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company11.250% Disclosed stake13D · 20.8% View the 13D/G filing →

Shopify Inc.

5%+ holder13D · 20.8%

33.4M

% of company

11.25%

Change vs last qtr

—

Held since

—

Shopify Strategic Holdings 3 LLC

5%+ holder13D · 20.8%

33.4M

% of company

11.25%

Change vs last qtr

—

Held since

—

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