Klaviyo, Inc. (KVYO) — Institutional Holders, Q2 2026 (page 3)
277 institutional investment managers reported a KVYO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 277. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
KVYO 13F holders ranked 201–277 of 277
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Chicago Partners Investment Group#201 · 11,287 sh | 11,287 | $176.9K | — | New |
| 202 | SRS Capital Advisors#202 · 11,627 sh | 11,627 | $175.6K | <0.01% | +2081.4% |
| 203 | Ballentine Partners#203 · 11,596 sh | 11,596 | $175.1K | <0.01% | +4.3% |
| 204 | BBR PARTNERS#204 · 11,584 sh | 11,584 | $174.9K | <0.01% | 0.0% |
| 205 | Creative Planning#205 · 11,450 sh | 11,450 | $172.9K | <0.01% | -59.0% |
| 206 | Headlands Technologies#206 · 11,438 sh | 11,438 | $172.7K | 0.02% | New |
| 207 | Russell Investments Group, Ltd.#207 · 11,081 sh | 11,081 | $167.3K | <0.01% | New |
| 208 | Merit Financial Group#208 · 10,695 sh | 10,695 | $161.5K | <0.01% | +1.8% |
| 209 | ACADIAN ASSET MANAGEMENT#209 · 10,682 sh | 10,682 | $161.0K | <0.01% | -45.1% |
| 210 | M&G Plc#210 · 9,103 sh | 9,103 | $136.5K | <0.01% | -78.7% |
| 211 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#211 · 8,990 sh | 8,990 | $136.0K | <0.01% | 0.0% |
| 212 | Federation des caisses Desjardins du Quebec#212 · 7,089 sh | 7,089 | $107.0K | <0.01% | -30.8% |
| 213 | Advisors Asset Management#213 · 6,254 sh | 6,254 | $94.4K | <0.01% | +27.3% |
| 214 | Nykredit A/S#214 · 5,958 sh | 5,958 | $90.0K | <0.01% | — |
| 215 | LOS ANGELES CAPITAL MANAGEMENT#215 · 5,583 sh | 5,583 | $84.3K | <0.01% | 0.0% |
| 216 | IFP Advisors#216 · 4,612 sh | 4,612 | $69.6K | — | -12.8% |
| 217 | Bayforest Capital Ltd#217 · 4,199 sh | 4,199 | $63.4K | 0.06% | -29.9% |
| 218 | KBC Group NV#218 · 3,936 sh | 3,936 | $59.0K | — | 0.0% |
| 219 | MetLife Investment Management#219 · 3,497 sh | 3,497 | $52.8K | <0.01% | New |
| 220 | Sterling Capital Management#220 · 3,446 sh | 3,446 | $52.0K | — | New |
| 221 | STRS OHIO#221 · 2,931 sh | 2,931 | $44.3K | <0.01% | New |
| 222 | State of Wyoming#222 · 2,268 sh | 2,268 | $34.2K | <0.01% | -91.2% |
| 223 | US BANCORP \DE\#223 · 2,206 sh | 2,206 | $33.3K | 0.00% | +220.6% |
| 224 | FIFTH THIRD BANCORP#224 · 2,170 sh | 2,170 | $32.8K | <0.01% | -96.6% |
| 225 | SALEM INVESTMENT COUNSELORS#225 · 2,150 sh | 2,150 | $32.5K | — | 0.0% |
| 226 | EverSource Wealth Advisors#226 · 2,104 sh | 2,104 | $31.8K | <0.01% | -78.5% |
| 227 | Rockefeller Capital Management L.P.#227 · 2,097 sh | 2,097 | $31.7K | 0.00% | +189.2% |
| 228 | Parallel Advisors#228 · 1,750 sh | 1,750 | $26.4K | <0.01% | -12.9% |
| 229 | Rakuten Securities#229 · 1,703 sh | 1,703 | $25.7K | <0.01% | +110.2% |
| 230 | SBI Securities , Ltd.#230 · 1,519 sh | 1,519 | $22.9K | — | +21.9% |
| 231 | Farther Finance Advisors#231 · 1,416 sh | 1,416 | $21.4K | — | -62.9% |
| 232 | OSAIC#232 · 1,281 sh | 1,281 | $19.3K | 0.00% | -8.2% |
| 233 | Ancora Advisors#233 · 800 sh | 800 | $12.1K | <0.01% | -98.1% |
| 234 | Allworth Financial#234 · 761 sh | 761 | $11.5K | 0.00% | -58.9% |
| 235 | Strengthening Families & Communities#235 · 680 sh | 680 | $10.3K | — | 0.0% |
| 236 | GAMMA Investing#236 · 600 sh | 600 | $9.1K | — | +500.0% |
| 237 | FIRST HORIZON NATIONAL#237 · 589 sh | 589 | $8.9K | — | -17.2% |
| 238 | Tower Research Capital (TRC)#238 · 547 sh | 547 | $8.3K | <0.01% | +173.5% |
| 239 | Activest Wealth Management#239 · 466 sh | 466 | $7.0K | — | +401.1% |
| 240 | Parkside Financial Bank#240 · 408 sh | 408 | $6.2K | — | New |
| 241 | ROTHSCHILD INVESTMENT#241 · 360 sh | 360 | $5.4K | <0.01% | -17.6% |
| 242 | WHITTIER OF NEVADA#242 · 272 sh | 272 | $4.7K | <0.01% | 0.0% |
| 243 | Clearstead Advisors#243 · 208 sh | 208 | $3.1K | 0.00% | New |
| 244 | SIGNATUREFD#244 · 208 sh | 208 | $3.1K | — | -89.7% |
| 245 | NISA INVESTMENT ADVISORS#245 · 200 sh | 200 | $3.0K | — | New |
| 246 | Bare Financial Services#246 · 190 sh | 190 | $2.9K | <0.01% | -13.2% |
| 247 | Osbon Capital Management#247 · 173 sh | 173 | $2.6K | <0.01% | 0.0% |
| 248 | Kilter Group#248 · 171 sh | 171 | $2.6K | <0.01% | +434.4% |
| 249 | Continuum Advisory#249 · 161 sh | 161 | $2.4K | <0.01% | New |
| 250 | Essential Partners#250 · 159 sh | 159 | $2.4K | — | -85.9% |
| 251 | Bogart Wealth#251 · 158 sh | 158 | $2.4K | <0.01% | +159.0% |
| 252 | Silver Grove Financial Group#252 · 152 sh | 152 | $2.3K | <0.01% | New |
| 253 | Measured Wealth Private Client Group#253 · 145 sh | 145 | $2.2K | <0.01% | 0.0% |
| 254 | Cape Investment Advisory#254 · 133 sh | 133 | $2.0K | — | New |
| 255 | Private Wealth Management Group#255 · 131 sh | 131 | $2.0K | — | +37.9% |
| 256 | ARMSTRONG ADVISORY GROUP#256 · 120 sh | 120 | $1.8K | — | 0.0% |
| 257 | HARBOUR INVESTMENTS#257 · 118 sh | 118 | $1.8K | 0.00% | New |
| 258 | Quent Capital#258 · 106 sh | 106 | $1.6K | <0.01% | New |
| 259 | Ameritas Advisory Services#259 · 86 sh | 86 | $1.3K | 0.00% | New |
| 260 | Quarry#260 · 83 sh | 83 | $1.3K | <0.01% | New |
| 261 | UMB Bank, n.a.#261 · 66 sh | 66 | $997.00 | 0.00% | New |
| 262 | TD Waterhouse Canada#262 · 57 sh | 57 | $933.00 | — | New |
| 263 | Park Place Capital#263 · 61 sh | 61 | $921.00 | <0.01% | +64.9% |
| 264 | CoreCap Advisors#264 · 59 sh | 59 | $891.00 | — | 0.0% |
| 265 | Manchester Capital Management#265 · 46 sh | 46 | $695.00 | — | New |
| 266 | SJS Investment Consulting#266 · 36 sh | 36 | $544.00 | — | +33.3% |
| 267 | SouthState Bank#267 · 33 sh | 33 | $499.00 | 0.00% | -37.7% |
| 268 | Transamerica Financial Advisors#268 · 33 sh | 33 | $498.00 | 0.00% | New |
| 269 | MassMutual Private Wealth & , FSB#269 · 28 sh | 28 | $423.00 | — | New |
| 270 | Cornerstone Financial Management#270 · 28 sh | 28 | $423.00 | <0.01% | -47.2% |
| 271 | Owl Creek Wealth Partners#271 · 25 sh | 25 | $378.00 | — | New |
| 272 | Fairscale Capital#272 · 15 sh | 15 | $227.00 | <0.01% | 0.0% |
| 273 | MV CAPITAL MANAGEMENT#273 · 10 sh | 10 | $151.00 | 0.00% | New |
| 274 | True Wealth Design#274 · 10 sh | 10 | $151.00 | — | -90.0% |
| 275 | Avion Wealth#275 · 34 sh | 34 | $0.00 | 0.00% | -39.3% |
| 276 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#276 · 157,385 sh | 157,385 | — | — | +1.3% |
| 277 | Elequin Securities#277 · 71 sh | 71 | — | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.