Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

KLAVIYO INC (KVYO)

266 + Investors. Track Smart Money conviction in KVYO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -19
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — KVYO

Based on 251 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their KVYO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
251 funds currently hold this stock — 93% of the 3.0-year high of 270 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+39% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 49% buying

148 buying155 selling
Last quarter: 155 funds reduced or exited vs 148 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 60 → 67 → 61 → 48. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 25% long-term, 36% new

■ 25% conviction (2yr+) ■ 38% medium ■ 36% new
Of the 251 current holders: 64 (25%) held >2 years, 96 held 1–2 years, and 91 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +31% but shares only +12% — price-driven

Value
+30%
Shares
+11%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +12%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~48 new funds/quarter

53 → 60 → 67 → 61 → 48 new funds/Q
New funds entering each quarter: 60 → 67 → 61 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 26% veterans, 47% new entrants

■ 26% veterans ■ 28% 1-2yr ■ 47% new
Of 266 current holders: 68 (26%) held 2+ years, 74 held 1–2 years, 124 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
39 of 251 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in KVYO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: KVYO

How many hedge funds hold KVYO — quarterly history vs. share price
Quarterly hedge fund ownership of KVYO vs. share price

Market Analysis: KVYO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KVYO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

39 top-rated funds 7 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: KVYO
2026 Q1 Stats Unlock in 10 days 266 + Investors

Track Smart Money conviction in KVYO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 266 291 -8.59%
13F Shares 160M 144M 11.63%
Total Value $5.20B $3.98B 30.81%
New Positions 48 63 -15
Increased Positions 119 127 -8
Closed Positions 73 41 +32
Reduced Positions 109 111 -2
Total Calls 10 15 -33.33%
Total Puts 8 11 -27.27%
PUT/CALL Ratio 0.8 0.73 Neutral

Statistics: KVYO

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

266 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KVYO. Verified SEC 13F-HR filings.

Top 25 institutional holders of KVYO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SUMMIT PARTNERS L P 54.74% 18,852,778 $366.9M
2 Sands Capital Alternatives, LLC 16.86% 3,649,678 $71.0M
3 Morangie Management LLC 7.60% 424,108 $8.3M
4 Barton Investment Management 2.56% 1,050,052 $20.4M
5 Lisanti Capital Growth, LLC 1.38% 281,120 $5.5M
6 Renaissance Capital LLC 0.95% 65,039 $1.3M
7 Mayflower Financial Advisors, LLC 0.54% 226,729 $4.4M
8 Zweig-DiMenna Associates LLC 0.35% 129,200 $2.5M
9 Bayforest Capital Ltd 0.13% 5,986 $116K
10 BloombergSen Inc. 0.09% 61,595 $1.2M
11 BW Gestao de Investimentos Ltda. 0.08% 118,802 $2.3M
12 DARA CAPITAL US, INC. 0.06% 3,461 $67K
13 Gryphon Financial Partners LLC 0.06% 29,217 $569K
14 SANDS CAPITAL MANAGEMENT, LLC 0.05% 595,160 $11.6M
15 Crestwood Advisors Group, LLC 0.04% 128,927 $2.5M
16 AlphaQuest LLC 0.03% 18,877 $613K
17 GSA CAPITAL PARTNERS LLP 0.03% 20,919 —
18 Wilmington Savings Fund Society, FSB 0.01% 29,800 $580K
19 NEW YORK STATE COMMON RETIREMENT FUND 0.01% 458,135 $8.9M
20 Prospera Financial Services Inc 0.01% 39,450 $768K
21 VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% 7,531,915 $146.6M
22 Truepoint, Inc. 0.01% 17,615 $343K
23 Krilogy Financial LLC 0.01% 12,010 $221K
24 Rakuten Securities, Inc. 0.01% 810 $16K
25 Dakota Wealth Management 0.01% 12,895 $251K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — KLAVIYO INC (KVYO)

What does the Smart Money Trend signal show for KVYO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their KVYO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for KVYO?

More sellers than buyers — 49% buying: Last quarter: 155 funds reduced or exited vs 148 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for KVYO holders?

Elite ownership — 50% AUM from top-100 funds: 39 of 251 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in KVYO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KVYO?

Mixed — 25% long-term, 36% new: Of the 251 current holders: 64 (25%) held >2 years, 96 held 1–2 years, and 91 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.