Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Klaviyo Inc (KVYO)

268 + 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
↑ +7
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — KVYO

Based on 273 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added KVYO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
273 hedge funds hold KVYO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

173 buying142 selling
Last quarter: 173 funds bought or added vs 142 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new KVYO position: 61 → 50 → 58 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 31% new

■ 29% conviction (2yr+) ■ 40% medium ■ 31% new
Of the 273 current holders: 80 (29%) held >2 years, 108 held 1–2 years, and 85 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.
💎

Buying through price weakness — shares -5%, value -24%

Value
-24%
Shares
-4%
Last quarter: funds added -5% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

71 → 61 → 50 → 58 → 68 new funds/Q
New funds entering each quarter: 61 → 50 → 58 → 68. A growing number of institutions are discovering KVYO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 36% veterans, 39% new entrants

■ 36% veterans ■ 25% 1-2yr ■ 39% new
Of 293 current holders: 105 (36%) held 2+ years, 73 held 1–2 years, 115 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
56 of 271 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — KVYO

In 2026 Q2, 173 hedge funds were net buyers of KVYO (68 opened a new position, 105 added to an existing one), while 142 reduced or exited (81 trimmed, 61 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in KVYO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 273.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: KVYO
268 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 268 266 0.75%
13F Shares 149M 158M -6.06%
Total Value $2.24B $3.16B -29.05%
New Positions 66 58 +8
Increased Positions 101 117 -16
Closed Positions 62 50 +12
Reduced Positions 74 55 +19
Total Calls 11 10 10.0%
Total Puts 11 9 22.22%
PUT/CALL Ratio 1.0 0.9 Neutral

Statistics: KVYO

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

268 + investors

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

QUARTER:
Top 25 KVYO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Partners L P 46.75% 18,852,778 $284.7M
2 Sands Capital Alternatives, LLC 9.67% 3,928,146 $59.3M
3 Islander Capital Partners, L.P. 7.58% 1,383,304 $20.9M
4 Morangie Management LLC 5.06% 403,166 $6.1M
5 Barton Investment Management 2.57% 1,256,608 $19.0M
6 Bienville Capital Management, LLC 1.89% 938,354 $14.2M
7 Formula Growth Ltd 1.59% 300,000 $4.5M
8 Greenoaks LLC 1.48% 2,316,796 $35.0M
9 Delta Global Management LP 1.13% 690,658 $10.4M
10 Whale Rock Capital Management LLC 0.67% 5,528,166 $83.5M
11 Renaissance Capital LLC 0.59% 70,905 $1.1M
12 Twin Focus Capital Partners, LLC 0.56% 364,666 $5.5M
13 Rangeley Capital, LLC 0.43% 31,000 $468K
14 Eaton Financial Holdings Company, LLC 0.37% 89,430 $1.4M
15 Whetstone Capital Advisors, LLC 0.35% 88,946 $1.3M
16 Kerrisdale Advisers, LLC 0.34% 91,120 $1.4M
17 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.34% 67,900 $1.0M
18 Lavelle Capital LP 0.33% 51,100 $772K
19 Clifford Group, LLC 0.33% 31,634 $478K
20 Mayflower Financial Advisors, LLC 0.30% 226,700 $3.4M
21 Dynamic Technology Lab Private Ltd 0.23% 66,966 $1.0M
22 Seelaus Asset Management LLC 0.20% 19,302 $291K
23 ArrowMark Colorado Holdings LLC 0.19% 307,282 $4.6M
24 Night Squared LP 0.18% 112,588 $1.7M
25 LGT Fund Management Co Ltd. 0.14% 230,100 $3.5M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added KVYO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KVYO?

Slight buying edge — 55% buying: Last quarter: 173 funds bought or added vs 142 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for KVYO holders?

Elite ownership — 52% AUM from top-100 funds: 56 of 271 holders are among the 100 largest funds by AUM, controlling 52% 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 — 29% long-term, 31% new: Of the 273 current holders: 80 (29%) held >2 years, 108 held 1–2 years, and 85 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.

Full history →