Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Klaviyo Inc (KVYO)

261 + 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
↑ +5
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — KVYO

Based on 263 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (95% of max)

95% of all-time peak
263 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+21% 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 buyers than sellers — 61% buying

174 buying113 selling
Last quarter: 174 funds were net buyers (57 opened a brand new position + 117 added to an existing one). Only 113 were sellers (61 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new KVYO position: 69 → 61 → 50 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 28% long-term, 31% new

■ 28% conviction (2yr+) ■ 41% medium ■ 31% new
Of the 263 current holders: 73 (28%) held >2 years, 109 held 1–2 years, and 81 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 -2%, value -40%

Value
-40%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -40%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

62 → 69 → 61 → 50 → 57 new funds/Q
New funds entering each quarter: 69 → 61 → 50 → 57. KVYO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 31% veterans, 41% new entrants

■ 31% veterans ■ 28% 1-2yr ■ 41% new
Of 281 current holders: 88 (31%) held 2+ years, 79 held 1–2 years, 114 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
54 of 262 holders are among the 100 largest funds by AUM, controlling 43% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 174 hedge funds were net buyers of KVYO (57 opened a new position, 117 added to an existing one), while 113 reduced or exited (61 trimmed, 52 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 43% of total institutional value in KVYO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 263.

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.

Is It Too Late to Buy Klaviyo Inc (KVYO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KVYO has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
KVYO
+120.7%
XLK
+39.1%

KVYO outperformed XLK by +81.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
KVYO
+84.1%
XLK
+4.8%

Since the filing became public, KVYO outperformed XLK by +79.3% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 5 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: KVYO
261 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 261 258 1.16%
13F Shares 157M 160M -2.37%
Total Value $3.11B $5.20B -40.29%
New Positions 55 50 +5
Increased Positions 115 98 +17
Closed Positions 52 68 -16
Reduced Positions 55 86 -31
Total Calls 10 10 -
Total Puts 9 8 12.5%
PUT/CALL Ratio 0.9 0.8 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 Q1)

261 + 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 Q1 · 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 Islander Capital Partners, L.P. 7.75% 1,226,000 $23.9M
4 Morangie Management LLC 7.60% 424,108 $8.3M
5 Bienville Capital Management, LLC 4.34% 1,227,863 $23.9M
6 Barton Investment Management 2.56% 1,050,052 $20.4M
7 Greenoaks Capital Partners LLC 1.96% 2,316,796 $45.1M
8 Whale Rock Capital Management LLC 1.72% 6,825,206 $132.8M
9 Lisanti Capital Growth, LLC 1.38% 281,120 $5.5M
10 Delta Global Management LP 1.35% 847,497 $16.5M
11 Formula Growth Ltd 1.32% 150,000 $2.9M
12 Renaissance Capital LLC 0.95% 65,039 $1.3M
13 Twin Focus Capital Partners, LLC 0.81% 364,666 $7.1M
14 ArrowMark Colorado Holdings LLC 0.77% 1,488,481 $29.0M
15 Night Squared LP 0.68% 237,217 $4.6M
16 Goodnow Investment Group, LLC 0.62% 293,059 $5.7M
17 Lavelle Capital LP 0.62% 51,100 $994K
18 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.55% 67,900 $1.3M
19 Mayflower Financial Advisors, LLC 0.54% 226,729 $4.4M
20 Clifford Group, LLC 0.52% 34,739 $676K
21 Zweig-DiMenna Associates LLC 0.35% 129,200 $2.5M
22 Cynosure Group, LLC 0.35% 141,884 $2.8M
23 Burkehill Global Management, LP 0.29% 300,000 $5.8M
24 Dynamic Technology Lab Private Ltd 0.20% 63,725 $1.2M
25 Brandywine Managers, LLC 0.20% 17,384 $338K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 61% buying: Last quarter: 174 funds were net buyers (57 opened a brand new position + 117 added to an existing one). Only 113 were sellers (61 trimmed + 52 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KVYO holders?

Elite ownership — 43% AUM from top-100 funds: 54 of 262 holders are among the 100 largest funds by AUM, controlling 43% 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 — 28% long-term, 31% new: Of the 263 current holders: 73 (28%) held >2 years, 109 held 1–2 years, and 81 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.

Is it too late to buy Klaviyo Inc (KVYO) following the 2026 Q1 hedge fund 13F filings?

As of today, KVYO has moved +84.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of +79.3%. Since the quarter end (March 31, 2026), KVYO has gained +120.7% vs +39.1% for XLK. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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 →