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Disclosery

KVYO KLAVIYO INC

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Stock (common), issuer CIK 1835830

214 managers (219 13F filers) reported a position in KVYO shares at 2025-03-31, 116,790,288 shares in all. 63 filers opened a position and 30 filers sold out during the quarter.

Managers
214
13F filers
219
New
63
Added
86
Reduced
52
Sold out
30
Shares held by filers
116,790,288

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Hallen Eddirector, 10% owner2026-10-08-17,885 G$0Form 4
Hallen Eddirector, 10% owner2026-10-07-58,815 S$17.4Form 4
Hallen Eddirector, 10% owner2026-10-07-38,667 S$17.4Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allworth Financial LP63$1.82K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…34$1.03K<0.01%+1413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.30$908<0.01%-6,86813F-HRTimeline
SIGNATUREFD, LLC24$726<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22$666<0.01%new13F-HRTimeline
CVA Family Office, LLC20$605<0.01%013F-HRTimeline
Parallel Advisors, LLC15$454<0.01%new13F-HRTimeline
Fairscale Capital, LLC15$454<0.01%013F-HRTimeline
Bell Investment Advisors, Inc13$394<0.01%013F-HRTimeline
Lindbrook Capital, LLC12$363<0.01%new13F-HRTimeline
True Wealth Design, LLC1$31<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Farther Finance Advisors, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Hallen Ed disposed of 115,367 KVYO shares between 2026-10-07 and 2026-10-08, Form 4 filed 2026-10-09. 0001470831-26-000934

    Accepted , ingested