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Disclosery

KVYO KLAVIYO INC

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Stock (common), issuer CIK 1835830

252 managers (256 13F filers) reported a position in KVYO shares at 2025-06-30, 133,419,599 shares in all. 65 filers opened a position and 29 filers sold out during the quarter.

Managers
252
13F filers
256
New
65
Added
113
Reduced
59
Sold out
29
Shares held by filers
133,419,599

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bank Julius Baer & Co. Ltd, Zurich3,813$128K<0.01%-87613F-HR/ATimeline
AlphaQuest LLC3,726$125K0.01%-18,04013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,716$124K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,558$119K<0.01%+2,62813F-HRTimelineGroup
Advisors Asset Management, Inc.3,032$102K<0.01%+30113F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,647$88.9K0.01%new13F-HR/ATimeline
Parallel Advisors, LLC2,606$87.5K<0.01%+2,59113F-HRTimeline
KBC Group NVin group KBC Group NV2,532$85K<0.01%013F-HRTimelineGroup
RHUMBLINE ADVISERS2,151$72.2K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,150$72.2K<0.01%-20013F-HR/ATimeline
COMERICA BANK1,905$64K<0.01%+1,32413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,689$55.4K<0.01%+1,28413F-HR/ATimelineGroup
SIMPLEX TRADING, LLC1,454$48K<0.01%new13F-HRTimeline
Point72 Hong Kong Ltd1,243$41.7K<0.01%+1,17713F-HRTimeline
First Horizon Advisors, Inc.1,101$37K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,093$36.7K<0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …929$31K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.866$29.1K<0.01%-1,80813F-HRTimeline
Strengthening Families & Communities, L…680$22.8K0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.543$18.2K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC500$16.8K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.373$12K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP311$10.3K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$10.1K<0.01%-1,31013F-HRTimelineGroup
Steward Partners Investment Advisory, L…225$7.56K<0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.209$7.04K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC209$7.02K<0.01%-41613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…208$6.98K<0.01%+17413F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.109$4K<0.01%-2913F-HRTimelineGroup
MARSHALL & SULLIVAN INC /WA/111$3.73K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.109$3.66K<0.01%new13F-HR/ATimelineGroup
SIGNATUREFD, LLC95$3.19K<0.01%+7113F-HRTimeline
Cape Investment Advisory, Inc.87$2.92K<0.01%new13F-HRTimeline
Essential Partners LLC86$2.89K<0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC83$2.79K<0.01%new13F-HRTimeline
Caitong International Asset Management …55$1.85K<0.01%-1,36613F-HRTimeline
Allworth Financial LP52$1.75K<0.01%-1113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52$1.75K<0.01%new13F-HRTimelineGroup
Kilter Group LLC42$1.41K<0.01%new13F-HRTimeline
Park Place Capital Corp37$1.23K<0.01%new13F-HRTimeline
GAMMA Investing LLC30$1.01K<0.01%new13F-HRTimeline
True Wealth Design, LLC26$874<0.01%+2513F-HRTimeline
CVA Family Office, LLC20$672<0.01%013F-HRTimeline
Bell Investment Advisors, Inc17$571<0.01%+413F-HRTimeline
MAI Capital Management16$538<0.01%new13F-HRTimeline
Brooklyn Investment Group15$504<0.01%-6313F-HR/ATimeline
Fortitude Family Office, LLC15$504<0.01%new13F-HRTimeline
Bare Financial Services, Inc15$504<0.01%new13F-HRTimeline
Fairscale Capital, LLC15$467<0.01%013F-HRTimeline
Farther Finance Advisors, LLC9$302<0.01%+913F-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%013F-HRTimelineGroupValue 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