Klaviyo, Inc.
Ownership
Ownership Structure
Who owns Klaviyo, Inc. (KVYO)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 98.9% of the shares are freely tradable; institutional investors hold 115.5%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Summit Partners, LLP | 4.92 | 13,852,778 | -26.5 | 09/30/2026 |
| Capital Research & Mgmt Co - Division 3 | 3.72 | 10,482,971 | -10.4 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 2.73 | 7,692,774 | +2.1 | 06/30/2026 |
| BlackRock Inc | 2.70 | 7,612,078 | +74.8 | 06/30/2026 |
| FMR Inc | 2.33 | 6,566,155 | -32.9 | 06/30/2026 |
| Vanguard Capital Management, LLC | 2.13 | 5,990,660 | -2.8 | 06/30/2026 |
| Whale Rock Capital Management LLC | 1.96 | 5,528,166 | -19.0 | 06/30/2026 |
| Wellington Management Company LLP | 1.79 | 5,049,414 | -7.8 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| American Funds Growth Fd of Amer A | 1.87 | 5,274,602 | +0.0 | 09/30/2026 |
| American Funds SMALLCAP World A | 1.77 | 4,970,996 | +51.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Fernandez Gomez Luciano | Co-Chief Executive Officer | 2,301,573 | 49,023,505 $ | Aug 15, 2026 | direct |
| Smith Erica Ellen | Chief Financial Officer | 1,150,684 | 24,509,569 $ | Sep 15, 2026 | direct |
| Galvin Carmel | Chief People Officer | 907,458 | 19,328,855 $ | Aug 15, 2026 | direct |
| Whalen Amanda | Chief Financial Officer | 795,242 | 16,938,655 $ | Aug 15, 2026 | direct |
| Edmond Landon | Chief Legal Officer | 477,866 | 10,178,546 $ | Aug 31, 2026 | direct |
| Hallen Ed | Director | 308,869 | 6,578,910 $ | Nov 5, 2026 | indirect |
| St. Ledger Susan | Director | 23,433 | 499,123 $ | Sep 11, 2026 | direct |
| Oulman Roxanne | Director | 23,354 | 497,440 $ | Nov 6, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Nov 6, 2026 | Oulman Roxanne | Director | Sell | 13,989 | 20.36 | 284,816 |
| Nov 5, 2026 | Hallen Ed | Director | Other | 17,885 | 0.00 | – |
| Nov 5, 2026 | Hallen Ed | Director | Sell | 14,057 | 21.07 | 296,181 |
| Nov 5, 2026 | Hallen Ed | Director | Sell | 45,558 | 21.52 | 980,408 |
| Nov 5, 2026 | Hallen Ed | Director | Sell | 6,504 | 20.71 | 134,698 |
| Nov 5, 2026 | Hallen Ed | Director | Sell | 32,663 | 21.35 | 697,355 |
| Oct 8, 2026 | Hallen Ed | Director | Other | 17,885 | 0.00 | – |
| Oct 7, 2026 | Hallen Ed | Director | Sell | 58,815 | 17.40 | 1,023,381 |
| Oct 7, 2026 | Hallen Ed | Director | Sell | 38,667 | 17.40 | 672,806 |
| Sep 24, 2026 | Hallen Ed | Director | Sell | 800 | 17.02 | 13,616 |
| Sep 24, 2026 | Hallen Ed | Director | Sell | 500 | 17.02 | 8,510 |
| Sep 15, 2026 | Smith Erica Ellen | Chief Financial Officer | Other | 328,767 | 0.00 | – |
| Sep 15, 2026 | Smith Erica Ellen | Chief Financial Officer | Other | 821,917 | 0.00 | – |
| Sep 11, 2026 | St. Ledger Susan | Director | Sell | 2,328 | 15.93 | 37,085 |
| Aug 31, 2026 | Hallen Ed | Director | Other | 17,885 | 0.00 | – |
| Aug 31, 2026 | Hallen Ed | Director | Sell | 59,615 | 20.49 | 1,221,511 |
| Aug 31, 2026 | Hallen Ed | Director | Sell | 39,167 | 20.47 | 801,748 |
| Aug 31, 2026 | Edmond Landon | Chief Legal Officer | Sell | 8,103 | 20.44 | 165,625 |
| Aug 28, 2026 | Edmond Landon | Chief Legal Officer | Sell | 53,473 | 20.01 | 1,069,995 |
| Aug 15, 2026 | Fernandez Gomez Luciano | Co-Chief Executive Officer | Other | 29,133 | 18.49 | 538,669 |
| Aug 15, 2026 | Fernandez Gomez Luciano | Co-Chief Executive Officer | Other | 7,001 | – | – |
| Aug 15, 2026 | Edmond Landon | Chief Legal Officer | Other | 22,342 | 18.49 | 413,104 |
| Aug 15, 2026 | Galvin Carmel | Chief People Officer | Other | 30,541 | 18.49 | 564,703 |
| Aug 15, 2026 | Whalen Amanda | Chief Financial Officer | Other | 28,950 | 18.49 | 535,286 |
| Aug 14, 2026 | Whalen Amanda | Chief Financial Officer | Sell | 14,000 | 18.47 | 258,580 |
| Aug 11, 2026 | Summit Partners L P | 10% Owner | Sell | 5,000,000 | 17.71 | 88,550,000 |
| Aug 11, 2026 | Summit Partners L P | 10% Owner | Other | 5,000,000 | – | – |
| Apr 20, 2026 | Landon Edmond | Insider | Sell | 9,623 | 20.00 | 192,460 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 12, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.