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5%+ stakes · Schedule 13D and 13G

Klaviyo Inc: 5%+ holders

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Who has reported owning 5% or more of Klaviyo Inc, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 7, 2026, 9 holders' latest Schedule 13D or 13G filings report owning 5% or more of Klaviyo Inc. The largest reported stake is Bialecki Andrew's, at 36.5%. 22 filings are on record since July 7, 2025 (Schedule 13G/A, August 5, 2026).

Summit Partners Growth Equity Fund IX-A, L.P. also filed stake reports on 1 other company ↓

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Key facts

  • · Reporting person: Fmr LLC · Sole voting: 6,625,852 · Shared voting: 0 · Sole dispositive: 6,730,469 · Shared dispositive: 0 · SCHEDULE 13G, 2026-11-05
  • · Reporting person: Shopify Strategic Holdings 3 LLC · Sole voting: 0 · Shared voting: 33,405,047 · Sole dispositive: 0 · Shared dispositive: 33,405,047 · SCHEDULE 13D/A, 2026-08-31
  • · Holder: Fmr LLC · Percent: 4.7% · SCHEDULE 13G/A
  • · Reporting person: Bialecki Andrew · Sole voting: 75,326,229 · Shared voting: 0 · Sole dispositive: 75,326,229 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-05
  • · Reporting person: Vanguard Capital Management · Sole voting: 1,060,848 · Shared voting: 0 · Sole dispositive: 7,051,508 · Shared dispositive: 0 · SCHEDULE 13G, 2026-07-31
At 5% or more9
Filings22
Latest filing2026-11-05

Klaviyo Inc has 22 Schedule 13D or 13G filings on record since 2025-07-07. 9 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
36.5%75,326,229SCHEDULE 13G/A, 2026-08-052026-06-30
Shopify Inc.20.83%33,405,047SCHEDULE 13D/A, 2026-08-312026-08-05
19.4%32,879,098SCHEDULE 13G/A, 2025-11-052025-09-30
Summit Partners, L.P.12.03%18,852,778SCHEDULE 13G/A, 2025-11-132025-09-30
Capital International Investors8%11,703,859SCHEDULE 13G/A, 2026-05-142026-03-31
Fmr LLC5.3%6,730,469SCHEDULE 13G, 2026-11-052026-09-30
BlackRock, Inc.5.3%7,462,388SCHEDULE 13G, 2026-07-292026-06-30
Vanguard Portfolio Management5.17%7,531,915SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5%7,051,508SCHEDULE 13G, 2026-07-312026-06-30
4.1%5,988,235SCHEDULE 13G/A, 2026-03-062026-02-28
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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Klaviyo Inc elsewhere on the record

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What the Full Report on Klaviyo Inc covers

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  5. The Money: Funding, Valuation, Runway

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Bialecki Andrew75,326,229075,326,2290SCHEDULE 13G/A, 2026-08-05
Shopify Strategic Holdings 3 LLC033,405,047033,405,047SCHEDULE 13D/A, 2026-08-31
Shopify Inc.033,405,047033,405,047SCHEDULE 13D/A, 2026-08-31
Fmr LLC6,625,85206,730,4690SCHEDULE 13G, 2026-11-05
Abigail P. Johnson006,730,4690SCHEDULE 13G, 2026-11-05
BlackRock, Inc.7,237,85207,462,3880SCHEDULE 13G, 2026-07-29
Vanguard Capital Management1,060,84807,051,5080SCHEDULE 13G, 2026-07-31

The latest filing identifies Klaviyo Inc by CUSIP 49845K101 and gives its principal executive office as 125 SUMMER STREET, FLOOR 6, BOSTON, MA 02110 (SCHEDULE 13G, 2026-11-05).

Source of funds (Item 3)

Item 3 of the Schedule 13D is hereby amended by adding the text below to the end of Item 3 of the Schedule 13D: On January 28, April 28, and July 28 2026, 344,383, 344,381 and 344,383 of the Warrants held by SSH 3, respectively, vested and became exercisable for an equal number of shares of Series B Common Stock. SSH 3 exercised these Warrants on January 29, April 28 and August 31, 2026, respectively. Additionally, 344,382 of the Warrants held by SSH 3 will vest and become exercisable for 344,382 shares of Series B Common Stock on October 28, 2026.Shopify Inc., SCHEDULE 13D/A, 2026-08-31

Timeline

FiledHolderPercentFiling
2025-07-07The Vanguard Group10.15%SCHEDULE 13G/A
2025-08-05Bialecki Andrew42.9%SCHEDULE 13G/A
2025-08-08Summit Partners, L.P.20.87%SCHEDULE 13G/A
2025-11-05Fmr LLC6.7%SCHEDULE 13G
2025-11-05Bialecki Andrew37.7%SCHEDULE 13G/A
2025-11-05Hallen Ed19.4%SCHEDULE 13G/A
2025-11-07Morgan Stanley8.4%SCHEDULE 13G
2025-11-13Summit Partners, L.P.12.03%SCHEDULE 13G/A
2025-11-14Shopify Inc.18.85%SCHEDULE 13D/A
2026-01-08Morgan Stanley10.5%SCHEDULE 13G/A
2026-02-10Bialecki Andrew35.1%SCHEDULE 13G/A
2026-02-13Capital International Investors9.3%SCHEDULE 13G
2026-03-06Morgan Stanley4.1%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.17%SCHEDULE 13G
2026-05-14Capital International Investors8%SCHEDULE 13G/A
2026-07-29BlackRock, Inc.5.3%SCHEDULE 13G
2026-07-31Vanguard Capital Management5%SCHEDULE 13G
2026-08-05Bialecki Andrew36.5%SCHEDULE 13G/A
2026-08-06Fmr LLC4.7%SCHEDULE 13G/A
2026-08-31Shopify Inc.20.83%SCHEDULE 13D/A
2026-11-05Fmr LLC5.3%SCHEDULE 13G

Questions about who owns Klaviyo Inc

Who owns Klaviyo Inc?

On this page, 9 holders' latest ownership filings report 5% or more of Klaviyo Inc: Bialecki Andrew (36.5%, Schedule 13G/A, filed 2026-08-05), Shopify Inc. (20.83%, Schedule 13D/A, filed 2026-08-31), Hallen Ed (19.4%, Schedule 13G/A, filed 2025-11-05), Summit Partners, L.P. (12.03%, Schedule 13G/A, filed 2025-11-13) and Capital International Investors (8%, Schedule 13G/A, filed 2026-05-14); 4 more are listed above.

Who are the largest shareholders of Klaviyo Inc?

By the share each holder's latest filing reports, the largest holders of Klaviyo Inc on this page are Bialecki Andrew (36.5%), Shopify Inc. (20.83%) and Hallen Ed (19.4%).

When did Bialecki Andrew buy into Klaviyo Inc?

The filings give report dates, not purchase dates. The earliest filing from Bialecki Andrew on this page is the Schedule 13G/A, filed 2025-08-05, reporting 42.9%; its latest, Schedule 13G/A filed 2026-08-05, reports 36.5%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 22 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Klaviyo Inc

DateRecordFigureOur pageSource
July 13, 2026Leadership change: Erica Smith appointed, Chief Financial Officer, and 1 more—Leadership changesSource
May 5, 2026Leadership change: Amanda Whalen departs, Chief Financial Officer, and 1 more—Leadership changesSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/klaviyo
Last updated 2026-11-07
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Klaviyo Inc? 9 holders at 5% or more, largest Bialecki Andrew 36.5%. MentionFox, 2026-11-07. https://mentionfox.com/stakes/klaviyo