Klaviyo, INC Schedule 13G passive stakes

Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.

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Andrew Bialecki, a key figure at Klaviyo, Inc., has reported beneficial ownership of 75,326,229 shares of Series A common stock, representing 36.5% of the class.
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Vanguard Capital Management has disclosed a beneficial ownership of 5% of Klaviyo Inc.'s common stock as of June 30, 2026.
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Capital International Investors reports an 8.0% ownership stake in Klaviyo, Inc., holding 11,703,859 shares.
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Vanguard Portfolio Management has reported beneficial ownership of 7,531,915 shares, representing 5.17% of the common stock of Klaviyo Inc.
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The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in Klaviyo Inc. following an internal realignment.
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Morgan Stanley has reduced its beneficial ownership in Klaviyo, Inc. Series A Common Stock to 4.1%, falling below the 5% reporting threshold.
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Capital International Investors has reported a 9.3% beneficial ownership stake in Klaviyo, Inc., holding 12,788,846 shares of common stock.
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Andrew Bialecki, co-founder of Klaviyo, Inc., has reported beneficial ownership of 35.1% of the company's Series A common stock as of December 31, 2025.
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Morgan Stanley has disclosed an increased beneficial ownership of 10.5% in Klaviyo, Inc.'s Series A Common Stock, holding over 14.5 million shares.
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Summit Partners and its affiliated funds have reported a combined beneficial ownership of 12.03% in Klaviyo, Inc.'s Series A Common Stock.
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Morgan Stanley has reported a significant 8.4% beneficial ownership stake in Klaviyo, Inc.'s Series A Common Stock, totaling over 10 million shares.
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Andrew Bialecki, co-founder of Klaviyo, Inc., has reported beneficial ownership of 37.7% of the company's Series A common stock as of September 30, 2025.
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Ed Hallen, a U.S. citizen, has disclosed beneficial ownership of 19.4% of Klaviyo, Inc.'s Series A common stock as of September 30, 2025.
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FMR LLC and its Chairman and CEO, Abigail P. Johnson, have disclosed a significant beneficial ownership of 6.7% in Klaviyo Inc.'s Class A Common Stock.
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Summit Partners and its affiliated funds have increased their beneficial ownership in Klaviyo, Inc. to 20.87% of Series A Common Stock.
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Andrew Bialecki, co-founder of Klaviyo, Inc., reports beneficial ownership of 42.9% of the company's Series A common stock as of June 30, 2025.
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The Vanguard Group has filed an amended Schedule 13G, reporting a 10.15% beneficial ownership stake in Klaviyo Inc.'s common stock as of June 30, 2025.
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Sands Capital Ventures, LLC and affiliated entities, including Frank M. Sands, have filed an amended Schedule 13G disclosing their beneficial ownership of Klaviyo, Inc. Series A Common Stock.
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AllianceBernstein L.P. has filed an amended Schedule 13G, revealing a beneficial ownership of 4.4% of Klaviyo Inc.'s common stock as of March 31, 2025.
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Accel Growth Fund V L.P., Accel Leaders Fund II L.P., and related entities, along with Klaviyo director Ping Li, have filed an amended Schedule 13G/A, disclosing a combined beneficial ownership of 4.9% of Klaviyo, Inc.'s Series A common stock.
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Summit Partners and its affiliated funds have filed an amended Schedule 13G, revealing a collective beneficial ownership of 30.02% in Klaviyo, Inc.'s Series A Common Stock.
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Accomplice Fund I, L.P., along with its general partner Accomplice Associates I, LLC, and Jeff Fagnan, have disclosed a continued beneficial ownership of approximately 10.5% of Klaviyo, Inc.'s Series A Common Stock as of March 31, 2025.
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Multiple Accel investment funds and director Ping Li have filed an updated Schedule 13G, disclosing their beneficial ownership of Klaviyo, Inc. Series A common stock, primarily through convertible Series B shares.
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Capital Research Global Investors has filed an amended Schedule 13G, reporting beneficial ownership of 3.8% of Klaviyo, Inc.'s common stock as of December 31, 2024.
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Summit Partners has filed an amended Schedule 13G, disclosing its collective beneficial ownership of 40,827,778 shares, representing 34.13% of Klaviyo, Inc.'s Series A Common Stock.
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AllianceBernstein L.P. has reported a 5.1% beneficial ownership stake in Klaviyo Inc. as of December 31, 2024, through a Schedule 13G filing with the SEC.