Vanguard (KVYO) holds 7.53M Klaviyo shares, a 5.17% stake
Rhea-AI Filing Summary
Klaviyo Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 7,531,915 shares of Klaviyo common stock, representing 5.17% of the class as of 03/31/2026. The filing attributes sole dispositive power for these shares to Vanguard Portfolio Management and lists affiliated investment vehicles and managed accounts in its disclosure. The filing was signed on 04/29/2026.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 7,531,915 shares
Percent of class: 5.17%
CUSIP: 49845K101
+4 more
7 metrics
Shares beneficially owned
7,531,915 shares
Amount beneficially owned reported in Item 4 as of 03/31/2026
Percent of class
5.17%
Percent of class reported in Item 4 as of 03/31/2026
CUSIP
49845K101
CUSIP number listed for Klaviyo common stock
Sole dispositive power
7,531,915 shares
Number of shares for which Vanguard reports sole power to dispose
Sole voting power
0
Shares for which Vanguard reports sole power to vote
Filing signature date
04/29/2026
Date the Schedule 13G was signed by Ashley Grim
Reporting cut-off date
03/31/2026
Date used for calculating ownership in the filing
Key Terms
beneficially owned, sole dispositive power, Schedule 13G, Investment Company Act of 1940
4 terms
beneficially owned regulatory
"this reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 7531915"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Klaviyo Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Does the filing identify other persons with more than 5% of Klaviyo stock?
No other person is identified as holding more than 5% for the reported securities. The filing states no single other person's interest exceeds the five percent threshold for the class.
Which entities or affiliates are mentioned in Vanguard's Klaviyo ownership disclosure?
The disclosure names affiliated business units including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, and references Vanguard funds and managed accounts under Vanguard Portfolio Management's dispositive authority.
What dates are relevant in the Vanguard Schedule 13G for Klaviyo (KVYO)?
The ownership is reported as of 03/31/2026 and the filing is signed on 04/29/2026. These dates mark the reporting cut-off and the signature attestation, respectively.