STOCK TITAN

Vanguard (KVYO) holds 7.53M Klaviyo shares, a 5.17% stake

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

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.
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
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.

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FAQ

How many Klaviyo (KVYO) shares does Vanguard Portfolio Management report holding?

Vanguard reports holding 7,531,915 shares of Klaviyo common stock. The filing states this equals 5.17% of the class as of 03/31/2026, with dispositive power exercised by Vanguard Portfolio Management and affiliates.

What voting and disposition powers does Vanguard report for KVYO shares?

Vanguard reports 0 shares with sole or shared voting power and 7,531,915 shares with sole dispositive power. The filing clarifies voting authority is not held while dispositive authority is exercised by Vanguard Portfolio Management.

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.





49845K101

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026