Is Klaviyo (KVYO) a Buying Opportunity After an Overblown Selloff?
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Klaviyo Inc. (KVYO)
Market is closed
Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Whale Rock Capital Management Alex Sacerdote | 5,528,166 | $83,475,307 | -20% | 0.67% |
| 2. | Millennium Management Israel Englander | 4,117,367 | $62,172,242 | +76% | 0.02% |
| 3. | Greenoaks Capital Neil Mehta | 2,316,796 | $34,983,620 | 1.48% | |
| 4. | Renaissance Technologies Jim Simons | 1,560,244 | $23,559,684 | -5% | 0.03% |
| 5. | Islander Capital Partners David Semenza | 1,383,304 | $20,887,890 | +13% | 7.58% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.38 | 16,339 | $300,310.82 | 30,691 | 2026-02-12 | Filing | |
| $25.77 | 3,900 | $100,503.00 | 3,900 | 2025-04-09 | Filing | |
| $37.14 | 13,515 | $501,921.42 | 23,000 | 2024-11-13 | Filing | |
| $26.43 | 9,485 | $250,722.70 | 9,485 | 2024-08-01 | Filing | |
| $26.43 | 9,485 | $250,722.70 | 9,485 | 2024-08-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.47 | 14,000 | $258,580.00 | 824,192 | 2026-08-14 | Filing | |
| $17.71 | 5,000,000 | $88,550,000.00 | 0 | 2026-08-11 | Filing | |
| $17.75 | 14,000 | $248,500.00 | 838,192 | 2026-07-16 | Filing | |
| $13.23 | 14,000 | $185,220.00 | 852,192 | 2026-06-18 | Filing | |
| $14.61 | 212,529 | $3,105,048.69 | 0 | 2026-05-26 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,852,778 | $284,676,948 | 46.75% | |
| 2. | 10,482,971 | $158,292,862 | 0.03% | |
| 3. | 7,692,774 | $116,160,887 | 0.01% | |
| 4. | 7,612,078 | $114,942,380 | 0% | |
| 5. | 6,566,155 | $99,148,935 | 0% |
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