KVYO
Klaviyo, Inc.NYSE
Technology • Software - Application
Factor tilt: Mid-Cap Blend
$20.71-0.48%
Close Nov 6, 2026
- Market cap
- $6.15B
- 1 month
- +17.9%
- 3 months
- +15.9%
- 1 year
- -23.0%
- 52-week range
- $12.86$33.26
- Dividend
- No dividends on record
- Short interest
- 16.1% of float20.2M shares · settled Oct 15, 2026 · -4.2% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Sep 30, 2026
- Revenue
- $1.47B
- Net income
- $7.92M
- Free cash flow
- $268.26M
- Book value
- $865.76M
- Total debt
- $134.33M
- P/E
- 776.1×
- Price / sales
- 4.2×
- Price / book
- 7.1×
- FCF yield
- +4.4%
- Net margin
- +0.5%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Klaviyo, Inc.
Klaviyo, Inc. provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa. The company offers Klaviyo business-to-consumer (B2C) CRM, a unified platform that combines marketing, service, and analytics into a single system.
Read more
It also provides Klaviyo Data Platform (KDP), which offer tools to unify, enrich, transform data, run more advanced reporting and predictive analysis, and sync data; Advanced KDP that provides an enhanced set of data capabilities; Marketing Agent, an AI-driven and autonomous marketing assistant designed to automate and accelerate marketing strategy, content creation, and campaign execution; Customer Agent, an AI-powered assistant that provides support and selling across digital channels; Klaviyo Social, which brings social interaction data into the company's unified consumer profiles; and Marketing Analytics that provide real-time AI-powered insights into consumer purchase. In addition, the company offers email marketing solutions comprising a range of customizable drag-and-drop templates, automated campaign and workflow capabilities, smart send time optimization, generative AI tools, and A/B testing; mobile messaging capabilities through text messaging, rich communication services, and WhatsApp; personalized push notifications; reviews add-on to collect product reviews, consumer data, and messaging; and integration, segmentation, automation, and analytics and benchmark features for its platform. Further, it provides Customer Hub, a consumer-facing portal that brings shopping, service, and personalization together in one place; and Helpdesk, an AI-powered workspace for managing consumer conversations across channels. The company serves entrepreneurs, small and medium-sized businesses, mid-market businesses, and enterprises. Klaviyo, Inc. was incorporated in 2012 and is headquartered in Boston, Massachusetts.
- Website
- klaviyo.com
- Headquarters
- Boston, MA, United States
- Employees
- 2,400
- Listed
- Sep 20, 2023
- Fiscal year ends
- December
Company profile from EODHD, stored Nov 7, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Sep 2026filed Nov 4, 2026 | $387.2M | +24.6% | 74.2% | -$4.5M | $704.0K |
| Jun 2026filed Aug 5, 2026 | $370.6M | +26.4% | 72.6% | -$15.0M | -$8.8M |
| Mar 2026filed May 5, 2026 | $358.0M | +27.9% | 75.1% | $1.7M | $9.0M |
| Dec 2025filed Feb 10, 2026 | $350.2M | +29.6% | 72.2% | -$1.8M | $7.0M |
| Sep 2025filed Nov 5, 2025 | $310.9M | +32.2% | 75.5% | -$10.8M | -$426.0K |
| Jun 2025filed Aug 5, 2025 | $293.1M | +31.9% | 75.7% | -$31.3M | -$24.3M |
| Mar 2025filed May 6, 2025 | $279.8M | +33.3% | 75.8% | -$23.8M | -$14.1M |
| Dec 2024filed Feb 19, 2025 | $270.2M | +34.0% | 73.4% | -$34.7M | -$27.0M |
Fiscal years · last 5
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Feb 10, 2026 | $1.2B | +31.6% | 74.7% | -$67.8M | -$31.8M |
| Dec 2024filed Feb 19, 2025 | $937.5M | +34.3% | 76.4% | -$84.1M | -$46.1M |
| Dec 2023filed Dec 31, 2023 | $698.1M | +47.7% | 74.5% | -$330.6M | -$308.2M |
| Dec 2022filed Dec 31, 2022 | $472.7M | +62.7% | 72.9% | -$55.0M | -$49.2M |
| Dec 2021filed Dec 31, 2021 | $290.6M | — | 70.9% | -$79.2M | -$79.4M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched KVYO. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
20,161,862 shares short
-892,220 shares (-4.2%) vs Sep 30, 2026
16.1% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
21,054,082 shares short
+1,416,372 shares (+7.2%) vs Sep 15, 2026
16.8% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
19,637,710 shares short
-1,696,030 shares (-7.9%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
21,333,740 shares short
-4,710,381 shares (-18.1%) vs Aug 14, 2026
15.3% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
26,044,121 shares short
+7,243,470 shares (+38.5%) vs Jul 31, 2026
18.7% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
18,800,651 shares short
-5,392,836 shares (-22.3%) vs Jul 15, 2026
13.5% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind KVYO’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
No qualified cash-dividend records are stored. This does not establish that the company pays no dividend.
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
No qualified split events are stored. This does not establish that the stock has never split.
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: MEDIUM
24 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Oct 30, 2026
Smart-money 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: bearish
Last trade: sell 29 days ago
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What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 1
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
278 filers reported a long position in KVYO for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
52.5%
of the 145.3M shares 13-F filers reported
Moves vs Q1 2026
3 added6 trimmed
1 unchanged
Net shares held
-2.3%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | SUMMIT PARTNERS L P | $284.7M · 18.9M shares | 18.9M | Unchanged |
| 2 | Capital International Investors | $158.3M · 10.5M shares | 10.5M | -10.4% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $116.2M · 7.7M shares | 7.7M | +2.1% |
| 4 | BlackRock, Inc. | $114.9M · 7.6M shares | 7.6M | +74.8% |
| 5 | FMR LLC | $99.1M · 6.6M shares | 6.6M | -32.9% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $90.5M · 6M shares | 6M | -2.8% |
| 7 | Whale Rock Capital Management LLC | $83.5M · 5.5M shares | 5.5M | -19% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | $76.2M · 5M shares | 5M | -7.8% |
| 9 | MORGAN STANLEY | $67.1M · 4.4M shares | 4.4M | -12.3% |
| 10 | MILLENNIUM MANAGEMENT LLC | $62.2M · 4.1M shares | 4.1M | +75.3% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of KVYO file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Nov 5, 2026 | FMR LLC13G · passive | 5.3% |
| Aug 31, 2026 | SHOPIFY INC13D · activist · amended | 20.83% |
| Aug 5, 2026 | Bialecki Andrew13G · passive · amended | 36.5% |
| Jul 31, 2026 | VANGUARD CAPITAL MANAGEMENT LLC13G · passive | 5% |
| Jul 29, 2026 | BlackRock, Inc.13G · passive | 5.3% |
| May 14, 2026 | Capital International Investors13G · passive · amended | 8% |
| Apr 29, 2026 | VANGUARD PORTFOLIO MANAGEMENT LLC13G · passive | 5.17% |
| Mar 27, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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