KVYO

Klaviyo, Inc.

NYSE · Services-Prepackaged Software · Inc. DE · CIK 0001835830
$14.21 -0.56% $4.3B
Insider Selling Cluster (2 insiders)24 New Institutional Positions11 Institutional Exits
Vol
Market Cap$4.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders50 funds
Inst. Value$1.8B
Inst. Activity24 buys / 11 sells
Insider Activity0B / 12S
Insider Net $-$22.8M
Reddit Sentiment50° Neutral
SEC Reports8
Exchange NYSE·Sector Services-Prepackaged Software·Inc. DE·CIK 0001835830·Prev Close $14.29

Recent Activity

Jun 11, 2026 Insider
Oulman Roxanne acquired 8,169 shares
Director
Jun 11, 2026 Insider
Oulman Roxanne disposed of 8,169 shares
Director
Jun 9, 2026 Insider
Fernandez Gomez Luciano surrendered for taxes 1,746 shares
Co-Chief Executive Officer @ $14.78 ($25.8K)
Jun 3, 2026 short_volume
Short Volume: KVYO — 59.4% short (1.2M / 2.0M)
Short: 1,205,253 | Exempt: 11,430 | TRF Vol: 2,029,355 | Short Ratio: 59.4% | Off-exchange volume (d
May 21, 2026 SEC
Co-CEO Andrew Bialecki sold $2.98M worth of KVYO stock on May 19, 2026, following a derivative conversion of 200,000 sha
CLUSTER — Impact 3/10
May 19, 2026 SEC
Two top Klaviyo executives (Co-CEO Andrew Bialecki and CFO Amanda Whalen) sold $1.08M in open-market shares within a thr
CLUSTER — Impact 4/10
May 18, 2026 SEC
Klaviyo director Susan St. Ledger filed a Form 144 notice of intent to sell 9,334 shares (approximately $133K at the fil
144 — Impact 3/10
Inst.
WELLINGTON MANAGEMENT GROUP LLP — NEW
5,479,443 shares ($106.6M)

Price Targets

$29.23 +105.7% upside Strong Buy
Current $14.21 Low $17.00 Median $30.00 High $37.00 22 analysts
$17.00 $37.00

Analyst Ratings

Strong Buy93% buy · 30 analysts
10Strong Buy
18Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Macquarie MAINTAIN Neutral → Neutral
May 7, 2026 Goldman Sachs MAINTAIN Buy → Buy
May 6, 2026 Citigroup MAINTAIN Buy → Buy
May 6, 2026 Stifel MAINTAIN Buy → Buy
May 6, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.19 $0.18 — $0.20 19% YoY 23
Next Q $0.21 $0.19 — $0.23 17% YoY 23
Current FY $0.85 $0.80 — $0.88 27% YoY 23
Next FY $1.03 $0.92 — $1.13 22% YoY 23

Top Institutional Holders

FundValueMove
NOMURA ASSET MANAGEMENT CO
Capital International Investors$227.8MNEW
FMR LLC$190.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$146.6M
VANGUARD CAPITAL MANAGEMENT LLC$119.9M

Recent Insider Trades

DateInsiderTypeValue
Jun 11, 2026Oulman RoxanneC$0.00
Jun 11, 2026Oulman RoxanneC$0.00
Jun 9, 2026Fernandez GomezF$25.8K
Jun 9, 2026Weisman TonyA$0.00
Jun 9, 2026Ceran JenniferA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish
50 institutional holders with $1.8B total value (91,106,651 shares) as of 2026-Q1. Top holders: NOMURA, Capital, FMR. Net buying activity: 24 institutions added/increased vs 11 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1NOMURA ASSET MANAGEMENT CO LTD$0.000.0%
2Capital International Investors11,703,859$227.8M12.6%NEW
3FMR LLC9,787,082$190.5M10.5%
4VANGUARD PORTFOLIO MANAGEMENT LLC7,531,915$146.6M8.1%
5VANGUARD CAPITAL MANAGEMENT LLC6,162,720$119.9M6.6%
6WELLINGTON MANAGEMENT GROUP LLP5,479,443$106.6M5.9%NEW
7ALLIANCEBERNSTEIN L.P.3,048,223$99.0M5.5%NEW
8MORGAN STANLEY5,067,690$98.6M5.4%TRIM -65.2%
9BlackRock, Inc.4,354,335$84.7M4.7%
10FULLER & THALER ASSET MANAGEMENT, INC.2,941,998$57.3M3.2%NEW
11TWO SIGMA INVESTMENTS, LP2,891,890$56.3M3.1%ADD +31.4%
12FEDERATED HERMES, INC.2,639,485$51.4M2.8%
13GOLDMAN SACHS GROUP INC2,161,293$42.1M2.3%
14Capital World Investors2,040,048$39.7M2.2%ADD +77.7%
15BANK OF AMERICA CORP /DE/1,686,770$32.8M1.8%ADD +88.9%
16Point72 Asset Management, L.P.1,672,359$32.5M1.8%ADD +90.7%
17RENAISSANCE TECHNOLOGIES LLC1,640,844$31.9M1.8%
18Clearbridge Investments, LLC1,473,431$28.7M1.6%
19SUSQUEHANNA INTERNATIONAL GROUP, LLP1,461,158$28.4M1.6%
20Capital Research Global Investors1,348,445$26.2M1.4%TRIM -47.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPNEW5,479,443$106.6M2026-Q1
MORGAN STANLEYTRIM14,547,0905,067,690-65.2%$98.6M2026-Q1
Capital World InvestorsADD1,147,9352,040,048+77.7%$39.7M2026-Q1
BANK OF AMERICA CORP /DE/ADD893,1571,686,770+88.9%$32.8M2026-Q1
Point72 Asset Management, L.P.ADD876,8531,672,359+90.7%$32.5M2026-Q1
Capital Research Global InvestorsTRIM2,577,7821,348,445-47.7%$26.2M2026-Q1
Alyeska Investment Group, L.P.DOUBLED552,8681,208,979+118.7%$23.5M2026-Q1
FIRST TRUST ADVISORS LPADD806,9281,181,887+46.5%$23.0M2026-Q1
MARSHALL WACE, LLPDOUBLED90,5601,135,384+1153.7%$22.1M2026-Q1
FRANKLIN RESOURCES INCTRIM1,980,2691,077,930-45.6%$21.0M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM1,258,320908,614-27.8%$17.7M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD590,700757,100+28.2%$14.7M2026-Q1
Trexquant Investment LPDOUBLED228,454699,988+206.4%$13.6M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTDOUBLED32,294401,068+1141.9%$7.8M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD120,586208,995+73.3%$4.1M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED11,355162,865+1334.3%$3.2M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM613,034157,842-74.3%$3.1M2026-Q1
Neuberger Berman Group LLCTRIM445,470123,466-72.3%$2.4M2026-Q1
Mariner, LLCADD81,886120,093+46.7%$2.3M2026-Q1
SEI INVESTMENTS COADD72,758108,364+48.9%$2.1M2026-Q1
Cerity Partners LLCADD73,013106,612+46.0%$2.1M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD61,81090,041+45.7%$1.8M2026-Q1
Holocene Advisors, LPDOUBLED9,91386,086+768.4%$1.7M2026-Q1
AMERIPRISE FINANCIAL INCNEAR_EXIT513,60068,865-86.6%$1.3M2026-Q1
CWM, LLCDOUBLED3,43251,792+1409.1%$1.0M2026-Q1
10 unique insiders with 50 transactions. Net insider value: -$22.8M ($0.00 bought, $22.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 11, 2026Oulman RoxanneDirectorCONVERT8,169
Jun 11, 2026Oulman RoxanneDirectorCONVERT8,169
Jun 9, 2026Fernandez Gomez LucianoCo-Chief Executive OfficerTAX W/H1,746$14.78$25.8K
Jun 9, 2026Weisman TonyDirectorAWARD14,822
Jun 9, 2026Ceran JenniferDirectorAWARD14,822
Jun 9, 2026St. Ledger SusanDirectorAWARD14,822
Jun 9, 2026Oulman RoxanneDirectorAWARD14,822
May 26, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT212,529
May 26, 2026Bialecki AndrewCo-Chief Executive OfficerSELL212,529$14.61$3.1M
May 26, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT212,529
May 19, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
May 19, 2026Bialecki AndrewCo-Chief Executive OfficerSELL200,000$14.88$3.0M
May 19, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
May 18, 2026St. Ledger SusanDirectorCONVERT9,334
May 18, 2026St. Ledger SusanDirectorSELL9,334$14.27$133.2K
May 18, 2026St. Ledger SusanDirectorCONVERT9,334
May 15, 2026Whalen AmandaChief Financial OfficerCONVERT13,527
May 15, 2026Whalen AmandaChief Financial OfficerTAX W/H42,476$14.38$610.8K
May 15, 2026Whalen AmandaChief Financial OfficerCONVERT13,527
May 15, 2026Galvin CarmelChief People OfficerTAX W/H30,541$14.38$439.2K
May 15, 2026Fernandez Gomez LucianoCo-Chief Executive OfficerTAX W/H22,132$14.38$318.3K
May 15, 2026Edmond LandonChief Legal OfficerTAX W/H22,340$14.38$321.2K
May 14, 2026Whalen AmandaChief Financial OfficerCONVERT14,000
May 14, 2026Whalen AmandaChief Financial OfficerSELL14,000$14.26$199.6K
May 14, 2026Whalen AmandaChief Financial OfficerCONVERT14,000
May 12, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
May 12, 2026Bialecki AndrewCo-Chief Executive OfficerSELL58,684$14.97$878.5K
May 12, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
Apr 28, 2026Shopify Strategic Holdings 3 LLC10%+ OwnerEXERCISE344,381$0.0100$3.4K
Apr 28, 2026Shopify Strategic Holdings 3 LLC10%+ OwnerEXERCISE344,381
Apr 20, 2026Edmond LandonChief Legal OfficerSELL9,623$20.00$192.5K
Apr 16, 2026Whalen AmandaChief Financial OfficerCONVERT4,293
Apr 16, 2026Whalen AmandaChief Financial OfficerCONVERT4,293
Apr 16, 2026Whalen AmandaChief Financial OfficerSELL14,000$18.54$259.6K
Apr 15, 2026Whalen AmandaChief Financial OfficerAWARD265,151
Apr 15, 2026Galvin CarmelChief People OfficerAWARD189,393
Apr 15, 2026Edmond LandonChief Legal OfficerAWARD151,515
Apr 14, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
Apr 14, 2026Bialecki AndrewCo-Chief Executive OfficerSELL109,142$17.39$1.9M
Apr 14, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
Apr 7, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
Apr 7, 2026Bialecki AndrewCo-Chief Executive OfficerSELL200,000$18.63$3.7M
Apr 7, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
Mar 31, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
Mar 31, 2026Bialecki AndrewCo-Chief Executive OfficerSELL200,000$19.42$3.9M
Mar 31, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
Mar 24, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
Mar 24, 2026Bialecki AndrewCo-Chief Executive OfficerSELL200,000$18.17$3.6M
Mar 24, 2026Bialecki AndrewCo-Chief Executive OfficerCONVERT200,000
Mar 17, 2026Bialecki AndrewCo-Chief Executive OfficerSELL97,379$19.60$1.9M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (93% buy). Based on 30 analysts: 10 strong buy, 18 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$29.23 mean target +105.7% upside Strong Buy (1.26)
$17.00 Low $37.00 High
MetricValue
Current Price$14.21
Target Low$17.00
Target Mean$29.23
Target Median$30.00
Target High$37.00
# Analysts22
RecommendationStrong Buy (1.26)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.19 $0.18 $0.20 19.1% +0.0% 1↑ 18↓ $0.4B 23.5% 23
Next Q
2026-09-30
$0.21 $0.19 $0.23 16.7% +0.0% 5↑ 9↓ $0.4B 21.9% 23
Current FY
2026-12-31
$0.85 $0.80 $0.88 26.8% +0.0% 16↑ 1↓ $1.5B 23.2% 23
Next FY
2027-12-31
$1.03 $0.92 $1.13 21.8% +0.0% 18↑ 2↓ $1.8B 19.4% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.191
7d ago$0.191
30d ago$0.191
60d ago$0.200-0.010
90d ago$0.200-0.010
16 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Macquarie MAINTAIN Neutral Neutral
May 7, 2026 Goldman Sachs MAINTAIN Buy Buy
May 6, 2026 Citigroup MAINTAIN Buy Buy
May 6, 2026 Stifel MAINTAIN Buy Buy
May 6, 2026 Barclays MAINTAIN Overweight Overweight
May 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 6, 2026 Benchmark MAINTAIN Buy Buy
May 6, 2026 Keybanc MAINTAIN Overweight Overweight
May 6, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 28, 2026 Citigroup MAINTAIN Buy Buy
Apr 15, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Feb 12, 2026 Macquarie MAINTAIN Neutral Neutral
Feb 11, 2026 Jefferies MAINTAIN Buy Buy
Feb 11, 2026 Citigroup MAINTAIN Buy Buy
Feb 11, 2026 Truist Securities MAINTAIN Buy Buy
Feb 11, 2026 Benchmark MAINTAIN Buy Buy
Feb 11, 2026 Stifel MAINTAIN Buy Buy
Feb 11, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 11, 2026 Barclays MAINTAIN Overweight Overweight
Feb 11, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Feb 11, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 11, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Feb 11, 2026 BTIG MAINTAIN Buy Buy
Feb 11, 2026 Needham MAINTAIN Buy Buy
Feb 11, 2026 Piper Sandler REITERATE Overweight Overweight
Feb 9, 2026 Benchmark MAINTAIN Buy Buy
Feb 3, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 15, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jan 12, 2026 Barclays MAINTAIN Overweight Overweight
Dec 17, 2025 BTIG INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026101820093%
May 1, 2026101820093%
Apr 1, 202691730090%
Mar 1, 202691730090%
Feb 1, 2026101820093%
Jan 1, 2026101820093%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 23, 2026156° Neutral001

Recent Reddit Threads

r/stocks Neutral 1mo ago
Major SaaS Earnings Calendar
▲ 1 💬 0 ⚡ 0.5
Jun 3, 2026
short_volume
Short Volume: KVYO — 59.4% short (1.2M / 2.0M)
Short: 1,205,253 | Exempt: 11,430 | TRF Vol: 2,029,355 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: KVYO — 62.4% short (2.1M / 3.4M)
Short: 2,137,606 | Exempt: 9 | TRF Vol: 3,426,120 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: KVYO — 59.9% short (2.2M / 3.6M)
Short: 2,177,627 | Exempt: 4,298 | TRF Vol: 3,635,100 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: KVYO — 115,390 shares ($1.7M) failed to deliver
Settlement: 20260513, Price: $14.45, FTD Value: $1,667,385.5, KLAVIYO INC COM SER A(DE)
May 12, 2026
short_interest
FTD: KVYO — 56,500 shares ($0.9M) failed to deliver
Settlement: 20260512, Price: $15.52, FTD Value: $876,880, KLAVIYO INC COM SER A(DE)
May 5, 2026
earnings_calendar
KVYO Q1 2026 Earnings Scheduled — 2026-05-05
Apr 30, 2026
short_volume
Short Volume: KVYO — 57.2% short (1.5M / 2.6M)
Short: 1,515,913 | Exempt: 10 | TRF Vol: 2,648,795 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: KVYO — 60.7% short (0.8M / 1.2M)
Short: 755,826 | Exempt: 0 | TRF Vol: 1,244,777 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_volume
Short Volume: KVYO — 65.4% short (1.0M / 1.6M)
Short: 1,028,930 | Exempt: 2,925 | TRF Vol: 1,573,466 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
Apr 10, 2026
short_interest
FTD: KVYO — 215,868 shares ($3.8M) failed to deliver
Settlement: 20260410, Price: $17.79, FTD Value: $3,840,291.72, KLAVIYO INC COM SER A(DE)
Apr 10, 2026
short_volume
Short Volume: KVYO — 65.5% short (1.3M / 1.9M)
Short: 1,251,906 | Exempt: 0 | TRF Vol: 1,912,096 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: KVYO — 55.9% short (1.0M / 1.9M)
Short: 1,042,359 | Exempt: 0 | TRF Vol: 1,865,628 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: KVYO — 63.3% short (0.7M / 1.2M)
Short: 730,908 | Exempt: 98 | TRF Vol: 1,154,922 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: KVYO — 59.6% short (0.5M / 0.8M)
Short: 480,476 | Exempt: 1 | TRF Vol: 806,723 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
short_volume
Short Volume: KVYO — 78.0% short (0.8M / 1.0M)
Short: 770,308 | Exempt: 0 | TRF Vol: 987,965 | Short Ratio: 78.0% | Off-exchange volume (dark pool + OTC)