KVYONYSEServices-Prepackaged SoftwareFiscal year ends December 31
Klaviyo, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$17.52+0.44 (+2.58%)
Close on Oct 19, 2026
- Market cap
- $5.20B
- P/E (TTM)
- 876.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
51.0%
145M of 285M shares
Institutional holders
276
68 new, 56 sold out
Net institutional buying
-11M
In Q2 2026
Insider trades, 12 months
1 buys · 85 sales
Net sold $191.29M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 8,240,031 | 6.70% | 13G (passive) | Sep 30, 2025 |
| Bialecki Andrew | 75,326,229 | 36.50% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 7,531,915 | 5.17% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 7,462,388 | 5.30% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 7,051,508 | 5.00% | 13G (passive) | Jun 30, 2026 |
| Li Ping | 4,619,435 | 5.60% | 13G (passive) amendment | Dec 31, 2024 |
| Shopify Strategic Holdings 3 LLC | 33,405,047 | 20.83% | 13D (active) amendment | Aug 5, 2026 |
| Hallen Ed | 32,879,098 | 19.40% | 13G (passive) amendment | Sep 30, 2025 |
| Summit Partners, L.P. | 18,852,778 | 12.03% | 13G (passive) amendment | Sep 30, 2025 |
| Capital International Investors | 11,703,859 | 8.00% | 13G (passive) amendment | Mar 31, 2026 |
| Jeff Fagnan | 11,137,154 | 10.50% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KVYO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Summit Partners L P | 18,852,778 | 6.62% | $284.68M | – | 46.75% |
| Capital International Investors | 10,482,971 | 3.68% | $158.29M | −1,220,888 | 0.03% |
| Vanguard Portfolio Management LLC | 7,692,774 | 2.70% | $116.16M | +160,859 | 0.01% |
| BlackRock, Inc. | 7,612,078 | 2.67% | $114.94M | +3,257,743 | 0.00% |
| FMR LLC | 6,566,155 | 2.31% | $99.15M | −3,220,927 | 0.00% |
| Vanguard Capital Management LLC | 5,990,660 | 2.10% | $90.46M | −172,060 | 0.00% |
| Whale Rock Capital Management LLC | 5,528,166 | 1.94% | $83.48M | −1,297,040 | 0.67% |
| Wellington Management Group Llp | 5,049,414 | 1.77% | $76.25M | −430,029 | 0.01% |
| Morgan Stanley | 4,444,684 | 1.56% | $67.11M | −623,006 | 0.00% |
| Millennium Management LLC | 4,117,367 | 1.45% | $62.17M | +1,769,132 | 0.02% |
| Sands Capital Ventures, LLC | 3,928,146 | 1.38% | $59.32M | +278,468 | 9.67% |
| Bank Of America Corp /De/ | 3,819,545 | 1.34% | $57.68M | +2,132,775 | 0.00% |
| Geode Capital Management, LLC | 2,476,695 | 0.87% | $37.41M | +703,145 | 0.00% |
| State Street Corp | 2,319,638 | 0.81% | $35.03M | +1,163,818 | 0.00% |
| Greenoaks Capital Partners LLC | 2,316,796 | 0.81% | $34.98M | – | 1.48% |
| Capital World Investors | 2,097,263 | 0.74% | $31.67M | +57,215 | 0.00% |
| Goldman Sachs Group Inc | 1,784,550 | 0.63% | $26.95M | −376,743 | 0.00% |
| Two Sigma Investments, LP | 1,767,900 | 0.62% | $26.70M | −1,123,990 | 0.02% |
| Canada Pension Plan Investment Board | 1,708,900 | 0.60% | $25.80M | +951,800 | 0.01% |
| Jupiter Topco LLC | 1,614,070 | 0.57% | $24.37M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 276 | 145M | 51.0% | 68 / 101 | 76 / 56 | 28M | 39M |
| Q1 2026 | 266 | 157M | 55.3% | 60 / 116 | 55 / 52 | 45M | 34M |
| Q4 2025 | 261 | 161M | 56.6% | 52 / 99 | 87 / 63 | 41M | 22M |
| Q3 2025 | 276 | 143M | 50.4% | 64 / 105 | 80 / 39 | 37M | 27M |
| Q2 2025 | 254 | 134M | 47.1% | 68 / 112 | 59 / 30 | 36M | 20M |
| Q1 2025 | 217 | 118M | 41.6% | 64 / 87 | 51 / 29 | 15M | 12M |
| Q4 2024 | 183 | 115M | 40.4% | 58 / 61 | 44 / 29 | 17M | 15M |
| Q3 2024 | 156 | 113M | 39.7% | 45 / 44 | 49 / 19 | 14M | 13M |
| Q2 2024 | 131 | 113M | 39.6% | 25 / 49 | 38 / 23 | 18M | 5M |
| Q1 2024 | 130 | 100M | 35.2% | 52 / 51 | 17 / 24 | 27M | 4M |
| Q4 2023 | 102 | 77M | 27.0% | 41 / 34 | 16 / 34 | 10M | 8M |
| Q3 2023 | 96 | 76M | 26.8% | 96 / 0 | 0 / 0 | 76M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KVYO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Select Software and IT Services Portfolio | 5,979,124 | 2.10% | $94.71M | 1.26% | May 31, 2026 |
| Growth Fund of America | 5,274,602 | 1.85% | $83.55M | 0.02% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 4,231,709 | 1.49% | $63.90M | 0.00% | Jun 30, 2026 |
| Growth Fund | 3,758,673 | 1.32% | $56.76M | 0.10% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 3,290,794 | 1.16% | $49.69M | 0.05% | Jun 30, 2026 |
| Vanguard Explorer Fund | 3,227,644 | 1.13% | $57.58M | 0.26% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 3,066,841 | 1.08% | $46.31M | 0.02% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 2,577,247 | 0.91% | $40.82M | 0.02% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,760,780 | 0.62% | $26.59M | 0.06% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,618,203 | 0.57% | $24.43M | 0.03% | Jun 30, 2026 |
| Janus Henderson Triton Fund | 1,132,231 | 0.40% | $17.10M | 0.29% | Jun 30, 2026 |
| First Trust Cloud Computing ETF | 1,122,110 | 0.39% | $16.94M | 0.62% | Jun 30, 2026 |
| Fidelity Blue Chip Growth Fund | 1,070,412 | 0.38% | $19.10M | 0.02% | Jul 31, 2026 |
| Franklin Small Cap Growth Fund | 941,201 | 0.33% | $16.79M | 0.68% | Jul 31, 2026 |
| ClearBridge Small Cap Growth Fund | 907,128 | 0.32% | $16.18M | 0.85% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gomez Luciano Fernandez | Co-Chief Executive Officer, Director | 2,330,706 | 0.82% | Aug 18, 2026 |
| Andrew Bialecki | Co-Chief Executive Officer, Director, 10% owner | 212,529 | 0.07% | May 28, 2026 |
| Erica Ellen Smith | Chief Financial Officer | 1,150,684 | 0.40% | Sep 17, 2026 |
| Landon Edmond | Chief Legal Officer | 477,866 | 0.17% | Sep 1, 2026 |
| Amanda Whalen | Chief Financial Officer | 795,242 | 0.28% | Aug 18, 2026 |
| Carmel Galvin | Chief People Officer | 907,458 | 0.32% | Aug 18, 2026 |
| Stephen Eric Rowland | President | 434,294 | 0.15% | Dec 17, 2025 |
| Ed Hallen | Director, 10% owner | 540,903 | 0.19% | Sep 25, 2026 |
| Ledger Susan St. | Director | 23,433 | 0.01% | Sep 14, 2026 |
| Roxanne Oulman | Director | 54,118 | 0.02% | Jul 24, 2026 |
| Jennifer Ceran | Director | 45,513 | 0.02% | Jun 11, 2026 |
| Tony Weisman | Director | 125,007 | 0.04% | Jun 11, 2026 |
| Strategic Holdings 3 LLC Shopify | 10% owner | – | – | Aug 31, 2026 |
| Inc. Shopify | 10% owner | – | – | Aug 31, 2026 |
| Summit Investors Ge Ix/Vc Iv (Uk), L.P. | 10% owner | 4,000,000 | 1.40% | Aug 13, 2026 |
| Summit Partners Growth Equity Fund IX-B, L.P. | 10% owner | 0 | – | Aug 13, 2026 |
| Summit Investors Ge Ix/Vc Iv, Llc | 10% owner | 975,000 | 0.34% | Aug 13, 2026 |
| Summit Partners Growth Equity Fund IX-A, L.P. | 10% owner | 0 | – | Aug 13, 2026 |
| Partners L. P. Summit | 10% owner | 0 | – | Aug 13, 2026 |
| Summit Partners Co-Invest (Kiwi), LP | 10% owner | 0 | – | Aug 13, 2026 |
| Jeff Fagnan | 10% owner | 717,433 | 0.25% | Apr 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ed Hallen Director, 10% owner | Sep 24, 2026 | Sale(10b5-1 plan) | −500 | $17.02 | $8.51K | 93,957 |
| Ed Hallen Director, 10% owner | Sep 24, 2026 | Sale(10b5-1 plan) | −800 | $17.02 | $13.62K | 446,946 |
| Erica Ellen Smith Chief Financial Officer | Sep 15, 2026 | Award | +328,767 | – | – | 1,150,684 |
| Erica Ellen Smith Chief Financial Officer | Sep 15, 2026 | Award | +821,917 | – | – | 821,917 |
| Ledger Susan St. Director | Sep 11, 2026 | Sale(10b5-1 plan) | −2,328 | $15.93 | $37.09K | 23,433 |
| Landon Edmond Chief Legal Officer | Aug 31, 2026 | Sale(10b5-1 plan) | −8,103 | $20.44 | $165.63K | 477,866 |
| Ed Hallen Director, 10% owner | Aug 31, 2026 | Sale(10b5-1 plan) | −59,615 | $20.49 | $1.22M | 465,631 |
| Ed Hallen Director, 10% owner | Aug 31, 2026 | Gift | −17,885 | – | – | 447,746 |
| Ed Hallen Director, 10% owner | Aug 31, 2026 | Sale(10b5-1 plan) | −39,167 | $20.47 | $801.75K | 94,457 |
| Landon Edmond Chief Legal Officer | Aug 28, 2026 | Sale(10b5-1 plan) | −53,473 | $20.01 | $1.07M | 485,969 |
| Amanda Whalen Chief Financial Officer | Aug 15, 2026 | Tax withholding | −28,950 | $18.49 | $535.29K | 795,242 |
| Carmel Galvin Chief People Officer | Aug 15, 2026 | Tax withholding | −30,541 | $18.49 | $564.70K | 907,458 |
| Gomez Luciano Fernandez Co-Chief Executive Officer, Director | Aug 15, 2026 | Conversion | +7,001 | – | – | 2,330,706 |
| Gomez Luciano Fernandez Co-Chief Executive Officer, Director | Aug 15, 2026 | Tax withholding | −29,133 | $18.49 | $538.67K | 2,301,573 |
| Landon Edmond Chief Legal Officer | Aug 15, 2026 | Tax withholding | −22,342 | $18.49 | $413.10K | 539,442 |
| Amanda Whalen Chief Financial Officer | Aug 14, 2026 | Sale(10b5-1 plan) | −14,000 | $18.47 | $258.58K | 824,192 |
| Summit Partners Co-Invest (Kiwi), LP 10% owner | Aug 11, 2026 | Sale | −5,000,000 | $17.71 | $88.55M | 0 |
| Summit Partners Co-Invest (Kiwi), LP 10% owner | Aug 11, 2026 | Conversion | +5,000,000 | – | – | 5,000,000 |
| Roxanne Oulman Director | Jul 22, 2026 | Conversion | +16,775 | – | – | 16,775 |
| Amanda Whalen Chief Financial Officer | Jul 16, 2026 | Sale(10b5-1 plan) | −14,000 | $17.75 | $248.50K | 838,192 |
| Amanda Whalen Chief Financial Officer | Jun 18, 2026 | Sale(10b5-1 plan) | −14,000 | $13.23 | $185.22K | 852,192 |
| Roxanne Oulman Director | Jun 11, 2026 | Conversion | +8,169 | – | – | 37,343 |
| Roxanne Oulman Director | Jun 9, 2026 | Award | +14,822 | – | – | 29,174 |
| Jennifer Ceran Director | Jun 9, 2026 | Award | +14,822 | – | – | 45,513 |
| Ledger Susan St. Director | Jun 9, 2026 | Award | +14,822 | – | – | 25,761 |
| Gomez Luciano Fernandez Co-Chief Executive Officer, Director | Jun 9, 2026 | Tax withholding | −1,746 | $14.78 | $25.81K | 2,323,705 |
| Tony Weisman Director | Jun 9, 2026 | Award | +14,822 | – | – | 104,174 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | May 26, 2026 | Conversion | +212,529 | – | – | 212,529 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | May 26, 2026 | Sale(10b5-1 plan) | −212,529 | $14.61 | $3.11M | 0 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | May 19, 2026 | Sale(10b5-1 plan) | −200,000 | $14.88 | $2.98M | 0 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | May 19, 2026 | Conversion | +200,000 | – | – | 200,000 |
| Ledger Susan St. Director | May 18, 2026 | Conversion | +9,334 | – | – | 20,273 |
| Ledger Susan St. Director | May 18, 2026 | Sale(10b5-1 plan) | −9,334 | $14.27 | $133.20K | 10,939 |
| Landon Edmond Chief Legal Officer | May 15, 2026 | Tax withholding | −22,340 | $14.38 | $321.25K | 561,784 |
| Carmel Galvin Chief People Officer | May 15, 2026 | Tax withholding | −30,541 | $14.38 | $439.18K | 937,999 |
| Gomez Luciano Fernandez Co-Chief Executive Officer, Director | May 15, 2026 | Tax withholding | −22,132 | $14.38 | $318.26K | 2,325,451 |
| Amanda Whalen Chief Financial Officer | May 15, 2026 | Conversion | +13,527 | – | – | 908,668 |
| Amanda Whalen Chief Financial Officer | May 15, 2026 | Tax withholding | −42,476 | $14.38 | $610.80K | 866,192 |
| Amanda Whalen Chief Financial Officer | May 14, 2026 | Sale(10b5-1 plan) | −14,000 | $14.26 | $199.64K | 895,141 |
| Amanda Whalen Chief Financial Officer | May 14, 2026 | Conversion | +14,000 | – | – | 909,141 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | May 12, 2026 | Sale(10b5-1 plan) | −58,684 | $14.97 | $878.50K | 141,316 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | May 12, 2026 | Sale(10b5-1 plan) | −141,316 | $14.46 | $2.04M | 0 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | May 12, 2026 | Conversion | +200,000 | – | – | 200,000 |
| Landon Edmond Chief Legal Officer | Apr 20, 2026 | Sale(10b5-1 plan) | −9,623 | $20.00 | $192.46K | 584,124 |
| Amanda Whalen Chief Financial Officer | Apr 16, 2026 | Sale(10b5-1 plan) | −14,000 | $18.54 | $259.56K | 895,141 |
| Amanda Whalen Chief Financial Officer | Apr 16, 2026 | Conversion | +4,293 | – | – | 909,141 |
| Carmel Galvin Chief People Officer | Apr 15, 2026 | Award | +162,337 | – | – | 968,540 |
| Carmel Galvin Chief People Officer | Apr 15, 2026 | Award | +189,393 | – | – | 806,203 |
| Landon Edmond Chief Legal Officer | Apr 15, 2026 | Award | +151,515 | – | – | 463,877 |
| Landon Edmond Chief Legal Officer | Apr 15, 2026 | Award | +129,870 | – | – | 593,747 |
| Amanda Whalen Chief Financial Officer | Apr 15, 2026 | Award | +227,272 | – | – | 904,848 |
| Amanda Whalen Chief Financial Officer | Apr 15, 2026 | Award | +265,151 | – | – | 677,576 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | Apr 14, 2026 | Conversion | +200,000 | – | – | 200,000 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | Apr 14, 2026 | Sale(10b5-1 plan) | −109,142 | $17.39 | $1.90M | 90,858 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | Apr 14, 2026 | Sale(10b5-1 plan) | −90,858 | $16.94 | $1.54M | 0 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | Apr 7, 2026 | Conversion | +200,000 | – | – | 200,000 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | Apr 7, 2026 | Sale(10b5-1 plan) | −200,000 | $18.63 | $3.73M | 0 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | Mar 31, 2026 | Sale(10b5-1 plan) | −200,000 | $19.42 | $3.88M | 0 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | Mar 31, 2026 | Conversion | +200,000 | – | – | 200,000 |
| Andrew Bialecki Co-Chief Executive Officer, Director, 10% owner | Mar 24, 2026 | Sale(10b5-1 plan) | −200,000 | $18.17 | $3.63M | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ed Hallen Officer, Director | Oct 7, 2026 | 97,482 | $1.70M | Oct 7, 2026 | Founder's Shares |
| Ed Hallen Officer, Director | Sep 24, 2026 | 1,300 | $22.12K | Sep 24, 2026 | Founders Shares |
| Whalen Amanda Officer | Sep 17, 2026 | 42,000 | $681.66K | Sep 17, 2026 | Restricted Stock Units |
| Ledger Susan St. Director | Sep 11, 2026 | 2,328 | $37.09K | Sep 11, 2026 | Restricted Stock Vesting |
| Ed Hallen Officer, Director | Aug 31, 2026 | 98,782 | $2.02M | Aug 31, 2026 | Founders Shares |
| Ramon Edmond Landon Officer | Aug 31, 2026 | 8,103 | $163.28K | Aug 31, 2026 | Restricted Stock Units |
| Edmond Landon Officer | Aug 28, 2026 | 53,473 | $1.05M | Aug 28, 2026 | Restricted Stock Units |
| Summit Investors GE IX/VC IV (UK), L.P. 10% Stockholder | Aug 11, 2026 | 2,016 | $37.01K | Aug 11, 2026 | Pre-IPO Transactions |
| Summit Investors GE IX-VC IV, LLC 10% Stockholder | Aug 11, 2026 | 15,531 | $285.15K | Aug 11, 2026 | Pre-IPO Transactions |
| Partners Co-Invest (Kiwi) L.P. Summit 10% Stockholder | Aug 11, 2026 | 182,210 | $3.35M | Aug 11, 2026 | Pre-IPO Transactions |
| Summit Partners Growth Equity Fund IX-A, L.P. 10% Stockholder | Aug 11, 2026 | 2,955,112 | $54.26M | Aug 11, 2026 | Pre-IPO Transactions |
| Summit Partners Growth Equity Fund IX-B, L.P. 10% Stockholder | Aug 11, 2026 | 1,845,131 | $33.88M | Aug 11, 2026 | Pre-IPO Transactions |
| Whalen Amanda Officer | Jun 18, 2026 | 42,000 | $565.32K | Jun 18, 2026 | Restricted Stock Units |
| Bialecki Andrew Director, Officer, 10% Stockholder | May 26, 2026 | 212,529 | $3.16M | May 26, 2026 | Previously Exercised Stock Options |
| Ledger Susan St. Director | May 18, 2026 | 9,334 | $133.20K | May 18, 2026 | Restricted Stock Vesting |