KVYO

Klaviyo, Inc.

NYSE · Services-Prepackaged Software · Inc. DE · CIK 0001835830
$15.22 -2.31% $4.6B
Insider Selling Cluster (2 insiders)5 New Institutional Positions
Vol
Market Cap$4.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders9 funds
Inst. Value$1.5B
Inst. Activity5 buys / 0 sells
Insider Activity0B / 15S
Insider Net $-$27.4M
Reddit Sentiment50° Neutral
SEC Reports8
Exchange NYSE·Sector Services-Prepackaged Software·Inc. DE·CIK 0001835830·Prev Close $15.58

Recent Activity

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 26, 2026 Insider
Bialecki Andrew sold 212,529 shares
Co-Chief Executive Officer @ $0.00 ($0.00)
May 26, 2026 Insider
Bialecki Andrew sold 212,529 shares
Co-Chief Executive Officer @ $14.61 ($3.1M)
May 26, 2026 Insider
Bialecki Andrew sold 212,529 shares
Co-Chief Executive Officer @ $0.00 ($0.00)
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.
MORGAN STANLEY — ADD
14,547,090 shares ($472.3M)

Price Targets

$29.23 +97.7% upside Strong Buy
Current $14.78 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 ▼ -4.6% $0.18 — $0.20 19% YoY 23
Next Q $0.21 ▼ -0.8% $0.19 — $0.23 17% YoY 23
Current FY $0.85 ▲ +2.4% $0.80 — $0.88 27% YoY 23
Next FY $1.03 ▲ +3.2% $0.92 — $1.13 22% YoY 23

Top Institutional Holders

FundValueMove
MORGAN STANLEY$472.3MADD
VANGUARD GROUP INC$466.3MADD
FMR LLC$271.8MDOUBLED
TWO SIGMA INVESTMENTS, LP$72.2MADD
RENAISSANCE TECHNOLOGIES LLC$57.3MADD

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026Bialecki AndrewC$0.00
May 26, 2026Bialecki AndrewSELL$3.1M
May 26, 2026Bialecki AndrewC$0.00
May 19, 2026Bialecki AndrewC$0.00
May 19, 2026Bialecki AndrewSELL$3.0M

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish
9 institutional holders with $1.5B total value (44,672,113 shares) as of 2025-Q4. Top holders: MORGAN, VANGUARD, FMR. Net buying activity: 5 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY14,547,090$472.3M32.6%ADD +36.1%
2VANGUARD GROUP INC14,361,540$466.3M32.1%ADD +26.7%
3FMR LLC8,371,717$271.8M18.7%DOUBLED +437.0%
4TWO SIGMA INVESTMENTS, LP2,224,011$72.2M5.0%ADD +31.4%
5RENAISSANCE TECHNOLOGIES LLC1,763,744$57.3M3.9%ADD +40.9%
6NORGES BANK1,518,330$49.3M3.4%NEW
7BANK OF AMERICA CORP /DE/893,157$29.0M2.0%ADD +51.5%
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC809,429$26.3M1.8%ADD +35.3%
9WELLS FARGO & COMPANY/MN183,095$5.9M0.4%ADD +42.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD10,691,93014,547,090+36.1%$472.3M2025-Q4
TWO SIGMA INVESTMENTS, LPADD1,692,1812,224,011+31.4%$72.2M2025-Q4
NORGES BANKNEW1,518,330$49.3M2025-Q4
BANK OF AMERICA CORP /DE/ADD589,690893,157+51.5%$29.0M2025-Q4
WELLS FARGO & COMPANY/MNADD128,948183,095+42.0%$5.9M2025-Q4
MORGAN STANLEYDOUBLED4,443,64910,691,930+140.6%$296.1M2025-Q3
FMR LLCDOUBLED1,534,5728,240,031+437.0%$228.2M2025-Q3
TWO SIGMA INVESTMENTS, LPADD1,130,8661,692,181+49.6%$46.9M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD1,195,0441,683,344+40.9%$46.6M2025-Q3
BANK OF AMERICA CORP /DE/TRIM874,958589,690-32.6%$16.3M2025-Q3
NORGES BANKEXIT1,567,2760-100.0%$0.002025-Q3
VANGUARD GROUP INCADD8,467,93310,728,178+26.7%$360.3M2025-Q2
MORGAN STANLEYDOUBLED1,372,2184,443,649+223.8%$149.2M2025-Q2
NORGES BANKNEW1,567,276$52.6M2025-Q2
FMR LLCDOUBLED28,9161,534,572+5207.0%$51.5M2025-Q2
TWO SIGMA INVESTMENTS, LPADD761,0841,130,866+48.6%$38.0M2025-Q2
BANK OF AMERICA CORP /DE/TRIM1,443,213874,958-39.4%$29.4M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD450,161608,947+35.3%$20.4M2025-Q2
UBS Group AGDOUBLED200,607525,130+161.8%$17.6M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED7,702137,999+1691.7%$4.6M2025-Q2
CITADEL ADVISORS LLCADD1,078,9461,632,815+51.3%$49.4M2025-Q1
MORGAN STANLEYADD1,094,9591,372,218+25.3%$41.5M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD562,344975,644+73.5%$29.5M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM1,124,433761,084-32.3%$23.0M2025-Q1
UBS Group AGADD148,131200,607+35.4%$6.1M2025-Q1
7 unique insiders with 15 transactions. Net insider value: -$27.4M ($0.00 bought, $27.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026Bialecki AndrewCo-Chief Executive OfficerC212,529$0.00$0.00
May 26, 2026Bialecki AndrewCo-Chief Executive OfficerSELL212,529$14.61$3.1M
May 26, 2026Bialecki AndrewCo-Chief Executive OfficerC212,529$0.00$0.00
May 19, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
May 19, 2026Bialecki AndrewCo-Chief Executive OfficerSELL200,000$14.88$3.0M
May 19, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
May 18, 2026St. Ledger SusanDirectorC9,334$0.00$0.00
May 18, 2026St. Ledger SusanDirectorSELL9,334$14.27$133.2K
May 18, 2026St. Ledger SusanDirectorC9,334$0.00$0.00
May 15, 2026Whalen AmandaChief Financial OfficerC13,527$0.00$0.00
May 15, 2026Whalen AmandaChief Financial OfficerF42,476$14.38$610.8K
May 15, 2026Whalen AmandaChief Financial OfficerC13,527$0.00$0.00
May 15, 2026Galvin CarmelChief People OfficerF30,541$14.38$439.2K
May 15, 2026Fernandez Gomez LucianoCo-Chief Executive OfficerF22,132$14.38$318.3K
May 15, 2026Edmond LandonChief Legal OfficerF22,340$14.38$321.2K
May 14, 2026Whalen AmandaChief Financial OfficerC14,000$0.00$0.00
May 14, 2026Whalen AmandaChief Financial OfficerSELL14,000$14.26$199.6K
May 14, 2026Whalen AmandaChief Financial OfficerC14,000$0.00$0.00
May 12, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
May 12, 2026Bialecki AndrewCo-Chief Executive OfficerSELL58,684$14.97$878.5K
May 12, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
Apr 28, 2026Shopify Strategic Holdings 3 LLC10%+ OwnerX344,381$0.0100$3.4K
Apr 28, 2026Shopify Strategic Holdings 3 LLC10%+ OwnerX344,381$0.00$0.00
Apr 20, 2026Edmond LandonChief Legal OfficerSELL9,623$20.00$192.5K
Apr 16, 2026Whalen AmandaChief Financial OfficerC4,293$0.00$0.00
Apr 16, 2026Whalen AmandaChief Financial OfficerC4,293$0.00$0.00
Apr 16, 2026Whalen AmandaChief Financial OfficerSELL14,000$18.54$259.6K
Apr 15, 2026Whalen AmandaChief Financial OfficerA265,151$0.00$0.00
Apr 15, 2026Galvin CarmelChief People OfficerA189,393$0.00$0.00
Apr 15, 2026Edmond LandonChief Legal OfficerA151,515$0.00$0.00
Apr 14, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
Apr 14, 2026Bialecki AndrewCo-Chief Executive OfficerSELL109,142$17.39$1.9M
Apr 14, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
Apr 7, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
Apr 7, 2026Bialecki AndrewCo-Chief Executive OfficerSELL200,000$18.63$3.7M
Apr 7, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
Mar 31, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
Mar 31, 2026Bialecki AndrewCo-Chief Executive OfficerSELL200,000$19.42$3.9M
Mar 31, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
Mar 24, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
Mar 24, 2026Bialecki AndrewCo-Chief Executive OfficerSELL200,000$18.17$3.6M
Mar 24, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
Mar 17, 2026Bialecki AndrewCo-Chief Executive OfficerSELL97,379$19.60$1.9M
Mar 17, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
Mar 17, 2026Bialecki AndrewCo-Chief Executive OfficerC200,000$0.00$0.00
Mar 12, 2026Edmond LandonChief Legal OfficerSELL14,366$20.15$289.5K
Mar 12, 2026Whalen AmandaChief Financial OfficerSELL8,923$19.72$176.0K
Mar 10, 2026Bialecki AndrewCo-Chief Executive OfficerC206,827$0.00$0.00
Mar 10, 2026Bialecki AndrewCo-Chief Executive OfficerSELL206,127$19.96$4.1M
Mar 10, 2026Bialecki AndrewCo-Chief Executive OfficerC206,827$0.00$0.00

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 +97.7% upside Strong Buy (1.26)
$17.00 Low $37.00 High
MetricValue
Current Price$14.78
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% -4.6% 1↑ 18↓ $0.4B 23.5% 23
Next Q
2026-09-30
$0.21 $0.19 $0.23 16.7% -0.8% 5↑ 9↓ $0.4B 22.0% 23
Current FY
2026-12-31
$0.85 $0.80 $0.88 26.8% +2.4% 16↑ 1↓ $1.5B 23.2% 23
Next FY
2027-12-31
$1.03 $0.92 $1.13 21.8% +3.2% 18↑ 2↓ $1.8B 19.4% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.191
7d ago$0.191
30d ago$0.200-0.009
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)