Management Credibility Analysis

Unavailable
Verified Management Score Unavailable
Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed
Verified Catalysts Unavailable
No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive
Not disclosed
Headquarters
125 SUMMER STREET, FLOOR 6, BOSTON, MA
Founded
Not disclosed

📈 Company Timeline

Major business events
Positive
Negative
Neutral
1 Sep 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Klaviyo, Inc..

6 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Klaviyo, Inc..

6 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Klaviyo, Inc..

6 Aug 2026

Klaviyo, Inc. filed Form 10-Q

Klaviyo, Inc. submitted Form 10-Q to the SEC for the period ending Jun 30, 2026.

6 Aug 2026

Klaviyo, Inc. reported Operating or financial results

Klaviyo, Inc. filed an 8-K covering operating or financial results, supporting financial statements or exhibits.

Capital Structure & Financial Position

Financial strength and liquidity analysis
Cash and equivalents (USD)$832.64M
Total assets (USD)$1.38B
Total liabilities (USD)$417.15M
Shareholders' equity (USD)$967.02M

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated

Peer Comparison - Technology

Company Price Market Cap
NVDA - NVIDIA Corporation $221.97
Yahoo Finance 		$5.35T
AAPL - Apple Inc. $343.99
Yahoo Finance 		$5.02T
GOOGL - Alphabet Inc. $334.76
Yahoo Finance 		$4.09T
MSFT - Microsoft Corporation $532.95
Yahoo Finance 		$3.96T
META - Meta Platforms, Inc. $697.52
Yahoo Finance 		$1.78T

📋 Corporate Actions

Recent and upcoming corporate events
Verified Corporate Actions Unavailable
Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis
QuarterRevenue (USD)Operating incomeNet incomeDiluted EPS (USD)Filed
Q2 2026$370.58M−$14.96M−$8.85M−$0.0310-Q · 5 Aug 2026
Q1 2026$358.01M$1.75M$9.04M$0.0310-Q · 5 May 2026
Q4 2025$350.20M−$1.85M$7.03MUnavailable10-K · 10 Feb 2026
Q3 2025$310.88M−$10.84M−$426,000$0.0010-Q · 5 Nov 2025
Q2 2025$293.12M−$31.33M−$24.28M−$0.0910-Q · 5 Aug 2025
Q1 2025$279.83M−$23.75M−$14.09M−$0.0510-Q · 6 May 2025

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy
Target: $26.53
32.6% upside potential
📈
Strong Buy
Unavailable
👍
Buy
18
⏸️
Hold
2
📉
Sell
0
20 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved Targets range 21.00–36.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments
Verified Dividend Data Unavailable
Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable
Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity
8
Oct 2026
Hallen Ed
Director, 10% owner
Gift
Unavailable per share
17,885 shares
SEC Form 4
7
Oct 2026
Hallen Ed
Director, 10% owner
Open-market sale
$17.40 per share
97,482 shares
SEC Form 4
24
Sep 2026
Hallen Ed
Director, 10% owner
Open-market sale
$17.02 per share
1,300 shares
SEC Form 4
15
Sep 2026
Smith Erica Ellen
Chief Financial Officer
Grant or award
Unavailable per share
1,150,684 shares
SEC Form 4
11
Sep 2026
St. Ledger Susan
Director
Open-market sale
$15.93 per share
2,328 shares
SEC Form 4
31
Aug 2026
Hallen Ed
Director, 10% owner
Open-market sale
$20.48 per share
98,782 shares
SEC Form 4
31
Aug 2026
Hallen Ed
Director, 10% owner
Gift
Unavailable per share
17,885 shares
SEC Form 4
31
Aug 2026
Edmond Landon
Chief Legal Officer
Open-market sale
$20.44 per share
8,103 shares
SEC Form 4
28
Aug 2026
Edmond Landon
Chief Legal Officer
Open-market sale
$20.01 per share
53,473 shares
SEC Form 4
15
Aug 2026
Fernandez Gomez Luciano
Director, Co-Chief Executive Officer
Conversion
Unavailable per share
7,001 shares
SEC Form 4

Top Shareholders

Summit Partners L P
18,852,778 shares
0% change
6/30/2026
Vanguard Group Inc
14,361,540 shares
12.307% change
12/31/2025
Capital International Investors
10,482,971 shares
-10.432% change
6/30/2026
Vanguard Portfolio Management Llc
7,692,774 shares
2.136% change
6/30/2026
Blackrock, Inc.
7,612,078 shares
74.816% change
6/30/2026
Fmr Llc
6,566,155 shares
-32.91% change
6/30/2026
Vanguard Capital Management Llc
5,990,660 shares
-2.792% change
6/30/2026
Whale Rock Capital Management Llc
5,528,166 shares
-19.004% change
6/30/2026
Wellington Management Group Llp
5,049,414 shares
-7.848% change
6/30/2026
Morgan Stanley
4,444,684 shares
-12.294% change
6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed · 13 hours ago