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Klaviyo, Inc.

KVYO · Services-Prepackaged Software · 242.9M shares · +5%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$200M (gross $140M, SBC $341M)

Reference price $13.23 · est. market cap ~$3.2B — last insider sale, 2026-06-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

B74

Marketing-automation SaaS — near-breakeven on GAAP but strong free cash flow and rapid growth.

Strengths

Risks

Notable findings

Quarterly revenue

2025-06-30 · $293M2025-09-30 · $311M2025-12-31 · $350M2026-03-31 · $358M

Last 4 quarters · from SEC filings.

Key metrics

Gross margin
74.7%
Operating margin
-5.5%
Net margin
-2.6%
Return on equity
-2.7%
Return on assets
-2.0%
Revenue growth (QoQ)
2.2%
Current ratio
4.3×
Free cash flow
$209M
EBITDA
-$49M
Tangible book value
$1.2B
Cash & investments
$1.1B
Stock comp / revenue
13.1%

Insider transactions · last 18 months

DateInsiderTypeSharesPrice
2026-06-18Whalen AmandaSell14K$13.23
2026-06-11Oulman RoxanneConversion8.2K
2026-06-09Ceran JenniferGrant15K
2026-06-09Weisman TonyGrant15K
2026-06-09St. Ledger SusanGrant15K
2026-06-09Fernandez Gomez LucianoTax withheld1.7K$14.78
2026-06-09Oulman RoxanneGrant15K
2026-05-26Bialecki AndrewConversion213K
2026-05-26Bialecki AndrewSell213K$14.61
2026-05-19Bialecki AndrewConversion200K
2026-05-19Bialecki AndrewSell200K$14.88
2026-05-18St. Ledger SusanConversion9.3K
2026-05-18St. Ledger SusanSell9.3K$14.27
2026-05-15Edmond LandonTax withheld22K$14.38
2026-05-15Fernandez Gomez LucianoTax withheld22K$14.38
2026-05-15Galvin CarmelTax withheld31K$14.38
2026-05-15Whalen AmandaConversion14K
2026-05-15Whalen AmandaTax withheld42K$14.38
2026-05-14Whalen AmandaSell14K$14.26
2026-05-14Whalen AmandaConversion14K
2026-05-12Bialecki AndrewConversion200K
2026-05-12Bialecki AndrewSell59K$14.97
2026-05-12Bialecki AndrewSell141K$14.46
2026-04-20Edmond LandonSell9.6K$20.00
2026-04-16Whalen AmandaConversion4.3K
2026-04-16Whalen AmandaSell14K$18.54
2026-04-15Galvin CarmelGrant162K
2026-04-15Edmond LandonGrant152K
2026-04-15Edmond LandonGrant130K
2026-04-15Galvin CarmelGrant189K
2026-04-15Whalen AmandaGrant265K
2026-04-15Whalen AmandaGrant227K
2026-04-14Bialecki AndrewConversion200K
2026-04-14Bialecki AndrewSell109K$17.39
2026-04-14Bialecki AndrewSell91K$16.94
2026-04-07Bialecki AndrewConversion200K
2026-04-07Bialecki AndrewSell200K$18.63
2026-03-31Bialecki AndrewConversion200K
2026-03-31Bialecki AndrewSell200K$19.42
2026-03-24Bialecki AndrewConversion200K
2026-03-24Bialecki AndrewSell200K$18.17
2026-03-17Bialecki AndrewConversion200K
2026-03-17Bialecki AndrewSell97K$19.60
2026-03-17Bialecki AndrewSell103K$19.15
2026-03-12Edmond LandonSell14K$20.15
2026-03-12Whalen AmandaSell8.9K$19.72
2026-03-12Whalen AmandaSell5.1K$19.34
2026-03-10Bialecki AndrewConversion207K
2026-03-10Bialecki AndrewSell206K$19.96
2026-03-10Bialecki AndrewSell700$19.34
2026-03-05Edmond LandonSell15K$20.16
2026-03-03Bialecki AndrewConversion200K
2026-03-03Bialecki AndrewSell154K$18.86
2026-03-03Bialecki AndrewSell46K$17.90
2026-02-24Bialecki AndrewConversion200K
2026-02-24Bialecki AndrewSell160K$16.86
2026-02-24Bialecki AndrewSell40K$16.38
2026-02-17Edmond LandonConversion11K
2026-02-15Whalen AmandaConversion30K
2026-02-15Whalen AmandaTax withheld45K$18.60
2026-02-15Edmond LandonConversion11K
2026-02-15Fernandez Gomez LucianoTax withheld23K$18.60
2026-02-15Edmond LandonTax withheld25K$18.60
2026-02-15Galvin CarmelTax withheld23K$18.60
2026-02-13Whalen AmandaSell4.7K$18.63
2026-02-13Whalen AmandaConversion14K
2026-02-13Whalen AmandaSell9.3K$19.01
2026-02-12Ceran JenniferBuy16K$18.38
2026-01-27Bialecki AndrewConversion155K
2026-01-27Bialecki AndrewSell151K$25.34
2026-01-27Bialecki AndrewSell4.5K$24.94
2026-01-20Bialecki AndrewSell796$23.29
2026-01-20Bialecki AndrewConversion168K
2026-01-20Bialecki AndrewSell167K$24.16
2026-01-15Fernandez Gomez LucianoGrant1.2M
2026-01-15Whalen AmandaConversion4.0K
2026-01-15Whalen AmandaSell7.8K$26.08
2026-01-15Whalen AmandaSell6.2K$25.52
2026-01-15Edmond LandonSell5.6K$26.08
2026-01-15Edmond LandonSell4.4K$25.52
2026-01-15Fernandez Gomez LucianoGrant1.1M
2026-01-13Bialecki AndrewConversion141K
2026-01-13Bialecki AndrewSell50K$27.62
2026-01-13Bialecki AndrewSell90K$27.29
2026-01-07Bialecki AndrewSell17K$30.01
2026-01-07Bialecki AndrewConversion17K
2026-01-06Bialecki AndrewSell2.4K$28.52
2026-01-06Bialecki AndrewConversion138K
2026-01-06Bialecki AndrewSell135K$28.92
2025-12-22Bialecki AndrewConversion100K
2025-12-22Bialecki AndrewSell93K$33.05
2025-12-22Bialecki AndrewSell6.9K$31.94
2025-12-18Edmond LandonSell14K$31.41
2025-12-18Edmond LandonSell472$30.55
2025-12-18Whalen AmandaSell460$30.59
2025-12-18Whalen AmandaSell14K$31.41
2025-12-17Hallen EdSell35K$30.35
2025-12-17Hallen EdSell83K$30.37
2025-12-17Bialecki AndrewConversion100K
2025-12-17Bialecki AndrewSell100K$30.40
2025-12-16Bialecki AndrewSell139K$29.04
2025-12-16Bialecki AndrewConversion139K
2025-12-15Hallen EdSell157$30.13
2025-12-15Hallen EdSell600$30.15
2025-12-15Rowland Stephen EricSell3.2K$29.01
2025-12-15Edmond LandonGift8.4K
2025-12-15Rowland Stephen EricSell3.9K$29.81
2025-12-11Bialecki AndrewConversion18K
2025-12-11Bialecki AndrewSell18K$30.00
2025-12-11Bialecki AndrewConversion3.4M
2025-12-11Bialecki AndrewGift3.4M
2025-12-10Bialecki AndrewConversion82K
2025-12-10Bialecki AndrewSell82K$30.12
2025-12-09Bialecki AndrewSell800$28.84
2025-12-09Bialecki AndrewSell131K$29.42
2025-12-09Bialecki AndrewConversion131K
2025-12-04Bialecki AndrewSell952$30.00
2025-12-04Bialecki AndrewConversion952
2025-12-02Bialecki AndrewSell142K$28.62
2025-12-02Bialecki AndrewConversion142K
2025-11-24Bialecki AndrewConversion145K
2025-11-24Bialecki AndrewSell145K$27.76
2025-11-20Edmond LandonSell10K$27.83
2025-11-20Edmond LandonSell4.0K$26.97
2025-11-18Bialecki AndrewConversion147K
2025-11-18Bialecki AndrewSell147K$27.16
2025-11-17Rowland Stephen EricSell7.1K$27.39
2025-11-17Rowland Stephen EricConversion28K
2025-11-17Edmond LandonConversion11K
2025-11-17Galvin CarmelSell7.1K$27.74
2025-11-17Galvin CarmelSell4.0K$27.11
2025-11-15Edmond LandonTax withheld24K$28.61
2025-11-15Fernandez Gomez LucianoTax withheld44K$28.61
2025-11-15Galvin CarmelTax withheld25K$28.61
2025-11-15Whalen AmandaConversion30K
2025-11-15Whalen AmandaTax withheld45K$28.61
2025-11-15Rowland Stephen EricTax withheld34K$28.61
2025-11-15Rowland Stephen EricConversion23K
2025-11-15Edmond LandonConversion11K
2025-11-14Whalen AmandaSell300$27.89
2025-11-14Whalen AmandaConversion15K
2025-11-14Whalen AmandaSell15K$28.61
2025-11-11Hallen EdSell545$30.00
2025-11-11Hallen EdSell2.3K$30.00
2025-11-11Bialecki AndrewConversion140K
2025-11-11Bialecki AndrewSell140K$29.74
2025-11-10Hallen EdGift41K
2025-11-10Hallen EdSell8.6K$30.05
2025-11-10Hallen EdSell51K$30.04
2025-10-15Rowland Stephen EricSell7.1K$24.35
2025-10-14Bialecki AndrewSell163K$24.37
2025-10-14Bialecki AndrewConversion163K
2025-10-10Whalen AmandaConversion15K
2025-10-10Whalen AmandaSell9.8K$25.33
2025-10-10Whalen AmandaSell5.2K$24.45
2025-10-07Bialecki AndrewSell145K$25.32
2025-10-07Bialecki AndrewConversion160K
2025-10-07Bialecki AndrewSell15K$25.07
2025-09-30Bialecki AndrewConversion137K
2025-09-30Bialecki AndrewSell18K$31.24
2025-09-30Bialecki AndrewSell6.0K$30.28
2025-09-30Bialecki AndrewSell45K$29.03
2025-09-30Bialecki AndrewSell40K$28.22
2025-09-30Bialecki AndrewSell29K$27.70
2025-09-23Bialecki AndrewSell30K$35.01
2025-09-23Bialecki AndrewConversion211K
2025-09-23Bialecki AndrewSell182K$35.52
2025-09-16Bialecki AndrewConversion226K
2025-09-16Bialecki AndrewSell141K$32.71
2025-09-16Bialecki AndrewSell85K$31.76
2025-09-15Fernandez Gomez LucianoGrant101K
2025-09-15Rowland Stephen EricSell6.9K$31.90
2025-09-15Rowland Stephen EricSell200$31.24
2025-09-15Hallen EdSell22K$31.65
2025-09-15Hallen EdSell68K$31.73
2025-09-15Hallen EdGift20K
2025-09-12Whalen AmandaConversion11K
2025-09-12Whalen AmandaSell15K$31.50
2025-09-11Hallen EdConversion990K
2025-09-11Hallen EdGift990K
2025-09-11Hallen EdGift200K
2025-09-11Hallen EdGift790K
2025-09-10St. Ledger SusanSell3.4K$32.20
2025-09-09Bialecki AndrewSell220K$31.96
2025-09-09Bialecki AndrewConversion220K
2025-09-08SUMMIT PARTNERS L PConversion4.0M
2025-09-08SUMMIT PARTNERS L PSell4.0M$31.87
2025-09-02Bialecki AndrewSell94K$30.76
2025-09-02Bialecki AndrewSell129K$31.18
2025-09-02Bialecki AndrewConversion223K
2025-08-28Bialecki AndrewConversion3.5M
2025-08-28Bialecki AndrewGift3.5M
2025-08-26Bialecki AndrewConversion227K
2025-08-26Bialecki AndrewSell216K$31.51
2025-08-26Bialecki AndrewSell10K$31.21
2025-08-25SUMMIT PARTNERS L PConversion975K
2025-08-25SUMMIT PARTNERS L PSell975K$30.01
2025-08-21SUMMIT PARTNERS L POther500K
2025-08-18Edmond LandonSell10.0K$31.46
2025-08-18Edmond LandonConversion11K
2025-08-18Rowland Stephen EricSell7.1K$31.46
2025-08-18Rowland Stephen EricConversion28K
2025-08-18Galvin CarmelSell11K$31.67
2025-08-15Whalen AmandaSell15K$31.32
2025-08-15Fernandez Gomez LucianoConversion7.0K
2025-08-15Fernandez Gomez LucianoTax withheld7.0K$31.43
2025-08-15Whalen AmandaConversion30K
2025-08-15Whalen AmandaTax withheld47K$31.43
2025-08-15Galvin CarmelTax withheld25K$31.43
2025-08-15Rowland Stephen EricConversion23K
2025-08-15Rowland Stephen EricTax withheld34K$31.43
2025-08-15Edmond LandonConversion11K
2025-08-15Edmond LandonTax withheld25K$31.43
2025-08-13SUMMIT PARTNERS L PConversion7.0M
2025-08-13SUMMIT PARTNERS L PSell6.5M$30.01
2025-07-15Rowland Stephen EricSell7.1K$31.56
2025-07-11Whalen AmandaConversion15K
2025-07-11Whalen AmandaSell15K$31.66
2025-07-11Whalen AmandaSell200$31.32
2025-06-16Rowland Stephen EricSell300$33.82
2025-06-16Rowland Stephen EricSell6.8K$34.59
2025-06-13Whalen AmandaConversion11K
2025-06-13Whalen AmandaSell15K$33.47
2025-06-11Bialecki AndrewConversion100K
2025-06-11Bialecki AndrewGift100K
2025-06-10Oulman RoxanneGrant5.8K
2025-06-10Ceran JenniferGrant5.8K
2025-06-10St. Ledger SusanGrant5.8K
2025-06-10Fernandez Gomez LucianoTax withheld2.6K$34.03
2025-06-10Fernandez Gomez LucianoGrant5.8K
2025-06-10Weisman TonyGrant5.8K
2025-06-04SUMMIT PARTNERS L PConversion4.0M
2025-06-04SUMMIT PARTNERS L PSell4.0M$33.35
2025-05-19SUMMIT PARTNERS L PConversion4.0M
2025-05-19SUMMIT PARTNERS L PSell4.0M$33.00
2025-05-16Whalen AmandaSell15K$34.98
2025-05-16Bialecki AndrewSell11.0M$32.90
2025-05-16Edmond LandonSell10.0K$34.85
2025-05-16Galvin CarmelSell11K$35.01
2025-05-16Rowland Stephen EricSell7.1K$34.86
2025-05-15Edmond LandonTax withheld25K$34.90
2025-05-15Edmond LandonConversion11K
2025-05-15Edmond LandonConversion11K
2025-05-15Rowland Stephen EricSell6.6K$35.06
2025-05-15Rowland Stephen EricSell500$34.19
2025-05-15Rowland Stephen EricConversion23K
2025-05-15Rowland Stephen EricTax withheld34K$34.90
2025-05-15Rowland Stephen EricConversion28K
2025-05-15Galvin CarmelTax withheld25K$34.90
2025-05-15Whalen AmandaConversion30K
2025-05-15Whalen AmandaTax withheld47K$34.90
2025-05-14Bialecki AndrewConversion11.0M
2025-04-15Rowland Stephen EricSell7.1K$26.66
2025-04-11Whalen AmandaConversion11K
2025-04-11Whalen AmandaSell12K$26.85
2025-04-11Whalen AmandaSell3.4K$26.20
2025-04-09Fagnan JeffBuy3.9K$25.77
2025-03-17Rowland Stephen EricGrant208K
2025-03-17Edmond LandonGrant130K
2025-03-17Whalen AmandaGrant208K
2025-03-17Galvin CarmelGrant130K
2025-03-14SUMMIT PARTNERS L PSell2.0M$32.44
2025-03-14Whalen AmandaSell15K$33.54
2025-03-14SUMMIT PARTNERS L PConversion2.0M
2025-03-14Whalen AmandaSell25$32.92
2025-03-07Rowland Stephen EricSell4.9K$37.18
2025-03-07Rowland Stephen EricSell5.5K$36.00
2025-03-07Rowland Stephen EricSell12K$34.83
2025-03-07Rowland Stephen EricSell15K$34.24
2025-03-03Edmond LandonSell3.9K$39.26
2025-03-03Edmond LandonSell2.3K$38.20
2025-02-25Galvin CarmelSell7.9K$40.56
2025-02-25Galvin CarmelSell3.6K$39.85
2025-02-15Whalen AmandaTax withheld31K$47.00
2025-02-15Whalen AmandaConversion19K
2025-02-15Rowland Stephen EricConversion23K
2025-02-15Rowland Stephen EricTax withheld29K$47.00
2025-02-15Rowland Stephen EricConversion28K
2025-02-15Galvin CarmelTax withheld20K$47.00
2025-02-15Edmond LandonConversion3.9K
2025-02-15Edmond LandonTax withheld13K$47.00
2025-02-15Edmond LandonConversion3.6K
2025-02-03Whalen AmandaSell9.8K$46.39
2025-02-03Whalen AmandaSell3.5K$45.00
2025-02-03Whalen AmandaSell1.7K$44.54
2025-01-15Rowland Stephen EricConversion78K
2025-01-15Rowland Stephen EricSell4.5K$40.04
2025-01-10Whalen AmandaSell3.5K$38.68
2025-01-10Whalen AmandaConversion15K
2025-01-10Whalen AmandaSell11K$39.34
2025-01-07Edmond LandonSell25K$41.62
2025-01-07Edmond LandonSell15K$42.10

All non-derivative Form 4 activity (SEC), newest first.

Notable events (8-K)

DateItems
2026-06-09Shareholder votefiling ↗
2026-05-05ResultsExec/director changeReg FDExhibitsfiling ↗
2026-03-02OtherExhibitsfiling ↗
2026-02-10ResultsExhibitsfiling ↗
2025-12-09Exec/director change5.03Reg FDExhibitsfiling ↗
2025-12-02Reg FDExhibitsfiling ↗
2025-11-05ResultsExhibitsfiling ↗
2025-09-25Reg FDExhibitsfiling ↗

Recent filings

FormFiledPeriodAccession
8-K2026-06-092026-06-090001835830-26-000029 ↗
10-Q2026-05-052026-03-310001835830-26-000027 ↗
8-K2026-05-052026-05-010001835830-26-000026 ↗
8-K2026-03-022026-03-020001835830-26-000011 ↗
10-K2026-02-102025-12-310001835830-26-000007 ↗
8-K2026-02-102026-02-100001835830-26-000005 ↗
8-K2025-12-092025-12-080001835830-25-000116 ↗
8-K2025-12-022025-12-020001835830-25-000114 ↗
8-K2025-11-052025-11-050001835830-25-000109 ↗
10-Q2025-11-052025-09-300001835830-25-000110 ↗
8-K2025-09-252025-09-250001835830-25-000103 ↗
8-K2025-08-292025-08-290001835830-25-000100 ↗