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The company

Klaviyo, Inc. Series A

KVYO · NYSE

TechnologySoftwareAbove a falling averageAI

KVYO stood above a rising 150-day average in 0 of the last 52 weekly readings. It is 2.0% above that average now. Software: 43% of its 234 stocks in an uptrend (+4 points in four weeks); Technology: 30% (−5 points in four weeks).

Statistics

Rotation
Above a falling average
Weeks in an uptrend
out for 52
Industry in uptrend
43% +4 in 4 wk
Insider buys, 12 months
$601K
Insider sales, 12 months
$343.5M
Officials’ trades on record
0
Institutions holding
265 (+11)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 0 of 52 weeks.

20 Apr – 19 Oct
10%26%42%Apr 26Jun 26Jul 26Sep 26Oct 26

Software: About half its stocks are in an uptrend and the share has been climbing. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$476.8M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1
Sale orders, 12 months59
Buyers · sellers1 · 9
WhoDidSharesTraded
Ed HallenDirector, 10% ownersold38,667at $17.407 Oct 2026filed 9 Oct 2026
Ed HallenDirector, 10% ownersold58,815at $17.407 Oct 2026filed 9 Oct 2026
Ed HallenDirector, 10% ownersold500at $17.0224 Sep 2026filed 25 Sep 2026
Ed HallenDirector, 10% ownersold800at $17.0224 Sep 2026filed 25 Sep 2026
Ledger Susan St.Directorsold2,328at $15.9311 Sep 2026filed 14 Sep 2026
Landon EdmondChief Legal Officersold8,103at $20.4431 Aug 2026filed 1 Sep 2026
Ed HallenDirector, 10% ownersold39,167at $20.4731 Aug 2026filed 1 Sep 2026
Ed HallenDirector, 10% ownersold59,615at $20.4931 Aug 2026filed 1 Sep 2026
Landon EdmondChief Legal Officersold53,473at $20.0128 Aug 2026filed 1 Sep 2026
Amanda WhalenChief Financial Officersold14,000at $18.4714 Aug 2026filed 18 Aug 2026
Summit Partners L P10% ownersold5,000,000at $17.7111 Aug 2026filed 13 Aug 2026
Amanda WhalenChief Financial Officersold14,000at $17.7516 Jul 2026filed 17 Jul 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders265+11 on the quarter
New · exited67 · 56
Reported value$2.2B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
SUMMIT PARTNERS L Punchanged · filed 30 Jul 202618,852,778$284.7M00.0%
Capital International Investorsreduced · filed 12 Aug 202610,482,971$158.3M-1,220,888−10.4%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20267,692,774$116.2M+160,859+2.1%
BlackRock, Inc.added · filed 7 Aug 20267,612,078$114.9M+3,257,743+74.8%
FMR LLCreduced · filed 13 Aug 20266,566,155$99.1M-3,220,927−32.9%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20265,990,660$90.5M-172,060−2.8%
Whale Rock Capital Management LLCreduced · filed 14 Aug 20265,528,166$83.5M-1,297,040−19.0%
WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 20265,049,414$76.2M-430,029−7.8%
MORGAN STANLEYreduced · filed 13 Aug 20264,444,684$67.1M-623,006−12.3%
MILLENNIUM MANAGEMENT LLCadded · filed 14 Aug 20264,117,367$62.2M+1,769,132+75.3%
30 Sep 2023 – 30 Jun 2026
93176259Sep 23Jun 24Mar 25Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Ed Hallen Company insiderDirector, 10% owner · last 8 Oct 20260 · 8
Erica Ellen Smith Company insiderChief Financial Officer · last 15 Sep 20260 · 0
Susan St. Ledger Company insiderDirector · last 11 Sep 20260 · 4
Landon Edmond Company insiderChief Legal Officer · last 31 Aug 20260 · 17
Shopify Inc. Company insider10% owner · last 31 Aug 20260 · 0
Shopify Strategic Holdings 3 LLC Company insider10% owner · last 31 Aug 20260 · 0
Amanda Whalen Company insiderChief Financial Officer · last 15 Aug 20260 · 27
Carmel Galvin Company insiderChief People Officer · last 15 Aug 20260 · 4
Gomez Luciano Fernandez Company insiderCo-Chief Executive Officer · last 15 Aug 20260 · 0
Summit Partners Co-Invest (Kiwi), Lp Company insider10% owner · last 11 Aug 20260 · 3
SUMMIT PARTNERS L P Company insider10% owner · last 11 Aug 20260 · 9
Roxanne Oulman Company insiderDirector · last 22 Jul 20260 · 0

Same industry

AMPL AmplitudeLeading+58%
GTLB GitLabLeading+57%
RSKD RiskifiedLeading+53%
SMWB SimilarwebLeading+51%
EXFY ExpensifyLeading+50%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202574.7%
Operating profit marginFY 2025 · to 31 Dec 2025-5.5%
Free cash flow marginFY 2025 · to 31 Dec 202516.9%
Return on capital employedFY 2025 · to 31 Dec 2025-5.2%
Research spendFY 2025 · to 31 Dec 202523.6%
Cash and equivalentsFY 2025 · to 31 Dec 2025$1.1B
Free cash flowFY 2025 · to 31 Dec 2025$208.5M

Analyst forecasts

No analyst forecasts yet.