What they do: Services-Prepackaged Software · Exchange: NYSE · Employees: 2,400
Klaviyo, Inc. provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa. The company offers Klaviyo business-to-consumer (B2C) CRM, a unified platform that combines marketing, service, and analytics into a single system. It also provides Klaviyo Data Platform (KDP), which offer tools to unify, enrich, transform data, run more advanced reporting and predictive analysis, and sync data; Advanced KDP that provides an enhanced set of data capabilities; Marketing Agent, an AI-driven and autonomous marketing assistant designed to automate and accelerate marketing strategy, content creation, and campaign execution; Customer Agent, an AI-powered assistant that provides support and selling across digital channels; Klaviyo Social, which brings social interaction data into the company's unified consumer profiles; and Marketing Analytics that provide real-time AI-powered insights into consumer purchase. In addition, the company offers email marketing solutions comprising a range of customizable drag-and-drop templates, automated campaign and workflow capabilities, smart send time optimization, generative AI tools, and A/B testing; mobile messaging capabilities through text messaging, rich communication services, and WhatsApp; personalized push notifications; reviews add-on to collect product reviews, consumer data, and messaging; and integration, segmentation, automation, and analytics and benchmark features for its platform. Further, it provides Customer Hub, a consumer-facing portal that brings shopping, service, and personalization together in one place; and Helpdesk, an AI-powered workspace for managing consumer conversations across channels. The company serves entrepreneurs, small and medium-sized businesses, mid-market businesses, and enterprises. Klaviyo, Inc. was incorporated in 2012 and is headquartered in Boston, Massachusetts. (via Yahoo Finance)
| Quarter end | Revenue | Diluted EPS |
|---|---|---|
| 2024-09-30 | $235.1M | $-0.01 |
| 2025-03-31 | $279.8M | $-0.05 |
| 2025-06-30 | $293.1M | $-0.09 |
| 2025-09-30 | $310.9M | $0.00 |
| 2026-03-31 | $358.0M | $0.03 |
| 2026-06-30 | $370.6M | $-0.03 |
Insiders hold: 2.03% · Institutions hold: 101.34% across 369 filers
| Institution | Shares | Value | % held |
|---|---|---|---|
| Summit Partners, L.P. | 18,852,778 | $319.6M | 14.85% |
| Capital International Investors | 10,482,971 | $177.7M | 8.26% |
| Vanguard Portfolio Management LLC | 7,692,774 | $130.4M | 6.06% |
| Blackrock Inc. | 7,612,078 | $129.0M | 6.00% |
| FMR, LLC | 6,566,155 | $111.3M | 5.17% |
| Vanguard Capital Management LLC | 5,990,660 | $101.5M | 4.72% |
| Whale Rock Capital Management LLC | 5,528,166 | $93.7M | 4.36% |
| Wellington Management Group, LLP | 5,049,414 | $85.6M | 3.98% |
| Trade date | Filed | Name | Role | Action | Shares | Price | Value | Stock since |
|---|---|---|---|---|---|---|---|---|
| 2026-10-08 | 2026-10-09 | Hallen Ed | Director | GIFT | 17,885 | — | — | -3.5% |
| 2026-10-07 | 2026-10-09 | Hallen Ed | Director | SOLD | 38,667 | $17.40 | $673K | -2.6% |
| 2026-10-07 | 2026-10-09 | Hallen Ed | Director | SOLD | 58,815 | $17.40 | $1.0M | -2.6% |