KVYO Klaviyo, Inc. Series A Common Stock
NYSE · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 5, 2026
$15.71
· of 52w range
· above low
· to high
$12.5352w low
$33.3652w high
P/E (TTM)
523.7
EPS (TTM)
$0.03
Revenue (TTM)
$1.39B
your badges
52W Range
$13–$33
Analyst Rating
BUY
Price Target
$27
P/E
523.7
ROE
0.66%
Net Profit Margin
0.49%
Your badge strip is empty — pin a metric anywhere on this page.
KVYO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$15.71
P/E (TTM)
523.7
EPS (TTM)
$0.03
Revenue (TTM)
$1.39B
ROE (TTM)
0.66%
52W Range
$13–$33
KVYO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
range
bars
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
About Klaviyo, Inc. Series A Common Stock Company overview from Wikipedia
Klaviyo is an international SaaS technology company headquartered in Boston, Massachusetts, that provides an omnichannel, customer relationship management (CRM) platform with agentic AI features. The platform is used by B2C brands for email marketing, SMS marketing, WhatsApp business management, mobile push notifications, and social media marketing, as well as customer service automation and data management.
A majority of the approximately 196,000 merchants who use Klaviyo's software are e-commerce sellers who host their offerings on Shopify, Woocommerce and Prestashop.
History
The company was founded in 2013 by Andrew Bialecki and Ed Hallen. Both Bialecki and Hallen had previously worked at Applied Predictive Technologies.
In August 2022, e-commerce company Shopify announced it was making Klaviyo the recommended email solution partner for its Shopify Plus merchant platform, with a US$100,000,000 strategic investment into the company.
In November 2022, Klaviyo announced its first acquisition, code development firm Napkin.io.
In April 2023, Klaviyo filed for an initial public offering (IPO) for a listing at the New York Stock Exchange. In September, the company went public, raising $576 million in the IPO at a $9.2 billion valuation.
In June 2023, Klaviyo partnered with e-commerce platform Prestashop with the launch of Prestashop Automation with Klaviyo
In 2023, Klaviyo first introduced AI-powered features, which as of 2025 include Marketing Agent, which automates campaign planning and optimization, and Customer Agent, which provides 24/7 customer service automation. The launches reflected the company's expansion from a marketing automation platform toward an AI-powered B2C CRM platform integrating customer data, automation, and omnichannel engagement.
In 2024, the Klaviyo Marketing Platform was localised into six non-English languages, French, German, Spanish, Italian, Korean and Brazilian Portuguese. In 2025 the platform was further localised into Dutch, Polish, Mexican Spanish and Swedish.
In August 2025, Klaviyo announced it had acquired Gatsby, a customer engagement platform. The acquisition expands the Klaviyo platform's capabilities to include social media marketing.
Software and services
The Klaviyo platform primarily integrates with e-commerce platforms, such as Shopify, Magento, BigCommerce, WooCommerce, Wix, Salesforce, and Square. In 2026 Klaviyo's signup form was found on 109 of 4,885 Inc. 5000 company homepages, ahead of Mailchimp's 91.
In addition to its e-commerce platform integrations, users can integrate other tools from their tech stacks like Zendesk, Postscript, Meta Ads, Google Ads, Square, Albato, Zapier, Aftership, Amazon Buy with Prime, Big Commerce, Canva, Zoho and Okendo and Salesforce, directly to Klaviyo, or use an API solution when an integration needs to be customized.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorTechnology
industryTechnology
employees2,400
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.23B2021-12-31 → 2025-12-31
EPS$-0.112021-12-31 → 2025-12-31
Free Cash Flow$209M2023-12-31 → 2025-12-31
Net margin0.49%2023-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | KVYO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 523.75Y avg ≈-186.5 | ≈-186.5 | 40.3 | Overvalued |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | KVYO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 73.8%5Y avg ≈75.2% | ≈75.2% | 79.1% | Weak | |
| Operating Margin (TTM) | -1.9%5Y avg ≈-20.6% | ≈-20.6% | -0.04% | Weak | |
| EBITDA Margin (TTM) | -0.17%5Y avg ≈-18.8% | ≈-18.8% | -0.04% | Weak | |
| Pretax Margin (TTM) | 0.77%5Y avg ≈-17.0% | ≈-17.0% | 0.68% | Weak | |
| Net Profit Margin (TTM) | 0.49%5Y avg ≈-17.2% | ≈-17.2% | 3.2% | Weak | |
| ROA (TTM) | 0.49%5Y avg ≈-14.0% | ≈-14.0% | 5.6% | Weak | |
| ROE (TTM) | 0.66%5Y avg ≈-13.7% | ≈-13.7% | 4.0% | Weak | |
| ROIC | -5.9%5Y avg ≈-16.9% | ≈-16.9% | 8.1% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | KVYO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 3.15Y avg ≈5.1 | ≈5.1 | 1.5 | Strong liquidity | |
| Quick Ratio | 4.05Y avg ≈4.8 | ≈4.8 | 0.9 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | KVYO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 31.6%5Y avg ≈44.1% | ≈44.1% | · | · | |
| Revenue CAGR 3Y | 37.7% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | KVYO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.95Y avg ≈0.8 | ≈0.8 | 0.6 | Top tier | |
| Receivables Turnover | 23.85Y avg ≈31.1 | ≈31.1 | 7.1 | Top tier | |
| Revenue / Employee | ≈$514.2K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
13.9%
Next Report
Nov 03, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 12, 2026 | $0.19 | $0.20 | -2.6% |
| March 31, 2026 | May 13, 2026 | $0.22 | $0.20 | 10.2% |
| Dec. 31, 2025 | $0.19 | $0.17 | 10.0% | |
| Sept. 30, 2025 | $0.18 | $0.14 | 26.3% | |
| June 30, 2025 | $0.16 | $0.13 | 23.4% | |
| March 31, 2025 | $0.14 | $0.12 | 16.0% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue | $1.23B | $937M | $698M | $473M | $291M | |
| Cost of Revenue | $313M | $221M | $178M | $128M | $85M | |
| Gross Profit | $921M | $716M | $520M | $345M | $206M | |
| R&D Expense | $291M | $238M | $262M | $104M | $66M | |
| SG&A Expense | $192M | $158M | $194M | $82M | $63M | |
| Operating Expenses | $989M | $800M | $851M | $400M | $285M | |
| Operating Income | $-68M | $-84M | $-331M | $-55M | $-79M | |
| Interest Expense | · | · | $0 | $0 | $8.0K | |
| Interest Income | $39M | $40M | $24M | $6M | $139.0K | |
| Other Non-op | $-2M | $816.0K | $-470.0K | $388.0K | $28.0K | |
| Pretax Income | $-31M | $-44M | $-307M | $-49M | $-79M | |
| Income Tax | $1M | $2M | $1M | $83.0K | $319.0K | |
| Net Income | $-32M | $-46M | $-308M | $-49M | $-79M | |
| EPS (Basic) | $-0.11 | $-0.17 | $-1.27 | $-0.21 | $-0.36 | |
| EPS (Diluted) | $-0.11 | $-0.17 | $-1.27 | $-0.21 | $-0.36 | |
| Shares (Basic) | 290,896,895 | 266,336,826 | 242,889,272 | 229,857,206 | 220,865,179 | |
| Shares (Diluted) | 290,896,895 | 266,336,826 | 242,889,272 | 229,857,206 | 220,865,179 | |
| EBITDA | $-49M | $-66M | $-317M | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.06B | $881M | $739M | $386M | · | |
| Receivables | $61M | $43M | $23M | $11M | · | |
| Prepaid Expense | $50M | $34M | $26M | $19M | · | |
| Current Assets | $1.21B | $980M | $803M | $428M | · | |
| PP&E (Net) | $80M | $48M | $43M | $46M | · | |
| PP&E (Gross) | $142M | $93M | $72M | $61M | · | |
| Accum. Depreciation | $62M | $45M | $29M | $15M | · | |
| Other Non-current Assets | $12M | $16M | $7M | $9M | · | |
| Total Assets | $1.58B | $1.27B | $1.09B | $629M | · | |
| Accounts Payable | $29M | $15M | $14M | $9M | · | |
| Accrued Liabilities | $125M | $100M | $63M | $36M | · | |
| Current Liabilities | $282M | $200M | $131M | $85M | · | |
| Capital Leases | $96M | $32M | $37M | $48M | · | |
| Other Non-current Liabilities | $6M | $7M | $6M | $876.0K | · | |
| Total Liabilities | $384M | $239M | $174M | $133M | · | |
| Paid-in Capital | $2.07B | $1.88B | $1.71B | $1.25B | · | |
| Retained Earnings | $-877M | $-845M | $-799M | $-2.29B | · | |
| Stockholders' Equity | $1.20B | $1.03B | $915M | $-1.04B | $-2.24B | |
| Liabilities + Equity | $1.58B | $1.27B | $1.09B | $629M | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| D&A | $19M | $18M | $14M | $9M | $5M | |
| Stock-based Comp | $162M | $135M | $341M | $7M | $35M | |
| Deferred Tax | $-3M | $559.0K | $-3M | $-72.0K | $95.0K | |
| Restructuring | $4M | $0 | $8M | · | · | |
| Other Non-cash | $72M | $59M | $77M | · | · | |
| Operating Cash Flow | $218M | $166M | $119M | $-24M | $-23M | |
| CapEx | $9M | $6M | $4M | $16M | $13M | |
| Investing Cash Flow | $-30M | $-17M | $-9M | $-19M | $-14M | |
| Stock Issued | $0 | $0 | $0 | $100M | $346M | |
| Stock Repurchased | · | · | $0 | $0 | $140M | |
| Net Stock Activity | $0 | $0 | $0 | · | · | |
| Financing Cash Flow | $-4M | $-6M | $243M | $101M | $211M | |
| Net Change in Cash | $183M | $143M | $353M | $59M | $174M | |
| Taxes Paid | $7M | $5M | $283.0K | $204.0K | · | |
| Free Cash Flow | $209M | $160M | $116M | · | · | |
| Levered FCF | · | · | $116M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Gross Margin | 74.7% | 76.4% | 74.5% | · | · | |
| Operating Margin | -5.5% | -9.0% | -47.4% | · | · | |
| Net Margin | -2.6% | -4.9% | -44.1% | · | · | |
| Pretax Margin | -2.5% | -4.7% | -44.0% | · | · | |
| EBITDA Margin | -4.0% | -7.1% | -45.4% | · | · | |
| ROA | -2.2% | -3.9% | -35.9% | · | · | |
| ROE | -2.8% | -4.5% | -33.9% | · | · | |
| ROIC | -5.9% | -8.6% | -36.3% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Current Ratio | 4.3 | 4.9 | 6.2 | · | · | |
| Quick Ratio | 4.0 | 4.6 | 5.8 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.8 | 0.8 | · | · | |
| Receivables Turnover | 23.8 | 28.3 | 41.3 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue / Share | $4.24 | $3.52 | $2.87 | · | · | |
| Cash Flow / Share | $0.75 | $0.62 | $0.49 | · | · | |
| EPS (TTM) | $-0.11 | $-0.17 | $-1.27 | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 31.6% | 34.3% | 47.7% | 62.7% | · | |
| Revenue CAGR 3Y | 37.7% | 47.8% | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $1.23B | $937M | $698M | · | · | |
| Net Income TTM | $-32M | $-46M | $-308M | · | · | |
| P/E | -295.2 | -242.6 | -21.9 | · | · | |
| Earnings Yield | -0.34% | -0.41% | -4.6% | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $371M | $358M | $350M | $311M | $293M | $280M | $270M | $235M | $222M | $210M | $202M | $176M | $165M | $156M | $145M | $119M | |
| Cost of Revenue | $101M | $89M | $97M | $76M | $71M | $68M | $72M | $54M | $50M | $45M | $45M | $59M | $37M | $37M | $37M | $33M | |
| Gross Profit | $269M | $269M | $253M | $235M | $222M | $212M | $198M | $181M | $172M | $165M | $157M | $117M | $127M | $120M | $108M | $87M | |
| R&D Expense | $92M | $80M | $77M | $73M | $72M | $69M | $71M | $56M | $56M | $56M | $53M | $141M | $33M | $35M | $29M | $30M | |
| SG&A Expense | $53M | $53M | $49M | $45M | $54M | $43M | $44M | $38M | $36M | $39M | $38M | $110M | $24M | $23M | $23M | $21M | |
| Operating Expenses | $284M | $267M | $255M | $246M | $253M | $236M | $233M | $194M | $186M | $187M | $193M | $419M | $120M | $119M | $112M | $112M | |
| Operating Income | $-15M | $2M | $-2M | $-11M | $-31M | $-24M | $-35M | $-13M | $-14M | $-22M | $-36M | $-302M | $7M | $878.0K | $-4M | $-26M | |
| Interest Income | $8M | $9M | $10M | $10M | $10M | $9M | $10M | $11M | $10M | $10M | $10M | $6M | $4M | $4M | $4M | $2M | |
| Other Non-op | $-505.0K | $-436.0K | $-511.0K | $-89.0K | $-898.0K | $-664.0K | $526.0K | $229.0K | $-7.0K | $68.0K | $-126.0K | $-265.0K | $-54.0K | $-25.0K | $-315.0K | $529.0K | |
| Pretax Income | $-7M | $11M | $8M | $-614.0K | $-22M | $-15M | $-25M | $-3M | $-4M | $-12M | $-27M | $-296M | $11M | $5M | $-817.0K | $-24M | |
| Income Tax | $2M | $2M | $704.0K | $-188.0K | $2M | $-1M | $2M | $-1M | $861.0K | $404.0K | $-594.0K | $819.0K | $576.0K | $391.0K | $-62.0K | $276.0K | |
| Net Income | $-9M | $9M | $7M | $-426.0K | $-24M | $-14M | $-27M | $-1M | $-5M | $-13M | $-26M | $-297M | $11M | $4M | $-755.0K | $-24M | |
| EPS (Basic) | $-0.03 | $0.03 | $0.03 | $0.00 | $-0.09 | $-0.05 | $-0.09 | $-0.01 | $-0.02 | $-0.05 | $-0.10 | $-1.24 | $0.05 | $0.02 | $0.00 | $-0.10 | |
| EPS (Diluted) | $-0.03 | $0.03 | $0.03 | $0.00 | $-0.09 | $-0.05 | $-0.09 | $-0.01 | $-0.02 | $-0.05 | $-0.09 | $-1.24 | $0.04 | $0.02 | $0.00 | $-0.10 | |
| Shares (Basic) | 296,851,806 | 304,343,623 | · | 300,828,017 | 284,928,388 | 274,198,213 | · | 267,854,769 | 265,293,214 | 261,332,411 | · | 240,125,168 | 236,590,235 | 235,498,300 | · | 231,973,229 | |
| Shares (Diluted) | 296,851,806 | 305,801,451 | · | 300,828,017 | 284,928,388 | 274,198,213 | · | 267,854,769 | 265,293,214 | 261,332,411 | · | 240,125,168 | 268,718,121 | 268,430,992 | · | 231,973,229 | |
| EBITDA | $-15M | $8M | · | $-11M | $-31M | $-19M | · | $-13M | $-14M | $-18M | · | $-302M | · | · | · | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $833M | $985M | $1.06B | $980M | $936M | $888M | $881M | $827M | $794M | $756M | · | $723M | · | · | · | · | |
| Receivables | $79M | $72M | $61M | $61M | $59M | $54M | $43M | $34M | $29M | $23M | · | $17M | · | · | · | · | |
| Prepaid Expense | $58M | $55M | $50M | $41M | $42M | $42M | $34M | $36M | $31M | $30M | · | $26M | · | · | · | · | |
| Current Assets | $1.01B | $1.15B | $1.21B | $1.11B | $1.06B | $1.01B | $980M | $916M | $872M | $826M | · | $781M | · | · | · | · | |
| PP&E (Net) | $89M | $84M | $80M | $67M | $57M | $52M | $48M | $45M | $44M | $43M | · | $43M | · | · | · | · | |
| PP&E (Gross) | $164M | $152M | $142M | $124M | $109M | $101M | $93M | $86M | $81M | $75M | · | $67M | · | · | · | · | |
| Accum. Depreciation | $75M | $68M | $62M | $57M | $52M | $49M | $45M | $41M | $36M | $32M | · | $25M | · | · | · | · | |
| Other Non-current Assets | $12M | $14M | $12M | $14M | $13M | $14M | $16M | $12M | $10M | $11M | · | $8M | · | · | · | · | |
| Total Assets | $1.38B | $1.52B | $1.58B | $1.47B | $1.40B | $1.35B | $1.27B | $1.19B | $1.15B | $1.11B | · | $1.07B | · | · | · | · | |
| Accounts Payable | $39M | $22M | $29M | $21M | $23M | $14M | $15M | $11M | $9M | $8M | · | $10M | · | · | · | · | |
| Accrued Liabilities | $141M | $114M | $125M | $95M | $90M | $84M | $100M | $65M | $62M | $65M | · | $63M | · | · | · | · | |
| Current Liabilities | $322M | $271M | $282M | $227M | $214M | $193M | $200M | $142M | $132M | $130M | · | $120M | · | · | · | · | |
| Capital Leases | $91M | $93M | $96M | $89M | $80M | $84M | $32M | $29M | $32M | $35M | · | $40M | · | · | · | · | |
| Other Non-current Liabilities | $4M | $6M | $6M | $7M | $7M | $6M | $7M | $7M | $7M | $6M | · | $6M | · | · | · | · | |
| Total Liabilities | $417M | $370M | $384M | $323M | $301M | $283M | $239M | $178M | $170M | $171M | · | $166M | · | · | · | · | |
| Paid-in Capital | $1.84B | $2.02B | $2.07B | $2.03B | $1.98B | $1.92B | $1.88B | $1.83B | $1.80B | $1.75B | · | $1.68B | · | · | · | · | |
| Retained Earnings | $-877M | $-868M | $-877M | $-884M | $-884M | $-859M | $-845M | $-818M | $-817M | $-812M | · | $-773M | · | · | · | · | |
| Stockholders' Equity | $967M | $1.15B | $1.20B | $1.14B | $1.10B | $1.06B | $1.03B | $1.01B | $980M | $937M | $915M | $905M | · | · | $-1.04B | · | |
| Liabilities + Equity | $1.38B | $1.52B | $1.58B | $1.47B | $1.40B | $1.35B | $1.27B | $1.19B | $1.15B | $1.11B | · | $1.07B | · | · | · | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $6M | $6M | $4M | $4M | $5M | $5M | $5M | $4M | $4M | $4M | $3M | $3M | $3M | $3M | · | |
| Stock-based Comp | $51M | $42M | $38M | $40M | $45M | $38M | $35M | $32M | $34M | $36M | $38M | $300M | $519.0K | $2M | $557.0K | · | |
| Restructuring | · | · | · | $4M | · | · | · | · | · | · | $23.0K | $0 | $0 | $8M | · | · | |
| Other Non-cash | · | $-23M | · | · | · | $-15M | · | · | · | $-537.0K | · | · | · | · | · | · | |
| Operating Cash Flow | $94M | $34M | $93M | $55M | $56M | $14M | $60M | $39M | $41M | $26M | $39M | $24M | $41M | $16M | $21M | · | |
| CapEx | $7M | $12M | $2M | $2M | $2M | $3M | $2M | $2M | $769.0K | $1M | $3M | $54.0K | $444.0K | $325.0K | $1M | · | |
| Investing Cash Flow | $-11M | $-16M | $-6M | $-10M | $-7M | $-8M | $-6M | $-5M | $-4M | $-3M | $-4M | $-2M | $-2M | $-2M | $-3M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $0 | · | |
| Stock Repurchased | $234M | $100M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-100M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-235M | $-99M | $-3M | $-273.0K | $-1M | $-37.0K | $228.0K | $-977.0K | $687.0K | $-6M | $-20M | $263M | $-918.0K | $384.0K | $355.0K | · | |
| Net Change in Cash | $-152M | $-80M | $85M | $45M | $47M | $7M | $55M | $33M | $38M | $17M | $15M | $285M | $39M | $14M | $18M | · | |
| Free Cash Flow | · | $23M | · | · | · | $12M | · | · | · | $25M | · | · | · | · | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 72.6% | 75.1% | · | 75.5% | 75.7% | 75.8% | · | 76.9% | 77.4% | 78.6% | · | 66.5% | · | · | · | · | |
| Operating Margin | -4.0% | 0.49% | · | -3.5% | -10.7% | -8.5% | · | -5.7% | -6.3% | -10.5% | · | -171.9% | · | · | · | · | |
| Net Margin | -2.4% | 2.5% | · | -0.14% | -8.3% | -5.0% | · | -0.57% | -2.2% | -6.1% | · | -169.0% | · | · | · | · | |
| Pretax Margin | -1.9% | 3.0% | · | -0.20% | -7.7% | -5.4% | · | -1.1% | -1.8% | -5.9% | · | -168.5% | · | · | · | · | |
| EBITDA Margin | -4.0% | 2.3% | · | -3.5% | -10.7% | -6.8% | · | -5.7% | -6.3% | -8.6% | · | -171.9% | · | · | · | · | |
| ROA | -0.64% | 0.63% | · | -0.03% | -1.9% | -1.1% | · | -0.12% | -0.86% | -2.3% | · | -55.5% | · | · | · | · | |
| ROE | -0.86% | 0.82% | · | -0.04% | -2.3% | -1.4% | · | -0.14% | -1.0% | -2.8% | · | -65.6% | · | · | · | · | |
| ROIC | -1.9% | 0.13% | · | -0.66% | -3.1% | -2.1% | · | -0.69% | -1.7% | -2.4% | · | -33.5% | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.1 | 4.2 | · | 4.9 | 5.0 | 5.2 | · | 6.4 | 6.6 | 6.4 | · | 6.5 | · | · | · | · | |
| Quick Ratio | 2.8 | 3.9 | · | 4.6 | 4.6 | 4.9 | · | 6.1 | 6.3 | 6.0 | · | 6.2 | · | · | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.4 | 0.4 | · | 0.3 | · | · | · | · | |
| Receivables Turnover | 5.4 | 5.7 | · | 6.5 | 6.7 | 7.3 | · | 9.1 | 15.2 | 18.1 | · | 20.2 | · | · | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $1.25 | $1.17 | · | $1.03 | $1.03 | $1.02 | · | $0.88 | $0.84 | $0.80 | · | $0.73 | · | · | · | · | |
| Cash Flow / Share | · | $0.11 | · | · | · | $0.05 | · | · | · | $0.10 | · | · | · | · | · | · | |
| EPS (TTM) | $0.03 | $-0.03 | · | $-0.23 | $-0.24 | $-0.17 | · | $-0.17 | $-1.40 | $-1.34 | · | $-1.18 | $-0.04 | · | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.39B | $1.31B | · | $1.15B | $1.08B | $1.01B | · | $869M | $810M | $752M | · | $642M | $585M | · | · | · | |
| Net Income TTM | $7M | $-9M | · | $-66M | $-67M | $-47M | · | $-45M | $-341M | $-325M | · | $-283M | $-9M | · | · | · | |
| P/E | 503.3 | -648.7 | · | -120.4 | -139.9 | -178.0 | · | -208.1 | -17.8 | -19.0 | · | -29.2 | · | · | · | · | |
| Earnings Yield | 0.20% | -0.15% | · | -0.83% | -0.71% | -0.56% | · | -0.48% | -5.6% | -5.3% | · | -3.4% | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $1.23B | $937M | $698M | $473M | $291M |
| Gross Margin % | 74.7% | 76.4% | 74.5% | · | · |
| Operating Margin % | -5.5% | -9.0% | -47.4% | · | · |
| Net Income | $-32M | $-46M | $-308M | $-49M | $-79M |
| Diluted EPS | $-0.11 | $-0.17 | $-1.27 | $-0.21 | $-0.36 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 4.3 | 4.9 | 6.2 | · | · |
| Quick Ratio | 4.0 | 4.6 | 5.8 | · | · |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $209M | $160M | $116M | · | · |
Institutional owners (13F) 315 filers · $2.8B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
315
Value held
$2.8B
New positions
76
Exited positions
52
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 76 (+6 vs prior Q) | 52 (+3 vs prior Q) | 108 (-9 vs prior Q) | 76 (+21 vs prior Q) | -11.5M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $466,319,204 | 14,361,540 | 16.64% | Shares |
| SUMMIT PARTNERS L P | $284,676,948 | 18,852,778 | 10.16% | Shares |
| Capital International Investors | $158,292,862 | 10,482,971 | 5.65% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $116,160,887 | 7,692,774 | 4.14% | Shares |
| BlackRock, Inc. | $114,942,380 | 7,612,078 | 4.10% | Shares |
| FMR LLC | $99,148,935 | 6,566,155 | 3.54% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $90,458,966 | 5,990,660 | 3.23% | Shares |
| Whale Rock Capital Management LLC | $83,475,307 | 5,528,166 | 2.98% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $76,246,151 | 5,049,414 | 2.72% | Shares |
| MORGAN STANLEY | $67,114,746 | 4,444,684 | 2.39% | Shares |
| MILLENNIUM MANAGEMENT LLC | $62,172,242 | 4,117,367 | 2.22% | Shares |
| Sands Capital Alternatives, LLC | $59,315,005 | 3,928,146 | 2.12% | Shares |
| TWO SIGMA ADVISERS, LP | $57,877,775 | 1,782,500 | 2.06% | Shares |
| BANK OF AMERICA CORP /DE/ | $57,675,128 | 3,819,545 | 2.06% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $37,408,306 | 2,476,695 | 1.33% | Shares |
| STATE STREET CORP | $35,026,534 | 2,319,638 | 1.25% | Shares |
| GREENOAKS LLC | $34,983,620 | 2,316,796 | 1.25% | Shares |
| Capital World Investors | $31,668,671 | 2,097,263 | 1.13% | Shares |
| GOLDMAN SACHS GROUP INC | $26,946,705 | 1,784,550 | 0.96% | Shares |
| TWO SIGMA INVESTMENTS, LP | $26,695,290 | 1,767,900 | 0.95% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $25,804,390 | 1,708,900 | 0.92% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $23,559,684 | 1,560,244 | 0.84% | Shares |
| FIRST TRUST ADVISORS LP | $21,029,150 | 1,392,659 | 0.75% | Shares |
| Clearbridge Investments, LLC | $20,901,968 | 1,384,236 | 0.75% | Shares |
| Islander Capital Partners, L.P. | $20,887,890 | 1,383,304 | 0.75% | Shares |
| Fiera Capital Corp | $20,803,587 | 1,377,721 | 0.74% | Shares |
| JANUS HENDERSON GROUP PLC | $19,950,632 | 1,025,134 | 0.71% | Shares |
| Barton Investment Management | $18,974,781 | 1,256,608 | 0.68% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $18,906,997 | 1,252,119 | 0.67% | Shares |
| MARSHALL WACE, LLP | $18,397,225 | 1,218,359 | 0.66% | Shares |
| AXA Investment Managers S.A. | $18,054,378 | 652,018 | 0.64% | Shares |
| D. E. Shaw & Co., Inc. | $18,031,847 | 1,194,162 | 0.64% | Shares |
| CITADEL ADVISORS LLC | $17,698,892 | 1,172,112 | 0.63% | Shares |
| Trexquant Investment LP | $17,266,488 | 1,143,476 | 0.62% | Shares |
| Point72 Asset Management, L.P. | $16,828,452 | 1,114,467 | 0.60% | Shares |
| FRANKLIN RESOURCES INC | $16,443,280 | 1,088,959 | 0.59% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $15,133,371 | 1,002,210 | 0.54% | Shares |
| GOLDMAN SACHS GROUP INC | $14,936,920 | 989,200 | 0.53% | Put option |
| Squarepoint Ops LLC | $14,528,254 | 962,136 | 0.52% | Shares |
| Bienville Capital Management, LLC | $14,169,145 | 938,354 | 0.51% | Shares |
| ExodusPoint Capital Management, LP | $14,105,454 | 934,136 | 0.50% | Shares |
| Qube Research & Technologies Ltd | $13,611,065 | 901,395 | 0.49% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $13,489,298 | 893,331 | 0.48% | Shares |
| JPMORGAN CHASE & CO | $12,303,915 | 817,683 | 0.44% | Shares |
| Amundi | $12,293,544 | 814,142 | 0.44% | Shares |
| UBS Group AG | $12,203,881 | 808,204 | 0.44% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12,033,054 | 796,891 | 0.43% | Shares |
| Balyasny Asset Management L.P. | $10,855,375 | 718,899 | 0.39% | Shares |
| Delta Global Management LP | $10,428,936 | 690,658 | 0.37% | Shares |
| NORTHERN TRUST CORP | $10,239,823 | 678,134 | 0.37% | Shares |
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Shopify Inc., Shopify Strategic Holdings 3 LLC | Aug. 31, 2026 | 20.83% | Amendment | · | SEC |
| Shopify Strategic Holdings 3 LLC, Shopify Inc. ×4 filings | Nov. 14, 2025 | 18.85% | Amendment | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 14 insiders · 8 officers · 7 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Gomez Luciano Fernandez | Co-Chief Executive Officer | Aug. 15, 2026 C | 2,301,573 | 0 | 0 | $0 |
| Andrew Bialecki | Co-Chief Executive Officer | May 26, 2026 C | 0 | 0 | 42 | $-96,627,812 |
| Erica Ellen Smith | Chief Financial Officer | Sept. 15, 2026 A | 1,150,684 | 0 | 0 | $0 |
| Amanda Whalen | Chief Financial Officer | Aug. 15, 2026 F | 795,242 | 0 | 17 | $-3,295,337 |
| Stephen Eric Rowland | President | Dec. 15, 2025 S | 434,294 | 0 | 4 | $-576,804 |
| Landon Edmond | Chief Legal Officer | Aug. 31, 2026 S | 477,866 | 0 | 11 | $-3,122,595 |
| Carmel Galvin | Chief People Officer | Aug. 15, 2026 F | 907,458 | 0 | 2 | $-306,925 |
| Allen Chaves | Chief Technology Officer | Sept. 17, 2024 M | 0 | 0 | 0 | $0 |
| Ed Hallen | Director | Sept. 24, 2026 S | 446,946 | 0 | 12 | $-7,509,057 |
| Ledger Susan St. | Director | Sept. 11, 2026 S | 23,433 | 0 | 2 | $-170,281 |
| Roxanne Oulman | Director | July 22, 2026 C | 16,775 | 0 | 0 | $0 |
| Tony Weisman | Director | June 9, 2026 A | 104,174 | 0 | 0 | $0 |
| Jennifer Ceran | Director | June 9, 2026 A | 45,513 | 1 | 0 | $300,311 |
| Jeff Fagnan | 10% owner | April 9, 2025 P | 3,900 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 40 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| TRFM · ETF Series Solutions | 0.24% | 33,603 NS | July 31, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.19% | 135,103 NS | July 31, 2026 | N-PORT |
| ESSC · Strategy Shares | 0.16% | 3,295 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.11% | 5,227 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 37,560 NS | July 31, 2026 | N-PORT |
| IGV · iShares Trust | 0.08% | 644,216 SH | Sept. 11, 2026 | Daily |
| ISCG · iShares Trust | 0.07% | 43,990 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 31,349 SH | Oct. 2, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.05% | 1,760,780 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.05% | 80,447 SH | Sept. 10, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.05% | 74,748 SH | Oct. 2, 2026 | Daily |
| FBCG · FIDELITY COVINGTON TRUST | 0.04% | 139,381 NS | July 31, 2026 | N-PORT |
| SMMD · iShares Trust | 0.03% | 73,679 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.03% | 262,457 NS | July 31, 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.03% | 339,368 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.02% | 8,352 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 1,617,775 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.02% | 3,061,429 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.02% | 2,576,146 SH | Aug. 19, 2026 | Daily |
| IWS · iShares Trust | 0.02% | 159,964 SH | Sept. 10, 2026 | Daily |
| IWR · iShares Trust | 0.02% | 564,941 SH | Sept. 11, 2026 | Daily |
| IWP · iShares Trust | 0.01% | 176,292 SH | Sept. 11, 2026 | Daily |
| IYW · iShares Trust | 0.01% | 172,084 SH | Sept. 11, 2026 | Daily |
| IGM · iShares Trust | 0.01% | 66,223 SH | Sept. 11, 2026 | Daily |
| REVS · Columbia ETF Trust I | 0.01% | 1,461 NS | July 31, 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0.01% | 21,691 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.00% | 238,978 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 197,282 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.00% | 95,942 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 38,191 SH | Sept. 10, 2026 | Daily |
| IWF · iShares Trust | 0.00% | 115,149 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.00% | 38,031 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.00% | 158 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 4,233,025 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.00% | 22,891 SH | Aug. 19, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.00% | 64,901 SH | Aug. 19, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.00% | 57,584 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 11,751 SH | Aug. 19, 2026 | Daily |
| ISCB · iShares Trust | · | 6,174 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 176,764 SH | Sept. 11, 2026 | Daily |
KVYO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 29 analysts
BUY
Median target
$26.00
+65.5%
10 34.5%
Strong Buy
16 55.2%
Buy
3 10.3%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
21 analysts · 2026-10-03Mean target $26.57 +69.1%
← Below all targets
Current price $15.71
Low$19.00
Mean$26.57
High$36.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| KVYO | · | -295.2 | 31.6% | -2.6% | -2.8% | 74.7% |
| CORZ | · | · | · | · | · | · |
| OCTV | · | · | · | · | · | · |
| ACIW | $4.91B | 22.1 | 10.4% | 12.9% | 15.6% | · |
| BOX | $3.57B | 43.7 | 8.0% | 9.8% | -40.6% | 79.2% |
| MARA | $3.41B | -2.4 | 38.2% | -144.6% | -34.5% | · |
| CCC | $4.81B | · | 11.9% | 0.16% | 0.09% | 73.5% |
| BILL | $3.33B | -328.7 | 13.0% | -0.68% | -0.31% | 80.9% |
| QTWO | $4.53B | 90.2 | 14.1% | 6.5% | 8.3% | 54.1% |
| LIF | $5.09B | 36.2 | 31.8% | 30.8% | 33.0% | 77.8% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Latest News Recent headlines mentioning this company
Klaviyo (KVYO) Expands Anthropic Partnership to Bring Agentic Marketing Workflows to Claude
Yahoo Finance · 4 months, 1 week ago
Is Klaviyo, Inc. (NYSE:KVYO) The Best High Return Technology Stock to Buy Now?
Yahoo Finance · 4 months, 3 weeks ago
This Fund Sold Out of Klaviyo Before a Brutal 32% Post-Earnings Drop
Nasdaq · 4 months, 3 weeks ago
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Source: SEC 10-Q filed Aug 5, 2026