Klaviyo (KVYO)
Unifies customer data with marketing automation, analytics, and customer service for B2C brands.
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The platform combines marketing automation, data and analytics, customer service, Reviews, and a customer-data platform for consumer brands. Its product evolution began with a customer database, then added email, SMS, and a broader B2C CRM.
Marketing automation, analytics, customer service, Reviews, and a customer-data platform form the B2C CRM offering for consumer brands. Email and SMS grew from the original customer database; more recently, marketing and customer agents extend the AI-first CRM framing.
The platform is built around brands using their own customer data and direct interactions, rather than relying solely on third-party marketplaces or advertising networks. International operations include offices in the United Kingdom, Australia, and Ireland.
A strategic Shopify relationship connects the company to the Shopify ecosystem. The Gatsby acquisition brought social-channel signals into the platform.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Stifel Nicolaus | Target | Target: $24 | Target: $22 |
| Aug 6, 2026 | Morgan Stanley | Target | Target: $34 | Target: $31 |
| Aug 6, 2026 | Robert W. Baird | Target | Target: $34 | Target: $25 |
| Aug 6, 2026 | Piper Sandler | Reiterate | Rating: —Target: $26 | Target: $23 |
| Aug 6, 2026 | Truist Financial | Target | Target: $35 | Target: $30 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $832.6M · Total debt $113.9M · Total assets $1.38B · Shareholders' equity $967.0M
- Revenue
- $370.6M
- Operating income
- −$15.0M
- Net income
- −$8.8M
No dividends on record.
| Institutions | 51.32% | 146.13M shares | |
|---|---|---|---|
| 299 holders · as of Jun 30, 2026 | |||
| Insiders | 39.23% | 111.70M shares | |
| 12 holders · as of Sep 14, 2026 | |||
| Strategic holders | 9.99% | 28.43M shares | |
| 2 holders · as of Aug 31, 2026 | |||
| Adds to | 100.54% | ||
284.73M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 100.54%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Andrew Bialecki1Insiderdirector, 10 percent owner, officer: Co-Chief Executive Officer | 26.46% | 78.16M COMPANY | filed May 28, 2026 |
Ed HallenInsiderdirector, 10 percent owner | 11.43% | 542,203 A · 32.00M B | filed Sep 1, 2026 |
Summit Partners L PInstitution | 6.62% | 18.85M A | as of Jun 30, 2026 |
Shopify Strategic Holdings 3 LLCStrategic10 percent owner | 6.08% | 17.32M B | filed Aug 31, 2026 |
Accomplice Fund I, L.P.2Strategic10 percent owner | 3.90% | 11.11M A | filed May 7, 2025 |
- Andrew Bialecki's transaction reports restate only vehicles that traded; the 2026 ownership statement (78.16M) less the 2.84M net shares sold since is used instead.
- Accomplice Fund I, L.P.'s transaction reports restate only vehicles that traded; the 2025 ownership statement (11.11M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Ledger Susan St. | director | −2,328 | $15.93 |
| Aug 31, 2026 | Landon Edmond | officer: Chief Legal Officer | −8,103 | $20.44 |
| Aug 28, 2026 | Landon Edmond | officer: Chief Legal Officer | −53,473 | $20.01 |
| Aug 31, 2026 | Ed Hallen | director, 10 percent owner: | −98,782 | $20.48 |
| Aug 14, 2026 | Amanda Whalen | officer: Chief Financial Officer | −14,000 | $18.47 |
- Braze
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- Salesforce
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- Adobe
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Klaviyo | $16.00 | +0.82% | $4.73B | 749.8 | 16.8 | 3.4 | +26.4% |
| Braze | $25.52 | 0.00% | $2.86B | — | 31.9 | 3.4 | +26.2% |
| Intuit | $292.01 | −0.12% | $83.19B | 18.4 | 12.4 | 3.9 | +13.7% |
| Salesforce | $233.64 | +0.17% | $193.63B | 21.6 | 15.9 | 4.4 | +10.8% |
| Adobe | $238.70 | +0.19% | $99.18B | 13.9 | 8.9 | 3.8 | +12.9% |
| Median | 18.4 | 14.2 | 3.8 | +13.3% |