13F Pro Quality Score

50.7/100

Rank #1,436 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

94.0/100

Profitability

32.2/100

Balance Sheet

29.9/100

Earnings Quality

30.0/100

Free Cash Flow

66.3/100

Institutional Flow

16.2/100

Revenue Scale

53.5/100

Dilution Risk

13.9/100

KVYO Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Klaviyo, Inc. (KVYO), a Technology sector company. 13F Pro's AI-powered ranking engine scores KVYO at 50.7/100 on a 32-signal composite quality model, placing it at rank #1,436 of 2,879 stocks — the top half of the AI-ranked universe. KVYO scores in the top quartile across revenue growth (94.0). Areas of concern include institutional flow (16.2) and balance sheet strength (29.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 13.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Klaviyo, Inc. reports quarterly revenue of $358.0M, net income of $9.0M, free cash flow of $22.6M. Top institutional holders of KVYO by reported 13-F value include SUMMIT PARTNERS L P, Capital International Investors, FMR, based on the most recent SEC filings. KVYO trades on the NYSE exchange and files with the SEC under CIK 1835830. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate KVYO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Klaviyo, Inc. directly from SEC EDGAR. Klaviyo, Inc.'s 13F Pro composite quality score has ranged between 39 and 59 since 2024, currently 50.7 — an improving long-term trajectory across 15 quarterly and live scoring snapshots.

Fun facts about Klaviyo, Inc.

Quirks, history, and lore behind KVYO — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. software company · mid-cap · listed on the NYSE · headquartered in Boston, Massachusetts.
  • 2
    The Numbers
    Annual revenue has crossed $700 million and growing fast — yet it remains unprofitable, pouring cash into expansion like a startup that forgot to grow up.
  • 3
    The History
    Founded in 2012, it rode the e-commerce boom to prominence and went public in 2023 in one of that year's more closely watched tech IPOs.
  • 4
    The Secret
    Its whole job is helping online retailers send you that eerily well-timed email or text right after you abandon your cart — data-driven marketing automation at scale.
  • 5
    The Lore
    It was practically built inside Shopify's ecosystem — so cozy that Shopify is both a major partner and a strategic investor, which is either a blessing or a conflict depending on who you ask.
  • 6
    The Giveaway
    If you've ever gotten a "you left something in your cart" email from a DTC brand, there's a good chance this Boston-based email-and-SMS platform sent it — ticker rhymes with a piano key.
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Revenue

Q1 2026

$358.0M

Net Income

Q1 2026

$9.0M

Free Cash Flow

Q1 2026

$22.6M

ROIC

Q1 2026

0.1%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+31.6% YoY
$1.23BFY 2025
FY20 FY21 $290.6MFY24 $937.5MFY25 $1.23B

Net Income

+31.2% YoY
$-31.8MFY 2025
FY20 FY21 $-79.4MFY24 $-46.1MFY25 $-31.8M

Operating Income

+19.4% YoY
$-67.8MFY 2025
FY20 FY21 $-79.2MFY24 $-84.1MFY25 $-67.8M

EPS (Diluted)

+35.3% YoY
$-0.11FY 2025
FY20 FY21 $-0.36FY24 $-0.17FY25 $-0.11

Total Assets

+24.1% YoY
$1.58BFY 2025
FY20 FY21 FY24 $1.27BFY25 $1.58B

Op. Cash Flow

+31.4% YoY
$218.0MFY 2025
FY20 FY21 $-22.7MFY24 $166.0MFY25 $218.0M

AI Insight: KVYO Financial Trends

Klaviyo crossed into operating profitability in Q1 2026 for the first time in the observed period, while revenue grew 61% from Q2 2024 to Q1 2026.

Operating income turned positive at $2M in Q1 2026, up from -$24M in Q1 2025, marking the first operating profit in the dataset.

Revenue grew consistently from $222M in Q2 2024 to $358M in Q1 2026, with no quarter showing sequential decline.

Net income improved from -$14M in Q1 2025 to +$9M in Q1 2026, a $23M year-over-year swing to profitability.

Equity expanded steadily from $980M in Q2 2024 to $1,197M in Q4 2025, though it dipped to $1,153M in Q1 2026.

Operating cash flow dropped sharply to $14M in Q1 2025 and $34M in Q1 2026, versus $60M and $93M in prior Q4s — seasonal pattern warrants monitoring.

Equity declined $44M sequentially in Q1 2026 — first quarterly drop in the dataset; underlying driver needs clarification.

No debt reported across all periods; absence of leverage data limits full balance-sheet assessment.

AI Insight: KVYO Ratio Trends

Klaviyo swung to profitability in Q1 2026, with operating margin turning positive at 0.5% after nine consecutive loss-making quarters.

Operating margin improved from -0.5% in Q4 2025 to 0.5% in Q1 2026; net profit margin surged from 2.0% to 2.5% in same period.

Return on equity climbed to 3.1% in Q1 2026 from 2.4% in Q4 2025, marking consistent recovery across profitability metrics.

ROIC turned positive at 0.6% in Q1 2026, up sharply from -0.6% in Q4 2025, ending three-quarter streak of negative returns.

Profitability remains nascent; operating margin at 0.5% offers minimal buffer. Reversion to losses would signal execution weakness.

TTM operating margin at -3.2% lags latest quarter, suggesting profitability gains concentrated in Q1 2026 alone; seasonality risk.

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Available Research

13F Pro tracks comprehensive data for Klaviyo, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of KVYO

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Is KVYO a good stock to buy?

13F Pro's AI-powered analysis of Klaviyo, Inc. (KVYO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for KVYO are available on the KVYO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own KVYO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling KVYO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Klaviyo, Inc.'s investment landscape.