Klaviyo, Inc.(KVYO)Stock Analysis
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Rank #1,436 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
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.
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% YoYNet Income
+31.2% YoYOperating Income
+19.4% YoYEPS (Diluted)
+35.3% YoYTotal Assets
+24.1% YoYOp. Cash Flow
+31.4% YoY| Metric | FY 2025 | FY 2024 | FY 2021 | FY 2020 |
|---|---|---|---|---|
| Revenue | $1.23B +31.6% | $937.5M +222.6% | $290.6M | — |
| Net Income | $-31.8M +31.2% | $-46.1M +41.9% | $-79.4M | — |
| Operating Income | $-67.8M +19.4% | $-84.1M -6.1% | $-79.2M | — |
| EPS (Diluted) | $-0.11 +35.3% | $-0.17 +52.8% | $-0.36 | — |
| Total Assets | $1.58B +24.1% | $1.27B | — | — |
| Operating Cash Flow | $218.0M +31.4% | $166.0M +829.9% | $-22.7M | — |
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:
Top Institutional Holders of KVYO
SUMMIT PARTNERS L P
$366.9M18,852,778 shCapital International Investors
$227.8M11,703,859 shFMR LLC
$190.5M9,787,082 shVANGUARD PORTFOLIO MANAGEMENT LLC
$146.6M7,531,915 shWhale Rock Capital Management LLC
$132.8M6,825,206 shVANGUARD CAPITAL MANAGEMENT LLC
$119.9M6,162,720 shWELLINGTON MANAGEMENT GROUP LLP
$106.6M5,479,443 shALLIANCEBERNSTEIN L.P.
$99.0M3,048,223 shMORGAN STANLEY
$98.6M5,067,690 shBlackRock, Inc.
$84.7M4,354,335 sh
| Fund | Value | Shares |
|---|---|---|
| SUMMIT PARTNERS L P | $366.9M | 18,852,778 |
| Capital International Investors | $227.8M | 11,703,859 |
| FMR LLC | $190.5M | 9,787,082 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $146.6M | 7,531,915 |
| Whale Rock Capital Management LLC | $132.8M | 6,825,206 |
| VANGUARD CAPITAL MANAGEMENT LLC | $119.9M | 6,162,720 |
| WELLINGTON MANAGEMENT GROUP LLP | $106.6M | 5,479,443 |
| ALLIANCEBERNSTEIN L.P. | $99.0M | 3,048,223 |
| MORGAN STANLEY | $98.6M | 5,067,690 |
| BlackRock, Inc. | $84.7M | 4,354,335 |
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Popular Research
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.