Klaviyo, Inc.(KVYO)Stock Analysis
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Rank #792 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
KVYO Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Klaviyo, Inc. (KVYO), a Technology sector company. 13F Pro's AI-powered ranking engine scores KVYO at 61.3/100 on a 32-signal composite quality model, placing it at rank #792 of 2,961 stocks — the top half of the AI-ranked universe. KVYO scores in the top quartile across earnings quality (94.2), revenue growth (89.3). Areas of concern include institutional flow (8.8) and balance sheet strength (37.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 13.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Klaviyo, Inc. reports quarterly revenue of $370.6M, net income of $-8.8M, an operating margin of -4.0%. Top institutional holders of KVYO by reported 13-F value include SUMMIT PARTNERS L P, Capital International Investors, VANGUARD PORTFOLIO MANAGEMENT, 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 62 since 2024, currently 61.3 — an improving long-term trajectory across 55 quarterly and live scoring snapshots.
What's Driving KVYO's Business? Latest 10-Q Breakdown
AI-extracted from Klaviyo, Inc.'s 10-Q filed 2026-08-05 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Klaviyo reported Q2 revenue of $370.6M (+26.4% YoY), with gross margin declining to 72.6% from 75.7% YoY due to higher text/WhatsApp costs, and narrowed net loss to $8.8M from $24.3M YoY.
Biggest Revenue Drivers
Revenue from Latin America and other Western Hemisphere markets.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$370.6M
Net Income
Q2 2026
$-8.8M
Free Cash Flow
Q2 2026
$87.3M
Operating Margin
Q2 2026
-4.0%
ROIC
Q2 2026
-6.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+31.6% YoYNet Income
+31.2% YoYOperating Income
+19.4% YoYEPS (Diluted)
+35.3% YoYTotal Assets
+24.1% YoYOp. Cash Flow
+31.4% YoYFree Cash Flow
+30.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.23B +31.6% | $937.5M +34.3% | $698.1M +47.7% | $472.7M +62.7% | $290.6M | — |
| Net Income | $-31.8M +31.2% | $-46.1M +85.0% | $-308.2M -526.6% | $-49.2M +38.0% | $-79.4M | — |
| Operating Income | $-67.8M +19.4% | $-84.1M +74.6% | $-330.6M -500.7% | $-55.0M +30.5% | $-79.2M | — |
| EPS (Diluted) | $-0.11 +35.3% | $-0.17 +86.6% | $-1.27 -504.8% | $-0.21 +41.7% | $-0.36 | — |
| Total Assets | $1.58B +24.1% | $1.27B +16.9% | $1.09B +73.1% | $629.1M | — | — |
| Operating Cash Flow | $218.0M +31.4% | $166.0M +39.0% | $119.4M +606.8% | $-23.6M -3.6% | $-22.7M | — |
| Free Cash Flow | $208.5M +30.3% | $160.0M +38.3% | $115.7M +393.9% | $-39.4M -10.1% | $-35.8M | — |
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Top Institutional Holders of KVYO
SUMMIT PARTNERS L P
$284.7M18,852,778 shCapital International Investors
$158.3M10,482,971 shVANGUARD PORTFOLIO MANAGEMENT LLC
$116.2M7,692,774 shBlackRock, Inc.
$114.9M7,612,078 shFMR LLC
$99.1M6,566,155 shVANGUARD CAPITAL MANAGEMENT LLC
$90.5M5,990,660 shWhale Rock Capital Management LLC
$83.5M5,528,166 shWELLINGTON MANAGEMENT GROUP LLP
$76.2M5,049,414 shMORGAN STANLEY
$67.1M4,444,684 shMILLENNIUM MANAGEMENT LLC
$62.2M4,117,367 sh
| Fund | Value | Shares |
|---|---|---|
| SUMMIT PARTNERS L P | $284.7M | 18,852,778 |
| Capital International Investors | $158.3M | 10,482,971 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $116.2M | 7,692,774 |
| BlackRock, Inc. | $114.9M | 7,612,078 |
| FMR LLC | $99.1M | 6,566,155 |
| VANGUARD CAPITAL MANAGEMENT LLC | $90.5M | 5,990,660 |
| Whale Rock Capital Management LLC | $83.5M | 5,528,166 |
| WELLINGTON MANAGEMENT GROUP LLP | $76.2M | 5,049,414 |
| MORGAN STANLEY | $67.1M | 4,444,684 |
| MILLENNIUM MANAGEMENT LLC | $62.2M | 4,117,367 |
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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. KVYO is classified as a mid company.
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.