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KVYO · Klaviyo, Inc.
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KVYO Klaviyo (KVYO) Insider Trading, Ownership & Congress Trades

Software & IT · Services-prepackaged software · CIK 0001835830
Quote by TradingView
Form 144 · 12
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
167
13F, latest reported quarter
Conversions, 180 days
10
Codes C/M, not in net · no price filed

What the filings say about KVYO

Insiders, 180 days
-$103.6M net sold
6 sellers · 47% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$97.5M
12 notices

Klaviyo insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Klaviyo, Inc. insiders sold a net $103.6M of stock across 212 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Hallen Ed
Director
SELL
2026-10-09 SECtraded 2026-10-07
38,667
$672.8K
+21.0%
Context
  • 14 earlier Form 4 trades (code P or S) here by this insider (14 sales), the last on Sep 24, 2026.
  • The trade is 69.9% of the 55,290 shares held after it.
  • 1 other insider sold within 30 days.
  • 167 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Hallen Ed sold about $672.8K of KVYO under a 10b5-1 plan on Oct 7, 2026; 1 other insider sold within 30 days and 167 funds added in the latest 13F quarter.
Hallen Ed
Director
SELL
2026-10-09 SECtraded 2026-10-07
58,815
$1.0M
+21.0%
Context
  • 14 earlier Form 4 trades (code P or S) here by this insider (14 sales), the last on Sep 24, 2026.
  • The trade is 15.2% of the 388,131 shares held after it.
  • 1 other insider sold within 30 days.
  • 167 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Hallen Ed sold about $1.0M of KVYO under a 10b5-1 plan on Oct 7, 2026; 1 other insider sold within 30 days and 167 funds added in the latest 13F quarter.
Hallen Ed
Director
SELL
2026-09-25 SECtraded 2026-09-24
500
$8.5K
+34.5%
Context
  • 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on Aug 31, 2026.
  • The trade is 0.5% of the 93,957 shares held after it.
  • 2 other insiders sold within 30 days.
  • 167 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Hallen Ed sold about $8.5K of KVYO under a 10b5-1 plan on Sep 24, 2026; 2 other insiders sold within 30 days and 167 funds added in the latest 13F quarter.
Hallen Ed
Director
SELL
2026-09-25 SECtraded 2026-09-24
800
$13.6K
+34.5%
Context
  • 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on Aug 31, 2026.
  • The trade is 0.2% of the 446,946 shares held after it.
  • 2 other insiders sold within 30 days.
  • 167 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Hallen Ed sold about $13.6K of KVYO under a 10b5-1 plan on Sep 24, 2026; 2 other insiders sold within 30 days and 167 funds added in the latest 13F quarter.
St. Ledger Susan
Director
SELL
2026-09-14 SECtraded 2026-09-11
2,328
$37.1K
+22.0%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on May 18, 2026.
  • The trade is 9.9% of the 23,433 shares held after it.
  • 3 other insiders sold within 30 days.
  • 167 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director St. Ledger Susan sold about $37.1K of KVYO under a 10b5-1 plan on Sep 11, 2026; 3 other insiders sold within 30 days and 167 funds added in the latest 13F quarter.
212 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 207 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$103.6M over 180 days
-$93.8M over 90 days · -$101.3M of it by a 10%+ holder
below 90% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
167 funds bought in last quarter
more than 67% of Software & IT
Revenue
+31.6% year over year
more than 80% of Software & IT
Margin
-2.6% net margin
more than 50% of Software & IT
Buybacks
$333.6M repurchased, FY to 2026-06-30
more than 77% of Software & IT
Short interest
16.1% of the float short (float per yahoo 2026-10-27) · 4.2 days to cover · settled 2026-10-15
What changed in the last 30 days
Oct 9Director Hallen Ed sold $1.7M under a 10b5-1 plan (Oct 7)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 7Officer Hallen Ed filed to sell $1.7M by Oct 7 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch KVYO

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-20.8%12M
-51%-25%+1%+27%2025-102025-122026-022026-042026-062026-082026-10 2026-08-11 · SUMMIT PARTNERS L P sold $88.5M2025-11-11 · Bialecki Andrew sold $4.2M2026-03-10 · Bialecki Andrew sold $4.1M2025-12-02 · Bialecki Andrew sold $4.1M2026-01-20 · Bialecki Andrew sold $4.0M2025-12-16 · Bialecki Andrew sold $4.0M2025-11-24 · Bialecki Andrew sold $4.0M2025-11-18 · Bialecki Andrew sold $4.0M2026-01-06 · Bialecki Andrew sold $3.9M2026-03-31 · Bialecki Andrew sold $3.9M2025-12-09 · Bialecki Andrew sold $3.8M2026-01-27 · Bialecki Andrew sold $3.8M2026-04-07 · Bialecki Andrew sold $3.7M2026-03-24 · Bialecki Andrew sold $3.6M2026-05-26 · Bialecki Andrew sold $3.1M2025-12-22 · Bialecki Andrew sold $3.1M2025-12-17 · Bialecki Andrew sold $3.0M2026-05-19 · Bialecki Andrew sold $3.0M2026-03-03 · Bialecki Andrew sold $2.9M2026-02-24 · Bialecki Andrew sold $2.7M2025-12-17 · Hallen Ed sold $2.5M2025-12-10 · Bialecki Andrew sold $2.5M2026-01-13 · Bialecki Andrew sold $2.5M2026-05-12 · Bialecki Andrew sold $2.0M2026-03-17 · Bialecki Andrew sold $2.0M2026-03-17 · Bialecki Andrew sold $1.9M2026-04-14 · Bialecki Andrew sold $1.9M2026-04-14 · Bialecki Andrew sold $1.5M2025-11-10 · Hallen Ed sold $1.5M2026-01-13 · Bialecki Andrew sold $1.4M2026-08-31 · Hallen Ed sold $1.2M2026-08-28 · Edmond Landon sold $1.1M2025-12-17 · Hallen Ed sold $1.1M2026-10-07 · Hallen Ed sold $1.0M2026-05-12 · Bialecki Andrew sold $878.5K2026-03-03 · Bialecki Andrew sold $823.0K2026-08-31 · Hallen Ed sold $801.7K2026-10-07 · Hallen Ed sold $672.8K2026-02-24 · Bialecki Andrew sold $649.4K2025-12-11 · Bialecki Andrew sold $533.3K2026-01-07 · Bialecki Andrew sold $499.6K2025-12-18 · Edmond Landon sold $430.9K2026-10-07 · Hallen Ed filed to sell $1.7M2026-09-24 · Hallen Ed filed to sell $22.1K2026-09-17 · AMANDA WHALEN filed to sell $681.7K2026-09-11 · St. Ledger Susan filed to sell $37.1K2026-08-31 · LANDON RAMON EDMOND filed to sell $163.3K2026-08-31 · Hallen Ed filed to sell $2.0M2026-08-28 · LANDON EDMOND filed to sell $1.0M2026-08-11 · Summit Partners Growth Equity Fund IX-A, L.P. filed to sell $54.3M2026-08-11 · Summit Partners Growth Equity Fund IX-B, L.P. filed to sell $33.9M2026-08-11 · Summit Investors GE IX-VC IV, LLC filed to sell $285.1K2026-08-11 · Summit Partners Co-Invest (Kiwi) L.P. filed to sell $3.3M2026-08-11 · Summit Investors GE IX/VC IV (UK), L.P. filed to sell $37.0K2026-06-18 · AMANDA WHALEN filed to sell $565.3K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns KVYO: institutional holders (13F)

13F holdings, latest reported quarter
SUMMIT PARTNERS L P
18,852,778 sh
$284.7M
Capital International Investors
10,482,971 sh
$158.3M
VANGUARD PORTFOLIO MANAGEMENT LLC
7,692,774 sh
$116.2M
BlackRock, Inc.
7,612,078 sh
$114.9M
FMR LLC
6,566,155 sh
$99.1M

Congress trades in KVYO

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

KVYO planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Hallen Ed
Filed 2026-10-07
$1.7M
Hallen Ed
Filed 2026-09-24
$22.1K
AMANDA WHALEN
Filed 2026-09-17
$681.7K
St. Ledger Susan
Filed 2026-09-11
$37.1K
LANDON RAMON EDMOND
Filed 2026-08-31
$163.3K

KVYO mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Select Software and IT Services Portfolio
$94.7M position · as of 2026-05-31
1.3%
WisdomTree Cloud Computing Fund
$2.8M position · as of 2026-06-30
1.2%
NYLIM Fiera SMID Growth Fund
$1.8M position · as of 2026-07-31
0.9%
ClearBridge Small Cap Growth Fund
$16.2M position · as of 2026-07-31
0.8%
State Street(R) SPDR(R) S&P(R) Software & Services ETF
$3.1M position · as of 2026-06-30
0.8%
ClearBridge Variable Small Cap Growth Portfolio
$3.1M position · as of 2026-06-30
0.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Andrew
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$78.0K
$78.0K
$6.6M
+8%
+72%
2024
$78.0K
$78.0K
$8.5M
+26%
+57%
2023
$78.0K
$78.0K
$15.7M
-15%
+15%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $103.6M sold by insiders over 180 days, 167 funds added last quarter, $97.5M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
TEAMMETACRWVCRMCRWDNETDDOGAPPIOTPCTYDUOLMDB

KVYO financials

Revenue growth
+31.6%
XBRL, annual
Net margin
-2.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.4B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+0.5%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$253.1M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
+0.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+0.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
no debt line filed
Return on capital employed
-2.3%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
690.33x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$1.2B$937.5M$698.1M$472.7M
Gross profit$921.5M$716.2M$520.2M$344.7M
Operating income-$67.8M-$84.1M-$330.6M-$55.0M
Net income-$31.8M-$46.1M-$308.2M-$49.2M
EPS (diluted)-0.11-0.17-1.27-0.21
Operating cash flow$218.0M$166.0M$119.4M-$23.6M
Cash$1.1B$881.5M$738.6M$385.8M
Buybacksn/an/a$0$0
SEC XBRL, fiscal years, as known on 2026-10-28

KVYO Stock Sonar score 5/7 axes

Find similar shapesCompare

KVYO ranks highest on growth (85th percentile) and institutional and government (67th), and lowest on insider conviction (4th), among Software & IT peers.

ProfitGrowthInsidersInstitutionsRisk
Profitability
52
Inputs
  • Return on equity+0.7% · 50 pct, sector of 286
  • Return on assets+0.5% · 58 pct, sector of 381
  • Return on invested capitalno debt line filed
  • Return on capital employed-2.3% · 47 pct, sector of 294
Growth
85
Inputs
  • Revenue growth, YoY+31.6% · 80 pct, sector of 480
  • Backlog growth, YoY+55.6% · 91 pct, sector of 182
Insider conviction
4
Inputs
  • Net Form 4 buying (codes P and S), 180d-$98.6M · 9 pct, sector of 284
  • Insider buyers, 180d0 · 0 pct, sector of 290
Institutional and government
67
Inputs
  • Funds adding, latest quarter167 · 67 pct, sector of 415
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
24
Inputs
  • Short interest, % of float+16.1% · 13 pct, sector of 528
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+14.6% · 35 pct, sector of 316
2 not measured: Financial health, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

KVYO filings, in plain words

Are Klaviyo insiders buying or selling KVYO?

In the 180 days to 2026-10-28, Klaviyo insiders were net sellers, a net $103.6M across purchases and sales reported on Form 4, by 6 sellers.

Are there planned insider sales of KVYO?

Yes. 12 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $97.5M of stock; the latest, by Hallen Ed, was filed 2026-10-07.

Read the full summary

In the 180 days to 2026-10-28, Klaviyo insiders were net sellers of KVYO, a net $103.6M across purchases and sales reported on Form 4 by 6 sellers. Most of that figure, $101.3M, came from a holder of 10% or more rather than an officer or director. 47% of the 19 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 12 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $97.5M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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