Klaviyo
- Market cap
- 4.96B
- P/E (TTM)i
- 580.33
- P/Bi
- 5.13
- EPSi
- -0.11
- Div yieldi
- 0.00%
- 52W posi
- 23%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- The number of reporting institutions decreased by 2 in the most recent period (2026/Q3).
- Total institutional ownership fell 2.8 percentage points.
Institutional ownership
- Held by institutions
- 62.37% -2.80pp
- Institutions
- 325 -2
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Top holders as of 2026-06-30
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 16 buys · 34 sells
| Name | Role | Stake |
|---|---|---|
| Andrew Bialecki | Co-Founder, CEO & Chairperson | 26.46% |
| Edward Hallen | Co-Founder, Chief Product Officer & Director | 11.61% |
| Amanda Whalen | Chief Financial Officer | 0.13% |
| Luciano Fernandez Gomez | Independent Director | 0.12% |
| Carmel Galvin | Chief Human Resources Officer | 0.07% |
| Jennifer Ceran | Independent Director | 0.05% |
| Tony Weisman | Lead Independent Director | 0.04% |
| Roxanne Oulman | Independent Director | 0.03% |
| Susan St. Ledger | Independent Director | 0.02% |
| Landon Edmond | Chief Legal Officer, General Counsel & Secretary | 0.02% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-23 | Edward Hallen | Co-Founder, Chief Product Officer & Director | Automatic Disposition | -1,300 | $17.02 |
| 2026-09-16 | Amanda Whalen | Chief Financial Officer | Intent to Sell (Form 144) | -42,000 | $16.23 |
| 2026-09-14 | Erica Smith | Chief Financial Officer | Other Acquisition | +328,767 | -- |
| 2026-09-14 | Erica Smith | Chief Financial Officer | Other Acquisition | +821,917 | -- |
| 2026-09-10 | Susan St. Ledger | Independent Director | Automatic Disposition | -2,328 | $15.93 |
| 2026-08-30 | Shopify Inc. | -- | Derivative Exercise and Retained | +344,383 | $0.01 |
| 2026-08-30 | Edward Hallen | Co-Founder, Chief Product Officer & Director | Other Disposition | -17,885 | -- |
| 2026-08-30 | Edward Hallen | Co-Founder, Chief Product Officer & Director | Automatic Disposition | -98,782 | $20.47–20.49 |
| 2026-08-30 | Landon Edmond | Chief Legal Officer, General Counsel & Secretary | Automatic Disposition | -61,576 | $20.01–20.44 |
| 2026-08-27 | Landon Edmond | Chief Legal Officer, General Counsel & Secretary | Intent to Sell (Form 144) | -53,473 | $19.61 |
| 2026-08-14 | Carmel Galvin | Chief Human Resources Officer | Sale to Issuer | -30,541 | $18.49 |
| 2026-08-14 | Amanda Whalen | Chief Financial Officer | Sale to Issuer | -28,950 | $18.49 |
| 2026-08-14 | Luciano Fernandez Gomez | Independent Director | Sale to Issuer | -22,132 | $18.49 |
| 2026-08-14 | Luciano Fernandez Gomez | Independent Director | Derivative Exercise and Sale | -7,001 | $18.49 |
| 2026-08-14 | Landon Edmond | Chief Legal Officer, General Counsel & Secretary | Sale to Issuer | -22,342 | $18.49 |
| 2026-08-13 | Amanda Whalen | Chief Financial Officer | Automatic Disposition | -14,000 | $18.47 |
| 2026-08-10 | Summit Partners, L.P. | -- | Derivative Exercise and Sale | -5,000,000 | $17.71 |
| 2026-07-21 | Roxanne Oulman | Independent Director | Derivative Exercise and Retained | +16,775 | -- |
| 2026-07-15 | Amanda Whalen | Chief Financial Officer | Automatic Disposition | -14,000 | $17.75 |
| 2026-06-17 | Amanda Whalen | Chief Financial Officer | Automatic Disposition | -14,000 | $13.23 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 07:37:18 · For reference only, not investment advice and not tailored to your situation.