Klaviyo, Inc.
NYSE · us_market
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Klaviyo, Inc. provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa. The company offers Klaviyo business-to-consumer (B2C) CRM, a unified platform that combines marketing, service, and analytics into a single system. It also provides Klaviyo Data Platform (KDP), which offer tools to unify, enrich, transform data, run more advanced reporting and predictive analysis, and sync data; Advanced KDP that provides an enhanced set of data capabilities; Marketing Agent, an AI-driven and autonomous marketing assistant designed to automate and accelerate marketing strategy, content creation, and campaign execution; Customer Agent, an AI-powered assistant that provides support and selling across digital channels; Klaviyo Social, which brings social interaction data into the company's unified consumer profiles; and Marketing Analytics that provide real-time AI-powered insights into consumer purchase. In addition, the company offers email marketing solutions comprising a range of customizable drag-and-drop templates, automated campaign and workflow capabilities, smart send time optimization, generative AI tools, and A/B testing; mobile messaging capabilities through text messaging, rich communication services, and WhatsApp; personalized push notifications; reviews add-on to collect product reviews, consumer data, and messaging; and integration, segmentation, automation, and analytics and benchmark features for its platform. Further, it provides Customer Hub, a consumer-facing portal that brings shopping, service, and personalization together in one place; and Helpdesk, an AI-powered workspace for managing consumer conversations across channels. The company serves entrepreneurs, small and medium-sized businesses, mid-market businesses, and enterprises. Klaviyo, Inc. was incorporated in 2012 and is headquartered in Boston, Massachusetts.
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| FidelityFMR | fundamental | 9.79M | $190.46M | 0.01% | Added+16.9% | 2026-03-31 |
| Wellington | fundamental | 5.48M | $106.63M | 0.02% | New | 2026-03-31 |
| TwoSigma | quant | 2.89M | $56.28M | 0.05% | Added+30.0% | 2026-03-31 |
| Citadel | multi-strat | 1.67M | $32.54M | 0.04% | Added+90.7% | 2026-03-31 |
| RenTech | quant | 1.64M | $31.93M | 0.05% | Trimmed-7.0% | 2026-03-31 |
| CapResearch | fundamental | 1.35M | $26.24M | 0.00% | Trimmed-47.7% | 2026-03-31 |
| StateStreet | passive | 1.16M | $22.49M | 0.00% | Added+9.9% | 2026-03-31 |
| DEShaw | quant | 64.5K | $1.26M | 0.00% | Trimmed-81.3% | 2026-03-31 |
| TRowePrice | fundamental | 134.9K | $2.63K | 0.00% | Added+7.0% | 2026-03-31 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-04upcoming | 0.19 | — | — |
| 2026-05-05 | 0.20 | 0.22 | +11.33% |
| 2026-02-10 | 0.17 | 0.19 | +10.30% |
| 2025-11-05 | 0.14 | 0.18 | +29.35% |
| 2025-08-05 | 0.13 | 0.16 | +26.06% |
| 2025-05-06 | 0.12 | 0.14 | +18.37% |
| 2025-02-19 | 0.06 | 0.07 | +18.48% |
| 2024-11-06 | 0.11 | 0.15 | +39.87% |
| 2024-08-07 | 0.10 | 0.15 | +53.01% |
| 2024-05-08 | 0.11 | 0.13 | +19.36% |
| 2024-02-27 | 0.08 | 0.09 | +15.07% |
| 2023-11-07 | 0.05 | 0.10 | +78.50% |
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| KVYO | -28.65% | -16.06% | -51.22% | -53.41% |
| XLK | +18.01% | +38.92% | +32.68% | +65.45% |
| Alpha (stock − sector) | -46.66% | -54.98% | -83.90% | -118.86% |