Klaviyo, Inc. (KVYO) — Inside-Filings

Ticker	KVYO	Börse	NYSE
ISIN	US49845K1016	CIK	0001835830

Glück Conviction Score™ ⓘ

KVYO Klaviyo, Inc.

Conviction Score

Neutral

Timing / Risiko Ruhig· 40

Effektiv: Neutral Mittel

Bedeutung der Einstufung ⓘ

Insider

0,0

Keine Insider-Käufe

Institutionell

46,2

50 neu, 121 erhöht, -2206221K $ netto

Aktivist

53,5

Kein 13D/13G

Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)

Score-Verlauf (90 Tage)

Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.

Kursverlauf (12 Monate)

Technische Indikatoren

Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).

Indikator	Signal	Gewicht	Wert	Detail
Kurs vs SMA50	Bärisch	10 %	17.08	-16.8 % vs SMA50
Kurs vs SMA200	Bärisch	15 %	23.77	-40.2 % vs SMA200
EMA20 vs EMA50	Bärisch	5 %	15.45	EMA50: 16.82
MACD-Histogramm	Bärisch	10 %	-0.024	Bearisch
RSI(14)	Neutral	10 %	39.7	Neutral (30–70)
Stoch %K(14)	Bullisch	5 %	8.6	Überverkauft
ADX(14)+DI	Neutral	10 %	16.2	+DI: 19.5 / −DI: 27.1
Z-Score(60)	Neutral	5 %	-1.34	In Range
52W-Position	Bärisch	5 %	0.0 %	Hoch 35.92 / Tief 14.21
Bollinger(20,2σ)	Neutral	5 %	26.1 %	Upper 17.15 / Mid 15.16 / Lower 13.17
LinReg-Slope(60)	Bärisch	10 %	-0.0856	R²=0.39 / annualisiert -124.1 %

Insider-Transaktionen (12 Monate) ⓘ

Datum	Insider	Rolle	Typ	Stückzahl	Kurs	Wert (USD)	Δ
2026-05-26	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-212.529	14,61	-3.105.048,69	-69,4%
2026-05-19	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-200.000	14,88	-2.976.000,00	-66,5%
2026-05-18	St. Ledger Susan	Director	Open Market Sale	-9.334	14,27	-133.196,18	-3,0%
2026-05-14	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-14.000	14,26	-199.640,00	-4,5%
2026-05-12	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-58.684	14,97	-878.499,48	-19,6%
2026-05-12	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-141.316	14,46	-2.043.429,36	-45,7%
2026-04-20	Edmond Landon	Officer, Chief Legal Officer	Open Market Sale	-9.623	20,00	-192.460,00	-4,3%
2026-04-16	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-14.000	18,54	-259.560,00	-5,8%
2026-04-14	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-90.858	16,94	-1.539.134,52	-34,4%
2026-04-14	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-109.142	17,39	-1.897.979,38	-42,4%
2026-04-07	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-200.000	18,63	-3.726.000,00	-83,3%
2026-03-31	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-200.000	19,42	-3.884.000,00	-86,8%
2026-03-24	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-200.000	18,17	-3.634.000,00	-81,2%
2026-03-17	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-102.621	19,15	-1.965.192,15	-43,9%
2026-03-17	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-97.379	19,60	-1.908.628,40	-42,7%
2026-03-12	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-8.923	19,72	-175.961,56	-3,9%
2026-03-12	Edmond Landon	Officer, Chief Legal Officer	Open Market Sale	-14.366	20,15	-289.474,90	-6,5%
2026-03-12	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-5.077	19,34	-98.189,18	-2,2%
2026-03-10	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-700	19,34	-13.538,00	-0,3%
2026-03-10	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-206.127	19,96	-4.114.294,92	-92,0%
2026-03-05	Edmond Landon	Officer, Chief Legal Officer	Open Market Sale	-15.093	20,16	-304.274,88	-6,8%
2026-03-03	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-154.022	18,86	-2.904.854,92	-64,9%
2026-03-03	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-45.978	17,90	-823.006,20	-18,4%
2026-02-24	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-160.356	16,86	-2.703.602,16	-60,4%
2026-02-24	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-39.644	16,38	-649.368,72	-14,5%
2026-02-13	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-9.281	19,01	-176.431,81	-3,9%
2026-02-13	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-4.719	18,63	-87.914,97	-2,0%
2026-02-12	Ceran Jennifer	Director	Open Market Purchase	16.339	18,38	300.310,82	+6,7%
2026-01-27	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-150.689	25,34	-3.818.459,26	-85,4%
2026-01-27	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-4.530	24,94	-112.978,20	-2,5%
2026-01-20	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-796	23,29	-18.538,84	-0,4%
2026-01-20	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-167.130	24,16	-4.037.860,80	-90,3%
2026-01-15	Edmond Landon	Officer, Chief Legal Officer	Open Market Sale	-5.601	26,08	-146.074,08	-3,3%
2026-01-15	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-7.826	26,08	-204.102,08	-4,6%
2026-01-15	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-6.174	25,52	-157.560,48	-3,5%
2026-01-15	Edmond Landon	Officer, Chief Legal Officer	Open Market Sale	-4.399	25,52	-112.262,48	-2,5%
2026-01-13	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-50.319	27,62	-1.389.810,78	-31,1%
2026-01-13	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-90.327	27,29	-2.465.023,83	-55,1%
2026-01-07	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-16.649	30,01	-499.636,49	-11,2%
2026-01-06	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-135.122	28,92	-3.907.728,24	-87,3%
2026-01-06	Bialecki Andrew	Director, Officer, 10% Owner, Co-Chief Executive Officer	Open Market Sale	-2.382	28,52	-67.934,64	-1,5%
2025-12-22	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-93.066	33,05	-3.075.831,30	-68,8%
2025-12-22	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-6.934	31,94	-221.471,96	-5,0%
2025-12-18	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-460	30,59	-14.071,40	-0,3%
2025-12-18	Edmond Landon	Officer, Chief Legal Officer	Open Market Sale	-13.718	31,41	-430.882,38	-9,6%
2025-12-18	Edmond Landon	Officer, Chief Legal Officer	Open Market Sale	-472	30,55	-14.419,60	-0,3%
2025-12-18	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-13.540	31,41	-425.291,40	-9,5%
2025-12-17	Hallen Ed	Director, 10% Owner	Open Market Sale	-82.672	30,37	-2.510.748,64	-56,1%
2025-12-17	Hallen Ed	Director, 10% Owner	Open Market Sale	-34.878	30,35	-1.058.547,30	-23,7%
2025-12-17	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-100.000	30,40	-3.040.000,00	-68,0%
2025-12-16	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-138.648	29,04	-4.026.337,92	-90,0%
2025-12-15	Hallen Ed	Director, 10% Owner	Open Market Sale	-157	30,13	-4.730,41	-0,1%
2025-12-15	Rowland Stephen Eric	Officer, President	Open Market Sale	-3.913	29,81	-116.646,53	-2,6%
2025-12-15	Rowland Stephen Eric	Officer, President	Open Market Sale	-3.191	29,01	-92.570,91	-2,1%
2025-12-15	Hallen Ed	Director, 10% Owner	Open Market Sale	-600	30,15	-18.090,00	-0,4%
2025-12-11	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-17.777	30,00	-533.310,00	-11,9%
2025-12-10	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-82.223	30,12	-2.476.556,76	-55,4%
2025-12-09	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-130.562	29,42	-3.841.134,04	-85,9%
2025-12-09	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-800	28,84	-23.072,00	-0,5%
2025-12-04	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-952	30,00	-28.560,00	-0,6%
2025-12-02	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-142.045	28,62	-4.065.327,90	-90,9%
2025-11-24	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-144.717	27,76	-4.017.343,92	-89,8%
2025-11-20	Edmond Landon	Officer, Chief Legal Officer	Open Market Sale	-4.020	26,97	-108.419,40	-2,4%
2025-11-20	Edmond Landon	Officer, Chief Legal Officer	Open Market Sale	-10.374	27,83	-288.708,42	-6,5%
2025-11-18	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-147.329	27,16	-4.001.455,64	-89,4%
2025-11-17	Galvin Carmel	Officer, Chief People Officer	Open Market Sale	-7.120	27,74	-197.508,80	-4,4%
2025-11-17	Rowland Stephen Eric	Officer, President	Open Market Sale	-7.104	27,39	-194.578,56	-4,3%
2025-11-17	Galvin Carmel	Officer, Chief People Officer	Open Market Sale	-4.036	27,11	-109.415,96	-2,4%
2025-11-14	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-14.700	28,61	-420.567,00	-9,4%
2025-11-14	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-300	27,89	-8.367,00	-0,2%
2025-11-11	Hallen Ed	Director, 10% Owner	Open Market Sale	-2.266	30,00	-67.980,00	-1,5%
2025-11-11	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-140.464	29,74	-4.177.399,36	-93,4%
2025-11-11	Hallen Ed	Director, 10% Owner	Open Market Sale	-545	30,00	-16.350,00	-0,4%
2025-11-10	Hallen Ed	Director, 10% Owner	Open Market Sale	-50.920	30,04	-1.529.636,80	-34,2%
2025-11-10	Hallen Ed	Director, 10% Owner	Open Market Sale	-8.572	30,05	-257.588,60	-5,8%
2025-10-15	Rowland Stephen Eric	Officer, President	Open Market Sale	-7.105	24,35	-173.006,75	-3,9%
2025-10-14	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-163.331	24,37	-3.980.376,47	-89,0%
2025-10-10	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-9.808	25,33	-248.436,64	-5,6%
2025-10-10	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-5.192	24,45	-126.944,40	-2,8%
2025-10-07	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-144.890	25,32	-3.668.614,80	-82,0%
2025-10-07	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-14.618	25,07	-366.473,26	-8,2%
2025-09-30	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-17.960	31,24	-561.070,40	-12,5%
2025-09-30	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-44.672	29,03	-1.296.828,16	-29,0%
2025-09-30	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-39.733	28,22	-1.121.265,26	-25,1%
2025-09-30	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-28.811	27,70	-798.064,70	-17,8%
2025-09-30	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-6.048	30,28	-183.133,44	-4,1%
2025-09-23	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-29.805	35,01	-1.043.473,05	-23,3%
2025-09-23	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-181.553	35,52	-6.448.762,56	-144,1%
2025-09-16	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-85.461	31,76	-2.714.241,36	-60,7%
2025-09-16	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-140.921	32,71	-4.609.525,91	-103,0%
2025-09-15	Rowland Stephen Eric	Officer, President	Open Market Sale	-200	31,24	-6.248,00	-0,1%
2025-09-15	Hallen Ed	Director, 10% Owner	Open Market Sale	-67.524	31,73	-2.142.536,52	-47,9%
2025-09-15	Hallen Ed	Director, 10% Owner	Open Market Sale	-22.224	31,65	-703.389,60	-15,7%
2025-09-15	Rowland Stephen Eric	Officer, President	Open Market Sale	-6.905	31,90	-220.269,50	-4,9%
2025-09-12	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-15.000	31,50	-472.500,00	-10,6%
2025-09-10	St. Ledger Susan	Director	Open Market Sale	-3.413	32,20	-109.898,60	-2,5%
2025-09-09	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-220.481	31,96	-7.046.572,76	-157,5%
2025-09-08	SUMMIT PARTNERS L P	10% Owner	Open Market Sale	-4.000.000	31,87	-127.480.000,00	-2849,4%
2025-09-02	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-128.877	31,18	-4.018.384,86	-89,8%
2025-09-02	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-94.427	30,76	-2.904.574,52	-64,9%
2025-08-26	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-10.269	31,21	-320.495,49	-7,2%
2025-08-26	Bialecki Andrew	Director, Officer, 10% Owner, Chief Executive Officer	Open Market Sale	-216.433	31,51	-6.819.803,83	-152,4%
2025-08-25	SUMMIT PARTNERS L P	10% Owner	Open Market Sale	-975.000	30,01	-29.259.750,00	-654,0%
2025-08-18	Galvin Carmel	Officer, Chief People Officer	Open Market Sale	-11.155	31,67	-353.278,85	-7,9%
2025-08-18	Rowland Stephen Eric	Officer, President	Open Market Sale	-7.105	31,46	-223.523,30	-5,0%
2025-08-18	Edmond Landon	Officer, Chief Legal Officer	Open Market Sale	-9.965	31,46	-313.498,90	-7,0%
2025-08-15	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-15.000	31,32	-469.800,00	-10,5%
2025-08-13	SUMMIT PARTNERS L P	10% Owner	Open Market Sale	-6.500.000	30,01	-195.065.000,00	-4360,1%
2025-07-15	Rowland Stephen Eric	Officer, President	Open Market Sale	-7.079	31,56	-223.413,24	-5,0%
2025-07-11	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-14.800	31,66	-468.568,00	-10,5%
2025-07-11	Whalen Amanda	Officer, Chief Financial Officer	Open Market Sale	-200	31,32	-6.264,00	-0,1%
2025-06-16	Rowland Stephen Eric	Officer, President	Open Market Sale	-300	33,82	-10.146,00	-0,2%
2025-06-16	Rowland Stephen Eric	Officer, President	Open Market Sale	-6.779	34,59	-234.485,61	-5,2%

Fondsaktivität (Vorquartalsvergleich) ⓘ

Fonds	Aktuell (Stk)	Vorquartal (Stk)	Veränderung (Stk)	Wert (USD)	Status	Δ
VANGUARD GROUP INC	14.361.540	0	14.361.540	466.319.204	Neu	+100,0%
SUMMIT PARTNERS L P	18.852.778	18.852.778	0	366.875.060	Unverändert	0,0%
Capital International Investors	11.703.859	12.788.846	-1.084.987	227.757.096	Reduziert	-8,5%
FMR LLC	9.787.082	8.371.717	1.415.365	190.456.620	Aufgestockt	+16,9%
Whale Rock Capital Management LLC	6.825.206	3.057.889	3.767.317	132.818.509	Aufgestockt	+123,2%
VANGUARD CAPITAL MANAGEMENT LLC	6.162.720	0	6.162.720	119.926.531	Neu	+100,0%
JPMORGAN CHASE & CO	3.564.743	0	3.564.743	115.747.232	Neu	+100,0%
WELLINGTON MANAGEMENT GROUP LLP	5.479.443	0	5.479.443	106.629.960	Neu	+100,0%
ALLIANCEBERNSTEIN L.P.	3.048.223	4.731.312	-1.683.089	98.975.801	Reduziert	-35,6%
MORGAN STANLEY	5.067.690	14.547.090	-9.479.400	98.617.249	Reduziert	-65,2%
BlackRock, Inc.	4.354.335	3.716.334	638.001	84.735.360	Aufgestockt	+17,2%
Sands Capital Alternatives, LLC	3.649.678	3.649.678	0	71.022.734	Unverändert	0,0%
12 West Capital Management LP	1.838.000	0	1.838.000	59.679.860	Neu	+100,0%
TWO SIGMA ADVISERS, LP	1.782.500	0	1.782.500	57.877.775	Neu	+100,0%
FULLER & THALER ASSET MANAGEMENT, INC.	2.941.998	2.854.163	87.835	57.251.272	Aufgestockt	+3,1%
AMERICAN CENTURY COMPANIES INC	2.923.295	2.895.304	27.991	56.887.356	Aufgestockt	+1,0%
TWO SIGMA INVESTMENTS, LP	2.891.890	2.224.011	667.879	56.276.179	Aufgestockt	+30,0%
FEDERATED HERMES, INC.	2.639.485	2.900.807	-261.322	51.364.378	Reduziert	-9,0%
NORGES BANK	1.518.330	0	1.518.330	49.300.175	Neu	+100,0%
Fiera Capital Corp	2.399.260	2.331.650	67.610	46.689.600	Aufgestockt	+2,9%
MILLENNIUM MANAGEMENT LLC	2.348.235	1.925.502	422.733	45.696.653	Aufgestockt	+22,0%
GREENOAKS CAPITAL PARTNERS LLC	2.316.796	2.316.796	0	45.084.850	Unverändert	0,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.196.658	853.700	1.342.958	42.746.965	Aufgestockt	+157,3%
GOLDMAN SACHS GROUP INC	2.161.293	1.716.543	444.750	42.058.762	Aufgestockt	+25,9%
Capital World Investors	2.040.048	1.147.935	892.113	39.699.334	Aufgestockt	+77,7%
GEODE CAPITAL MANAGEMENT, LLC	1.773.550	1.672.727	100.823	34.526.913	Aufgestockt	+6,0%
BANK OF AMERICA CORP /DE/	1.686.770	893.157	793.613	32.824.545	Aufgestockt	+88,9%
Point72 Asset Management, L.P.	1.672.359	876.853	795.506	32.544.106	Aufgestockt	+90,7%
RENAISSANCE TECHNOLOGIES LLC	1.640.844	1.763.744	-122.900	31.930.824	Reduziert	-7,0%
CITADEL ADVISORS LLC	1.610.179	740.769	869.410	31.334.083	Aufgestockt	+117,4%
ArrowMark Colorado Holdings LLC	1.488.481	815.605	672.876	28.965.840	Aufgestockt	+82,5%
Clearbridge Investments, LLC	1.473.431	1.641.958	-168.527	28.672.968	Reduziert	-10,3%
Capital Research Global Investors	1.348.445	2.577.782	-1.229.337	26.240.740	Reduziert	-47,7%
Schonfeld Strategic Advisors LLC	1.238.205	701.316	536.889	24.095.467	Aufgestockt	+76,6%
Bienville Capital Management, LLC	1.227.863	969.263	258.600	23.894.214	Aufgestockt	+26,7%
Islander Capital Partners, L.P.	1.226.000	621.738	604.262	23.857.960	Aufgestockt	+97,2%
Shannon River Fund Management LLC	729.703	0	729.703	23.693.457	Neu	+100,0%
Alyeska Investment Group, L.P.	1.208.979	552.868	656.111	23.526.731	Aufgestockt	+118,7%
FIRST TRUST ADVISORS LP	1.181.887	806.928	374.959	22.999.521	Aufgestockt	+46,5%
STATE STREET CORP	1.155.820	1.051.455	104.365	22.492.257	Aufgestockt	+9,9%
MARSHALL WACE, LLP	1.135.384	90.560	1.044.824	22.094.573	Aufgestockt	+1153,7%
FRANKLIN RESOURCES INC	1.077.930	1.980.269	-902.339	20.976.521	Reduziert	-45,6%
J. Goldman & Co LP	634.426	0	634.426	20.599.812	Neu	+100,0%
Barton Investment Management	1.050.052	670.042	380.010	20.434.012	Aufgestockt	+56,7%
JANUS HENDERSON GROUP PLC	1.025.134	886.778	138.356	19.950.632	Aufgestockt	+15,6%
Granahan Investment Management, LLC	605.271	0	605.271	19.653.149	Neu	+100,0%
Nearwater Capital Markets, Ltd	600.000	0	600.000	19.482.000	Neu	+100,0%
AQR CAPITAL MANAGEMENT LLC	911.908	79.561	832.347	17.745.729	Aufgestockt	+1046,2%
VOYA INVESTMENT MANAGEMENT LLC	908.614	1.258.320	-349.706	17.681.628	Reduziert	-27,8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	884.788	809.429	75.359	17.217.974	Aufgestockt	+9,3%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

Fonds	Anteile	Vorquartal (Stk)	Δ	Wert (USD)	Anteil (%)
SUMMIT PARTNERS L P	18.852.778	18.852.778	0,0%	366.875.060	12,49
Capital International Investors	11.703.859	12.788.846	-8,5%	227.757.096	7,75
FMR LLC	9.787.082	8.371.717	+16,9%	190.456.620	6,48
Whale Rock Capital Management LLC	6.825.206	3.057.889	+123,2%	132.818.509	4,52
VANGUARD CAPITAL MANAGEMENT LLC	6.162.720	0	+100,0%	119.926.531	4,08
WELLINGTON MANAGEMENT GROUP LLP	5.479.443	0	+100,0%	106.629.960	3,63
ALLIANCEBERNSTEIN L.P.	3.048.223	4.731.312	-35,6%	98.975.801	3,37
MORGAN STANLEY	5.067.690	14.547.090	-65,2%	98.617.249	3,36
BlackRock, Inc.	4.354.335	3.716.334	+17,2%	84.735.360	2,89
JPMORGAN CHASE & CO	4.299.977	3.564.743	+20,6%	81.570.586	2,78
Sands Capital Alternatives, LLC	3.649.678	3.649.678	0,0%	71.022.734	2,42
FULLER & THALER ASSET MANAGEMENT, INC.	2.941.998	2.854.163	+3,1%	57.251.272	1,95
AMERICAN CENTURY COMPANIES INC	2.923.295	2.895.304	+1,0%	56.887.356	1,94
TWO SIGMA INVESTMENTS, LP	2.891.890	2.224.011	+30,0%	56.276.179	1,92
FEDERATED HERMES, INC.	2.639.485	2.900.807	-9,0%	51.364.378	1,75
Fiera Capital Corp	2.399.260	2.331.650	+2,9%	46.689.600	1,59
MILLENNIUM MANAGEMENT LLC	2.348.235	1.925.502	+22,0%	45.696.653	1,56
GREENOAKS CAPITAL PARTNERS LLC	2.316.796	2.316.796	0,0%	45.084.850	1,54
SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.196.658	853.700	+157,3%	42.746.965	1,46
GOLDMAN SACHS GROUP INC	2.161.293	1.716.543	+25,9%	42.058.762	1,43

Halter-Trend (6 Quartale)

Periode	Status	Halter	Anteile (Mio)	Wert (Mio $)
31.03.2026	✓	263	165,5	3.253
31.12.2025	✓	261	179,3	5.790
30.09.2025	✓	281	155,9	4.259
30.06.2025	✓	256	167,6	5.498
31.03.2025	✓	220	126,0	3.823
31.12.2024	✓	184	120,4	4.898

Top 10 Neueinsteiger

Fonds	Anteile	Wert (USD) ⓘ
Capital International Investors	12.788.846	415.253.830
FULLER & THALER ASSET MANAGEMENT, INC.	2.854.163	92.674.663
NORGES BANK	1.518.330	49.300.175
Ancora Advisors LLC	1.330.755	43.209.615
Capital World Investors	1.147.935	37.273.449
Shannon River Fund Management LLC	729.703	23.693.457
Islander Capital Partners, L.P.	621.738	20.187.833
Nearwater Capital Markets, Ltd	600.000	19.482.000
Alyeska Investment Group, L.P.	552.868	17.951.624
Neuberger Berman Group LLC	445.470	14.464.411

Top 10 Aufstocker

Fonds	Anteile	Δ Anteile ⓘ	Δ % ⓘ	Wert (USD) ⓘ
MORGAN STANLEY	14.547.090	3.855.160	+36.1 %	472.344.030
JPMORGAN CHASE & CO	3.564.743	1.656.912	+86.8 %	115.747.232
VANGUARD GROUP INC	14.361.540	1.573.812	+12.3 %	466.319.204
Fiera Capital Corp	2.331.650	1.089.704	+87.7 %	75.708.675
AMERICAN CENTURY COMPANIES INC	2.895.304	776.327	+36.6 %	94.010.573
Bienville Capital Management, LLC	969.263	689.963	+247.0 %	31.471.970
Walleye Capital LLC	723.274	683.946	+1739.1 %	23.484.707
BNP Paribas Asset Management Holding S.A.	613.034	612.027	+60777.3 %	19.906
TWO SIGMA INVESTMENTS, LP	2.224.011	531.830	+31.4 %	72.213.637
Jefferies Financial Group Inc.	455.000	436.204	+2320.7 %	14.773.850

Top 10 Verkäufer

Fonds	Anteile	Δ Anteile ⓘ	Δ % ⓘ	Wert (USD) ⓘ
Point72 Asset Management, L.P.	876.853	-4.358.376	-83.3 %	28.471.417
CITADEL ADVISORS LLC	740.769	-2.665.929	-78.3 %	24.052.769
Freestone Grove Partners LP	209.217	-902.207	-81.2 %	6.793.276
ROYAL BANK OF CANADA	94.010	-827.623	-89.8 %	3.053.000
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	461.931	-588.612	-56.0 %	14.998.900
JANUS HENDERSON GROUP PLC	886.778	-567.883	-39.0 %	28.793.987
Integrated Wealth Concepts LLC	65.639	-532.535	-89.0 %	2.131.298
MARSHALL WACE, LLP	90.560	-424.858	-82.4 %	2.940.482
BALYASNY ASSET MANAGEMENT L.P.	227.664	-348.907	-60.5 %	7.392.250
Clearbridge Investments, LLC	1.641.958	-339.640	-17.1 %	53.314.379

Aktivisten & Großaktionäre (13D/13G) ⓘ

Datum	Investor	Typ	Anteil	Aktien	Δ
14.05.2026	Capital International Investors	Passiv (13G/A)	8,00 %	11.703.859	-1,30 pp
29.04.2026	Vanguard Portfolio Management	Passiv (13G)	5,17 %	7.531.915	Neu
27.03.2026	The Vanguard Group	Passiv (13G/A)	Ausstieg	0	-10,15 pp
06.03.2026	Morgan Stanley	Passiv (13G/A)	4,10 %	5.988.235	-6,40 pp
13.02.2026	Capital International Investors	Passiv (13G)	9,30 %	12.788.846	Neu
10.02.2026	Bialecki Andrew	Passiv (13G/A)	35,10 %	78.163.529	-2,60 pp
08.01.2026	Morgan Stanley	Passiv (13G/A)	10,50 %	14.538.026	+2,10 pp
14.11.2025	Shopify Strategic Holdings 3 LLC	Aktivist (13D/A)	18,85 %	32.027.518	-6,66 pp
14.11.2025	Shopify Inc.	Aktivist (13D/A)	18,85 %	32.027.518	-6,66 pp
13.11.2025	Summit Investors GE IX/VC IV, LLC	Passiv (13G/A)	0,04 %	58.561	-0,02 pp
13.11.2025	Summit Partners, L.P.	Passiv (13G/A)	12,03 %	18.852.778	-8,84 pp
13.11.2025	Summit Investors GE IX/VC IV (UK), L.P.	Passiv (13G/A)	0,01 %	7.600	0,00 pp
13.11.2025	Summit Partners Co-Invest (Kiwi), L.P.	Passiv (13G/A)	0,44 %	687.035	-0,32 pp
13.11.2025	Summit Partners Growth Equity Fund IX-A, L.P.	Passiv (13G/A)	7,11 %	11.142.414	-5,22 pp
13.11.2025	Summit Partners Growth Equity Fund IX-B, L.P.	Passiv (13G/A)	4,44 %	6.957.168	-3,26 pp
07.11.2025	Morgan Stanley	Passiv (13G)	8,40 %	10.321.920	Neu
05.11.2025	Hallen Ed	Passiv (13G/A)	19,40 %	32.879.098	Neu
05.11.2025	Bialecki Andrew	Passiv (13G/A)	37,70 %	83.050.885	-5,20 pp
05.11.2025	FMR LLC	Passiv (13G)	6,70 %	8.240.031	Neu
05.11.2025	Abigail P. Johnson	Passiv (13G)	6,70 %	8.240.031	Neu
08.08.2025	Summit Partners Growth Equity Fund IX-A, L.P.	Passiv (13G/A)	12,33 %	18.219.907	-5,41 pp
08.08.2025	Summit Investors GE IX/VC IV (UK), L.P.	Passiv (13G/A)	0,01 %	12.428	0,00 pp
08.08.2025	Summit Investors GE IX/VC IV, LLC	Passiv (13G/A)	0,06 %	95.759	-0,03 pp
08.08.2025	Summit Partners Co-Invest (Kiwi), L.P.	Passiv (13G/A)	0,76 %	1.123.429	-0,33 pp
08.08.2025	Summit Partners Growth Equity Fund IX-B, L.P.	Passiv (13G/A)	7,70 %	11.376.255	-3,38 pp
08.08.2025	Summit Partners, L.P.	Passiv (13G/A)	20,87 %	30.827.778	-9,15 pp
05.08.2025	Bialecki Andrew	Passiv (13G/A)	42,90 %	87.796.336	Neu
07.07.2025	The Vanguard Group	Passiv (13G/A)	10,15 %	10.728.178	+0,41 pp
14.05.2025	Sands Capital Global Innovation Fund II-KLV, L.P.	Passiv (13G/A)	0,80 %	748.919	-1,00 pp
14.05.2025	Sands Capital Global Innovation Fund-Public Opportunities, L.P.	Passiv (13G/A)	0,00 %	5.722	Neu
14.05.2025	SANDS CAPITAL MANAGEMENT, LLC	Passiv (13G/A)	1,10 %	972.749	Neu
14.05.2025	Sands Capital Global Innovation Fund II, L.P.	Passiv (13G/A)	2,50 %	2.292.545	-3,90 pp
14.05.2025	Sands Capital Ventures, LLC	Passiv (13G/A)	3,80 %	3.437.793	-4,20 pp
14.05.2025	SANDS FRANK M.	Passiv (13G/A)	4,90 %	4.416.264	Neu
14.05.2025	AllianceBernstein L.P.	Passiv (13G/A)	4,40 %	4.019.280	-0,70 pp
13.05.2025	Ping Li ("PL")	Passiv (13G/A)	4,90 %	4.658.363	Neu
13.05.2025	Accel Leaders Fund II L.P. ("ALF2")	Passiv (13G/A)	3,40 %	3.163.506	Neu
13.05.2025	Accel Growth Fund V L.P. ("AGF5")	Passiv (13G/A)	1,20 %	1.055.195	Neu
13.05.2025	Accel Leaders Fund II Investors (2019) L.L.C. ("ALFI19")	Passiv (13G/A)	0,20 %	166.299	Neu
13.05.2025	Accel Growth Fund V Associates L.L.C. ("AGF5A")	Passiv (13G/A)	1,20 %	1.100.003	Neu

Stammdaten

Klaviyo, Inc. ist ein Technologieunternehmen, das eine Software-as-a-Service-Plattform bereitstellt, um seine Kunden in die Lage zu versetzen, die richtigen Nachrichten zum richtigen Zeitpunkt über E-Mail, Kurzmitteilungsdienst (SMS) und Push-Benachrichtigungen zu versenden. Das Unternehmen bietet Klaviyo, eine Marketing-Automationsplattform, die personalisierte und zielgerichtete Nachrichten versendet. Seine Produkte umfassen eine E-Mail-Marketing-Lösung zur Nachverfolgung jedes Klicks und Kaufs zur Optimierung von Kampagnen; SMS, eine Text-Marketing-Lösung für E-Commerce-Wachstum und Kundenbindung; und eine Mobile-Push-Lösung, die Kunden direkt auf ihrem Sperrbildschirm mit Mobile-Push-Benachrichtigungen erreicht. Das Unternehmen stellt auch eine Review-Lösung zur Verfügung, um Produktbewertungen zu erhalten; und eine Customer-Data-Plattform, die dabei hilft, Daten im großen Maßstab zu speichern, zu analysieren und zu nutzen. Es bedient Privatpersonen, kleine und mittlere Unternehmen sowie Unternehmen in Nordamerika, Westeuropa, Kanada, dem Vereinigten Königreich, Australien und Neuseeland. Das Unternehmen wurde 2012 gegründet und hat seinen Sitz in Boston, Massachusetts.

Unternehmen & Branche

Name	Klaviyo, Inc.
Ticker	KVYO
CIK	0001835830
Boerse	NYSE
Sektor	Technology
Industrie	Software - Infrastructure
SIC	7372 · Services-Prepackaged Software

Wertpapier & Kennzahlen

CUSIP	49845K101
ISIN	US49845K1016
Typ	Common Stock
Marktkapitalisierung	4,16 Mrd. USD
Beta	0,75

Bewertung

KBV (P/B)	3,47
KUV (P/S)	3,37
FCF-Rendite	5,0 %

Qualität & Bilanz

Bruttomarge	74,7 % vs. 70,9 % (2021) ▲
Operative Marge	-5,5 % vs. -27,3 % (2021) ▲
Nettomarge	-2,6 % vs. -27,3 % (2021) ▲
ROIC	-2,4 %

Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →

Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf

Kennzahl	2021	2022	2023	2024	2025
Bewertung
KBV (P/B)	–	–	7,38	10,62	7,89
KUV (P/S)	–	–	9,67	11,72	7,65
FCF-Rendite	–	–	1,7 %	1,5 %	2,2 %
Qualität & Bilanz
Bruttomarge	70,9 %	72,9 %	74,5 %	76,4 %	74,7 %
Operative Marge	-27,3 %	-11,6 %	-47,4 %	-9,0 %	-5,5 %
Nettomarge	-27,3 %	-10,4 %	-44,2 %	-4,9 %	-2,6 %
ROIC	–	–	-31,9 %	-4,2 %	-2,4 %

Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).

Externe Quelle: SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »

Finanzkennzahlen (SEC XBRL) ⓘ

Periode	Filing	Umsatz	Nettoergebnis	EPS	Aktiva	Eigenkapital
2026-03-31	10-Q	358.005.000	9.038.000	0,03	1.523.617.000	1.153.459.000
2025-12-31	10-K	1.234.019.000	-31.768.000	-0,11	1.580.604.000	1.196.560.000
2025-09-30	10-Q	310.880.000	-426.000	0,00	1.465.060.000	1.142.074.000
2025-06-30	10-Q	293.117.000	-24.281.000	-0,09	1.397.882.000	1.096.752.000
2025-03-31	10-Q	279.827.000	-14.089.000	-0,05	1.347.311.000	1.063.932.000
2024-12-31	10-K	937.464.000	-46.142.000	-0,17	1.273.308.000	1.033.987.000
2024-09-30	10-Q	235.094.000	-1.345.000	-0,01	1.193.199.000	1.014.741.000
2024-06-30	10-Q	222.213.000	-4.942.000	-0,02	1.149.838.000	979.500.000
2024-03-31	10-Q	209.993.000	-12.882.000	-0,05	1.108.396.000	937.452.000
2023-12-31	10-K	698.099.000	-308.233.000	-1,27	1.089.050.000	914.777.000
2023-09-30	10-Q	175.807.000	-297.104.000	-1,24	1.071.424.000	905.344.000
2023-06-30	10-Q	164.586.000	10.887.000	0,04		-1.082.475.000
2023-03-31	10-Q	156.088.000	4.278.000	0,02		-1.051.828.000
2022-12-31	10-K	472.748.000	-49.193.000	-0,21	629.079.000	-1.036.183.000
2022-09-30	10-Q	119.168.000	-23.873.000	-0,10		-1.054.617.000
2021-12-31	10-K	290.640.000	-79.393.000	-0,36		-2.236.064.000

Umsatz nach Segmenten & Regionen ⓘ

Regionen

Region	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	Anteil	Δ
US	741,1 Mio.	584,8 Mio.	443,5 Mio.	307,2 Mio.	197,3 Mio.	60,1 %	+26,7%
EMEAOther Than UNITEDKINGDOM	182,5 Mio.	–	–	–	–	14,8 %	Neu
Asia Pacific	127,2 Mio.	95,9 Mio.	72,8 Mio.	47,9 Mio.	27,6 Mio.	10,3 %	+32,6%
GB	123,6 Mio.	–	–	–	–	10,0 %	Neu
Other Americas	59,6 Mio.	47,5 Mio.	38,2 Mio.	26,8 Mio.	15,8 Mio.	4,8 %	+25,7%
EMEA	–	209,2 Mio.	143,7 Mio.	90,8 Mio.	50,0 Mio.	–	–

Quartalsergebnisse (Earnings) ⓘ

Quartal	Stichtag	Verkündet	Umsatz	EPS
Q1 2026	31.03.2026	05.05.2026	358,0 Mio. USD	0,03
Q3 2025	30.09.2025	05.11.2025	310,9 Mio. USD	0,00
Q2 2025	30.06.2025	05.08.2025	293,1 Mio. USD	-0,09
Q1 2025	31.03.2025	05.05.2026	279,8 Mio. USD	-0,05
Q3 2024	30.09.2024	05.11.2025	235,1 Mio. USD	-0,01
Q2 2024	30.06.2024	05.08.2025	222,2 Mio. USD	-0,02
Q1 2024	31.03.2024	06.05.2025	210,0 Mio. USD	-0,05
Q3 2023	30.09.2023	06.11.2024	175,8 Mio. USD	-1,24
Q2 2023	30.06.2023	07.08.2024	164,6 Mio. USD	0,04

Einreichungs-Historie (10-K / 10-Q)

SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte (10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die Tage zwischen Berichtsstichtag und tatsächlicher Einreichung. Suffix /A kennzeichnet nachträgliche Berichtigungen.

Eingereicht	Form	Berichtsperiode	Verzögerung
05.05.2026	10-Q	31.03.2026	35 Tage	SEC »
10.02.2026	10-K	31.12.2025	41 Tage	SEC »
05.11.2025	10-Q	30.09.2025	36 Tage	SEC »
05.08.2025	10-Q	30.06.2025	36 Tage	SEC »
06.05.2025	10-Q	31.03.2025	36 Tage	SEC »
19.02.2025	10-K	31.12.2024	50 Tage	SEC »
06.11.2024	10-Q	30.09.2024	37 Tage	SEC »
07.08.2024	10-Q	30.06.2024	38 Tage	SEC »
08.05.2024	10-Q	31.03.2024	38 Tage	SEC »
29.02.2024	10-K	31.12.2023	60 Tage	SEC »
07.11.2023	10-Q	30.09.2023	38 Tage	SEC »

Filing-Analyse (10-K / 10-Q)

Narrative-Analyse der letzten Quartals-/Jahresberichte durch Claude (nur Coverage-Gruppen-Mitglieder). Keine Anlageberatung — der qualitative Score dient der Einordnung, nicht als Kaufempfehlung; siehe allgemeiner Hinweis am Seitenende.

Datum	Form	Stimmung	Guidance	Qualitativ	Zusammenfassung
10.02.2026	10-K	0,45	→	68,0	Klaviyo erzielte 2025 ein starkes Umsatzwachstum von 31,6% auf 1,23 Mrd. USD und reduzierte den Nettoverlust deutlich auf 31,8 Mio. USD, bei…
Zusammenfassung: Klaviyo erzielte 2025 ein starkes Umsatzwachstum von 31,6% auf 1,23 Mrd. USD und reduzierte den Nettoverlust deutlich auf 31,8 Mio. USD, bei einem verbesserten NRR von 110% und einem operativen Cashflow von 218 Mio. USD. Die Bruttomarge sank leicht auf 74,7%, da die Kosten für SMS- und WhatsApp-Nachrichten überproportional stiegen, und das Management erwartet eine weitere moderate Verschlechterung. Das Unternehmen investiert massiv in neue KI-Produkte (B2C CRM, Marketing Agent, Customer Agent) und internationale Expansion, warnt jedoch explizit vor einer strukturellen Verlangsamung der Wachstumsrate. Die Abhängigkeit von Shopify (77,9% des ARR aus Shopify-Kunden) bleibt das dominierende Konzentrationsrisiko. Guidance-Zitate: We anticipate that our revenue growth rate will decelerate over time as a result of a variety of factors, including the maturation of our business. We expect our gross margin to decline modestly in the near term as the volume of text messages and WhatsApp messages sent through our platform increases and as our cloud-based infrastructure costs and outbound communication sending costs increase. We expect selling and marketing expense to increase in dollar amount but decrease as a percentage of revenue over the longer term. Based upon our current levels of operations, we believe our operating cash flows provide sufficient liquidity to support liquidity and financing needs for at least the next twelve months. Red Flags: customer_concentration SEC-Filing »

Kritische 8-K Meldungen ⓘ

WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (05.05.2026)

Datum	Meldung	Schwere	Filing	Auszug
05.05.2026	Item 5.02 — Abgang Schlüsselpersonen	HOCH	SEC	furnished with this report as Exhibit 99.1. Item 5.02 - Departure of Directors or Certain Officers; Election of…

Fail-to-Deliver (6 Monate) ⓘ

Datum	FTD-Menge	Kurs	Wert (USD)
2026-05-13	115.390	14,45	1.667.386
2026-05-12	56.500	15,52	876.880
2026-04-20	8.126	18,67	151.712
2026-04-10	215.868	17,79	3.840.292
2026-04-08	530	18,64	9.879
2026-03-23	55.336	18,58	1.028.143
2026-03-18	227.978	19,12	4.358.939
2026-03-10	6.091	20,50	124.866
2026-03-05	7.315	19,53	142.862
2026-03-04	48.826	18,87	921.347
2026-02-26	664.498	17,24	11.455.946
2026-02-09	30	19,14	574
2026-01-30	17.897	22,32	399.461
2026-01-29	2	25,73	51
2026-01-21	116.659	24,21	2.824.314
2026-01-16	5.034	25,60	128.870
2026-01-12	9	28,58	257
2025-12-22	9.735	31,95	311.033
2025-12-17	1.432	29,42	42.129
2025-12-16	84	28,85	2.423
2025-12-15	41.556	29,84	1.240.031