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Klaviyo, Inc. (KVYO)

USD17.83 +0.32 (+1.83%)
US NYSE Technology Software - Infrastructure
Address Floor 6 2111
Boston, MA, US
CEO Andrew Bialecki
IPO 2023-09-20
CIK 1835830 ISIN US49845K1016

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Description

Klaviyo, Inc. is a technology company offering a software-as-a-service (SaaS) platform that empowers its clients to send highly targeted and pertinent messages via email, text message (SMS), and push notifications. The firm's primary product, Klaviyo, is a marketing automation platform engineered for personalized outreach. Its comprehensive suite of solutions includes an email marketing tool that meticulously monitors clicks and purchases to enhance campaign effectiveness; an SMS service crafted for fostering e-commerce expansion and customer loyalty; and a mobile push feature for direct engagement with users through lock screen alerts. Additionally, Klaviyo provides a Review solution to collect product feedback and a robust customer data platform (CDP) designed for efficient storage, analysis, and utilization of large datasets. The company caters to individual users, small and medium-sized businesses, and larger corporations across North America, Western Europe, Canada, the United Kingdom, Australia, and New Zealand. Established in 2012, Klaviyo is headquartered in Boston, Massachusetts.

News Sentiment (7d)
71 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD17.83 +0.32 (+1.83%)
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Volume Profile
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Liquidity & share structure
Average Volume
7M
Beta
0.62
Float Shares
259.51M
Free Float %
85.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.04% -5.37% -5.37% -16.15% -47.08% -52.20% -56.74% -52.63% -52.63% -52.63% -52.63%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (22 ratings, all time) Buy
Price Targets & DCF
Current price
17.83
Low 25.00 +40.2%
Consensus 31.38 +76.0%
Median 31.50 +76.7%
High 37.00 +107.5%
DCF (Unlevered) 17.17 -3.7%
DCF (Levered) 58.12 +226.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 96% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 18 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
31.00
+73.9%
Last Quarter 15
33.20
+86.2%
Last Year 28
36.75
+106.1%
All Time 46
36.96
+107.3%
Quality scores
Altman Z-Score
8.12
Safe zone
Piotroski F-Score
3 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Infrastructure: +13.7%
    +31.6% Q1'26: +27.9% (vs Q1'25)
  • EPS growth Software - Infrastructure: +28.7%
    +35.3% Q1'26: +159.2% (vs Q1'25)
  • FCF margin FCF growth · Software - Infrastructure: +32.2%
    -8.6% Q1'26: +11.4% (vs Q1'25)
  • EBIT margin Software - Infrastructure: +8.8%
    -5.5% Q1'26: +0.5% (vs Q1'25)
  • ROIC Software - Infrastructure: +6.6%
    -26.8% Q1'26: +2.1% (vs Q1'25)
  • Share dilution Software - Infrastructure: +0.0%
    +9.2% Q1'26: +11.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×
    -2.46× Q1'26: 3.63× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.79) × ERP
WACC = 98% × Ke + 2% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 17.17 Current price: 17.83
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
15 Rev. Ana.
12 EPS Ana.
Dec 2027
15 Rev. Ana.
12 EPS Ana.
Dec 2028
9 Rev. Ana.
1 EPS Ana.
Dec 2029
4 Rev. Ana.
1 EPS Ana.
Dec 2030
4 Rev. Ana.
1 EPS Ana.
Revenue
698.10M
est: 752.00M (-7.2%)
937.46M
est: 924.52M (+1.4%)
1.23B
est: 1.22B (+1.3%)
1.52B
1.51B – 1.54B
+24.8% YoY
1.82B
1.79B – 1.85B
+19.5% YoY
2.16B
2.16B – 2.16B
+18.8% YoY
2.62B
2.58B – 2.65B
+21.3% YoY
3.09B
3.05B – 3.13B
+18.1% YoY
EBITDA
-316.97M
est: 111.42M (-384.5%)
-66.36M
est: 136.98M (-148.4%)
-49.16M
est: 180.45M (-127.2%)
225.23M
223.75M – 228.10M
+24.8% YoY
269.10M
264.64M – 273.56M
+19.5% YoY
319.66M
319.54M – 319.79M
+18.8% YoY
387.87M
382.63M – 392.81M
+21.3% YoY
458.13M
451.95M – 463.97M
+18.1% YoY
EBIT
-330.62M
est: 102.04M (-424.0%)
-84.08M
est: 125.45M (-167.0%)
-67.76M
est: 165.27M (-141.0%)
206.27M
204.91M – 208.90M
+24.8% YoY
246.45M
242.36M – 250.53M
+19.5% YoY
292.76M
292.64M – 292.87M
+18.8% YoY
355.22M
350.43M – 359.75M
+21.3% YoY
419.57M
413.91M – 424.91M
+18.1% YoY
Net Income
-308.23M
est: -377.83M (+18.4%)
-46.14M
est: 141.70M (-132.6%)
-31.77M
est: 187.01M (-117.0%)
248.54M
241.18M – 255.89M
+32.9% YoY
298.12M
280.58M – 315.65M
+19.9% YoY
369.94M
363.63M – 376.25M
+24.1% YoY
447.98M
440.12M – 455.40M
+21.1% YoY
488.71M
480.13M – 496.80M
+9.1% YoY
SGA
588.66M
est: 509.72M (+15.5%)
561.78M
est: 626.65M (-10.4%)
698.05M
est: 825.52M (-15.4%)
1.03B
1.02B – 1.04B
+24.8% YoY
1.23B
1.21B – 1.25B
+19.5% YoY
1.46B
1.46B – 1.46B
+18.8% YoY
1.77B
1.75B – 1.80B
+21.3% YoY
2.10B
2.07B – 2.12B
+18.1% YoY
EPS
-1.27
est: -1.30 (+2.7%)
-0.17
est: 0.49 (-134.8%)
-0.11
est: 0.65 (-117.0%)
0.85
0.83 – 0.88
+31.1% YoY
1.03
0.96 – 1.09
+21.8% YoY
1.27
1.25 – 1.29
+22.9% YoY
1.54
1.51 – 1.57
+21.0% YoY
1.68
1.65 – 1.71
+9.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-28 Citigroup Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 5/5 1/5 1/5 3/5 1/5 2/5
2026-05-08 C+ 2/5 5/5 1/5 1/5 3/5 1/5 2/5
2026-05-07 C+ 2/5 5/5 1/5 1/5 3/5 1/5 2/5
2026-05-06 C+ 2/5 5/5 1/5 1/5 3/5 1/5 2/5
2026-05-05 C+ 2/5 5/5 1/5 1/5 3/5 1/5 2/5
2026-05-04 C+ 2/5 5/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 C+ 2/5 5/5 1/5 1/5 3/5 1/5 1/5
2026-04-30 C+ 2/5 5/5 1/5 1/5 3/5 1/5 1/5
2026-04-29 C+ 2/5 5/5 1/5 1/5 3/5 1/5 1/5
2026-04-28 C+ 2/5 5/5 1/5 1/5 3/5 1/5 1/5
2026-04-27 C+ 2/5 5/5 1/5 1/5 3/5 1/5 1/5
2026-04-24 C+ 2/5 5/5 1/5 1/5 3/5 1/5 1/5
2026-04-23 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-04-22 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-04-21 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-04-20 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-04-17 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 C 2/5 5/5 1/5 1/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
268.43M
OE per share TTM
0.89
Owner's Yield
3.78%
Maintenance CapEx ratio
197.88%
Maint CapEx / Avg PPE
14.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
47
Total invested
43.48M
Insider transactions (90d)
2
Beneficial owners (>5%)
26
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Andrew Bialecki 98.87M 70.80% 98.87M 98.87M IN United States of America 2024-02-13
2 Ed Hallen 32.99M 44.70% 32.99M 32.99M IN United States of America 2024-02-13
3 Shopify Inc. 29.62M 44.36% 29.62M 29.62M CO Canada 2023-12-11
4 Shopify Strategic Holdings 3 LLC 29.62M 44.36% 29.62M 29.62M OO Delaware 2023-12-11
5 2. 28.22M 33.20% 28.22M 28.22M PN Delaware 2024-01-31
6 ClearBridge Investments, LLC 21.74M 5.70% 4.00 4.00 4.00 4.00 IA Delaware 2024-02-09
7 Accomplice Associates I, LLC 11.14M 21.40% 11.14M 11.14M OO Delaware 2024-02-01
8 Accomplice Fund I, L.P. 11.14M 21.40% 11.14M 11.14M PN Delaware 2024-02-01
9 Jeff Fagnan 11.14M 21.40% 11.14M 11.14M IN Delaware 2024-02-01
10 Frank M. Sands 4.18M 9.50% 4.18M HC, IN United States 2024-02-13
11 Sands Capital Ventures, LLC 3.51M 8.00% 3.51M OO Delaware 2024-02-13
12 Brian F. Doherty 3.13M 9.99% 3.13M IN United States of America 2023-09-28
13 David F. Craver 3.13M 9.99% 3.13M IN United States of America 2023-09-28
14 Kelly A. Granat 3.13M 9.99% 3.13M IN United States of America 2023-09-28
15 Kerry A. Tyler 3.13M 9.99% 3.13M IN United States of America 2023-09-28
16 Lone Pine Capital LLC 3.13M 9.99% 3.13M OO Delaware 2023-09-28
17 Stephen F. Mandel, Jr. 3.13M 9.99% 3.13M IN United States of America 2023-09-28
18 Sands Capital Global Innovation Fund II, L.P. 2.76M 6.40% 2.76M PN Cayman Islands 2024-02-13
19 The Vanguard Group - 23-1945930 2.10M 5.66% 2.09M IA Pennsylvania 2024-02-13
20 13-4064930 1.89M 5.10% 1.65M 1.88M IA Delaware 2024-02-14
21 (1) BlackRock, Inc. 1.80M 4.70% 1.65M 1.80M HC Delaware 2024-03-07
22 Sands Capital Global Innovation Fund II-KLV, L.P. 748.9K 1.80% 748.9K PN Delaware 2024-02-13
23 Sands Capital Management, LLC 666.7K 1.60% 666.7K IA Delaware 2024-02-13
24 Accel Leaders Fund II Associates L.L.C. (“ALF2A”) 193.1K 0.50% 193.1K 193.1K 193.1K 193.1K PN Delaware 2024-02-12
25 Accel Growth Fund V Associates L.L.C. (“AGF5A”) 64.2K 0.20% 64.2K 64.2K 64.2K 64.2K PN Delaware 2024-02-12
26 95-1411037 13.00 7.30% 5.27M 5.27M IA Delaware 2024-11-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
47
-228 vs prev Q
New positions
17
Closed positions
231
Increased
38
Reduced
2
Put/Call ratio
0.00
Calls held
7.5K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 621.7K +621.7K (+100.0%) 20.19B +20.2B (+100.0%) 0.21% +0.205 pp 9.10% +9.098 pp USD32.47 +0.0% 1 qtrs NEW
2 SUMMIT PARTNERS L P 18.85M +— (+0.0%) 612.15M +90.1M (+17.3%) 6.27% -0.350 pp 58.24% +1.767 pp USD34.50 -5.9% 10 qtrs
3 MORGAN STANLEY 14.55M +3.9M (+36.1%) 472.34M +176.3M (+59.5%) 5.00% +1.248 pp 0.03% +0.010 pp USD30.18 +7.6% 10 qtrs
4 VANGUARD GROUP INC 14.36M +1.6M (+12.3%) 466.32M +112.2M (+31.7%) 4.94% +0.449 pp 0.01% +0.002 pp USD29.53 +10.0% 10 qtrs
5 CAPITAL INTERNATIONAL INVESTORS 12.79M +12.8M (+100.0%) 415.25M +415.3M (+100.0%) 4.22% +4.220 pp 0.07% +0.065 pp USD32.47 +0.0% 1 qtrs NEW
6 FMR LLC 8.37M +131.7K (+1.6%) 271.83M +43.7M (+19.1%) 2.88% -0.014 pp 0.01% +0.002 pp USD28.87 +12.5% 10 qtrs
7 ALLIANCEBERNSTEIN L.P. 4.73M -75.4K (-1.6%) 153.63M +20.5M (+15.4%) 1.63% -0.061 pp 0.05% +0.007 pp USD28.61 +13.5% 10 qtrs
8 BLACKROCK, INC. 3.72M +59.4K (+1.6%) 120.67M +19.4M (+19.2%) 1.28% -0.006 pp 0.00% +0.000 pp USD34.66 -6.3% 6 qtrs
9 SANDS CAPITAL VENTURES, LLC 3.65M +134.6K (+3.8%) 118.51M +21.2M (+21.8%) 1.20% -0.029 pp 22.86% +1.532 pp USD26.97 +20.4% 10 qtrs
10 JPMORGAN CHASE & CO 3.56M +1.7M (+86.8%) 115.75M +62.9M (+119.1%) 1.19% +0.515 pp 0.01% +0.004 pp USD31.98 +1.5% 10 qtrs
11 WHALE ROCK CAPITAL MANAGEMENT LLC 3.06M +922.0 (+0.0%) 99.29M +14.6M (+17.3%) 1.05% -0.022 pp 1.27% +0.273 pp USD34.49 -5.9% 10 qtrs
12 FEDERATED HERMES, INC. 2.90M -9.4K (-0.3%) 94.19M +13.6M (+16.9%) 1.00% -0.024 pp 0.16% +0.015 pp USD27.81 +16.8% 9 qtrs
13 AMERICAN CENTURY COMPANIES INC 2.90M +776.3K (+36.6%) 94.01M +35.3M (+60.2%) 0.96% +0.212 pp 0.05% +0.017 pp USD33.62 -3.4% 10 qtrs
14 FULLER & THALER ASSET MANAGEMENT, INC. 2.85M +2.9M (+100.0%) 92.67M +92.7M (+100.0%) 0.95% +0.949 pp 0.31% +0.313 pp USD32.47 +0.0% 1 qtrs NEW
15 CAPITAL RESEARCH GLOBAL INVESTORS 2.58M -15.4K (-0.6%) 83.70M +11.9M (+16.6%) 0.85% -0.059 pp 0.02% +0.002 pp USD26.53 +22.4% 10 qtrs
16 FIERA CAPITAL CORP 2.33M +1.1M (+87.7%) 75.71M +41.3M (+120.2%) 0.77% +0.334 pp 0.24% +0.129 pp USD33.06 -1.8% 3 qtrs
17 GREENOAKS CAPITAL PARTNERS LLC 2.32M +— (+0.0%) 75.23M +11.1M (+17.3%) 0.80% -0.017 pp 2.52% +0.431 pp USD25.50 +27.3% 10 qtrs
18 TWO SIGMA INVESTMENTS, LP 2.22M +531.8K (+31.4%) 72.21M +25.4M (+54.1%) 0.76% +0.171 pp 0.10% +0.032 pp USD32.12 +1.1% 9 qtrs
19 FRANKLIN RESOURCES INC 1.98M +57.9K (+3.0%) 64.30M +11.1M (+20.8%) 0.65% -0.021 pp 0.02% +0.003 pp USD33.74 -3.8% 10 qtrs
20 12 WEST CAPITAL MANAGEMENT LP 1.84M +— (+0.0%) 59.68M +8.8M (+17.3%) 0.63% -0.013 pp 7.11% +1.829 pp USD31.90 +1.8% 3 qtrs
21 TWO SIGMA ADVISERS, LP 1.78M +226.2K (+14.5%) 57.88M +14.8M (+34.3%) 0.61% +0.067 pp 0.11% +0.026 pp USD33.40 -2.8% 9 qtrs
22 RENAISSANCE TECHNOLOGIES LLC 1.76M +80.4K (+4.8%) 57.27M +10.7M (+22.9%) 0.61% +0.016 pp 0.09% +0.027 pp USD30.58 +6.2% 9 qtrs
23 MILLENNIUM MANAGEMENT LLC 1.70M -80.6K (-4.5%) 55.22M +5.9M (+12.0%) 0.58% -0.041 pp 0.02% +0.002 pp USD32.68 -0.6% 10 qtrs
24 GEODE CAPITAL MANAGEMENT, LLC 1.67M +195.3K (+13.2%) 54.33M +13.4M (+32.8%) 0.58% +0.057 pp 0.00% +0.001 pp USD30.72 +5.7% 9 qtrs
25 CLEARBRIDGE INVESTMENTS, LLC 1.64M -339.6K (-17.1%) 53.31M -1.6M (-2.8%) 0.54% -0.154 pp 0.04% +0.001 pp USD33.50 -3.1% 10 qtrs
26 GOLDMAN SACHS GROUP INC 1.52M -68.0K (-4.3%) 49.49M +5.4M (+12.3%) 0.51% -0.052 pp 0.01% +0.001 pp USD30.84 +5.3% 10 qtrs
27 NORGES BANK 1.52M +1.5M (+100.0%) 49.30M +49.3M (+100.0%) 0.50% +0.501 pp 0.01% +0.005 pp USD32.47 +0.0% 1 qtrs NEW
28 BANK OF NEW YORK MELLON CORP 1.38M -1.1M (-45.0%) 44.96M -24.8M (-35.6%) 0.46% -0.427 pp 0.01% -0.006 pp USD25.84 +25.7% 9 qtrs
29 ANCORA ADVISORS, LLC 1.33M +1.3M (+100.0%) 43.21M +43.2M (+100.0%) 0.46% +0.458 pp 0.89% +0.890 pp USD32.47 +0.0% 1 qtrs NEW
30 VOYA INVESTMENT MANAGEMENT LLC 1.26M -160.1K (-11.3%) 40.86M +1.6M (+4.0%) 0.42% -0.083 pp 0.04% +0.001 pp USD36.19 -10.3% 10 qtrs
31 CAPITAL WORLD INVESTORS 1.15M +1.1M (+100.0%) 37.27M +37.3M (+100.0%) 0.38% +0.379 pp 0.01% +0.005 pp USD32.47 +0.0% 3 qtrs
32 STATE STREET CORP 1.05M +234.3K (+28.7%) 34.14M +11.5M (+50.9%) 0.36% +0.075 pp 0.00% +0.000 pp USD30.17 +7.6% 9 qtrs
33 BIENVILLE CAPITAL MANAGEMENT, LLC 969.3K +690.0K (+247.0%) 31.47M +23.7M (+306.9%) 0.33% +0.235 pp 5.00% +3.525 pp USD31.09 +4.4% 2 qtrs
34 SANDS CAPITAL MANAGEMENT, LLC 928.8K -176.8K (-16.0%) 30.16M -456.3K (-1.5%) 0.31% -0.082 pp 0.09% +0.007 pp USD30.00 +8.2% 10 qtrs
35 BANK OF AMERICA CORP /DE/ 893.2K +303.5K (+51.5%) 29.00M +12.7M (+77.6%) 0.31% +0.100 pp 0.00% +0.001 pp USD31.07 +4.5% 10 qtrs
36 JANUS HENDERSON GROUP PLC 886.8K -567.9K (-39.0%) 28.79M -11.5M (-28.5%) 0.30% -0.206 pp 0.01% -0.006 pp USD33.42 -2.8% 10 qtrs
37 POINT72 ASSET MANAGEMENT, L.P. 876.9K -4.4M (-83.3%) 28.47M -116.5M (-80.4%) 0.30% -1.536 pp 0.03% -0.211 pp USD27.69 +17.3% 2 qtrs
38 ARROWMARK COLORADO HOLDINGS LLC 815.6K -84.9K (-9.4%) 26.48M +1.5M (+6.2%) 0.28% -0.036 pp 0.58% +0.120 pp USD31.69 +2.5% 3 qtrs
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 809.4K +79.5K (+10.9%) 26.28M +6.1M (+30.0%) 0.27% +0.011 pp 0.00% +0.001 pp USD30.05 +8.1% 9 qtrs
40 FIRST TRUST ADVISORS LP 806.9K -119.4K (-12.9%) 26.20M +551.0K (+2.1%) 0.27% -0.059 pp 0.02% 0.000 pp USD29.49 +10.1% 10 qtrs
41 DELTA GLOBAL MANAGEMENT LP 785.3K +270.9K (+52.7%) 25.50M +11.3M (+79.0%) 0.27% +0.089 pp 1.16% +0.118 pp USD33.20 -2.2% 3 qtrs
42 SHANNON RIVER FUND MANAGEMENT LLC 729.7K +729.7K (+100.0%) 23.69M +23.7M (+100.0%) 0.25% +0.251 pp 3.72% +3.717 pp USD32.47 +0.0% 1 qtrs NEW
43 SCHONFELD STRATEGIC ADVISORS LLC 701.3K -211.9K (-23.2%) 22.77M -2.5M (-10.0%) 0.24% -0.079 pp 0.10% -0.043 pp USD27.89 +16.4% 4 qtrs
44 WALLEYE CAPITAL LLC 677.6K +661.3K (+4,075.3%) 22.00M +21.6M (+4,796.1%) 0.22% +0.218 pp 0.07% +0.066 pp USD32.49 -0.1% 8 qtrs
45 BARTON INVESTMENT MANAGEMENT 670.0K +275.1K (+69.6%) 21.76M +10.8M (+98.9%) 0.22% +0.084 pp 2.34% +1.230 pp USD29.65 +9.5% 2 qtrs
46 J. GOLDMAN & CO LP 634.4K +221.4K (+53.6%) 20.60M +9.2M (+80.1%) 0.22% +0.073 pp 0.54% +0.255 pp USD29.36 +10.6% 2 qtrs
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 634.3K +12.5K (+2.0%) 20.60M +3.4M (+19.6%) 0.22% 0.000 pp 0.00% +0.000 pp USD30.21 +7.5% 10 qtrs
48 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 613.0K +612.0K (+60,777.3%) 19.91M +19.9M (+70,992.9%) 0.20% +0.202 pp 0.02% +0.023 pp USD32.47 +0.0% 3 qtrs
49 GRANAHAN INVESTMENT MANAGEMENT, LLC 605.3K +294.4K (+94.7%) 19.65M +11.0M (+128.3%) 0.21% +0.099 pp 0.84% +0.489 pp USD33.04 -1.7% 3 qtrs
50 NEARWATER CAPITAL MARKETS, LTD 600.0K +600.0K (+100.0%) 19.48M +19.5M (+100.0%) 0.21% +0.206 pp 0.33% +0.333 pp USD32.47 +0.0% 1 qtrs NEW
51 CANADA PENSION PLAN INVESTMENT BOARD 590.7K +135.2K (+29.7%) 19.18M +6.6M (+52.1%) 0.20% +0.043 pp 0.01% +0.004 pp USD29.02 +11.9% 7 qtrs
52 ENGINEERS GATE MANAGER LP 570.0K +167.0K (+41.4%) 18.51M +7.3M (+65.8%) 0.20% +0.055 pp 0.22% +0.092 pp USD30.69 +5.8% 9 qtrs
53 ALYESKA INVESTMENT GROUP, L.P. 552.9K +552.9K (+100.0%) 17.95M +18.0M (+100.0%) 0.18% +0.183 pp 0.05% +0.051 pp USD32.47 +0.0% 1 qtrs NEW
54 QUANTINNO CAPITAL MANAGEMENT LP 549.1K +48.1K (+9.6%) 17.83M +4.0M (+28.5%) 0.19% +0.013 pp 0.04% -0.002 pp USD33.48 -3.0% 3 qtrs
55 AMERIPRISE FINANCIAL INC 513.6K +3.9K (+0.8%) 16.68M +2.6M (+18.1%) 0.18% -0.002 pp 0.00% +0.001 pp USD39.38 -17.5% 6 qtrs
56 UBS GROUP AG 468.6K +49.3K (+11.8%) 15.22M +3.6M (+31.1%) 0.16% +0.014 pp 0.00% +0.001 pp USD33.79 -3.9% 9 qtrs
57 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 461.9K -588.6K (-56.0%) 15.00M -14.1M (-48.4%) 0.16% -0.210 pp 0.03% -0.028 pp USD34.68 -6.4% 5 qtrs
58 NEW YORK STATE COMMON RETIREMENT FUND 458.1K +109.0K (+31.2%) 14.88M +5.2M (+53.9%) 0.15% +0.029 pp 0.02% +0.007 pp USD33.04 -1.7% 10 qtrs
59 GLYNN CAPITAL MANAGEMENT LLC 456.8K -476.0 (-0.1%) 14.83M +2.2M (+17.1%) 0.15% -0.009 pp 5.09% +1.098 pp USD28.60 +13.5% 10 qtrs
60 JEFFERIES FINANCIAL GROUP INC. 455.0K +436.2K (+2,320.7%) 14.77M +14.3M (+2,738.6%) 0.15% +0.144 pp 0.08% +0.073 pp USD32.34 +0.4% 4 qtrs
61 NEUBERGER BERMAN GROUP LLC 445.5K +445.5K (+100.0%) 14.46M +14.5M (+100.0%) 0.15% +0.147 pp 0.01% +0.011 pp USD32.47 +0.0% 1 qtrs NEW
62 MORANGIE MANAGEMENT LLC 423.1K -46.7K (-9.9%) 13.74M +730.6K (+5.6%) 0.14% -0.024 pp 10.93% -0.281 pp USD41.24 -21.3% 5 qtrs
63 GOODNOW INVESTMENT GROUP, LLC 374.5K -9.8K (-2.6%) 12.16M +1.5M (+14.3%) 0.13% -0.006 pp 1.13% +0.116 pp USD30.16 +7.7% 3 qtrs
64 TWIN FOCUS CAPITAL PARTNERS, LLC 364.7K -48.2K (-11.7%) 11.84M +409.3K (+3.6%) 0.13% -0.020 pp 1.36% -0.088 pp USD33.58 -3.3% 3 qtrs
65 NORTHERN TRUST CORP 348.3K +64.7K (+22.8%) 11.31M +3.5M (+44.0%) 0.12% +0.020 pp 0.00% +0.000 pp USD30.24 +7.4% 9 qtrs
66 D. E. SHAW & CO., INC. 345.0K -183.5K (-34.7%) 11.20M -3.4M (-23.5%) 0.12% -0.067 pp 0.01% -0.002 pp USD39.22 -17.2% 6 qtrs
67 JUMP FINANCIAL, LLC 317.4K +83.7K (+35.8%) 10.31M +3.8M (+59.2%) 0.11% +0.027 pp 0.13% +0.049 pp USD32.58 -0.3% 4 qtrs
68 BURKEHILL GLOBAL MANAGEMENT, LP 300.0K +— (+0.0%) 9.74M +1.4M (+17.3%) 0.10% -0.002 pp 0.64% +0.170 pp USD33.58 -3.3% 3 qtrs
69 DIMENSIONAL FUND ADVISORS LP 286.8K +152.0K (+112.7%) 9.31M +5.6M (+149.5%) 0.10% +0.051 pp 0.00% +0.001 pp USD33.08 -1.8% 6 qtrs
70 SWISS NATIONAL BANK 252.7K +54.0K (+27.2%) 8.21M +2.7M (+49.1%) 0.08% +0.014 pp 0.00% +0.002 pp USD29.01 +11.9% 8 qtrs
71 BNP PARIBAS ARBITRAGE, SNC 242.4K -61.0K (-20.1%) 7.87M -529.0K (-6.3%) 0.08% -0.023 pp 0.00% -0.001 pp USD36.53 -11.1% 5 qtrs
72 CAPITAL FUND MANAGEMENT S.A. 232.9K +6.3K (+2.8%) 7.56M +1.3M (+20.5%) 0.08% +0.001 pp 0.02% +0.005 pp USD31.25 +3.9% 4 qtrs
73 VICTORY CAPITAL MANAGEMENT INC 229.0K -205.0K (-47.2%) 7.43M -4.6M (-38.1%) 0.08% -0.077 pp 0.00% -0.003 pp USD32.73 -0.8% 6 qtrs
74 TREXQUANT INVESTMENT LP 228.5K -225.9K (-49.7%) 7.42M -5.2M (-41.0%) 0.08% -0.081 pp 0.07% -0.063 pp USD29.06 +11.7% 7 qtrs
75 BALYASNY ASSET MANAGEMENT L.P. 227.7K -348.9K (-60.5%) 7.39M -8.6M (-53.7%) 0.08% -0.124 pp 0.01% -0.011 pp USD29.61 +9.7% 10 qtrs
76 1832 ASSET MANAGEMENT L.P. 226.8K +226.8K (+100.0%) 7.36M +7.4M (+100.0%) 0.07% +0.075 pp 0.01% +0.006 pp USD32.47 +0.0% 5 qtrs
77 MAYFLOWER FINANCIAL ADVISORS, LLC 226.7K -6.5K (-2.8%) 7.36M +904.9K (+14.0%) 0.08% -0.007 pp 0.89% +0.080 pp USD31.83 +2.0% 8 qtrs
78 UBS ASSET MANAGEMENT AMERICAS INC 225.4K +42.8K (+23.4%) 7.32M +2.3M (+44.7%) 0.07% +0.010 pp 0.00% +0.000 pp USD32.39 +0.2% 10 qtrs
79 FREESTONE GROVE PARTNERS LP 209.2K -902.2K (-81.2%) 6.79M -24.0M (-77.9%) 0.07% -0.318 pp 0.05% -0.181 pp USD30.54 +6.3% 4 qtrs
80 LIONTRUST INVESTMENT PARTNERS LLP 193.6K +91.8K (+90.1%) 6.29M +3.5M (+122.9%) 0.07% +0.031 pp 0.09% +0.054 pp USD34.12 -4.8% 5 qtrs
81 WELLS FARGO & COMPANY/MN 183.1K +54.1K (+42.0%) 5.95M +2.4M (+66.5%) 0.06% +0.018 pp 0.00% +0.000 pp USD33.18 -2.1% 9 qtrs
82 LISANTI CAPITAL GROWTH, LLC 178.1K +178.1K (+100.0%) 5.78M +5.8M (+100.0%) 0.06% +0.059 pp 1.37% +1.370 pp USD32.47 +0.0% 6 qtrs
83 CINCTIVE CAPITAL MANAGEMENT LP 174.8K -110.7K (-38.8%) 5.67M -2.2M (-28.2%) 0.06% -0.040 pp 0.31% -0.071 pp USD27.69 +17.3% 2 qtrs
84 HUNTINGTON NATIONAL BANK 166.5K +89.8K (+117.1%) 5.41M +3.3M (+154.6%) 0.06% +0.030 pp 0.03% +0.020 pp USD30.27 +7.3% 2 qtrs
85 TWIN TREE MANAGEMENT, LP 161.2K -84.6K (-34.4%) 5.23M -1.6M (-23.1%) 0.05% -0.033 pp 0.05% +0.017 pp USD38.27 -15.2% 5 qtrs
86 PATHSTONE HOLDINGS, LLC 159.5K -14.5K (-8.3%) 5.18M +361.4K (+7.5%) 0.05% -0.006 pp 0.02% +0.002 pp USD26.32 +23.4% 8 qtrs
87 LMR PARTNERS LLP 150.0K +50.0K (+50.0%) 4.87M +2.1M (+75.9%) 0.05% +0.017 pp 0.01% -0.003 pp USD29.28 +10.9% 2 qtrs
88 CYNOSURE GROUP, LLC 141.9K +— (+0.0%) 4.61M +678.2K (+17.3%) 0.05% -0.001 pp 0.47% +0.042 pp USD32.67 -0.6% 8 qtrs
89 CITADEL ADVISORS LLC 137.9K -17.0K (-11.0%) 4.48M +188.4K (+4.4%) 0.05% -0.007 pp 0.00% +0.000 pp USD35.99 -9.8% 10 qtrs
90 NIGHT SQUARED LP 136.2K -31.1K (-18.6%) 4.42M -208.6K (-4.5%) 0.05% -0.012 pp 1.25% -0.425 pp USD29.90 +8.6% 4 qtrs
91 COLONY GROUP, LLC 134.6K +384.0 (+0.3%) 4.37M +653.8K (+17.6%) 0.04% -0.003 pp 0.01% -0.001 pp USD41.13 -21.1% 8 qtrs
92 OSSIAM 133.9K +— (+0.0%) 4.35M +640.0K (+17.3%) 0.05% -0.001 pp 0.09% +0.039 pp USD27.69 +17.3% 2 qtrs
93 IEQ CAPITAL, LLC 132.8K -54.5K (-29.1%) 4.31M -874.4K (-16.9%) 0.04% -0.022 pp 0.01% -0.003 pp USD32.73 -0.8% 6 qtrs
94 PRICE T ROWE ASSOCIATES INC /MD/ 126.1K +9.4K (+8.0%) 4.10M +863.0K (+26.7%) 0.04% +0.002 pp 0.00% +0.000 pp USD33.34 -2.6% 6 qtrs
95 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 125.2K +125.2K (+100.0%) 4.06M +4.1M (+100.0%) 0.04% +0.043 pp 0.14% +0.139 pp USD32.47 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 107 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 WisdomTree Cloud Computing Fund WCLD 1.26% 3.18M 0.45%
2 WisdomTree Cloud Computing UCITS ETF WCLD.L 1.24% 3.40M 0.40%
3 State Street SPDR S&P Software & Services ETF XSW 0.83% 3.61M 0.35%
4 First Trust Cloud Computing ETF SKYY 0.67% 19.49M 0.60%
5 State Street SPDR FactSet Innovative Technology ETF XITK 0.55% 401.6K 0.45%
6 First Trust Cloud Computing UCITS ETF SKYU.L 0.45% 1.86M 0.60%
7 American Century Small Cap Growth Insights ETF ACSG 0.34% 87.1K 0.49%
8 AAM Transformers ETF TRFM 0.22% 237.1K 0.49%
9 Nuveen ESG Small-Cap ETF NUSC 0.18% 2.27M 0.31%
10 BNY Mellon US Small Cap Core Equity ETF BKSE 0.10% 87.0K 0.04%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.11
Neutral
Ratio by volume
1.60
Bullish
Buys
10
Sells
9
Shares acquired
1.87M
Shares disposed
1.17M
Cash buys
Cash sales
5.00
Net activity
+701,915
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-28 Shopify Strategic Holdings 3 LLC 10% Owner X-InTheMoney A Series B Common Stock 344,381 0.00 16,973,108 D
2026-04-20 Edmond Landon Officer S-Sale D Series A Common Stock 9,623 20.00 192.5K 584,124 D
2026-04-16 Whalen Amanda Officer C-Conversion A Series A Common Stock 4,293 0.00 4.29 909,141 D
2026-04-15 Whalen Amanda Officer A-Award A Series A Common Stock 227,272 0.00 904,848 D
2026-04-15 Galvin Carmel Officer A-Award A Series A Common Stock 162,337 0.00 968,540 D
2026-04-15 Edmond Landon Officer A-Award A Series A Common Stock 151,515 0.00 463,877 D
2026-04-14 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 200,000 0.00 67,344,118 D
2026-04-07 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 200,000 0.00 67,544,118 D
2026-03-31 Bialecki Andrew Director / Officer / 10% Owner S-Sale D Series A Common Stock 200,000 19.42 3.88M 0 D
2026-03-24 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 200,000 0.00 67,944,118 D
2026-03-17 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 200,000 0.00 68,144,118 D
2026-03-12 Whalen Amanda Officer S-Sale D Series A Common Stock 5,077 19.34 98.2K 412,425 D
2026-03-12 Edmond Landon Officer S-Sale D Series A Common Stock 14,366 20.15 289.5K 312,362 D
2026-03-10 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 206,827 0.00 68,344,118 D
2026-03-05 Edmond Landon Officer S-Sale D Series A Common Stock 15,093 20.16 304.3K 326,728 D
2026-03-03 Bialecki Andrew Director / Officer / 10% Owner S-Sale D Series A Common Stock 45,978 17.90 823.0K 0 D
2026-02-24 Bialecki Andrew Director / Officer / 10% Owner S-Sale D Series A Common Stock 160,356 16.86 2.70M 39,644 D
2026-02-17 Edmond Landon Officer C-Conversion A Series A Common Stock 11,052 0.00 341,821 D
2026-02-15 Whalen Amanda Officer C-Conversion A Series A Common Stock 29,513 0.00 29.51 471,732 D
2026-02-15 Galvin Carmel Officer F-InKind D Series A Common Stock 23,050 18.60 428.7K 616,810 D
2026-02-15 Fernandez Gomez Luciano Director / Officer F-InKind D Series A Common Stock 23,308 18.60 433.5K 2,347,583 D
2026-02-15 Edmond Landon Officer C-Conversion A Series A Common Stock 11,448 0.00 355,330 D
2026-02-13 Whalen Amanda Officer C-Conversion D Series B Common Stock 14,000 0.00 330,918 D
2026-02-12 Ceran Jennifer Director P-Purchase A Series A Common Stock 16,339 18.38 300.3K 30,691 D
2026-01-29 Shopify Strategic Holdings 3 LLC 10% Owner X-InTheMoney D Warrants to Purchase Series B Common Stock (Right to Buy) 344,383 0.01 3.4K 2,066,293 D
2026-01-27 Bialecki Andrew Director / Officer / 10% Owner S-Sale D Series A Common Stock 150,689 25.34 3.82M 4,530 D
2026-01-20 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 167,926 0.00 69,106,164 D
2026-01-15 Whalen Amanda Officer S-Sale D Series A Common Stock 6,174 25.52 157.6K 442,219 D
2026-01-15 Fernandez Gomez Luciano Director / Officer A-Award A Series A Common Stock 1,093,801 0.00 1,177,653 D
2026-01-15 Edmond Landon Officer S-Sale D Series A Common Stock 4,399 25.52 112.3K 343,882 D
2026-01-13 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 140,646 0.00 69,274,090 D
2026-01-07 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 16,649 0.00 69,414,736 D
2026-01-06 Bialecki Andrew Director / Officer / 10% Owner S-Sale D Series A Common Stock 2,382 28.52 67.9K 0 D
2025-12-22 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 100,000 0.00 69,568,889 D
2025-12-18 Whalen Amanda Officer S-Sale D Series A Common Stock 13,540 31.41 425.3K 452,634 D
2025-12-18 Edmond Landon Officer S-Sale D Series A Common Stock 13,718 31.41 430.9K 354,354 D
2025-12-17 Hallen Ed Director / 10% Owner S-Sale D Series A Common Stock 34,878 30.35 1.06M 133,624 I
2025-12-17 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 100,000 0.00 69,668,889 D
2025-12-16 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 138,648 0.00 69,768,889 D
2025-12-15 Rowland Stephen Eric Officer S-Sale D Series A Common Stock 3,191 29.01 92.6K 434,294 D
2025-12-15 Hallen Ed Director / 10% Owner S-Sale D Series A Common Stock 157 30.13 4.7K 168,502 I
2025-12-15 Edmond Landon Officer G-Gift D Series A Common Stock 8,400 0.00 368,072 D
2025-12-11 Bialecki Andrew Director / Officer / 10% Owner S-Sale D Series A Common Stock 17,777 30.00 533.3K 0 D
2025-12-10 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 82,223 0.00 73,344,314 D
2025-12-09 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 131,362 0.00 73,426,537 D
2025-12-04 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 952 0.00 73,557,899 D
2025-12-02 Bialecki Andrew Director / Officer / 10% Owner S-Sale D Series A Common Stock 142,045 28.62 4.07M 0 D
2025-11-24 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 144,717 0.00 73,700,896 D
2025-11-20 Edmond Landon Officer S-Sale D Series A Common Stock 10,374 27.83 288.7K 380,492 D
2025-11-18 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 147,329 0.00 73,845,613 D
2025-11-17 Rowland Stephen Eric Officer C-Conversion D Series B Common Stock 28,457 0.00 359,184 D
2025-11-17 Galvin Carmel Officer S-Sale D Series A Common Stock 4,036 27.11 109.4K 639,860 D
2025-11-17 Edmond Landon Officer C-Conversion D Series B Common Stock 11,074 0.00 22,500 D
2025-11-15 Whalen Amanda Officer C-Conversion D Series B Common Stock 29,513 0.00 348,963 D
2025-11-15 Rowland Stephen Eric Officer C-Conversion D Series B Common Stock 22,855 0.00 387,641 D
2025-11-15 Galvin Carmel Officer F-InKind D Series A Common Stock 24,817 28.61 710.0K 651,016 D
2025-11-15 Fernandez Gomez Luciano Director / Officer F-InKind D Series A Common Stock 43,533 28.61 1.25M 83,852 D
2025-11-15 Edmond Landon Officer C-Conversion D Series B Common Stock 11,426 0.00 33,574 D
2025-11-14 Whalen Amanda Officer C-Conversion A Series A Common Stock 15,000 0.00 15.00 496,719 D
2025-11-14 Shopify Strategic Holdings 3 LLC 10% Owner X-InTheMoney A Series B Common Stock 344,381 0.00 16,284,344 D
2025-11-11 Hallen Ed Director / 10% Owner S-Sale D Series A Common Stock 2,266 30.00 68.0K 608,518 I
2025-11-11 Bialecki Andrew Director / Officer / 10% Owner S-Sale D Series A Common Stock 140,464 29.74 4.18M 0 D
2025-11-10 Hallen Ed Director / 10% Owner S-Sale D Series A Common Stock 50,920 30.04 1.53M 651,296 I
2025-10-15 Rowland Stephen Eric Officer S-Sale D Series A Common Stock 7,105 24.35 173.0K 431,516 D
2025-10-14 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 163,331 0.00 74,133,406 D
2025-10-10 Whalen Amanda Officer C-Conversion A Series A Common Stock 15,000 0.00 15.00 496,719 D
2025-10-07 Bialecki Andrew Director / Officer / 10% Owner C-Conversion A Series A Common Stock 159,508 0.00 159.51 159,508 D
2025-09-30 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 137,224 0.00 74,456,245 D
2025-09-23 Bialecki Andrew Director / Officer / 10% Owner C-Conversion A Series A Common Stock 211,358 0.00 211.36 211,358 D
2025-09-16 Bialecki Andrew Director / Officer / 10% Owner S-Sale D Series A Common Stock 140,921 32.71 4.61M 85,461 D
2025-09-15 Rowland Stephen Eric Officer S-Sale D Series A Common Stock 6,905 31.90 220.3K 438,821 D
2025-09-15 Hallen Ed Director / 10% Owner S-Sale D Series A Common Stock 22,224 31.65 703.4K 177,776 I
2025-09-15 Fernandez Gomez Luciano Director / Officer A-Award A Series A Common Stock 100,597 0.00 127,385 D
2025-09-12 Whalen Amanda Officer C-Conversion A Series A Common Stock 11,204 0.00 11.20 496,719 D
2025-09-11 Hallen Ed Director / 10% Owner G-Gift D Series A Common Stock 990,000 0.00 0 D
2025-09-10 St. Ledger Susan Director S-Sale D Series A Common Stock 3,413 32.20 109.9K 10,939 D
2025-09-09 Bialecki Andrew Director / Officer / 10% Owner S-Sale D Series A Common Stock 220,481 31.96 7.05M 0 D
2025-09-08 SUMMIT PARTNERS L P 10% Owner C-Conversion A Series B Common Stock, par value $0.001 per share 4,000,000 0.00 18,852,778 I
2025-09-02 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 223,304 0.00 70,823,270 D
2025-08-28 Bialecki Andrew Director / Officer / 10% Owner G-Gift D Series A Common Stock 3,500,000 0.00 0 D
2025-08-26 Bialecki Andrew Director / Officer / 10% Owner C-Conversion A Series A Common Stock 226,702 0.00 226.70 226,702 D
2025-08-25 SUMMIT PARTNERS L P 10% Owner C-Conversion A Series B Common Stock, par value $0.001 per share 975,000 0.00 22,852,778 I
2025-08-21 SUMMIT PARTNERS L P 10% Owner J-Other D Series A Common Stock, par value $0.001 per share 500,000 0.00 0 I
2025-08-18 Rowland Stephen Eric Officer C-Conversion D Series B Common Stock 28,457 0.00 410,496 D
2025-08-18 Galvin Carmel Officer S-Sale D Series A Common Stock 11,155 31.67 353.3K 675,833 D
2025-08-18 Edmond Landon Officer S-Sale D Series A Common Stock 9,965 31.46 313.5K 392,584 D
2025-08-15 Whalen Amanda Officer C-Conversion D Series B Common Stock 29,513 0.00 419,680 D
2025-08-15 Rowland Stephen Eric Officer F-InKind D Series A Common Stock 34,326 31.43 1.08M 424,374 D
2025-08-15 Galvin Carmel Officer F-InKind D Series A Common Stock 24,817 31.43 780.0K 686,988 D
2025-08-15 Fernandez Gomez Luciano Director C-Conversion A Series A Common Stock 7,000 0.00 33,788 D
2025-08-15 Edmond Landon Officer F-InKind D Series A Common Stock 24,695 31.43 776.2K 391,475 D
2025-08-13 SUMMIT PARTNERS L P 10% Owner C-Conversion A Series A Common Stock, par value $0.001 per share 7,000,000 0.00 7.0K 7,000,000 I
2025-07-28 Shopify Strategic Holdings 3 LLC 10% Owner X-InTheMoney A Series B Common Stock 344,383 0.00 15,939,963 D
2025-07-15 Rowland Stephen Eric Officer S-Sale D Series A Common Stock 7,079 31.56 223.4K 435,845 D
2025-07-11 Whalen Amanda Officer C-Conversion A Series A Common Stock 15,000 0.00 15.00 532,831 D
2025-06-16 Rowland Stephen Eric Officer S-Sale D Series A Common Stock 6,779 34.59 234.5K 443,224 D
2025-06-13 Whalen Amanda Officer C-Conversion A Series A Common Stock 11,204 0.00 11.20 532,831 D
2025-06-11 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 100,000 0.00 74,773,276 D
2025-06-10 Weisman Tony Director A-Award A Series A Common Stock 5,820 0.00 89,352 D
2025-06-10 St. Ledger Susan Director A-Award A Series A Common Stock 5,820 0.00 14,352 D
2025-06-10 Oulman Roxanne Director A-Award A Series A Common Stock 5,820 0.00 14,352 D
2025-06-10 Fernandez Gomez Luciano Director F-InKind D Series A Common Stock 2,560 34.03 87.1K 20,968 D
2025-06-10 Ceran Jennifer Director A-Award A Series A Common Stock 5,820 0.00 14,352 D
2025-06-04 SUMMIT PARTNERS L P 10% Owner C-Conversion A Series B Common Stock, par value $0.001 per share 4,000,000 0.00 30,827,778 I
2025-05-19 SUMMIT PARTNERS L P 10% Owner C-Conversion A Series B Common Stock, par value $0.001 per share 4,000,000 0.00 34,827,778 I
2025-05-16 Whalen Amanda Officer S-Sale D Series A Common Stock 15,000 34.98 524.7K 521,627 D
2025-05-16 Rowland Stephen Eric Officer S-Sale D Series A Common Stock 7,079 34.86 246.8K 450,003 D
2025-05-16 Galvin Carmel Officer S-Sale D Series A Common Stock 11,156 35.01 390.6K 711,805 D
2025-05-16 Edmond Landon Officer S-Sale D Series A Common Stock 9,965 34.85 347.3K 404,744 D
2025-05-16 Bialecki Andrew Director / Officer / 10% Owner S-Sale D Series A Common Stock 10,969,078 32.90 360.83M 0 D
2025-05-15 Whalen Amanda Officer F-InKind D Series A Common Stock 46,829 34.90 1.63M 536,627 D
2025-05-15 Rowland Stephen Eric Officer S-Sale D Series A Common Stock 6,560 35.06 230.0K 440,750 D
2025-05-15 Galvin Carmel Officer F-InKind D Series A Common Stock 24,817 34.90 866.1K 722,961 D
2025-05-15 Edmond Landon Officer C-Conversion D Series B Common Stock 11,074 0.00 67,500 D
2025-05-14 Bialecki Andrew Director / Officer / 10% Owner C-Conversion D Series B Common Stock 10,969,078 0.00 74,873,276 D
2025-04-28 Shopify Strategic Holdings 3 LLC 10% Owner X-InTheMoney A Series B Common Stock 344,382 0.00 15,595,580 D
2025-04-15 Rowland Stephen Eric Officer S-Sale D Series A Common Stock 7,060 26.66 188.2K 447,310 D
2025-04-11 Whalen Amanda Officer C-Conversion D Series B Common Stock 11,204 0.00 504,910 D
2025-04-09 Fagnan Jeff 10% Owner P-Purchase A Series A Common Stock 3,900 25.77 100.5K 3,900 I
2025-02-21 Shopify Strategic Holdings 3 LLC 10% Owner X-InTheMoney D Warrants to Purchase Series B Common Stock (Right to Buy) 344,382 0.01 3.4K 3,443,822 D
2024-10-28 Shopify Strategic Holdings 3 LLC 10% Owner X-InTheMoney A Series B Common Stock 344,381 0.00 14,906,816 D
2024-07-29 Shopify Strategic Holdings 3 LLC 10% Owner X-InTheMoney A Series B Common Stock 344,384 0.00 14,562,435
2024-04-29 Shopify Strategic Holdings 3 LLC 10% Owner X-InTheMoney A Series B Common Stock 344,381 0.00 14,218,051
2024-01-29 Shopify Strategic Holdings 3 LLC 10% Owner X-InTheMoney A Series B Common Stock 344,382 0.00 13,873,670
2023-10-23 SUMMIT PARTNERS L P 10% Owner C-Conversion D Series B Common Stock, par value $0.001 per share 1,770,318 0.00 47,741,629
2023-10-23 Accomplice Fund I, L.P. 10% Owner S-Sale D Series A Common Stock 637,049 28.32 18.04M 26,720
2023-09-22 SUMMIT PARTNERS L P 10% Owner C-Conversion A Series A Common Stock, par value $0.001 per share 4,919,165 0.00 4.9K 4,919,165
2023-09-22 Accomplice Fund I, L.P. 10% Owner S-Sale D Series A Common Stock 1,770,049 28.32 50.13M 663,769
2023-09-20 Weisman Tony Director D Series B Common Stock 108,333 0.00 0
2023-09-20 St. Ledger Susan Director D Series B Common Stock 70,000 0.00 0
2023-09-20 SUMMIT PARTNERS L P 10% Owner I Series B Common Stock, par value $0.001 per share 54,431,112 0.00 0
2023-09-20 Li Ping Director I Series B Common Stock 238,299 0.00 0
2023-09-20 Fernandez Gomez Luciano Director D Series B Common Stock 70,000 0.00 0
2023-09-20 Accomplice Fund I, L.P. 10% Owner D Series B Common Stock 11,087,390 0.00 0

Executive team

Top executives
EBIT / Employee
-29.3K
Shares Outstanding
304.77M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Steve Rowland President 600.0K 7.53M 400.0K 7.7K 8.54M 88.20%
2 2025 Amanda Whalen Chief Financial Officer 625.0K 7.04M 174.6K 14.0K 7.86M 89.65%
3 2025 Carmel Galvin Chief People Officer 530.0K 4.40M 148.1K 12.1K 5.09M 86.45%
4 2025 Landon Edmond Chief Legal Officer 520.0K 4.40M 145.3K 14.0K 5.08M 86.63%
5 2025 Andrew Bialecki Chief Executive Officer 75.0K 3.0K 78.0K 0.00%
6 2024 Carmel Galvin Chief People Officer 377.1K 350.0K 17.14M 57.5K 815.00 17.93M 95.62%
7 2024 Amanda Whalen Chief Financial Officer 625.0K 6.57M 95.3K 13.8K 7.30M 89.94%
8 2024 Steve Rowland President 600.0K 4.78M 304.8K 9.1K 5.70M 83.96%
9 2024 Landon Edmond Chief Legal Officer 520.0K 2.53M 79.2K 13.8K 3.15M 80.51%
10 2024 Andrew Bialecki Chief Executive Officer 75.0K 3.0K 78.0K 0.00%
11 2023 Steve Rowland President 300.0K 100.0K 20.52M 198.3K 4.1K 21.12M 97.15%
12 2023 Landon Edmond Chief Legal Officer 460.0K 12.59M 13.4K 13.07M 96.38%
13 2023 Amanda Whalen Chief Financial Officer 512.5K 12.51M 13.5K 13.04M 95.96%
14 2023 Andrew Bialecki Chief Executive Officer 75.0K 3.0K 78.0K 0.00%
15 2022 Amanda Whalen Chief Financial Officer 274.2K 20.87M 11.0K 21.16M 98.65%
16 2022 Landon Edmond Chief Legal Officer 416.2K 1.51M 1.93M 0.00%
17 2022 Andrew Bialecki Chief Executive Officer 78.7K 3.1K 81.8K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-29 DEFA14A
2026-04-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-29 SC 13G
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2026-04-29 ARS
2026-04-29 4
2026-04-22 4
2026-04-20 144
2026-04-17 4

Executive team

NameTitleCompensationGender
Luciano Fernandez Gomez Co-CEO & Director 4M male
Amanda Whalen Chief Financial Officer 813.6K female
Carmel Galvin Chief People Officer 690.1K female
Landon Edmond Chief Legal Officer, General Counsel & Secretary 679.3K male
Andrew Bialecki Co-Founder, Co-CEO & Chairperson 78.0K male
Adil Wali Chief Product Officer male
Surabhi Gupta Chief Technology Officer female
Edward Hallen Co-Founder, Chief Strategy Officer & Director male
Emily McEvilly Chief Customer Officer female
Eric Fearday Chief Revenue Officer male
Jamie Domenici Chief Marketing Officer female
ESG Rating
B
SOFTWARE - INFRASTRUCTURE
2026
E (Environmental)
63.6 / 65.1
Company / Sector avg.
S (Social)
64.3 / 63.5
Company / Sector avg.
G (Governance)
60.5 / 65.6
Company / Sector avg.
ESG Total
62.8 / 64.7
Company / Sector avg.
ESG Score History SOFTWARE - INFRASTRUCTURE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits