Klaviyo, Inc. (KVYO)
Boston, MA, US
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.
Based on only 1 article — low confidence
- Klaviyo Enters the (Social) Chat Business Wire
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.04% | -5.37% | -5.37% | -16.15% | -47.08% | -52.20% | -56.74% | -52.63% | -52.63% | -52.63% | -52.63% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | 0 |
| Buy | 18 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-28 | Citigroup | Buy | Buy | Maintain |
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for KVYO
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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