Klaviyo appointed Erica Smith as its new Chief Financial Officer, effective September 1, 2026. Smith joins from CyberArk Software, where she served as CFO. Her compensation includes a $550,000 base salary, 50% target bonus, $15 million in time-vesting RSUs, and $3 million in performance stock units tied to stock price targets of $30, $50, and $75. Incumbent CFO Amanda Whalen will stay on until Smith starts.
View Full Filing (SEC EDGAR)Klaviyo Inc-a
-$2.0B
Net Activity
Institutions Holding
264
Popularity Rank
#2246
Avg Weight
0.43%
Total Value
$3.1B
Ownership Trend
264 institutions currently hold KVYO, with 166 net buyers and 106 net sellers this quarter.
Institutional Moves
Institutional Moves (Q1 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
106
Net Buying Institutions
166
Key Holders
Key Holders
Top 5 by Value
Quarterly Activity
Recent Activity
+$1.6B
Total Buy Value
$2.1B
Total Sell Value
166
Net Buyers
106
Net Sellers
Insider Trading (Form 4)
Form 144 Pre-Sale Notices
1
Filings (90d)
$565K
Total Est. Value
42K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Whalen Amanda | 2026-06-18 | $565K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
FAQ
Who are the top institutional investors holding KLAVIYO INC-A (KVYO)?
What is the overall institutional sentiment toward KVYO recently?
Which institutions have been selling or reducing their KVYO positions?
Are there any notable investors adding KVYO to their portfolios?
Related Stocks
Trending Institutional Adds
The most-added stocks by 13F institutions this quarter
Microsoft CORP
Institutions Holding
6,150
Total reported value
$2.1T
3245 13F institutions increased their position this quarter
Amazon.com INC
Institutions Holding
5,957
Total reported value
$1.5T
3028 13F institutions increased their position this quarter
Nvidia CORP
Institutions Holding
5,764
Total reported value
$3.0T
2743 13F institutions increased their position this quarter