Klaviyo, Inc. (KVYO)

NYSE · Services-Prepackaged Software

One email a week from me: what it filed, which 13F holders added or cut, where its scores stand. Free.

Corporate structure

8 entities across 7 jurisdictions. Read directly from the company’s own 10-K EX-21 filed 2026-02-10 — see the exhibit.

Which other public companies file entities in the same places:

Delaware2 Australia1 Ireland1 Singapore1 France1 Germany1 Canada1

Subsidiaries of Klaviyo, Inc. as disclosed in its SEC filing
Entity	Jurisdiction	Note
Klaviyo Australia Pty Ltd	Australia
Napkin Technologies, Inc.	Delaware
Klaviyo Ireland Limited	Ireland
Klaviyo Singapore Pte. Ltd.	Singapore
Klaviyo France SAS	France
Klaviyo Germany GmbH	Germany
Klaviyo Canada Inc.	Canada
Gatsby Tech, Inc.	Delaware

Financial health

Two standard screens, computed from the XBRL in FY2025 against FY2024. Every test shows the numbers behind it — a score with its inputs hidden is a number you cannot check.

Piotroski F-score

4 / 8

FAILReturn on assets positiveROA -2.0%
PASSOperating cash flow positiveOCF 218M
PASSReturn on assets improving-3.6% → -2.0%
PASSCash flow exceeds earningsOCF 218M vs NI -32M
FAILLong-term debt ratio fallingno debt reported
FAILCurrent ratio improving4.90 → 4.27
FAILNo share dilution266M → 291M shares
FAILGross margin improving76.4% → 74.7%
PASSAsset turnover improving0.74× → 0.78×

Six-year record

Year	Revenue	Net income	Free cash flow	Gross margin	Shares
FY2021	$290.6M	−$79.4M	−$35.8M	70.9%	220,865,179
FY2022	$472.7M	−$49.2M	−$39.4M	72.9%	229,857,206
FY2023	$698.1M	−$308.2M	$115.7M	74.5%	242,889,272
FY2024	$937.5M	−$46.1M	$160.0M	76.4%	266,336,826
FY2025	$1.2B	−$31.8M	$208.5M	74.7%	290,896,895

Ownership flow

15 institutions tracked — 7 added, 7 reduced, 1 opened a new position. Index money added 5,124,706 shares while active managers cut 6,650,248.

Institutional holders of Klaviyo, Inc. and their share-count change
Manager	Kind	Shares	Change	Value
JPMORGAN CHASE & CO	Active fund	817,683	−3,482,294	$12.3M
BlackRock, Inc.	Index	7,612,078	+3,257,743	$114.9M
FMR LLC	Active fund	6,566,155	−3,220,927	$99.1M
BANK OF AMERICA CORP /DE/	Active fund	3,819,545	+2,132,775	$57.7M
STATE STREET CORP	Index	2,319,638	+1,163,818	$35.0M
GEODE CAPITAL MANAGEMENT, LLC	Index	2,476,695	+703,145	$37.4M
MORGAN STANLEY	Active fund	4,444,684	−623,006	$67.1M
AQR CAPITAL MANAGEMENT LLC	Hedge fund	317,805	−594,103	$4.8M
Point72 Asset Management, L.P.	Hedge fund	1,114,467	−557,892	$16.8M
WELLINGTON MANAGEMENT GROUP LLP	Active fund	5,049,414	−430,029	$76.2M
CITADEL ADVISORS LLC	Hedge fund	1,695,412	+85,233	$25.6M
RENAISSANCE TECHNOLOGIES LLC	Hedge fund	1,560,244	−80,600	$23.6M
PRICE T ROWE ASSOCIATES INC /MD/	Active fund	198,284	+63,380	$3.0M
Capital World Investors	Active fund	2,097,263	+57,215	$31.7M

NORGES BANK holds a position with no prior filing to compare against, so its change is unknown rather than zero — and it is left out of the totals above.

From 13F filings, which cover institutions managing over $100m and are filed up to 45 days after the quarter ends — so this is a considered position, not a live one, and it is not the whole shareholder register.

Capital returned

What the company actually paid out and bought back, as reported — the record behind any yield figure.

Shares repurchased

2026Q1: $100.0M
2025Q1: $0

Identity

CIK: 0001835830
LEI: 549300I1AHR8KMMFIS52
SIC: 7372 · Services-Prepackaged Software
Incorporated: DE
Headquarters: BOSTON, MA

Ownership

Institutional: 101.3%
Institutions: 369
Insiders: 2.0%

Ownership percentages are a vendor aggregate, not a filing — unlike everything else on this page.

Other services-prepackaged software companies

Klaviyo, Inc. files under SIC 7372 — all 91 services-prepackaged software companies compared on assets and F-score.

MICROSOFT CORPMSFT Salesforce, Inc.CRM CoreWeave, Inc.CRWV SYNOPSYS INCSNPS Block, Inc.XYZ INTUIT INC.INTU

Questions about Klaviyo, Inc.

How many subsidiaries does Klaviyo, Inc. file with the SEC?: 8, listed in its most recent exhibit 21. They are incorporated across 7 jurisdictions, led by Australia, Delaware, Ireland. That exhibit is filed with the company's annual report and is the company's own list, not an estimate.
Is Klaviyo, Inc. financially healthy?: Klaviyo, Inc. scores 4 out of 8 on the Piotroski F-score. Only 8 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.
Who are the largest institutional holders of Klaviyo, Inc.?: Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are BlackRock, Inc. (adding), FMR LLC (trimming), WELLINGTON MANAGEMENT GROUP LLP (trimming). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

This page is one panel of the terminal

The structure map above is the Corporate Blueprint, and in the desktop it is interactive — click any entity to re-centre the map on it and walk the ownership chain. It sits alongside the screener, the scorecard and the filings lab on one desk, on your machine.

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Sourced from SEC EDGAR primary filings. Figures are as reported by the company and are not investment advice. Scores are standard published screens computed from those filings; every input is shown above so you can check the arithmetic.

Corporate structure

8 entities across 7 jurisdictions. Read directly from the company’s own 10-K EX-21 filed 2026-02-10 — see the exhibit.

Entity

Jurisdiction

Note

Klaviyo Australia Pty Ltd

Australia

Napkin Technologies, Inc.

Delaware

Klaviyo Ireland Limited

Ireland

Klaviyo Singapore Pte. Ltd.

Singapore

Klaviyo France SAS

France

Klaviyo Germany GmbH

Germany

Klaviyo Canada Inc.

Canada

Gatsby Tech, Inc.

Delaware

Financial health

Two standard screens, computed from the XBRL in FY2025 against FY2024. Every test shows the numbers behind it — a score with its inputs hidden is a number you cannot check.

Piotroski F-score

4 / 8

FAILReturn on assets positiveROA -2.0%
PASSOperating cash flow positiveOCF 218M
PASSReturn on assets improving-3.6% → -2.0%
PASSCash flow exceeds earningsOCF 218M vs NI -32M
FAILLong-term debt ratio fallingno debt reported
FAILCurrent ratio improving4.90 → 4.27
FAILNo share dilution266M → 291M shares
FAILGross margin improving76.4% → 74.7%
PASSAsset turnover improving0.74× → 0.78×

Year

Revenue

Net income

Free cash flow

Gross margin

FY2021

$290.6M

−$79.4M

−$35.8M

70.9%

220,865,179

FY2022

$472.7M

−$49.2M

−$39.4M

72.9%

229,857,206

FY2023

$698.1M

−$308.2M

$115.7M

74.5%

242,889,272

FY2024

$937.5M

−$46.1M

$160.0M

76.4%

266,336,826

FY2025

$1.2B

−$31.8M

$208.5M

74.7%

290,896,895

Ownership flow

15 institutions tracked — 7 added, 7 reduced, 1 opened a new position. Index money added 5,124,706 shares while active managers cut 6,650,248.

Institutional holders of Klaviyo, Inc. and their share-count change
Manager	Kind	Shares	Change	Value
JPMORGAN CHASE & CO	Active fund	817,683	−3,482,294	$12.3M
BlackRock, Inc.	Index	7,612,078	+3,257,743	$114.9M
FMR LLC	Active fund	6,566,155	−3,220,927	$99.1M
BANK OF AMERICA CORP /DE/	Active fund	3,819,545	+2,132,775	$57.7M
STATE STREET CORP	Index	2,319,638	+1,163,818	$35.0M
GEODE CAPITAL MANAGEMENT, LLC	Index	2,476,695	+703,145	$37.4M
MORGAN STANLEY	Active fund	4,444,684	−623,006	$67.1M
AQR CAPITAL MANAGEMENT LLC	Hedge fund	317,805	−594,103	$4.8M
Point72 Asset Management, L.P.	Hedge fund	1,114,467	−557,892	$16.8M
WELLINGTON MANAGEMENT GROUP LLP	Active fund	5,049,414	−430,029	$76.2M
CITADEL ADVISORS LLC	Hedge fund	1,695,412	+85,233	$25.6M
RENAISSANCE TECHNOLOGIES LLC	Hedge fund	1,560,244	−80,600	$23.6M
PRICE T ROWE ASSOCIATES INC /MD/	Active fund	198,284	+63,380	$3.0M
Capital World Investors	Active fund	2,097,263	+57,215	$31.7M

NORGES BANK holds a position with no prior filing to compare against, so its change is unknown rather than zero — and it is left out of the totals above.

Questions about Klaviyo, Inc.

How many subsidiaries does Klaviyo, Inc. file with the SEC?

8, listed in its most recent exhibit 21. They are incorporated across 7 jurisdictions, led by Australia, Delaware, Ireland. That exhibit is filed with the company's annual report and is the company's own list, not an estimate.

Is Klaviyo, Inc. financially healthy?

Klaviyo, Inc. scores 4 out of 8 on the Piotroski F-score. Only 8 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.

Who are the largest institutional holders of Klaviyo, Inc.?

Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are BlackRock, Inc. (adding), FMR LLC (trimming), WELLINGTON MANAGEMENT GROUP LLP (trimming). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.