The CRM and marketing specialist caught a tailwind from the acquisition of a competitor.
KVYO Klaviyo, Inc.
XNYS
20.91
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
KVYO
$20.91
—
Key stats
$20.91
- 52-Week Range
- $12.53 – $33.35
- YTD
- -28.68%
- IV Rank (30D)
- 67.99
- Straddle Price
- $4.10
- P/C Vol Ratio
- 0.04
- Market Cap
- $5.9B
- Open
- $20.41
- Day Range
- $20.34 – $21.14
- Volume
- 2,244,834
- Prev Close
- $20.59
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.12% |
| Beta vs SPY | 1.08 |
| Cost of Equity (CAPM) | 11.04% (VRP-adj) |
| WACC | 11.12% |
| Volatility Risk Premium | +46.1pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 36.7% |
| Rev. Growth (YoY, DCF input) | +19.2% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.3B |
| Return on Equity (TTM) | 0.7% |
| Book / Price | 15.7% |
| Gross Margin (TTM) | 73.8% |
| FCF Margin (TTM) | 18.2% |
| Debt / Equity | 0.00 |
| Quality Score | 5/6 — high quality (12y DCF) |
| Market-Implied Growth | +11.9% (reverse-DCF on current price) |
| SMA 50 | $17.54 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $17.19 |
| Bollinger Width / SMA20 | 197.2% (drives anchor stability) |
| Net Debt | $-0.8B |
| Market Cap | $6B |
Peers used for multiples: ALAB, BILL, CRWV, DT, GTLB, NTNX, RNG, ZS
60-Day Conviction
38%
20-Day Fair Value
≈ by Nov 23, 2026
$20.93
α -0.1%
rank 77%
conviction
4%
40-Day Fair Value
≈ by Dec 22, 2026
$20.39
α -2.6%
rank 77%
conviction
78%
60-Day Fair Value
≈ by Jan 20, 2027
$20.72
α -1.0%
rank 77%
conviction
38%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $30.46 | 43% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $3.07 | 10% | median 93.1× · 4 peers |
| Peer EV/EBITDA | $11.46 | 13% | median 59.2× · 7 peers |
| Peer P/B | $32.32 | 17% | median 10.0× · 7 peers |
| Peer P/S | $39.44 | 17% | median 7.7× · 8 peers |
| Market Anchor (SMA50) | $17.54 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $20.55 | 0% | 9 strikes · skew +0.12 |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
- Exchange
- XNYS
- Market Cap
- $5.9B
- Employees
- 2,368
- List Date
- 2023-09-20
- CIK
- 0001835830
- Next Earnings
- 2026-11-04 (After-Close)
- EPS Forecast
- $0.03 (5 est.)
- Headquarters
- Boston, MA
- Homepage
- https://www.klaviyo.com
Klaviyo Inc is a technology company that provides a software-as-a-service (SaaS) platform to enable its customers to send the right messages at the right time across email, short message service, and push notifications, more accurately measure and predict performance, and deploy specific actions and campaigns. The platform combines proprietary data and application layers into one solution with machine learning and artificial intelligence capabilities. It is focused on marketing automation within eCommerce as its first application use case. It generates revenue through the sale of subscriptions…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|
| Jan | -- | -4.29% | 10.49% | -24.25% | -6.02% |
| Feb | -- | 0.53% | -15.78% | -22.83% | -12.69% |
| Mar | -- | -8.35% | -20.97% | 6.86% | -7.49% |
| Apr | -- | -11.81% | -1.81% | 3.34% | -3.43% |
| May | -- | 0.18% | 7.83% | -28.65% | -6.88% |
| Jun | -- | 11.31% | -0.94% | -17.76% | -2.46% |
| Jul | -- | 7.47% | -6.41% | 8.71% | 3.26% |
| Aug | -- | 24.69% | 9.15% | 13.70% | 15.85% |
| Sep | 5.31% | 16.27% | -9.95% | -23.79% | -3.04% |
| Oct | -14.88% | 7.19% | -0.04% | 29.65%* | 5.48% |
| Nov | 4.11% | -6.31% | 7.65% | -- | 1.82% |
| Dec | -12.14% | 10.62% | 15.31% | -- | 4.60% |
| Total | -18.01% | 50.10% | -11.96% | -53.74% | -8.40% |
* Only 4 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $17.45
SMA 50: $17.57
SMA 200: $18.21
Current: $20.94
EMA 12: $18.72
EMA 26: $17.88
MACD: 0.8387 | Signal: 0.4879
BULLISH
ADX (14): 24.59
WEAK TREND
+DI: 36.65
−DI: 9.97
Momentum Oscillators
RSI (14): 70.21
OVERBOUGHT
Stoch %K: 95.91
Stoch %D: 93.18
Williams %R: -4.15
Volume & Volatility
BB Upper: $20.71
BB Lower: $14.18
OVERBOUGHT
OBV: 8,191,328
Vol SMA 20: 5,283,917
Vol ROC: -40.67%
ATR: $1.01
True Range: $0.80
HV 20: 61.0%
HV 30: 61.5%
HV 60: 73.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
Here is a comprehensive stock analysis report for KVYO based on the provided data:
Executive Summary
Overall assessment: NEUTRAL with confidence level 6/10.
Key drivers: Recent positive news headlines, strong momentum signals, and low volatility.
Primary risks: Potential overbought conditions, divergence between technical indicators and news sentiment, and limited earnings data availability.
Investment thesis: KVYO's recent performance is driven by its AI-powered marketing solutions, which have gained traction in the market. The stock has strong momentum signals and a positive news sentiment, making it an attractive investment opportunity for those willing to take on moderate risk.
Recent news sentiment impact: Positive news headlines from the past 10 days have contributed significantly to KVYO's recent price appreciation, with a cumulative sentiment score of 3.5/4 (very positive).
Technical Analysis
Trend direction: Short-term (1-4 weeks) - Bullish, Medium-term (1-3 months) - Neutral, Long-term (3-12 months) - Neutral.
Support/resistance levels:
- Upper resistance level: $19.70
- Middle support/resistance level: $17.76
- Lower support level: $15.82
Momentum signals: RSI interpretation: 52.43 (neutral), indicating no strong buy or sell signal. MACD signal: Bullish, with a reading of 0.51 and Signal at -0.08. Bollinger Bands position: Neutral, with the price touching the middle band.
Volume analysis:
- Volume SMA 20: 4939281.45
- On-Balance Volume (OBV): 13512579.65
- Volume Rate of Change: 230.19%
News & Sentiment Analysis
Recent headlines summary:
- AI Is Rewriting How Brands Reach Customers -- and How They Defend Themselves. This Small-Cap NASDAQ Stock Is Quietly Betting on Both (Benzinga, 2026-05-28) - POSITIVE
- This Under-the-Radar Tech Company Just Quietly Became One of the Most Valuable in Its Category (The Motley Fool, 2026-05-15) - POSITIVE
- Glasswing Ventures Fuels Portfolio Acceleration with Addition of 14 AI Leaders to Exclusive Advisory Councils (GlobeNewswire Inc., 2026-04-01) - NEUTRAL
- Best Marketing By Email (2025): Klaviyo Awarded Best Email Marketing Tool by Expert Consumers (GlobeNewswire Inc., 2025-05-04) - POSITIVE
- Best Text Messaging Service For Business (2025): Klaviyo Recognized Top Text Message Marketing Software by Consumer365 (GlobeNewswire Inc., 2025-05-03) - POSITIVE
- Best Marketing Automation Tools (2025): Klaviyo Named Top Marketing Tool by Expert Consumers (GlobeNewswire Inc., 2025-05-02) - POSITIVE
Sentiment assessment: Positive, with a cumulative sentiment score of 3.5/4.
Catalyst identification:
- Earnings dates: No earnings data available
- Product launches: None mentioned in recent news headlines
- Regulatory changes: None relevant to KVYO's operations or industry
Market narrative: The recent positive news headlines have driven KVYO's price appreciation, which is consistent with the stock's strong momentum signals.
Risk & Volatility Assessment
Beta interpretation: Low risk relative to market (beta 0.52 vs SPY).
Volatility regime: Current volatility level is relatively low compared to historical levels (HV20 86.4%, HV30 77.4%).
Options market signals:
- IV Rank: 19.4% (Low)
- Current IV: 110.2%
- Expected Move: $3.15 (39 DTE), 7-DTE: $1.80
- Volume Flow: 579 calls vs 160 puts
- Open Interest: 3,750 calls vs 1,246 puts
- Put/Call Volume Ratio: 0.28 (Bullish sentiment)
Downside protection:
- Support levels: $15.82 and $17.76
- Risk management considerations: Consider stop-loss levels at $16.50 and $18.20
Market Context & Positioning
Sector performance: Neutral, with the technology sector trading in line with the broader market.
Institutional activity: Moderate institutional interest, as indicated by the volume flow and open interest metrics.
Correlation analysis:
- R-squared interpretation: 0.09 (Low correlation)
Relative valuation: The stock is positioned within a neutral range, with a recent price increase driven by positive news sentiment and momentum signals.
Key Levels & Action Items
Critical price levels:
- Support level: $15.82
- Resistance level: $19.70
Breakout/breakdown levels:
- Short-term breakout above $18.20 could signal further upside potential
- Downtrend below $16.50 could indicate a decline in momentum and price appreciation
Time-sensitive catalysts:
- No immediate earnings dates or product launches announced
Risk management:
- Stop-loss levels: $16.50 and $18.20
- Position sizing considerations: Consider limiting position size to 1-2% of total portfolio, depending on risk tolerance
Generated
News
All KVYO news →
Earnings History
8 of 11 under expected move
Avg Expected Move
17.88%
Avg Actual Move
14.44%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2023-11-07 | After-Close | 14.40% | 15.29% | 1.06x | Exceeded |
| 2024-02-27 | After-Close | 19.02% | 4.30% | 0.23x | Within |
| 2024-05-08 | After-Close | 18.02% | 11.84% | 0.66x | Within |
| 2024-08-07 | After-Close | 18.20% | 33.36% | 1.83x | Exceeded |
| 2024-11-06 | After-Close | 16.60% | 16.30% | 0.98x | Within |
| 2025-05-06 | After-Close | 16.93% | 6.39% | 0.38x | Within |
| 2025-08-05 | After-Close | 15.39% | 15.02% | 0.98x | Within |
| 2025-11-05 | After-Close | 16.09% | 7.14% | 0.44x | Within |
| 2026-02-10 | After-Close | 22.61% | 3.69% | 0.16x | Within |
| 2026-05-05 | After-Close | 17.68% | 32.23% | 1.82x | Exceeded |
| 2026-08-05 | After-Close | 21.76% | 13.32% | 0.61x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
KVYO Options Activity & IV Rank
KVYO IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 85.9%
7-DTE IV: —
Expected Move: $4.10
7-DTE Move: $4.10
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 654
Put Volume: 26
P/C Volume: 0.04
BULLISH
Call OI: 10,263
Put OI: 1,840
P/C OI: 0.179
Total OI: 12,103
ATM Options Pricing
ATM Call: $2.55
ATM Put: $1.55
Call %: 12.2%
Put %: 7.4%
Chain Summary
Chain Volume: 7,580
Chain OI: 68,133
Last Updated: 10/23/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 66th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
66%
vs own history
GEX tilt
+0.86
OI-weighted, today
Vanna tilt
+0.20
δ-sensitivity to IV
Charm tilt
-0.34
δ-decay vs time
Charm tilt -0.34: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 10 ATM contracts, 13k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
36%
+5.3
pts
EXTREME
ATM 86.4% / Wing 91.7%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)68.0MediumOct 23
Straddle Price (30 DTE)$4.10Oct 23
Beta Analysis
Risk Metrics
Beta: 0.5458
Alpha: -0.57%
Correlation: 0.0940
R-Squared: 0.9%
Stock Volatility: 74.0%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
KVYO Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 298,594,542 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
15 filers$77.35M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $17.87M | 23.10% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $13.78M | 17.82% | 2026-06-30 |
| 3 | Balyasny Asset Management L.P. | $12.08M | 15.62% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $9.51M | 12.30% | 2026-06-30 |
| 5 | Walleye Trading LLC | $6.19M | 8.00% | 2026-06-30 |
| 6 | IMC-Chicago, LLC Custodian | $4.28M | 5.53% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $3.26M | 4.21% | 2025-09-30 |
| 8 | CAPITAL FUND MANAGEMENT S.A. | $2.75M | 3.56% | 2026-06-30 |
| 9 | GROUP ONE TRADING LLC Custodian | $2.61M | 3.37% | 2026-06-30 |
| 10 | Simplex Trading, LLC Custodian | $1.94M | 2.51% | 2026-06-30 |
| 11 | TUDOR INVESTMENT CORP ET AL | $1.27M | 1.64% | 2026-06-30 |
| 12 | Walleye Capital LLC | $924.12K | 1.19% | 2026-06-30 |
| 13 | Two Sigma Investments, LP Custodian | $459.04K | 0.59% | 2026-06-30 |
| 14 | UBS Group AG Custodian | $426.18K | 0.55% | 2026-06-30 |
| 15 | Advisory Services Network, LLC Custodian | $9.06K | 0.01% | 2026-06-30 |
15 filers$62.87M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc Custodian | $29.87M | 47.52% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $7.36M | 11.71% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $6.29M | 10.01% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $5.30M | 8.44% | 2026-06-30 |
| 5 | GROUP ONE TRADING LLC Custodian | $3.74M | 5.96% | 2026-06-30 |
| 6 | Wolverine Trading, LLC Custodian | $2.58M | 4.10% | 2025-09-30 |
| 7 | IMC-Chicago, LLC Custodian | $2.08M | 3.31% | 2026-06-30 |
| 8 | Simplex Trading, LLC Custodian | $1.10M | 1.75% | 2026-06-30 |
| 9 | TUDOR INVESTMENT CORP ET AL | $1.08M | 1.72% | 2026-06-30 |
| 10 | Walleye Trading LLC | $842.58K | 1.34% | 2026-06-30 |
| 11 | Walleye Capital LLC | $658.36K | 1.05% | 2026-06-30 |
| 12 | CAPITAL FUND MANAGEMENT S.A. | $604.00K | 0.96% | 2026-06-30 |
| 13 | Twin Tree Management, LP | $468.10K | 0.74% | 2026-06-30 |
| 14 | Aptus Capital Advisors, LLC | $453.00K | 0.72% | 2026-06-30 |
| 15 | Two Sigma Investments, LP Custodian | $425.82K | 0.68% | 2026-06-30 |
KVYO Insider Trading (Form 4)
Latest: 2026-10-09Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | Ed Hallen | Director | Mixed | −115,367 | $17.40 | -$1.70M | EDGAR |
| 2026-09-25 | Ed Hallen | Director | Sell (S) | −1,300 | $17.02 | -$22.1K | EDGAR |
| 2026-09-17 | Erica Ellen Smith | Chief Financial Officer | Award (A) | +1,150,684 | — | EDGAR | |
| 2026-09-14 | Susan St. Ledger | Director | Sell (S) | −2,328 | $15.93 | -$37.1K | EDGAR |
| 2026-09-01 | Ed Hallen | Director | Mixed | −116,667 | $20.48 | -$2.02M | EDGAR |
| 2026-09-01 | Landon Edmond | Chief Legal Officer | Sell (S) | −61,576 | $20.07 | -$1.24M | EDGAR |
| 2026-08-31 | SHOPIFY INC. | 10%+ Owner | Exer (X) | — | — | EDGAR | |
| 2026-08-18 | Landon Edmond | Chief Legal Officer | Tax (F) | −22,342 | $18.49 | -$413.1K | EDGAR |
| 2026-08-18 | Carmel Galvin | Chief People Officer | Tax (F) | −30,541 | $18.49 | -$564.7K | EDGAR |
| 2026-08-18 | Gomez Luciano Fernandez | Co-Chief Executive Officer | Mixed | −22,132 | $18.49 | -$538.7K | EDGAR |
| 2026-08-18 | Amanda Whalen | Chief Financial Officer | Mixed | −42,950 | $18.48 | -$793.9K | EDGAR |
| 2026-08-13 | SUMMIT PARTNERS L P | 10%+ Owner | Mixed | — | $17.71 | -$531.30M | EDGAR |
| 2026-07-24 | Roxanne Oulman | Director | Conv (C) | +16,775 | — | EDGAR | |
| 2026-07-17 | Amanda Whalen | Chief Financial Officer | Sell (S) | −14,000 | $17.75 | -$248.5K | EDGAR |
| 2026-06-18 | Amanda Whalen | Chief Financial Officer | Sell (S) | −14,000 | $13.23 | -$185.2K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
KVYO Insider Holdings
15 insiders · @ $20.94
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | SUMMIT PARTNERS L P | 10%+ Owner | 5,000,000 | $104.70M | -$1.76B | 6 | 2026-08-13 |
| 2 | SUMMIT INVESTORS GE IX/VC IV, LLC | 10%+ Owner | 4,000,000 | $83.76M | -$1.29B | 2 | 2025-06-05 |
| 3 | Gomez Luciano Fernandez | Co-Chief Executive Officer | 2,301,573 | $48.19M | $0 | 11 | 2026-08-18 |
| 4 | Ed Hallen | Director | 1,045,290 | $21.89M | -$12.05M | 8 | 2026-10-09 |
| 5 | Carmel Galvin | Chief People Officer | 907,458 | $19.00M | -$1.52M | 11 | 2026-08-18 |
| 6 | Erica Ellen Smith | Chief Financial Officer | 821,917 | $17.21M | $0 | 1 | 2026-09-17 |
| 7 | Amanda Whalen | Chief Financial Officer | 795,242 | $16.65M | -$12.49M | 33 | 2026-08-18 |
| 8 | Summit Partners Co-Invest (Kiwi), LP | 10%+ Owner | 500,000 | $10.47M | -$2.03B | 3 | 2025-08-15 |
| 9 | Landon Edmond | Chief Legal Officer | 485,969 | $10.18M | -$9.23M | 31 | 2026-09-01 |
| 10 | Stephen Eric Rowland | President | 434,294 | $9.09M | -$5.80M | 20 | 2025-12-17 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
KVYO Board & Officers
As of SEC filings through Oct 9, 2026Directors 8
- Andrew Bialecki · since Sep 20, 2023
- Ed Hallen · since Sep 20, 2023
- Gomez Luciano Fernandez · since Sep 20, 2023
- Jennifer Ceran · since Sep 20, 2023
- Michael Medici · since Sep 20, 2023
- Roxanne Oulman · since Sep 20, 2023
- Susan St. Ledger · since Sep 20, 2023
- Tony Weisman · since Sep 20, 2023
Officers 5
- Andrew Bialecki · Chief Executive Officer · since Sep 20, 2023
- Gomez Luciano Fernandez · Co-Chief Executive Officer · listed since Jan 2026
- Erica Ellen Smith · Chief Financial Officer · since Sep 1, 2026
- Landon Edmond · Chief Legal Officer · since Sep 20, 2023
- Carmel Galvin · Chief People Officer · since Sep 25, 2024
10% owners 10
- Andrew Bialecki · since Sep 20, 2023
- Ed Hallen · since Sep 20, 2023
- Shopify Inc. (entity) · since Sep 20, 2023
- Shopify Strategic Holdings 3 LLC (entity) · since Sep 20, 2023
- Summit Investors Ge Ix/vc IV (uk), L.p. (entity) · since Sep 20, 2023
- Summit Investors Ge Ix/vc IV, LLC (entity) · since Sep 20, 2023
- Summit Partners Co-Invest (Kiwi), LP (entity) · since Sep 20, 2023
- Summit Partners Growth Equity Fund IX-A, L.P. (entity) · since Sep 20, 2023
- Summit Partners Growth Equity Fund IX-B, L.P. (entity) · since Sep 20, 2023
- Summit Partners L P (entity) · since Sep 20, 2023
Changes in the last 10 years (47)
| Sep 1, 2026 | Erica Ellen Smith became Chief Financial Officer |
| May 1, 2026 | The company announced the departure of Amanda Whalen as Chief Financial Officer in an SEC filing |
| Jan 16, 2026 | Gomez Luciano Fernandez listed as Co-Chief Executive Officer (previously Interim Executive Officer) in SEC filings |
| Sep 17, 2025 | Gomez Luciano Fernandez first listed as Interim Executive Officer in an SEC filing |
| Sep 12, 2025 | Ed Hallen no longer listed as Chief Product Officer in SEC filings |
| Aug 5, 2025 | The company announced the departure of Stephen Eric Rowland as President in an SEC filing |
| Sep 25, 2024 | Carmel Galvin became Chief People Officer |
| Sep 20, 2023 | Tony Weisman became a director |
| Sep 20, 2023 | Susan St. Ledger became a director |
| Sep 20, 2023 | Summit Partners L P became a 10% owner |
| Sep 20, 2023 | Summit Partners Growth Equity Fund IX-B, L.P. became a 10% owner |
| Sep 20, 2023 | Summit Partners Growth Equity Fund IX-A, L.P. became a 10% owner |
| Sep 20, 2023 | Summit Partners Co-Invest (Kiwi), LP became a 10% owner |
| Sep 20, 2023 | Summit Investors Ge Ix/vc IV, LLC became a 10% owner |
| Sep 20, 2023 | Summit Investors Ge Ix/vc IV (uk), L.p. became a 10% owner |
| Sep 20, 2023 | Stephen Eric Rowland became President |
| Sep 20, 2023 | Shopify Strategic Holdings 3 LLC became a 10% owner |
| Sep 20, 2023 | Shopify Inc. became a 10% owner |
| Sep 20, 2023 | Ryan R Moore became a 10% owner |
| Sep 20, 2023 | Roxanne Oulman became a director |
| Sep 20, 2023 | Ping Li became a director |
| Sep 20, 2023 | Michael Medici became a director |
| Sep 20, 2023 | Landon Edmond became Chief Legal Officer |
| Sep 20, 2023 | Jon Karlen became a 10% owner |
| Sep 20, 2023 | Jennifer Ceran became a director |
| Sep 20, 2023 | Jeff Fagnan became a 10% owner |
| Sep 20, 2023 | Gomez Luciano Fernandez became a director |
| Sep 20, 2023 | Ed Hallen became a director |
| Sep 20, 2023 | Ed Hallen became a 10% owner |
| Sep 20, 2023 | Ed Hallen became Chief Product Officer |
| Sep 20, 2023 | Astral Capital ABEH, LLC became a 10% owner |
| Sep 20, 2023 | Astral Capital ABEH Manager, LLC became a 10% owner |
| Sep 20, 2023 | Andrew Bialecki became a director |
| Sep 20, 2023 | Andrew Bialecki became a 10% owner |
| Sep 20, 2023 | Andrew Bialecki became Chief Executive Officer |
| Sep 20, 2023 | Amanda Whalen became Chief Financial Officer |
| Sep 20, 2023 | Allen Chaves became Chief Technology Officer |
| Sep 20, 2023 | Accomplices Associates I, LLC became a 10% owner |
| Sep 20, 2023 | Accomplice Fund I, L.P. became a 10% owner |
| Sep 20, 2023 | Accel Leaders Fund II Strategic Partners L.P. became a 10% owner |
| Sep 20, 2023 | Accel Leaders Fund II L.P. became a 10% owner |
| Sep 20, 2023 | Accel Leaders Fund II Investors (2019) L.L.C. became a 10% owner |
| Sep 20, 2023 | Accel Leaders Fund II Associates L.L.C. became a 10% owner |
| Sep 20, 2023 | Accel Growth Fund V Strategic Partners L.P. became a 10% owner |
| Sep 20, 2023 | Accel Growth Fund V L.P. became a 10% owner |
| Sep 20, 2023 | Accel Growth Fund V Investors (2019) L.L.C. became a 10% owner |
| Sep 20, 2023 | Accel Growth Fund V Associates L.L.C. became a 10% owner |
Not reported recently (17)
- Jeff Fagnan · Last reported as a 10% owner in an SEC filing dated Apr 10, 2025
- Allen Chaves · Last reported as Chief Technology Officer in an SEC filing dated Sep 18, 2024
- Ping Li · Last reported as a director in an SEC filing dated Jun 11, 2024
- Astral Capital ABEH, LLC · Last reported as a 10% owner in an SEC filing dated Feb 15, 2024
- Jon Karlen · Last reported as a 10% owner in an SEC filing dated Feb 15, 2024
- Astral Capital ABEH Manager, LLC · Last reported as a 10% owner in an SEC filing dated Feb 15, 2024
- Ryan R Moore · Last reported as a 10% owner in an SEC filing dated Oct 23, 2023
- Accomplices Associates I, LLC · Last reported as a 10% owner in an SEC filing dated Oct 23, 2023
- Accomplice Fund I, L.P. · Last reported as a 10% owner in an SEC filing dated Oct 23, 2023
- Accel Growth Fund V Investors (2019) L.L.C. · Last reported as a 10% owner in an SEC filing dated Sep 20, 2023
- Accel Leaders Fund II Investors (2019) L.L.C. · Last reported as a 10% owner in an SEC filing dated Sep 20, 2023
- Accel Leaders Fund II Associates L.L.C. · Last reported as a 10% owner in an SEC filing dated Sep 20, 2023
- Accel Growth Fund V Strategic Partners L.P. · Last reported as a 10% owner in an SEC filing dated Sep 20, 2023
- Accel Growth Fund V L.P. · Last reported as a 10% owner in an SEC filing dated Sep 20, 2023
- Accel Leaders Fund II Strategic Partners L.P. · Last reported as a 10% owner in an SEC filing dated Sep 20, 2023
- Accel Leaders Fund II L.P. · Last reported as a 10% owner in an SEC filing dated Sep 20, 2023
- Accel Growth Fund V Associates L.L.C. · Last reported as a 10% owner in an SEC filing dated Sep 20, 2023
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
KVYO Proposed Insider Sales (Form 144)
Latest: 2026-10-07
? Form 144 Guide
Last 30d:
2 filings
· $1.7M notice value
· Last 90d:
12 filings
· $97.5M notice value
· 9 unique filers
· 58% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Summit Partners Growth Equity Fund IX-A, L.P. (1, $54.3M) · Summit Partners Growth Equity Fund IX-B, L.P. (1, $33.9M) · Hallen Ed (3, $3.7M) · Summit Partners Co-Invest (Kiwi) L.P. (1, $3.3M) · LANDON EDMOND (2, $1.2M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-07 | Hallen Ed | Officer, Director | 97,482 | $1.70M | 2026-10-07 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-09-24 | Hallen Ed | Officer, Director | 1,300 | $22.1K | 2026-09-24 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-09-17 | AMANDA WHALEN | Officer | 42,000 | $681.7K | 2026-09-17 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-11 | St. Ledger Susan | Director | 2,328 | $37.1K | 2026-09-11 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-31 | Hallen Ed | Officer, Director | 98,782 | $2.02M | 2026-08-31 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-31 | LANDON RAMON EDMOND | Officer | 8,103 | $163.3K | 2026-08-31 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-28 | LANDON EDMOND | Officer | 53,473 | $1.05M | 2026-08-28 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-11 | Summit Investors GE IX/VC IV (UK), L.P. | 10% Stockholder | 2,016 | $37.0K | 2026-08-11 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-08-11 | Summit Partners Co-Invest (Kiwi) L.P. | 10% Stockholder | 182,210 | $3.35M | 2026-08-11 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2026-08-11 | Summit Investors GE IX-VC IV, LLC | 10% Stockholder | 15,531 | $285.1K | 2026-08-11 | Goldman Sachs & Co. LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
73 ETFs hold KVYO
25 shown · $316.61M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $60.5M | — | 2026-09-30 |
| 2 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.02% | $42.7M | — | 2026-09-30 |
| 3 | VGT Vanguard Information Technology ETF | Vanguard | 0.02% | $40.7M | — | 2026-09-30 |
| 4 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.05% | $23.8M | — | 2026-09-30 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.02% | $22.5M | — | 2026-09-30 |
| 6 | SKYY First Trust Cloud Computing ETF | First Trust | 0.56% | $19.6M | $3.5B | 2026-10-21 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.04% | $13.4M | — | 2026-10-21 |
| 8 | IGV iShares Expanded Tech-Software Sector ETF | iShares (BlackRock) | 0.09% | $12.5M | $14.4B | 2026-10-21 |
| 9 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.02% | $11.6M | $57.2B | 2026-10-21 |
| 10 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.05% | $11.0M | — | 2026-05-31 |
| 11 | JQUA JPMorgan U.S. Quality Factor ETF | JPMorgan | 0.11% | $10.9M | $9.4B | 2026-10-22 |
| 12 | FTEC Fidelity MSCI Information Technology Index ETF | Fidelity | 0.03% | $6.6M | $21.7B | 2026-10-21 |
| 13 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.01% | $4.8M | $84.8B | 2026-10-21 |
| 14 | XSW State Street® SPDR® S&P® Software & Services ETF | SPDR (State Street) | 0.87% | $4.2M | $482.7M | 2026-10-21 |
| 15 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.09% | $3.7M | $4.2B | 2026-10-21 |
| 16 | IWP iShares Russell Mid-Cap Growth ETF | iShares (BlackRock) | 0.02% | $3.6M | $18.7B | 2026-10-21 |
| 17 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $3.5M | $96.2B | 2026-10-21 |
| 18 | IYW iShares U.S. Technology ETF | iShares (BlackRock) | 0.01% | $3.4M | $24.2B | 2026-10-21 |
| 19 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.02% | $3.3M | $15.7B | 2026-10-21 |
| 20 | WCLD WisdomTree Cloud Computing Fund | Nport | 1.16% | $2.8M | — | 2026-06-30 |
| 21 | FBCG Fidelity Blue Chip Growth ETF | Nport | 0.04% | $2.5M | — | 2026-07-31 |
| 22 | NUSC Nuveen ESG Small-Cap ETF | Nport | 0.19% | $2.4M | — | 2026-07-31 |
| 23 | IWF iShares Russell 1000 Growth ETF | iShares (BlackRock) | 0.00% | $2.3M | $122.6B | 2026-10-21 |
| 24 | FYC First Trust Small Cap Growth AlphaDEX® Fund | First Trust | 0.16% | $2.2M | $1.3B | 2026-10-21 |
| 25 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.03% | $2.1M | — | 2026-10-21 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
699.67
TTM Diluted EPS
$0.03
TTM Revenue
$1.39B
TTM Net Income
$6.79M
TTM Op. Cash Flow
$276.08M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $370.58M | $-8.85M | $-0.03 | $93.88M |
| Q1 '26 | 2026-03-31 | $358.00M | $9.04M | $0.03 | $34.28M |
| Q4 '25 | 2025-12-31 | $350.19M | $7.03M | $0.03 | $93.16M |
| Q3 '25 | 2025-09-30 | $310.88M | $-426.00K | — | $54.76M |
| Q2 '25 | 2025-06-30 | $293.12M | $-24.28M | $-0.09 | $55.73M |
| Q1 '25 | 2025-03-31 | $279.83M | $-14.09M | $-0.05 | $14.36M |
| Q4 '24 | 2024-12-31 | $270.16M | $-26.97M | $-0.10 | $60.09M |
| Q3 '24 | 2024-09-30 | $235.09M | $-1.34M | $-0.01 | $38.78M |
| Q2 '24 | 2024-06-30 | $222.21M | $-4.94M | $-0.02 | $40.90M |
| Q1 '24 | 2024-03-31 | $209.99M | $-12.88M | $-0.05 | $26.18M |
| Q4 '23 | 2023-12-31 | $201.62M | $-26.30M | $-0.08 | $38.64M |
| Q3 '23 | 2023-09-30 | $175.81M | $-297.10M | $-1.24 | $23.70M |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
699.67
P/B
6.48
P/S
4.51
EV/EBITDA
136.75
EV/Sales
3.91
ROE
0.7%
ROA
0.5%
Div Yield
0.00%
FCF Yield
4.40%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$6.27B
as of 2026-10-23
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
21.05M
SI % of Float
20.25%
Days to Cover
2.93
Short Vol Ratio
56.9%
Free Float
103.96M
Float %
81.9%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-14