Amanda Whalen, Chief Financial Officer of Klaviyo, Inc., recently reported transactions involving the company's equity. Specifically, on May 14, 2026, Ms. Whalen sold a total of 14,000 shares of Series A common stock belonging to Klaviyo. The proceeds from this sale amounted to $199,640.
The execution details of the sale indicate that the weighted average selling price for these shares was $14.26 per share. Furthermore, individual transaction prices ranged between a low of $13.88 and a high of $14.45. It is important to note that this disposal was managed through a pre-arranged Rule 10b5-1 trading plan, which Ms. Whalen had implemented on August 21, 2025.
The timing of these transactions unfolds against several market data points. Klaviyo shares have experienced a significant decline of 58% over the preceding year and are currently trading near their 52-week low of $13.53. Despite this stock performance challenge, independent analysis from InvestingPro suggests that the company may be undervalued, assigning it a Fair Value estimate of $26.27. This valuation places Klaviyo among stocks identified as being highly undervalued.
Analysts have provided recent projections regarding profitability, with predictions suggesting that the company is expected to achieve profitability within this year. The article also notes the availability of multiple analysis tools, including over ten InvestingPro Tips for KVYO.
Conversion and Tax Withholding Activities
In connection with her holdings, Ms. Whalen undertook two specific stock conversions. On May 15, 2026, she converted 13,527 shares of Series B common stock into Series A common stock. This conversion was directly tied to tax withholding obligations that arose from the vesting and settlement of Restricted Stock Units (RSUs).
To satisfy these necessary tax requirements, Klaviyo withheld a total of 42,476 shares of Series A common stock from Ms. Whalen. These withheld shares were valued at $14.38 per share, resulting in a combined value of $610,804.
Prior to the sale mentioned earlier, Ms. Whalen had also converted 14,000 shares of Series B common stock into Series A common stock. It is noted that each share of Series B common stock carries a conversion ratio of one share to one share when converting into Series A common stock.
Current and Total Holdings
Following these reported activities, Ms. Whalen's direct ownership stake consists of 866,192 shares of Series A common stock. Her overall holdings are more comprehensive, encompassing an additional 269,585 shares of Series B common stock, which retain their convertibility into Series A common stock.
A detailed breakdown of her Series A common stock includes 87,302 directly held shares, 551,618 unvested RSUs, and 227,272 unvested performance stock units. The article also provided recent trading data for KVYO, showing a closing price of $14.60 (up +0.22 or +1.53%) and an after-hours price of $14.82 (up +0.21 or +1.44%).
Recent Operational Performance and Analyst Reactions
In a separate development, Klaviyo Inc. released its financial results for the first quarter of 2026. These reported financials surpassed analyst expectations across key metrics. The company successfully achieved an earnings per share (EPS) figure of $0.22, which exceeded the anticipated EPS of $0.20. Furthermore, the revenue generated was $358 million, surpassing the consensus estimate of $348.6 million.
Despite this positive operational report, analyst reactions have shown mixed signals and adjustments to price targets. Stifel lowered its price target for Klaviyo stock from $35 down to $28, while maintaining a Buy rating. The firm attributed this adjustment primarily to the company’s guidance deceleration. Similarly, Piper Sandler reduced its price target to $26, decreasing it from an earlier mark of $30. However, Piper Sandler maintained an Overweight rating and raised specific concerns regarding potential margin issues.
These divergent actions by major financial firms underscore recent shifts in professional analysis concerning Klaviyo's stock valuation and operational stability. Both institutions’ ratings suggest continued underlying confidence in the company while simultaneously signaling adjusted expectations for future performance.