Insider Trading May 20, 2026 08:10 PM

Klaviyo Co-CEO Andrew Bialecki Sells Shares Under Pre-Arranged Trading Plan Amid Mixed Market Signals

Transaction valued at $2.98 million follows recent earnings beat, though analysts have adjusted price targets downward.

By Hana Yamamoto KVYO

Andrew Bialecki, Co-Chief Executive Officer of Klaviyo, Inc., executed a sale of 200,000 shares of Series A Common Stock totaling $2,976,000. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan. The sale occurred against a backdrop of mixed market signals: the company recently reported first quarter 2026 earnings that exceeded expectations, yet industry analysts have since lowered their price targets for Klaviyo.

Klaviyo Co-CEO Andrew Bialecki Sells Shares Under Pre-Arranged Trading Plan Amid Mixed Market Signals
KVYO

Key Points

  • KVYO reported Q1 2026 earnings per share of $0.22 (beating the $0.20 forecast) and achieved $358 million in revenue (above the $348.6 million anticipation), while also raising its financial guidance.
  • The Co-CEO, Andrew Bialecki, sold 200,000 shares valued at $2.976 million under a Rule 10b5-1 plan, which occurred when the stock traded near its 52-week low of $13.53.
  • Professional analysts have lowered their price targets for Klaviyo (e.g., Stifel to $28 from $35; Piper Sandler to $26 from $30), citing concerns over guidance deceleration and margins, despite the positive earnings report.

Andrew Bialecki, Co-Chief Executive Officer of Klaviyo, Inc. (NASDAQ: KVYO), executed a sale of 200,000 shares of the company's Series A Common Stock on May 19, 2026.

The total value of these transactions reached $2,976,000, with the shares being sold at a weighted average price of $14.88 per share. The individual sale prices observed during this period ranged between $14.68 and $15.41 per share.

For context, Klaviyo stock currently trades at $15.11. This represents a significant decline over the past year of 54% and a drop of 45% within the last six months. Despite this recent downward trend, the stock remains relatively close to its 52-week low of $13.53.

It is important to note that these share sales were executed under the framework of a Rule 10b5-1 trading plan. Mr. Bialecki originally adopted this specific plan on May 20, 2025.

Transaction Context and Holdings

The recent sale followed an earlier transaction where Mr. Bialecki acquired 200,000 shares of Series A Common Stock through the conversion process involving an equal number of Series B Common Stock shares. Klaviyo's Series B Common Stock is structured such that each share can be converted into one share of Series A Common Stock at any point and carries no expiration date.

Following the sale, Mr. Bialecki's direct holdings include 66,944,118 shares of Series B Common Stock, which retain their conversion capability into Series A Common Stock on a one-to-one basis. His interests also extend indirectly through various trusts and his spouse.

Specifically, he holds indirect stakes in Series B Common Stock via The Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023, accounting for 7,517,410 shares, and The Elizabeth L. Bialecki Irrevocable GST Trust of 2023, holding 517,006 shares. In both instances, Mr. Bialecki serves in the capacity of a trustee, although he disclaims beneficial ownership except to the extent of any pecuniary interest.

Furthermore, an additional 517,006 shares are held by The Andrew P. Bialecki Irrevocable GST Trust of 2023, where his spouse acts as a trustee. Separately, 43,218 shares are held directly by his spouse. For these indirectly maintained assets, Mr. Bialecki also disclaims beneficial ownership except for any pecuniary interest.

Recent Company Performance and Analyst Reactions

In other recent company news, Klaviyo Inc. disclosed its financial results for the first quarter of 2026. These reported figures surpassed market expectations across key metrics.

The company achieved earnings per share (EPS) of $0.22, which was higher than the analyst forecast of $0.20. Moreover, Klaviyo generated revenue amounting to $358 million, exceeding the anticipated revenue figure of $348.6 million. Following this positive quarterly performance, the company also raised its financial guidance.

Despite this favorable operational news and improved guidance, industry analysts have provided mixed assessments, resulting in adjustments to their price targets for Klaviyo. This divergence highlights varying market outlooks on the company's future trajectory.

For instance, Stifel lowered its price target for Klaviyo to $28 from a previous estimate of $35. The firm maintained a Buy rating but cited concerns regarding guidance deceleration as the rationale for this reduction. Similarly, Piper Sandler reduced its corresponding price target to $26 from $30, citing specific worries over margins, though they retained an Overweight rating.

Market Implications and Investor View

The combination of strong reported earnings and raised guidance on one hand, juxtaposed against the downward revision of professional price targets by major financial institutions like Stifel and Piper Sandler on the other, presents a complex picture for market participants. The executed sale by Co-CEO Andrew Bialecki, while structured through pre-planned trading vehicles, adds another layer to the discussion regarding internal confidence.

Despite the recent stock volatility, an analysis provided by InvestingPro suggests that Klaviyo may currently be undervalued, classifying it among companies listed on their Most Undervalued index. This data point is available alongside comprehensive research reports covering Klaviyo and over 1,400 other US equities, offering potential depth for investors seeking further insights into valuation.


The details presented here illustrate the current internal activity and external market reception surrounding Klaviyo’s financial standing, providing material for analysis of company health and investor sentiment.

Risks

  • Guidance Deceleration: Stifel cited a slowdown in guidance as the primary reason for lowering its price target, suggesting potential headwinds in future growth.
  • Margin Concerns: Piper Sandler specifically expressed worries regarding Klaviyo's margins, indicating potential pressure on profitability that could impact future valuation.
  • Stock Volatility and Decline: The stock has declined 54% over the past year and 45% in the last six months, creating a backdrop of significant recent price weakness despite strong quarterly results.

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