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KVYO
NYSE Technology

Klaviyo CFO Amanda Whalen to Step Down, Transition to Advisory Role

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Software Stocks · Technology
Sentiment info
Neutral
Importance info
7
Price
$19.1
Mkt Cap
$7.11B
52W Low
$15.53
52W High
$37.79
52W Position info
23% above low
Off High info
49% below high
Rel. Volume info
1.8× avg
Market data snapshot near publication time

KVYO sits 23% above its 52-week low of $15.53.

Summary

Klaviyo announced that CFO Amanda Whalen will step down in August 2026 and transition to an advisory role, with a search for her successor underway. The company also furnished its Q1 2026 financial results, which are detailed in a concurrent 10-Q filing.


Key Events · Executive and Board Changes · KVYO

  • CFO Departure Announced

    Amanda Whalen will step down as Chief Financial Officer effective August 21, 2026, citing a personal decision not related to financial performance or disagreements.

  • Transition to Advisory Role

    Ms. Whalen will serve in an advisory capacity until November 16, 2026, to ensure a smooth transition, with her outstanding equity awards continuing to vest.

  • Search for Successor Initiated

    Klaviyo has commenced a formal search for a new Chief Financial Officer.

  • Q1 2026 Financial Results Furnished

    The company furnished a press release detailing strong Q1 2026 financial results, including 28% year-over-year revenue growth and a raised full-year outlook, as also reported in a concurrent 10-Q filing.


Analysis · KVYO · Technology

The departure of a Chief Financial Officer is a significant leadership change for any company. While Amanda Whalen's decision is personal and explicitly not related to financial performance or disagreements, the transition period and search for a new CFO introduce a degree of uncertainty. The planned advisory role through November 2026 and continued equity vesting indicate a managed and amicable separation, aiming to ensure a smooth handover. Investors will monitor the appointment of a new CFO and any potential shifts in financial strategy. The filing also includes the company's Q1 2026 financial results, which show strong performance and raised full-year outlook, as further detailed in the concurrently filed 10-Q.

How filings like this one have moved

In the 30 days to Sep 15, 2026, 29.9% of the 1678 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.25%. These are measured outcomes after filings of this importance, not a forecast for this one.

Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset

At the time of this filing, KVYO was trading at $19.10 on NYSE in the Technology sector, with a market capitalization of approximately $7.1B. The 52-week trading range was $15.53 to $37.79. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.

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KVYO - Latest Insights

KVYO
Aug 11, 2026, 6:35 PM EDT
Filing Type: 144
Importance Score:
7
Price at Filing: $18.00
Real-time Price: $17.07 info
Change: -$0.930 (-5%) info
Market Cap: $4.86B info
KVYO
Aug 05, 2026, 4:40 PM EDT
Source: Reuters
Importance Score:
8
Price at Filing: $17.46
Real-time Price: $17.07 info
Change: -$0.390 (-2%) info
Market Cap: $4.86B info
KVYO
Jul 13, 2026, 9:05 AM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $17.34
Real-time Price: $17.07 info
Change: -$0.270 (-2%) info
Market Cap: $4.86B info
KVYO
May 07, 2026, 12:02 PM EDT
Source: Dow Jones Newswires
Importance Score:
7
Price at Filing: $16.20
Real-time Price: $17.07 info
Change: +$0.870 (+5%) info
Market Cap: $4.86B info
KVYO
May 05, 2026, 4:13 PM EDT
Filing Type: 10-Q
Importance Score:
8
Price at Filing: $19.09
Real-time Price: $17.07 info
Change: -$2.02 (-11%) info
Market Cap: $4.86B info