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NRDS

Nerdwallet Inc

Sep 20 • 04:00PM ET

12.87

Dollar change -0.23
Percentage change -1.76	%

Communication Services • Internet Content & Information • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI IWM VB VXF VBK IWO SCHA VTWO DFAC DFAS

Index	RUT	P/E	-	EPS (ttm)	-0.14	Insider Own	51.65%	Shs Outstand	45.25M	Perf Week	-0.08%
Market Cap	1.01B	Forward P/E	40.64	EPS next Y	0.32	Insider Trans	-0.06%	Shs Float	38.06M	Perf Month	6.06%
Income	-11.10M	PEG	-	EPS next Q	0.04	Inst Own	36.85%	Short Float	4.41%	Perf Quarter	-7.14%
Sales	599.00M	P/S	1.69	EPS this Y	106.67%	Inst Trans	0.52%	Short Ratio	3.24	Perf Half Y	-18.18%
Book/sh	4.84	P/B	2.66	EPS next Y	3066.67%	ROA	-2.59%	Short Interest	1.68M	Perf Year	43.64%
Cash/sh	1.45	P/C	8.90	EPS next 5Y	-	ROE	-2.98%	52W Range	6.38 - 17.30	Perf YTD	-12.57%
Dividend Est.	-	P/FCF	13.82	EPS past 5Y	-	ROI	-2.89%	52W High	-25.61%	Beta	1.43
Dividend TTM	-	Quick Ratio	4.27	Sales past 5Y	28.85%	Gross Margin	90.62%	52W Low	101.72%	ATR (14)	0.45
Dividend Ex-Date	-	Current Ratio	4.27	EPS Y/Y TTM	-1290.83%	Oper. Margin	1.30%	RSI (14)	53.30	Volatility	2.38% 3.33%
Employees	730	Debt/Eq	0.02	Sales Y/Y TTM	0.25%	Profit Margin	-1.85%	Recom	1.71	Target Price	16.33
Option/Short	Yes / Yes	LT Debt/Eq	0.01	EPS Q/Q	13.35%	Payout	-	Rel Volume	1.36	Prev Close	13.10
Sales Surprise	0.44%	EPS Surprise	-132.11%	Sales Q/Q	5.09%	Earnings	Jul 31 AMC	Avg Volume	517.26K	Price	12.87
SMA20	2.24%	SMA50	-1.57%	SMA200	-8.89%	Trades		Volume	703,976	Change	-1.76%

Date	Action	Analyst	Rating Change	Price Target Change
May-03-23	Downgrade	Citigroup	Buy → Neutral	$15 → $14
Nov-29-21	Initiated	William Blair	Outperform
Nov-29-21	Initiated	Truist	Buy	$30
Nov-29-21	Initiated	Oppenheimer	Outperform	$30
Nov-29-21	Initiated	Morgan Stanley	Equal-Weight	$24
Nov-29-21	Initiated	KeyBanc Capital Markets	Overweight	$35
Nov-29-21	Initiated	Citigroup	Buy	$30
Nov-29-21	Initiated	BofA Securities	Buy	$40
Nov-29-21	Initiated	Barclays	Overweight	$29

Sep-09-24 04:30PM	NerdWallet Announces New $50 Million Share Repurchase Program (Business Wire)
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Aug-07-24 06:55AM	Almost half of UK business leaders trust digital-only banks as much as traditional banks (International Accounting Bulletin)
Aug-01-24 09:49AM	Q2 2024 NerdWallet Inc Earnings Call (Thomson Reuters StreetEvents) -21.80%
02:35AM	Almost half (46%) of UK business leaders trust digital-only banks as much as traditional banks NerdWallet (Retail Banker International)
Jul-31-24 04:05PM	NerdWallet Reports Second Quarter 2024 Results (Business Wire) -7.70%
Jul-12-24 06:00PM	NerdWallet Announces Conference Call to Review 2024 Second Quarter Financial Results (Business Wire)
Jul-10-24 10:00AM	Education Loan Finance (ELFI) Wins Best Student Loan Refinancing for Parents in NerdWallet's 2024 Best-Of Awards (PR Newswire)
Jun-26-24 09:20AM	Treasure Hunt: 3 Fintech Stocks Wall Street Hasnt Discovered Yet (InvestorPlace)
May-10-24 04:17PM	Hyatt Hotels Corporation (NYSE:H) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-30-24 11:15AM	NerdWallet, Inc. (NASDAQ:NRDS) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:18PM	Loading…
Apr-29-24 12:18PM	Consumer is 'stretched' under current rates: NerdWallet CEO (Yahoo Finance Video)
Apr-26-24 07:34AM	Q1 2024 NerdWallet Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-25-24 10:52PM	NRDS Stock Earnings: Nerdwallet Meets EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:37PM	NerdWallet Inc (NRDS) Q1 2024 Earnings: Aligns with EPS Projections Amidst Revenue Decline (GuruFocus.com)
04:05PM	NerdWallet Reports First Quarter 2024 Results (Business Wire)
Apr-08-24 06:30PM	NerdWallet Announces Conference Call to Review 2024 First Quarter Financial Results (Business Wire)
Mar-30-24 11:29PM	20 Best Personal Finance Podcasts in 2024 (Insider Monkey)
Mar-24-24 06:19PM	22 Best Online Side Hustles for College Students (Insider Monkey)
Mar-11-24 05:18PM	15 Best Places To Retire In Hawaii (Insider Monkey)
Mar-10-24 03:10PM	The Top 3 Software Stocks to Buy in March 2024 (InvestorPlace)
Mar-02-24 04:36PM	NerdWallet says it did not file for bankruptcy, cites fraudulent filing (Reuters)
Feb-20-24 09:00AM	NerdWallet to Present at KeyBanc Capital Markets Emerging Technology Summit (Business Wire) -6.14%
Feb-15-24 11:35AM	Why NerdWallet Stock Dropped 8.5% Today (Motley Fool)
10:14AM	NerdWallet, Inc. (NASDAQ:NRDS) Q4 2023 Earnings Call Transcript (Insider Monkey)
06:14AM	Q4 2023 NerdWallet Inc Earnings Call (Thomson Reuters StreetEvents)
05:09PM	Loading…
Feb-14-24 05:09PM	Nerdwallet Inc (NRDS) Faces Revenue Decline Amidst Economic Headwinds (GuruFocus.com) +5.68%
04:05PM	NerdWallet Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
Jan-24-24 06:30PM	NerdWallet Announces Conference Call to Review 2023 Fourth Quarter and Full-Year Financial Results (Business Wire)
Jan-18-24 04:39PM	Liz Weston: Retiring wasnt easy even after years of writing about it (Associated Press Finance)
Jan-08-24 11:00AM	SoFi Takes Home Three Awards in NerdWallets 2024 Best-Of Awards (Business Wire)
07:30AM	NerdWallet Announces Winners of its 2024 Best-Of Awards (Business Wire)
Nov-10-23 07:10AM	These 5 Companies Were Huge Winners This Earnings Season. Can the Good Times Keep Rolling? (Motley Fool)
Nov-06-23 09:48AM	Why NerdWallet Stock Bucked the Market Drop Last Month With a 21% Gain (Motley Fool)
Nov-02-23 04:27PM	NerdWallet CEO: 'We hope to give value back to the consumer', not charge fees with new credit card (CNBC TV)
Oct-30-23 11:31AM	NerdWallet CEO talks NerdUp card bolstering consumer credit (Yahoo Finance Video) +13.17%
Oct-27-23 12:42PM	Why NerdWallet Stock Jumped 40% After Earnings (Motley Fool) +40.66%
10:36AM	NerdWallet, Inc. (NASDAQ:NRDS) Q3 2023 Earnings Call Transcript (Insider Monkey)
08:21AM	Q3 2023 NerdWallet Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-26-23 06:09PM	Nerdwallet Inc (NRDS) Reports Q3 2023 Earnings: Revenue Up 7% YoY (GuruFocus.com)
05:15PM	NerdWallet, Inc. (NRDS) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:05PM	NerdWallet Reports Third Quarter 2023 Results (Business Wire)
08:30AM	NerdWallet Launches its First Credit Card (Business Wire)
Oct-09-23 06:30PM	NerdWallet Announces Conference Call to Review 2023 Third Quarter Financial Results (Business Wire)
Sep-30-23 03:46PM	7 Stocks Analysts Predict Have 100% Upside (InvestorPlace)
Sep-15-23 05:34PM	Student loan payments resume: Here's what you need to know (Yahoo Finance Video)
Sep-14-23 03:46PM	These are the best travel rewards programs of 2023 (TheStreet.com) +10.42%
03:45PM	Here's Why NerdWallet Stock Popped Today (Motley Fool)
Sep-13-23 09:09PM	Insider Buying: Nerdwallet Inc CEO Tim Chen Acquires 30,588 Shares (GuruFocus.com)
04:10PM	7 Small-Cap Stocks Analysts Predict Will Double in 2024 (InvestorPlace)
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Aug-04-23 10:50AM	NerdWallet CEO: We're focused on re-engaging users with data (Yahoo Finance Video)
Aug-03-23 07:06PM	Why NerdWallet Stock Dropped Today (Motley Fool) -8.10%
Aug-02-23 05:45PM	NerdWallet, Inc. (NRDS) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:05PM	NerdWallet Reports Second Quarter 2023 Results (Business Wire)
Jul-14-23 06:30PM	NerdWallet Announces Conference Call to Review 2023 Second Quarter Financial Results (Business Wire)
Jun-02-23 04:26PM	This 35-Year-Old Man Was Unemployed When He Founded NerdWallet A $738 Million Company (Benzinga) +5.53%
May-30-23 09:51AM	Insiders hold 42% of NerdWallet, Inc. (NASDAQ:NRDS), and they've been buying recently (Simply Wall St.)
May-18-23 04:53PM	Hero or Zero? 7 Speculative Small-Cap Stocks to Make You Rich or Broke. (InvestorPlace) +5.47%
May-12-23 06:52AM	Daily Vickers Top Buyers & Sellers for 05/12/2023 (Argus Research)
May-03-23 03:16PM	Why NerdWallet Stock Tumbled Today (Motley Fool) -22.40%
10:12AM	Q1 2023 NerdWallet Inc Earnings Call (Thomson Reuters StreetEvents)
May-02-23 05:35PM	NerdWallet, Inc. (NRDS) Surpasses Q1 Earnings and Revenue Estimates (Zacks) -8.02%
04:05PM	NerdWallet Reports First Quarter 2023 Results (Business Wire)
Apr-25-23 10:01AM	Will NerdWallet, Inc. (NRDS) Report Negative Earnings Next Week? What You Should Know (Zacks) -6.73%
Apr-13-23 11:18AM	NerdWallet's (NASDAQ:NRDS) investors will be pleased with their favorable 39% return over the last year (Simply Wall St.)
Apr-11-23 06:45PM	NerdWallet Announces Conference Call to Review 2023 First Quarter Financial Results (Business Wire) -5.94%
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Feb-28-23 08:51AM	Should you get a home improvement loan from your contractor? (AP Finance)
Feb-20-23 10:19PM	Can college abroad actually save you money? (AP Finance)
Feb-17-23 02:29PM	Why NerdWallet Stock Rose 27.5% This Week (Motley Fool) -8.08%
08:43AM	NerdWallet CEO: US consumer health 'feels like a tale of two cities' (Yahoo Finance)
05:43AM	Earnings Update: NerdWallet, Inc. (NASDAQ:NRDS) Just Reported And Analysts Are Boosting Their Estimates (Simply Wall St.)
Feb-16-23 04:42PM	NerdWallet, Inc. (NASDAQ:NRDS) Q4 2022 Earnings Call Transcript (Insider Monkey) +5.94%
05:35AM	NerdWallet Full Year 2022 Earnings: EPS Beats Expectations (Simply Wall St.)
Feb-15-23 10:27AM	State of the consumer feels like a tale of two cities, Nerdwallet founder says (Yahoo Finance Video) +26.05%
Feb-14-23 06:45PM	NerdWallet, Inc. (NRDS) Q4 Earnings and Revenues Surpass Estimates (Zacks)
04:05PM	NerdWallet Reports Fourth Quarter and Full Year 2022 Results (Business Wire)
Feb-10-23 01:14PM	IPO Stock Of The Week: Financial Platform NerdWallet Approaches First Buy Point As Public Company (Investor's Business Daily)
Jan-24-23 06:00PM	NerdWallet Announces Conference Call to Review 2022 Fourth Quarter and Full-Year Financial Results (Business Wire)
Jan-21-23 07:26AM	One NerdWallet, Inc. (NASDAQ:NRDS) insider upped their stake in the previous year (Simply Wall St.)
Jan-04-23 09:00AM	LendingClub Named Best Personal Loan for Fair Credit By NerdWallet's 2023 Best-Of Awards (PR Newswire)
07:30AM	NerdWallet Announces 2023 Best-Of Award Winners (Business Wire)
Jan-03-23 06:00PM	NerdWallet, Inc. (NRDS) Gains As Market Dips: What You Should Know (Zacks)
Dec-28-22 12:52PM	12 Best Life Insurance Companies (Insider Monkey)
04:35AM	Truist Analysts Like these 3 Strong Buy Internet and Digital Media stocks for 2023 (TipRanks)
Dec-21-22 08:34AM	With 44% ownership, insiders at NerdWallet, Inc. (NASDAQ:NRDS) are pretty optimistic and have been buying recently (Simply Wall St.)
Dec-06-22 04:48AM	Zacks.com featured highlights MacroGenics, NerdWallet and Euronav (Zacks) -12.31%
Dec-02-22 07:00AM	Save for Retirement? Generate Lifetime Income Instead (NerdWallet)
Nov-30-22 12:18PM	Airbnb Has a Plan to Fix Cleaning Fees (NerdWallet)
Nov-25-22 09:00AM	How to Take a Career Break (NerdWallet)

NerdWallet, Inc. engages in the provision of financial education and empowerment through online tools. The company was founded by Tim Chen and Jacob Gibson in 2009 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
YOUNT SAMUEL	VP, General Manager	Aug 19 '24	Sale	12.01	5,000	60,050	2,329,471	Aug 21 09:15 PM
YOUNT SAMUEL	VP, General Manager	Jul 03 '24	Sale	15.04	7,500	112,800	2,334,471	Jul 03 06:14 PM
YOUNT SAMUEL	VP, General Manager	Jul 02 '24	Sale	14.66	5,000	73,300	2,341,971	Jul 03 06:14 PM
Ceran Jennifer	Director	May 24 '24	Sale	13.70	5,897	80,789	36,099	May 29 06:16 PM
YOUNT SAMUEL	VP, General Manager	Mar 05 '24	Sale	16.71	1,335	22,308	2,347,857	Mar 05 07:35 PM
YOUNT SAMUEL	VP, General Manager	Feb 23 '24	Sale	16.16	6,309	101,985	2,350,242	Feb 27 05:53 PM
TAYLOR MAURICE KEVIN	Director	Nov 02 '23	Sale	11.04	800	8,832	43,028	Nov 06 05:37 PM

Open in Screener

KVYO

Klaviyo Inc

Sep 20 • 04:00PM ET

34.04

Dollar change +0.56
Percentage change 1.67	%

Technology • Software - Infrastructure • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VB VGT VXF SKYY VBR VBK SCHA WCLD FTEC

Index	-	P/E	-	EPS (ttm)	-1.41	Insider Own	82.66%	Shs Outstand	266.67M	Perf Week	9.24%
Market Cap	9.08B	Forward P/E	58.94	EPS next Y	0.58	Insider Trans	-0.80%	Shs Float	46.25M	Perf Month	6.71%
Income	-341.22M	PEG	-	EPS next Q	0.11	Inst Own	20.23%	Short Float	20.98%	Perf Quarter	52.37%
Sales	809.63M	P/S	11.21	EPS this Y	34.56%	Inst Trans	-	Short Ratio	7.70	Perf Half Y	26.35%
Book/sh	3.67	P/B	9.26	EPS next Y	19.22%	ROA	-37.08%	Short Interest	9.70M	Perf Year	3.91%
Cash/sh	2.98	P/C	11.43	EPS next 5Y	28.50%	ROE	-44.81%	52W Range	21.26 - 39.47	Perf YTD	22.53%
Dividend Est.	-	P/FCF	77.84	EPS past 5Y	-	ROI	-33.73%	52W High	-13.76%	Beta	1.38
Dividend TTM	-	Quick Ratio	6.49	Sales past 5Y	55.16%	Gross Margin	75.42%	52W Low	60.11%	ATR (14)	1.36
Dividend Ex-Date	-	Current Ratio	6.49	EPS Y/Y TTM	-2880.08%	Oper. Margin	-46.28%	RSI (14)	67.68	Volatility	4.73% 3.82%
Employees	1815	Debt/Eq	0.05	Sales Y/Y TTM	38.38%	Profit Margin	-42.15%	Recom	1.47	Target Price	35.19
Option/Short	Yes / Yes	LT Debt/Eq	0.03	EPS Q/Q	-144.08%	Payout	-	Rel Volume	1.62	Prev Close	33.48
Sales Surprise	4.65%	EPS Surprise	53.22%	Sales Q/Q	35.01%	Earnings	Aug 07 AMC	Avg Volume	1.26M	Price	34.04
SMA20	8.07%	SMA50	17.97%	SMA200	29.19%	Trades		Volume	2,044,541	Change	1.67%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-08-24	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$33
Jun-12-24	Upgrade	Barclays	Equal Weight → Overweight	$25 → $29
Apr-16-24	Initiated	Cantor Fitzgerald	Overweight	$31
Apr-03-24	Initiated	Scotiabank	Sector Perform
Mar-21-24	Initiated	KeyBanc Capital Markets	Sector Weight
Feb-05-24	Upgrade	Goldman	Neutral → Buy	$36
Dec-08-23	Initiated	Loop Capital	Buy	$40
Oct-16-23	Initiated	William Blair	Outperform
Oct-16-23	Initiated	Truist	Buy	$42
Oct-16-23	Initiated	TD Cowen	Outperform	$42
Oct-16-23	Initiated	Robert W. Baird	Outperform	$40
Oct-16-23	Initiated	Piper Sandler	Overweight	$38
Oct-16-23	Initiated	Needham	Buy	$40
Oct-16-23	Initiated	Morgan Stanley	Equal-Weight	$38
Oct-16-23	Initiated	Mizuho	Buy	$40
Oct-16-23	Initiated	Goldman	Neutral	$36
Oct-16-23	Initiated	Citigroup	Neutral	$38
Oct-16-23	Initiated	Canaccord Genuity	Buy	$37
Oct-16-23	Initiated	Barclays	Equal Weight	$37

Show Previous Ratings

Aug-29-24 04:10PM	Klaviyo Executives to Participate in Upcoming Investor Events (Business Wire)
Aug-26-24 09:55AM	Klaviyo, Inc. (KVYO) Just Flashed Golden Cross Signal: Do You Buy? (Zacks)
Aug-16-24 12:20PM	Surging Earnings Estimates Signal Upside for Klaviyo, Inc. (KVYO) Stock (Zacks)
Aug-12-24 05:05AM	Street Calls of the Week: Upgrades for Robonhood, CrowdStrike (Investing.com)
Aug-09-24 12:01PM	This Sector Is Turning Powerful AI Into Thrilling Profits (InvestorPlace)
04:05PM	Loading…
Aug-08-24 04:05PM	Klaviyo to Present at the 44th Annual Canaccord Growth Conference (Business Wire) +33.36%
Aug-07-24 09:30PM	Klaviyo (KVYO) Q2 2024 Earnings Call Transcript (Motley Fool)
04:05PM	Klaviyo Announces Second Quarter 2024 Financial Results (Business Wire)
Jul-18-24 01:29PM	3 Quiet Machine Learning Stocks to Buy Before AI Makes Them Famous (InvestorPlace)
08:30AM	Klaviyo to Announce Second Quarter 2024 Results on August 7, 2024 (Business Wire)
Jul-16-24 05:46PM	Klaviyo, Inc. (KVYO): The Best Cloud Stock to Buy According to Street Analysts? (Insider Monkey)
09:04AM	11 Best Cloud Stocks to Buy According to Analysts (Insider Monkey)
08:41AM	The Best of Both Worlds: Canaccord Sees an Opportunity Brewing in These 2 Strong Buy Software Stocks (TipRanks)
Jul-11-24 08:30AM	Klaviyo Expands AI Suite to Become Every Marketers Dream Machine (Business Wire)
May-30-24 12:33PM	Klaviyo Launches TikTok Integration to Boost Ad Efficiency and Drive Higher Conversions (Business Wire)
05:00PM	Loading…
May-23-24 05:00PM	Klaviyo to Present at the William Blair Growth Stock Conference (Business Wire)
May-10-24 04:10PM	BigCommerce Holdings, Inc. (NASDAQ:BIGC) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 06:00PM	Klaviyo CEO: Our AI helps users run more experiments and optimize campaigns (CNBC TV) +11.84%
03:59PM	Klaviyo, Inc. (NYSE:KVYO) Q1 2024 Earnings Call Transcript (Insider Monkey)
07:46AM	Q1 2024 Klaviyo Inc Earnings Call (Thomson Reuters StreetEvents)
03:48AM	Klaviyo Inc (KVYO) Q1 2024 Earnings Call Transcript Highlights: Robust Growth and Strategic ... (GuruFocus.com)
May-08-24 09:58PM	KVYO Stock Earnings: Klaviyo Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace) -7.91%
09:45PM	Klaviyo (KVYO) Q1 2024 Earnings Call Transcript (Motley Fool)
05:37PM	Klaviyo Q1 Tops Consensus, Issues Guidance; Shares Rise After-Hours (MT Newswires)
05:28PM	Bumble boost buybacks, Klaviyo lifts guidance: After Hours (Yahoo Finance Video)
04:05PM	Klaviyo Announces First Quarter 2024 Financial Results (Business Wire)
Apr-30-24 08:30AM	Klaviyo Launches Klaviyo Portfolio to Solve Complex Needs for Global and Multi-Account Customers (Business Wire)
Apr-21-24 09:21AM	21 Small Business Ideas for Kids (Insider Monkey)
Apr-18-24 04:15PM	Klaviyo to Announce Financial Results for the First Quarter of Fiscal Year 2024 on May 8, 2024 (Business Wire)
Apr-11-24 07:29PM	12 Best All-Time Low Stocks To Invest In (Insider Monkey)
09:00AM	Loading…
09:00AM	Klaviyo Appoints Carmel Galvin as Chief People Officer (Business Wire)
Apr-04-24 01:31AM	Chief Legal Officer Landon Edmond Sells 28,613 Shares of Klaviyo Inc (KVYO) (GuruFocus.com)
Mar-27-24 06:00AM	7 AI Stocks That Will Trounce Nvidias Returns in 2025 (InvestorPlace)
Mar-20-24 11:05AM	Arm and Klaviyo Stocks Rise as Reddit IPO Gets Ready (Barrons.com)
Feb-29-24 08:00AM	Klaviyo to Present at Upcoming Investor Conferences (Business Wire)
Feb-28-24 10:00AM	Klaviyo, Inc. (NYSE:KVYO) Q4 2023 Earnings Call Transcript (Insider Monkey)
12:30AM	Klaviyo (KVYO) Q4 2023 Earnings Call Transcript (Motley Fool)
Feb-27-24 04:31PM	Klaviyo Inc (KVYO) Reports Robust Revenue Growth and Strong Customer Metrics in FY 2023 (GuruFocus.com)
04:05PM	Klaviyo Announces Fourth Quarter and Fiscal Year 2023 Financial Results (Business Wire)
08:00AM	Klaviyo Launches Klaviyo AI (Business Wire)
Feb-26-24 01:03PM	20 Most Creative Email Newsletter Ideas for Corporations (Insider Monkey)
Feb-01-24 04:15PM	Klaviyo to Announce Financial Results for the Fourth Quarter and Fiscal Year 2023 on February 27, 2024 (Business Wire) +5.01%
Jan-08-24 05:09PM	Investors should own application software stocks in 2024: Analyst (Yahoo Finance Video)
Dec-29-23 12:54PM	Tech IPOs Could Enjoy a Merry and Bright 2024 (Barrons.com)
Dec-26-23 07:03PM	13 Best IPO Stocks to Buy Heading into 2024 (Insider Monkey)
Dec-11-23 07:53PM	3 New Stock Listings That Can Deliver Multibagger Returns (InvestorPlace)
05:43PM	CORRECTED-Shopify discloses 44.36% ownership of Klaviyo's Series A shares (Dec. 11) (Reuters)
Dec-08-23 09:00AM	Klaviyo to Participate in Upcoming Virtual Investor Group Meeting (Business Wire)
Dec-04-23 02:21PM	Birkenstock Finally Tops IPO Price While Other Entrants Struggle (Bloomberg)
Nov-30-23 12:13PM	Repeat purchases fueled Cyber Weekend sales: Klaviyo (Yahoo Finance Video)
Nov-29-23 08:30AM	Klaviyo Releases 2023 Black Friday Cyber Monday Data (Business Wire)
02:22AM	5 Best Young Stocks to Buy and Hold For 20 Years (Insider Monkey)
Nov-27-23 06:57AM	Here's What Investors Should Know About Klaviyo's First Post-IPO Earnings (Motley Fool)
Nov-14-23 06:43AM	25 Free and Low-Cost Marketing Ideas for Small Businesses (Insider Monkey) +6.90%
Nov-13-23 07:00AM	The Charts That Could Predict the IPO Markets Comeback (The Wall Street Journal)
07:00AM	Just How Bad Is the IPO Market? Really Bad (The Wall Street Journal)
Nov-08-23 08:44AM	Klaviyo Stock Falls After Its First Earnings Report as a Public Company (Barrons.com) -15.29%
01:00AM	Klaviyo (KVYO) Q3 2023 Earnings Call Transcript (Motley Fool)
Nov-07-23 04:28PM	Klaviyo Beats Revenue Estimates, but It Wasnt Enough. The Stock Is Falling. (Barrons.com)
04:05PM	Klaviyo Announces Third Quarter 2023 Financial Results (Business Wire)
10:07AM	Arm Leads Trio of High-Stakes Earnings After IPOs (Bloomberg)
Oct-24-23 01:53AM	The Trade Desk cleans up; DraftKings 'stronger than ever': 5 big analyst picks (Investing.com)
Oct-20-23 04:30PM	AT&T, Merck-Daiichi Sankyo, Klaviyo: Top Stocks (Yahoo Finance Video)
04:08PM	Klaviyo Dips Below Offer Price in Another Disappointment for IPO Market (Bloomberg)
Oct-19-23 04:26PM	Klaviyo Stock Drops to Its IPO Price (The Wall Street Journal)
03:46PM	Klaviyo dips below IPO price for first time (Reuters)
Oct-17-23 04:30PM	Klaviyo to Announce Financial Results for the Third Quarter of Fiscal Year 2023 on November 7, 2023 (Business Wire)
Oct-16-23 10:23AM	Wayfair upgraded, JD.com downgraded: Wall Street's top analyst calls (The Fly)
Oct-12-23 04:38PM	IPO market: Companies not finding interest they hoped for, analyst says (Yahoo Finance Video)
12:40PM	Synergy In Action: Klaviyo's IPO Triumph With Shopify's Backing (Benzinga)
Oct-11-23 11:09AM	Birkenstock has an advantage that others in the 2023 IPO class don't have (Yahoo Finance)
Oct-10-23 05:46AM	My Top Tech IPO to Buy in October (Motley Fool)
Oct-09-23 06:02PM	Birkenstock IPO: How a VC evaluates the stock (Yahoo Finance Video)
Oct-06-23 04:32PM	IPO market: The worst is behind us, expert says (Yahoo Finance Video)
02:34PM	Despite Instacart, Klaviyo lPOs, venture investors are still 'cautious': Expert (Yahoo Finance Video)
07:56AM	Should You Invest in Klaviyo (KVYO)? (Insider Monkey)
Oct-04-23 09:00AM	Can IPOs' Q3 Rebound Continue in Q4? ETFs in Focus (Zacks) +5.06%
Oct-01-23 08:00AM	VCs tell start-ups to delay IPO plans after Arm and Instacart underwhelm (Financial Times)
Sep-29-23 10:55AM	Hopes rise for IPO recovery after September deal rush (Reuters)
Sep-28-23 09:30AM	Don't Miss Out on This Hot New IPO. Hint: It's Not Arm or Instacart. (Motley Fool)
06:45AM	15 Best Marketing Software for Small Businesses (Insider Monkey)
Sep-27-23 06:50PM	Tracking 2023's Largest IPOs: Instacart, Arm, Klaviyo and More (Updated Sept.) (Observer)
12:30PM	The IPO market looks to bounce back in 2024 (Yahoo Finance Video)
07:45AM	The PE firm making billions off the Klaviyo IPO only 4 years after investing (Fortune)
Sep-26-23 05:08PM	UPDATE 1-Instacart's stock ends below IPO price for first time (Reuters)
10:47AM	IPO Rebound to Continue Despite Drops in Arm, Instacart Shares (Bloomberg)
Sep-22-23 05:09PM	IPO valuations: There have to be some reset expectations, analyst says (Yahoo Finance Video)
04:41PM	Instacart, Arm, Klaviyo: Wall Street responds to recent IPOs (Yahoo Finance Video)
04:30PM	Septembers IPO Stocks Slid to End the Week (The Wall Street Journal)
11:53AM	Septembers IPO Stocks Are Falling Again (The Wall Street Journal)
Sep-21-23 06:13PM	TechCrunch Disrupt: AI in focus at this year's startup conference (Yahoo Finance Video)
12:47PM	IPOs: Why it may be better to wait than buy right away (Yahoo Finance Video)
12:10PM	Arm Holdings Stock Falls Below IPO Price (The Wall Street Journal)
09:34AM	Instacart stock gets 'choppy reception' from investors after IPO (Yahoo Finance)
Sep-20-23 05:54PM	IPO market sees growth in investor sentiment: Research director (Yahoo Finance Video)
05:42PM	Klaviyo Shares Soar in Debut, Pointing to IPO Resurgence (The Wall Street Journal)
05:25PM	Klaviyo stock jumps in debut, AI is 'core to our strategy,' CEO says (Yahoo Finance Video)
05:19PM	Fed holds rates, Klaviyo IPO, Biden student debt forgiveness: Top Stories (Yahoo Finance Video)
04:57PM	Klaviyo Shares Gain 9% on Their First Day of Trading (Investopedia)
04:18PM	Klaviyo's Stock Closes Higher on IPO Day (The Wall Street Journal)

Klaviyo, Inc. develops and provides an SaaS marketing platform. It offers personal ecommerce marketing reinvented for online stores on Shopify, Bigcommerce, and Magento. The company was founded by Andrew Bialecki and Ed Hallen in 2012 and is headquartered in Boston, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Chaves Allen	Chief Technology Officer	Sep 16 '24	Sale	31.85	130,000	4,140,174	0	Sep 18 05:41 PM
Rowland Stephen Eric	President	Sep 16 '24	Sale	31.24	18,114	565,881	192,488	Sep 18 05:39 PM
SUMMIT PARTNERS L P	10% Owner	Sep 13 '24	Sale	31.47	113,561	3,573,765	0	Sep 17 04:23 PM
SUMMIT PARTNERS L P	10% Owner	Sep 12 '24	Sale	31.33	107,205	3,358,733	0	Sep 16 05:05 PM
STEPHEN ROWLAND	Officer	Sep 16 '24	Proposed Sale	31.16	36,228	1,128,864		Sep 16 04:35 PM
Chaves Allen	Officer	Sep 16 '24	Proposed Sale	31.85	130,000	4,140,442		Sep 16 04:11 PM
SUMMIT PARTNERS L P	10% Owner	Sep 11 '24	Sale	31.01	2,942	91,231	0	Sep 13 04:01 PM
Whalen Amanda	Chief Financial Officer	Sep 06 '24	Sale	29.72	10,000	297,232	422,813	Sep 06 08:13 PM
AMANDA WHALEN	Officer	Sep 06 '24	Proposed Sale	30.49	20,000	609,800		Sep 06 04:18 PM
SUMMIT PARTNERS L P	10% Owner	Sep 03 '24	Sale	31.53	6,039	190,410	0	Sep 05 04:00 PM
SUMMIT PARTNERS L P	10% Owner	Aug 30 '24	Sale	31.64	1,300	41,132	0	Sep 04 05:40 PM
SUMMIT PARTNERS L P	10% Owner	Aug 29 '24	Sale	31.55	16,931	534,173	0	Sep 03 04:20 PM
SUMMIT PARTNERS L P	10% Owner	Aug 28 '24	Sale	31.68	27,445	869,458	0	Aug 30 04:01 PM
SUMMIT PARTNERS L P	10% Owner	Aug 27 '24	Sale	32.29	67,436	2,177,508	0	Aug 29 04:03 PM
Edmond Landon	Chief Legal Officer	Aug 26 '24	Sale	32.28	21,764	702,542	245,743	Aug 28 05:19 PM
SUMMIT PARTNERS L P	10% Owner	Aug 26 '24	Sale	32.27	90,502	2,920,500	0	Aug 28 04:13 PM
SUMMIT INVESTORS GE IX/VC IV (	Director	Aug 27 '24	Proposed Sale	32.26	403	13,000		Aug 27 09:20 PM
Summit Partners Growth Equity	Director	Aug 27 '24	Proposed Sale	32.18	369,026	11,875,256		Aug 27 09:16 PM
Summit Partners Growth Equity	Director	Aug 27 '24	Proposed Sale	32.18	591,023	19,019,120		Aug 27 09:05 PM
Summit Partners Co-Invest (Kiw	Director	Aug 27 '24	Proposed Sale	32.18	36,442	1,172,703		Aug 27 09:00 PM
SUMMIT INVESTORS GE IX/VC IV,	Director	Aug 27 '24	Proposed Sale	32.18	3,106	99,951		Aug 27 08:54 PM
SUMMIT PARTNERS L P	10% Owner	Aug 23 '24	Sale	32.33	305,638	9,881,277	0	Aug 27 04:02 PM
SUMMIT PARTNERS L P	10% Owner	Aug 22 '24	Sale	31.76	82,499	2,620,168	0	Aug 26 05:16 PM
LANDON EDMOND	Officer	Aug 26 '24	Proposed Sale	32.68	21,764	711,248		Aug 26 04:23 PM
SUMMIT PARTNERS L P	10% Owner	Aug 21 '24	Sale	31.76	113,850	3,615,876	0	Aug 23 04:02 PM
SUMMIT PARTNERS L P	10% Owner	Aug 20 '24	Sale	31.95	135,902	4,342,069	0	Aug 22 04:06 PM
SUMMIT PARTNERS L P	10% Owner	Aug 16 '24	Sale	31.78	242,601	7,709,860	0	Aug 20 05:44 PM
Rowland Stephen Eric	President	Aug 16 '24	Sale	31.67	18,114	573,670	192,488	Aug 16 07:46 PM
Summit Partners Growth Equity	Director	Aug 16 '24	Proposed Sale	31.80	591,023	18,794,531		Aug 16 06:07 PM
Summit Partners Growth Equity	Director	Aug 16 '24	Proposed Sale	31.80	369,026	11,735,027		Aug 16 06:03 PM
Summit Partners Co-Invest (Kiw	Director	Aug 16 '24	Proposed Sale	31.00	36,442	1,129,702		Aug 16 05:58 PM
SUMMIT INVESTORS GE IX/VC IV (	Director	Aug 16 '24	Proposed Sale	32.26	403	13,000		Aug 16 05:53 PM
SUMMIT INVESTORS GE IX/VC IV,	Director	Aug 16 '24	Proposed Sale	31.00	3,106	96,286		Aug 16 05:48 PM
STEPHEN E. ROWLAND	Officer	Aug 16 '24	Proposed Sale	31.83	18,114	576,569		Aug 16 04:29 PM
Chaves Allen	Chief Technology Officer	Aug 12 '24	Sale	31.59	130,000	4,107,066	0	Aug 14 05:41 PM
Chaves Allen	Officer	Aug 12 '24	Proposed Sale	31.59	130,000	4,107,302		Aug 12 04:35 PM
Whalen Amanda	Chief Financial Officer	Aug 09 '24	Sale	30.23	60,000	1,813,800	435,993	Aug 09 07:32 PM
Edmond Landon	Chief Legal Officer	Aug 09 '24	Sale	30.02	21,766	653,415	260,413	Aug 09 07:31 PM
AMANDA WHALEN	Officer	Aug 09 '24	Proposed Sale	30.78	60,000	1,846,800		Aug 09 04:10 PM
LANDON EDMOND	Officer	Aug 09 '24	Proposed Sale	30.78	21,766	669,957		Aug 09 04:10 PM
Fagnan Jeff	10% Owner	Aug 01 '24	Buy	26.43	9,485	250,723	9,485	Aug 02 10:32 AM
Ceran Jennifer	Director	May 22 '24	Sale	24.65	13,000	320,450	0	May 23 05:38 PM
St. Ledger Susan	Director	May 16 '24	Sale	24.66	10,500	258,930	0	May 17 04:40 PM
Edmond Landon	Chief Legal Officer	Apr 05 '24	Sale	24.15	3,545	85,612	167,127	Apr 08 07:15 PM
Edmond Landon	Chief Legal Officer	Apr 02 '24	Sale	24.94	28,613	713,608	170,672	Apr 03 06:17 PM
Weisman Tony	Director	Feb 29 '24	Sale	25.97	33,333	865,658	0	Mar 04 06:13 PM
SUMMIT PARTNERS L P	10% Owner	Oct 23 '23	Sale	28.32	1,770,318	50,138,592	0	Oct 23 05:10 PM
Astral Capital ABEH, LLC	10% Owner	Oct 23 '23	Sale	28.32	294,008	8,326,836	12,332	Oct 23 04:17 PM
Accomplice Fund I, L.P.	10% Owner	Oct 23 '23	Sale	28.32	637,049	18,042,374	26,720	Oct 23 04:15 PM
SUMMIT PARTNERS L P	10% Owner	Sep 22 '23	Sale	28.32	4,919,165	139,319,607	0	Sep 22 04:21 PM
Ceran Jennifer	Director	Sep 22 '23	Sale	28.32	12,000	339,862	0	Sep 22 04:08 PM
Astral Capital ABEH, LLC	10% Owner	Sep 22 '23	Sale	28.32	816,907	23,136,277	306,340	Sep 22 04:07 PM
Accomplice Fund I, L.P.	10% Owner	Sep 22 '23	Sale	28.32	1,770,049	50,130,974	663,769	Sep 22 04:06 PM

NRDS

Nerdwallet Inc

KVYO

Klaviyo Inc

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