What smart money is saying about Klaviyo
1 fund in our archive has pitched Klaviyo — most recently Meditation Capital in June 2026.
Klaviyo, Inc. is a technology company offering a software-as-a-service (SaaS) platform that empowers its clients to send highly targeted and pertinent messages via email, text message (SMS), and push notifications. The firm's primary product, Klaviyo, is a marketing automation platform engineered for personalized outreach. Its comprehensive suite of solutions includes an email marketing tool that meticulously monitors clicks and purchases to enhance campaign effectiveness; an SMS service crafted for fostering e-commerce expansion and customer loyalty; and a mobile push feature for direct engagement with users through lock screen alerts. Additionally, Klaviyo provides a Review solution to collect product feedback and a robust customer data platform (CDP) designed for efficient storage, analysis, and utilization of large datasets. The company caters to individual users, small and medium-sized businesses, and larger corporations across North America, Western Europe, Canada, the United Kingdom, Australia, and New Zealand. Established in 2012, Klaviyo is headquartered in Boston, Massachusetts.
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Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Klaviyo — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
| Q3 2025 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 2 moves
- AddedMeditation CapitalJune 2026
“Starting in February, we ramped up our buying, as deals in great companies we understood well from covering the space were offered to us at amazing prices (e.g., Klaviyo which a little over a year ago traded at peak for 12x NTM sales declined to as low as 2x – an 83% move). In addition to Braze and Monday which we already owned (Monday we have since reduced due to opportunity cost as all software fell), we progressively added Workiva, Atlassian, Dynatrace, and Klaviyo.”
Klaviyo - September 2025
“o six in technology: Impinj, JFrog, Klaviyo, Netskope, Aehr Test, Applied Digital”
Klaviyo
Fund coverage · 1 thesis
- Meditation CapitalJune 2026
Klaviyo is a software company the fund bought at a sharply depressed valuation because it fits the manager’s view that certain application software can be an AI beneficiary rather than a casualty.
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