Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of KVYO revenue | Skew |
|---|---|---|---|
| SHOPShopify Inc. | 8.32% | 77.90% | 9.4× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“As of December 31, 2025, approximately 77.9% of our ARR was derived from customers who also use Shopify Inc.'s (and together with certain of its affiliates, "Shopify") platform, while only approximately 7.4% of our new ARR in 2025 was derived from customers that came to us through the Shopify app store.”
$961M relationship9.4× more of KVYO’s book than SHOP’s
basisKVYO fy2025 · closed 2025-12 $1.2BSHOP fy2025 · closed 2025-12 $11.6B
FILING10-K0001835830-26-000007cik 0001835830
“For example, in October 2023, Google and Yahoo announced new email sender requirements that impact customers of email marketing platforms, including our platform.”
FILING10-K0001835830-26-000007cik 0001835830
“We also have integrations with other third-party eCommerce platforms, such as BigCommerce, Centra, Magento, Nuvemshop, PrestaShop, Salesforce Commerce Cloud, Shopware, Square, Wix, and WooCommerce, and some of our customers transition from one third-party eCommerce platform to another while remaining on our platform.”
FILING10-K0001835830-26-000007cik 0001835830
“We also have integrations with other third-party eCommerce platforms, such as BigCommerce, Centra, Magento, Nuvemshop, PrestaShop, Salesforce Commerce Cloud, Shopware, Square, Wix, and WooCommerce, and some of our customers transition from one third-party eCommerce platform to another while remaining on our platform.”
FILING10-K0001835830-26-000007cik 0001835830
“We also have integrations with other third-party eCommerce platforms, such as BigCommerce, Centra, Magento, Nuvemshop, PrestaShop, Salesforce Commerce Cloud, Shopware, Square, Wix, and WooCommerce, and some of our customers transition from one third-party eCommerce platform to another while remaining on our platform.”
FILING10-K0001835830-26-000007cik 0001835830
“We also have integrations with other third-party eCommerce platforms, such as BigCommerce, Centra, Magento, Nuvemshop, PrestaShop, Salesforce Commerce Cloud, Shopware, Square, Wix, and WooCommerce, and some of our customers transition from one third-party eCommerce platform to another while remaining on our platform.”
FILING10-K0001835830-26-000007cik 0001835830
“We also have integrations with other third-party eCommerce platforms, such as BigCommerce, Centra, Magento, Nuvemshop, PrestaShop, Salesforce Commerce Cloud, Shopware, Square, Wix, and WooCommerce, and some of our customers transition from one third-party eCommerce platform to another while remaining on our platform.”
FILING10-K0001835830-26-000007cik 0001835830
“We also have integrations with other third-party eCommerce platforms, such as BigCommerce, Centra, Magento, Nuvemshop, PrestaShop, Salesforce Commerce Cloud, Shopware, Square, Wix, and WooCommerce, and some of our customers transition from one third-party eCommerce platform to another while remaining on our platform.”
FILING10-K0001835830-26-000007cik 0001835830
“We also have integrations with other third-party eCommerce platforms, such as BigCommerce, Centra, Magento, Nuvemshop, PrestaShop, Salesforce Commerce Cloud, Shopware, Square, Wix, and WooCommerce, and some of our customers transition from one third-party eCommerce platform to another while remaining on our platform.”
FILING10-K0001835830-26-000007cik 0001835830
“We also have integrations with other third-party eCommerce platforms, such as BigCommerce, Centra, Magento, Nuvemshop, PrestaShop, Salesforce Commerce Cloud, Shopware, Square, Wix, and WooCommerce, and some of our customers transition from one third-party eCommerce platform to another while remaining on our platform.”
FILING10-K0001835830-26-000007cik 0001835830
“We also have integrations with other third-party eCommerce platforms, such as BigCommerce, Centra, Magento, Nuvemshop, PrestaShop, Salesforce Commerce Cloud, Shopware, Square, Wix, and WooCommerce, and some of our customers transition from one third-party eCommerce platform to another while remaining on our platform.”
FILING10-K0001835830-26-000007cik 0001835830
“We also have integrations with other third-party eCommerce platforms, such as BigCommerce, Centra, Magento, Nuvemshop, PrestaShop, Salesforce Commerce Cloud, Shopware, Square, Wix, and WooCommerce, and some of our customers transition from one third-party eCommerce platform to another while remaining on our platform.”
FILING10-K0001835830-26-000007cik 0001835830
“For example, in October 2023, Google and Yahoo announced new email sender requirements that impact customers of email marketing platforms, including our platform.”
FILING10-K0001835830-26-000007cik 0001835830
Watchlist prices, news filtered to it, and its next report on your desk.
Klaviyo, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Services-Prepackaged Software
Prev close 16.99 · gapped above the open, then crossed back over prior close. High/low 17.45 at 12:15 pm ET, 16.76 at 10:15 am ET.
Klaviyo, Inc. has 13 disclosed suppliers and 0 disclosed customers. Each one is named in an SEC filing, either Klaviyo, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
No filing we have read names a customer of Klaviyo, Inc.. Customers appear here when Klaviyo, Inc. names them, or when a company names Klaviyo, Inc. as a supplier in its own annual report.
KVYO (Klaviyo, Inc.) has 13 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Suppliers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: SHOP +0.19%, in cloud.