Method
Level · gp.fundamentals.capex_revenue_ratio
Raw value 1.77% · OPTIONAL
· Services-Prepackaged Software
RESEARCH SNAPSHOTKlaviyo, Inc.'s latest supported as-filed period reports revenue of $370.6M, 26.4% above the comparable as-filed period; gross margin moved 308 basis points lower on the same comparison basis. Every value below links to its SEC accession and metric lineage.
No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Level · gp.fundamentals.capex_revenue_ratio
Raw value 1.77% · OPTIONAL
Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 25.33% · OPTIONAL
Yoy · gp.fundamentals.revenue
Raw value 26.43% · CORE
Level · gp.fundamentals.gross_margin
Raw value 72.62% · CORE
Level · gp.fundamentals.operating_margin
Raw value -4.04% · CORE
Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue
Raw value 24.81% · OPTIONAL
Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
Interpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
This cluster groups 3 independently calculated changes: Revenue increased 26.4%; Operating margin moved 665 bp higher; Operating income increased 52.2%.
3 evidence-backed componentsOperating margin changed +665 basis points from the comparable as-filed period.
Each point keeps the date investors could first observe it and its accession.
KVYO · as filed with the SEC · reported-date aware
Direct SEC links, filing dates, report periods, and amendment flags.
0001470831-26-000870SEC ↗4Sep 1, 2026Period Aug 28, 20260001470831-26-000868SEC ↗4Aug 31, 2026Period Aug 31, 20260001193125-26-377117SEC ↗4Aug 18, 2026Period Aug 15, 20260001470831-26-000845SEC ↗4Aug 18, 2026Period Aug 15, 20260001470831-26-000843SEC ↗4Aug 18, 2026Period Aug 15, 20260001470831-26-000841SEC ↗4Aug 18, 2026Period Aug 14, 20260001470831-26-000839SEC ↗Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
| Filed / transacted | Reporting owner | Semantics | Shares | Price | Notional | Source |
|---|---|---|---|---|---|---|
| Aug 31, 2026Filed Sep 1, 2026 | Hallen EdDirector | Open Market SaleIndirect | 59,615 | $20 | $1.2M | Form 4 ↗ |
| Aug 31, 2026Filed Sep 1, 2026 | Hallen EdDirector | GiftIndirect | 17,885 | $0 | $0 | Form 4 ↗ |
| Aug 31, 2026Filed Sep 1, 2026 | Hallen EdDirector | Open Market SaleIndirect | 39,167 | $20 | $801,748 | Form 4 ↗ |
| Aug 31, 2026Filed Aug 31, 2026 | Shopify Strategic Holdings 3 LLCReporting owner | OtherDirect | 344,383 | $0 | $0 | Form 4 ↗ |
| Aug 31, 2026Filed Aug 31, 2026 |
GrossPattern stores immutable raw artifacts, accession-scoped facts, parser and metric versions, dependency edges, quality state, and channel-specific publication rights. A restricted or unknown ancestor blocks the page and API automatically.
SEC source policy ↗Level · gp.fundamentals.sbc_revenue_ratio
Raw value 13.86% · OPTIONAL
Gross margin changed -308 basis points from the comparable as-filed period.
Operating income changed +52.2% from the comparable as-filed period.
Revenue changed +26.4% from the comparable as-filed period.
Net income changed +63.6% from the comparable as-filed period.
Research & development changed +26.9% from the comparable as-filed period.
Gross profit changed +21.3% from the comparable as-filed period.
Method note “Materiality” here is an analytical magnitude band, not a legal conclusion. Full filing-text semantic changes remain unpublished while excerpt rights and review thresholds are unresolved.
Latest supported period in this snapshot: 2026-06-30. Duration facts use direct quarterly or annual SEC contexts; GrossPattern does not manufacture missing Q4 values.
0001193125-26-349311| Shopify Strategic Holdings 3 LLCReporting owner |
| OtherDirect |
| 344,383 |
| $0 |
| $3,444 |
| Form 4 ↗ |
| Aug 15, 2026Filed Aug 18, 2026 | Fernandez Gomez LucianoCo-Chief Executive Officer | ConversionDirect | 7,001 | — | — | Form 4 ↗ |
| Aug 15, 2026Filed Aug 18, 2026 | Fernandez Gomez LucianoCo-Chief Executive Officer | Tax WithholdingDirect | 29,133 | $18 | $538,669 | Form 4 ↗ |
| Aug 15, 2026Filed Aug 18, 2026 | Fernandez Gomez LucianoCo-Chief Executive Officer | ConversionDirect | 7,001 | $18 | $129,448 | Form 4 ↗ |