Y Intercept Hong Kong Ltd Increases Stock Position in Klaviyo, Inc. $KVYO

Y Intercept Hong Kong Ltd boosted its holdings in Klaviyo, Inc. (NYSE:KVYO) by 355.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,793 shares of the company’s stock after acquiring an additional 31,838 shares during the quarter. Y Intercept Hong Kong Ltd’s holdings in Klaviyo were worth $1,130,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Alliancebernstein L.P. raised its stake in shares of Klaviyo by 10.1% in the second quarter. Alliancebernstein L.P. now owns 4,424,249 shares of the company’s stock worth $148,566,000 after purchasing an additional 404,969 shares during the last quarter. Sands Capital Alternatives LLC increased its holdings in Klaviyo by 2.1% in the 2nd quarter. Sands Capital Alternatives LLC now owns 3,515,065 shares of the company’s stock worth $118,036,000 after buying an additional 71,550 shares in the last quarter. Federated Hermes Inc. raised its position in Klaviyo by 9.0% in the 2nd quarter. Federated Hermes Inc. now owns 2,911,007 shares of the company’s stock worth $97,752,000 after buying an additional 241,207 shares during the last quarter. American Century Companies Inc. lifted its stake in Klaviyo by 123.4% during the 2nd quarter. American Century Companies Inc. now owns 2,685,480 shares of the company’s stock valued at $90,178,000 after acquiring an additional 1,483,427 shares during the period. Finally, Greenoaks Capital Partners LLC lifted its stake in Klaviyo by 1.2% during the 2nd quarter. Greenoaks Capital Partners LLC now owns 2,345,580 shares of the company’s stock valued at $78,765,000 after acquiring an additional 28,784 shares during the period. Institutional investors own 45.43% of the company’s stock.

Klaviyo Price Performance

Shares of KVYO stock opened at $22.21 on Friday. Klaviyo, Inc. has a 1 year low of $22.03 and a 1 year high of $49.55. The firm has a fifty day moving average price of $28.67 and a 200-day moving average price of $29.43. The company has a market cap of $6.71 billion, a price-to-earnings ratio of -92.54 and a beta of 1.08.

Klaviyo (NYSE:KVYO) last announced its earnings results on Wednesday, November 5th. The company reported $0.18 EPS for the quarter, topping analysts’ consensus estimates of $0.14 by $0.04. The company had revenue of $310.88 million for the quarter, compared to analysts’ expectations of $299.93 million. Klaviyo had a negative return on equity of 1.00% and a negative net margin of 5.70%.Klaviyo’s revenue for the quarter was up 32.2% compared to the same quarter last year. During the same period last year, the firm earned $0.15 EPS. Equities research analysts expect that Klaviyo, Inc. will post 0.04 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on KVYO. William Blair reiterated an “outperform” rating on shares of Klaviyo in a research note on Monday, November 17th. Barclays cut their target price on shares of Klaviyo from $43.00 to $42.00 and set an “overweight” rating for the company in a research report on Monday, January 12th. BTIG Research began coverage on Klaviyo in a report on Monday, December 15th. They set a “buy” rating and a $40.00 price target on the stock. Macquarie dropped their price target on Klaviyo from $37.00 to $30.00 and set a “neutral” rating on the stock in a research note on Tuesday, November 11th. Finally, Cantor Fitzgerald reduced their price objective on Klaviyo from $48.00 to $40.00 and set an “overweight” rating for the company in a research report on Wednesday, October 29th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $41.76.

Insider Activity

In related news, CEO Andrew Bialecki sold 167,926 shares of the stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $24.16, for a total value of $4,057,092.16. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Ed Hallen sold 117,550 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $30.36, for a total transaction of $3,568,818.00. Following the sale, the director owned 133,624 shares in the company, valued at approximately $4,056,824.64. The trade was a 46.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,862,901 shares of company stock worth $52,846,182 in the last ninety days. Corporate insiders own 49.92% of the company’s stock.

Klaviyo Profile

Klaviyo, Inc is a cloud-based marketing automation platform that enables businesses to leverage customer data for targeted email and SMS campaigns. The company’s platform centralizes first-party data from various sources—including e-commerce storefronts, websites, and CRM systems—to help organizations deliver personalized marketing across the customer lifecycle. Klaviyo’s core offerings include segmented email marketing, automated messaging workflows, and performance analytics designed to drive customer engagement and revenue growth.

The platform provides a suite of tools for campaign creation and management, including drag-and-drop email and SMS builders, dynamic content rendering, and A/B testing capabilities.