Klaviyo, Inc. $KVYO Shares Acquired by Vanguard Group Inc.

Vanguard Group Inc. lifted its stake in shares of Klaviyo, Inc. (NYSE:KVYO) by 19.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,787,728 shares of the company’s stock after purchasing an additional 2,059,550 shares during the period. Vanguard Group Inc. owned approximately 4.26% of Klaviyo worth $354,092,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new stake in Klaviyo during the 2nd quarter worth about $31,000. First Horizon Advisors Inc. purchased a new position in shares of Klaviyo in the second quarter worth approximately $37,000. Osaic Holdings Inc. raised its holdings in shares of Klaviyo by 317.0% during the second quarter. Osaic Holdings Inc. now owns 1,689 shares of the company’s stock valued at $55,000 after acquiring an additional 1,284 shares during the period. Elevation Point Wealth Partners LLC purchased a new stake in shares of Klaviyo in the 2nd quarter valued at approximately $89,000. Finally, CWM LLC boosted its stake in Klaviyo by 282.6% in the 2nd quarter. CWM LLC now owns 3,558 shares of the company’s stock worth $119,000 after purchasing an additional 2,628 shares during the period. Institutional investors and hedge funds own 45.43% of the company’s stock.

Klaviyo Trading Up 7.0%

KVYO stock opened at $18.44 on Friday. The firm has a market cap of $5.62 billion, a PE ratio of -153.65 and a beta of 1.13. Klaviyo, Inc. has a 1 year low of $15.53 and a 1 year high of $41.35. The company has a fifty day simple moving average of $24.70 and a 200 day simple moving average of $27.66.

Klaviyo (NYSE:KVYO) last posted its earnings results on Tuesday, February 10th. The company reported $0.19 earnings per share for the quarter, beating the consensus estimate of $0.17 by $0.02. Klaviyo had a positive return on equity of 2.03% and a negative net margin of 2.57%.The company had revenue of $350.20 million for the quarter, compared to analyst estimates of $333.99 million. During the same period last year, the company earned $0.07 earnings per share. The business’s revenue was up 29.6% compared to the same quarter last year. As a group, analysts forecast that Klaviyo, Inc. will post 0.04 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have issued reports on KVYO shares. Macquarie Infrastructure cut their target price on shares of Klaviyo from $37.00 to $30.00 and set a “neutral” rating on the stock in a research note on Tuesday, November 11th. TD Cowen reissued a “buy” rating on shares of Klaviyo in a research report on Wednesday, February 11th. Morgan Stanley restated an “overweight” rating and set a $38.00 price objective on shares of Klaviyo in a research report on Wednesday, February 11th. Wells Fargo & Company dropped their target price on Klaviyo from $40.00 to $30.00 and set an “overweight” rating on the stock in a report on Wednesday, February 11th. Finally, Weiss Ratings initiated coverage on shares of Klaviyo in a research report on Saturday, November 1st. They issued a “sell (d-)” rating for the company. Nineteen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $34.24.

Insiders Place Their Bets

In related news, CEO Andrew Bialecki sold 200,000 shares of Klaviyo stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $16.76, for a total value of $3,352,000.00. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Ed Hallen sold 117,550 shares of the business’s stock in a transaction 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 transaction, the director directly owned 133,624 shares of the company’s stock, valued at approximately $4,056,824.64. This represents a 46.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,708,552 shares of company stock worth $46,307,913 over the last quarter. 49.92% of the stock is currently owned by company insiders.

Klaviyo Company 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.