51,100 Shares in Klaviyo, Inc. $KVYO Acquired by Lavelle Capital LP

Lavelle Capital LP acquired a new stake in shares of Klaviyo, Inc. (NYSE:KVYO) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 51,100 shares of the company’s stock, valued at approximately $994,000.

A number of other institutional investors have also recently added to or reduced their stakes in KVYO. Vanguard Group Inc. raised its holdings in Klaviyo by 12.3% during the fourth quarter. Vanguard Group Inc. now owns 14,361,540 shares of the company’s stock valued at $466,319,000 after buying an additional 1,573,812 shares in the last quarter. Jefferies Financial Group Inc. lifted its holdings in Klaviyo by 2,320.7% in the 4th quarter. Jefferies Financial Group Inc. now owns 455,000 shares of the company’s stock worth $14,774,000 after purchasing an additional 436,204 shares during the last quarter. Delta Global Management LP boosted its position in Klaviyo by 52.7% during the fourth quarter. Delta Global Management LP now owns 785,308 shares of the company’s stock worth $25,499,000 after purchasing an additional 270,944 shares during the period. Huntington National Bank grew its holdings in Klaviyo by 117.1% during the fourth quarter. Huntington National Bank now owns 166,501 shares of the company’s stock valued at $5,406,000 after purchasing an additional 89,800 shares during the last quarter. Finally, Bank of New York Mellon Corp raised its position in shares of Klaviyo by 8.9% in the first quarter. Bank of New York Mellon Corp now owns 1,508,137 shares of the company’s stock valued at $29,348,000 after purchasing an additional 123,480 shares during the period. 45.43% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Andrew Bialecki sold 212,529 shares of the stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $14.61, for a total value of $3,105,048.69. Following the completion of the transaction, the chief executive officer directly owned 212,529 shares of the company’s stock, valued at approximately $3,105,048.69. This represents a 50.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Amanda Whalen sold 14,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $13.23, for a total value of $185,220.00. Following the transaction, the chief financial officer owned 852,192 shares of the company’s stock, valued at $11,274,500.16. This trade represents a 1.62% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 649,863 shares of company stock worth $9,521,105 over the last quarter. Company insiders own 37.42% of the company’s stock.

Klaviyo Price Performance

Shares of Klaviyo stock opened at $17.90 on Friday. Klaviyo, Inc. has a 52-week low of $12.53 and a 52-week high of $36.76. The firm has a market capitalization of $5.36 billion, a PE ratio of -447.39 and a beta of 0.63. The company’s fifty day moving average price is $15.92 and its two-hundred day moving average price is $18.22.

Klaviyo (NYSE:KVYO) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.22 EPS for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. Klaviyo had a negative net margin of 0.66% and a positive return on equity of 4.16%. The company had revenue of $358.01 million during the quarter, compared to the consensus estimate of $348.57 million. During the same period last year, the firm earned $0.14 EPS. The firm’s revenue for the quarter was up 27.9% compared to the same quarter last year. Analysts predict that Klaviyo, Inc. will post 0.25 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages recently commented on KVYO. Stifel Nicolaus dropped their target price on shares of Klaviyo from $28.00 to $24.00 and set a “buy” rating on the stock in a report on Friday, July 10th. Barclays cut their price objective on Klaviyo from $31.00 to $25.00 and set an “overweight” rating for the company in a research report on Wednesday, May 6th. Wall Street Zen raised Klaviyo from a “hold” rating to a “buy” rating in a report on Saturday, July 25th. Weiss Ratings reiterated a “sell (e+)” rating on shares of Klaviyo in a report on Wednesday, May 20th. Finally, Piper Sandler reduced their price target on shares of Klaviyo from $30.00 to $26.00 and set an “overweight” rating for the company in a report on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Klaviyo has a consensus rating of “Moderate Buy” and a consensus price target of $30.95.

About Klaviyo

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.