Quantbot Technologies LP Lowers Stake in Klaviyo, Inc. $KVYO

Quantbot Technologies LP decreased its position in shares of Klaviyo, Inc. (NYSE:KVYO) by 20.4% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 206,170 shares of the company’s stock after selling 52,924 shares during the quarter. Quantbot Technologies LP’s holdings in Klaviyo were worth $5,709,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of KVYO. US Bancorp DE boosted its holdings in shares of Klaviyo by 50.5% during the third quarter. US Bancorp DE now owns 6,485 shares of the company’s stock worth $180,000 after purchasing an additional 2,176 shares during the last quarter. Fox Run Management L.L.C. boosted its stake in Klaviyo by 140.7% in the 3rd quarter. Fox Run Management L.L.C. now owns 61,101 shares of the company’s stock worth $1,692,000 after buying an additional 35,719 shares during the last quarter. Counterpoint Mutual Funds LLC grew its holdings in Klaviyo by 25.2% in the 3rd quarter. Counterpoint Mutual Funds LLC now owns 27,241 shares of the company’s stock valued at $754,000 after buying an additional 5,483 shares during the period. M&G PLC purchased a new stake in Klaviyo in the 3rd quarter valued at about $1,201,000. Finally, Vanguard Group Inc. boosted its position in shares of Klaviyo by 19.2% in the third quarter. Vanguard Group Inc. now owns 12,787,728 shares of the company’s stock worth $354,092,000 after acquiring an additional 2,059,550 shares during the last quarter. 45.43% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research firms have weighed in on KVYO. The Goldman Sachs Group cut their price target on shares of Klaviyo from $48.00 to $41.00 and set a “buy” rating on the stock in a research note on Friday, November 7th. Truist Financial cut their target price on Klaviyo from $45.00 to $35.00 and set a “buy” rating on the stock in a research report on Wednesday, February 11th. Barclays lowered their price target on Klaviyo from $42.00 to $31.00 and set an “overweight” rating for the company in a research report on Wednesday, February 11th. William Blair restated an “outperform” rating on shares of Klaviyo in a report on Monday, November 17th. Finally, Weiss Ratings assumed coverage on Klaviyo in a research note on Saturday, November 1st. They issued a “sell (d-)” rating on the stock. Nineteen research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $34.24.

Klaviyo Stock Down 6.0%

NYSE KVYO opened at $17.37 on Friday. Klaviyo, Inc. has a fifty-two week low of $15.53 and a fifty-two week high of $40.60. The business has a 50 day moving average price of $24.41 and a two-hundred day moving average price of $27.55. The stock has a market cap of $5.30 billion, a PE ratio of -144.77 and a beta of 1.13.

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

Insider Transactions at Klaviyo

In other news, Director Ed Hallen sold 117,550 shares of the firm’s stock in a transaction dated 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 completion of the sale, the director directly owned 133,624 shares in the company, valued at $4,056,824.64. This trade represents a 46.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Andrew Bialecki sold 200,000 shares of Klaviyo stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $16.76, for a total value of $3,352,000.00. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,708,552 shares of company stock valued at $46,307,913. 49.92% of the stock is currently owned by corporate 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.