Sei Investments Co. Has $2.11 Million Stock Position in Klaviyo, Inc. $KVYO

Sei Investments Co. lifted its stake in Klaviyo, Inc. (NYSE:KVYO) by 48.9% during the 1st quarter, Holdings Channel reports. The firm owned 108,364 shares of the company’s stock after acquiring an additional 35,606 shares during the period. Sei Investments Co.’s holdings in Klaviyo were worth $2,109,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Morgan Stanley increased its holdings in Klaviyo by 36.1% in the fourth quarter. Morgan Stanley now owns 14,547,090 shares of the company’s stock valued at $472,344,000 after purchasing an additional 3,855,160 shares during the last quarter. Vanguard Group Inc. boosted 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 worth $466,319,000 after buying an additional 1,573,812 shares during the last quarter. Capital International Investors acquired a new position in Klaviyo during the fourth quarter valued at approximately $415,254,000. Alliancebernstein L.P. grew its holdings in shares of Klaviyo by 10.1% in the 2nd quarter. Alliancebernstein L.P. now owns 4,424,249 shares of the company’s stock valued at $148,566,000 after buying an additional 404,969 shares during the period. Finally, Sands Capital Alternatives LLC grew its stake in Klaviyo by 3.8% in the fourth quarter. Sands Capital Alternatives LLC now owns 3,649,678 shares of the company’s stock valued at $118,505,000 after acquiring an additional 134,613 shares during the period. 45.43% of the stock is owned by institutional investors and hedge funds.

Klaviyo News Roundup

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Klaviyo reported second-quarter earnings of $0.19 per share, matching expectations and improving from $0.16 a year earlier. Revenue reached $370.6 million, exceeding the $362.1 million consensus estimate and rising 26.4% year over year. Klaviyo Meets Q2 Earnings Estimates
• Positive Sentiment: The company projected 2026 revenue of approximately $1.526 billion to $1.534 billion while integrating its Agency acquisition, signaling continued growth despite the added execution demands. Klaviyo 2026 Revenue Outlook
• Positive Sentiment: Investors are also focusing on Klaviyo’s new AI product leadership and related product initiatives, which could improve automation capabilities, customer engagement and long-term growth prospects. Klaviyo’s New AI Product Leadership
• Neutral Sentiment: Several analysts retained bullish ratings, including overweight or buy recommendations. Stephens raised its target to $25, while Wells Fargo, Stifel, Piper Sandler, BTIG and KeyCorp continue to see substantial upside despite reducing or resetting their targets.
• Negative Sentiment: Multiple firms lowered their price targets following the earnings report: Wells Fargo to $22, Stifel to $22, Piper Sandler to $23, BTIG to $25 and KeyCorp to $29. The cuts suggest analysts remain constructive but have moderated expectations or valuation assumptions.
• Negative Sentiment: Klaviyo declined alongside much of the software sector after earnings, indicating that broader risk-off sentiment and investor concerns about software valuations may be outweighing the company’s revenue beat and AI narrative. Software Sector Weakness After Earnings

Klaviyo Stock Up 0.4%

KVYO stock opened at $16.68 on Monday. The business has a 50 day moving average price of $16.24 and a two-hundred day moving average price of $17.89. The company has a market cap of $4.99 billion, a price-to-earnings ratio of 834.57 and a beta of 0.53. Klaviyo, Inc. has a twelve month low of $12.53 and a twelve month high of $36.22.

Klaviyo (NYSE:KVYO) last released its quarterly earnings data on Wednesday, August 5th. The company reported $0.19 EPS for the quarter, meeting the consensus estimate of $0.19. Klaviyo had a return on equity of 5.67% and a net margin of 0.49%.The company had revenue of $370.58 million during the quarter, compared to the consensus estimate of $362.08 million. During the same quarter in the prior year, the firm posted $0.16 EPS. The firm’s revenue for the quarter was up 26.4% compared to the same quarter last year. On average, equities research analysts anticipate that Klaviyo, Inc. will post 0.25 EPS for the current fiscal year.

Insider Activity

In other Klaviyo news, CEO Andrew Bialecki sold 212,529 shares of the firm’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $14.61, for a total transaction of $3,105,048.69. Following the completion of the sale, the chief executive officer owned 212,529 shares of the company’s stock, valued at $3,105,048.69. This trade represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ledger Susan St. sold 9,334 shares of the business’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $14.27, for a total value of $133,196.18. Following the completion of the sale, the director owned 10,939 shares of the company’s stock, valued at $156,099.53. This trade represents a 46.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 649,863 shares of company stock valued at $9,521,105. 37.42% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

KVYO has been the topic of a number of research analyst reports. Stifel Nicolaus dropped their price target on Klaviyo from $24.00 to $22.00 and set a “buy” rating on the stock in a research report on Thursday. Stephens increased their target price on Klaviyo from $24.00 to $25.00 and gave the stock an “overweight” rating in a research note on Thursday. Truist Financial cut their price target on shares of Klaviyo from $35.00 to $30.00 and set a “buy” rating on the stock in a research note on Thursday. TD Cowen reduced their price target on shares of Klaviyo from $27.00 to $26.00 and set a “buy” rating for the company in a report on Thursday. Finally, Citigroup increased their price objective on shares of Klaviyo from $34.00 to $36.00 and gave the stock a “buy” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $27.14.

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.