SG Americas Securities LLC Boosts Position in Klaviyo, Inc. $KVYO

SG Americas Securities LLC lifted its holdings in shares of Klaviyo, Inc. (NYSE:KVYO) by 71.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 108,319 shares of the company’s stock after acquiring an additional 45,043 shares during the quarter. SG Americas Securities LLC’s holdings in Klaviyo were worth $3,517,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Natixis Advisors LLC boosted its holdings in Klaviyo by 3.4% in the third quarter. Natixis Advisors LLC now owns 11,397 shares of the company’s stock valued at $316,000 after acquiring an additional 372 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its holdings in Klaviyo by 5.3% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 9,312 shares of the company’s stock worth $258,000 after purchasing an additional 469 shares in the last quarter. Pathstone Holdings LLC raised its holdings in Klaviyo by 0.5% in the 3rd quarter. Pathstone Holdings LLC now owns 173,931 shares of the company’s stock worth $4,816,000 after purchasing an additional 858 shares in the last quarter. Caitong International Asset Management Co. Ltd lifted its position in shares of Klaviyo by 1,650.9% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 963 shares of the company’s stock worth $27,000 after purchasing an additional 908 shares during the period. Finally, Squarepoint Ops LLC lifted its position in shares of Klaviyo by 1.2% in the 3rd quarter. Squarepoint Ops LLC now owns 95,394 shares of the company’s stock worth $2,641,000 after purchasing an additional 1,104 shares during the period. Hedge funds and other institutional investors own 45.43% of the company’s stock.

Klaviyo Price Performance

Shares of NYSE KVYO opened at $19.16 on Friday. Klaviyo, Inc. has a 1 year low of $15.53 and a 1 year high of $37.79. The stock has a market cap of $5.84 billion, a P/E ratio of -159.65 and a beta of 0.86. The firm has a 50-day moving average of $19.68 and a 200 day moving average of $25.49.

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

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on KVYO. Truist Financial reduced their price target on shares of Klaviyo from $45.00 to $35.00 and set a “buy” rating on the stock in a research report on Wednesday, February 11th. William Blair restated an “outperform” rating on shares of Klaviyo in a report on Monday, March 2nd. Morgan Stanley reaffirmed an “overweight” rating and set a $38.00 price objective on shares of Klaviyo in a research report on Wednesday, February 11th. Barclays reduced their target price on Klaviyo from $42.00 to $31.00 and set an “overweight” rating on the stock in a report on Wednesday, February 11th. Finally, Citigroup lowered their target price on Klaviyo from $51.00 to $40.00 and set a “buy” rating for the company in a research note on Wednesday, February 11th. Nineteen investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Klaviyo presently has an average rating of “Moderate Buy” and a consensus target price of $34.24.

Insiders Place Their Bets

In other Klaviyo news, CEO Andrew Bialecki sold 206,827 shares of Klaviyo stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $19.96, for a total transaction of $4,128,266.92. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Over the last three months, insiders sold 1,892,230 shares of company stock worth $40,406,830. 49.92% of the stock is owned by company insiders.

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.