Lavelle Capital LP Purchases Shares of 51,100 Klaviyo, Inc. $KVYO

Lavelle Capital LP acquired a new position in shares of Klaviyo, Inc. (NYSE:KVYO) during the 1st quarter, Holdings Channel.com reports. The fund acquired 51,100 shares of the company’s stock, valued at approximately $994,000.

Several other hedge funds also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd boosted its holdings 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 acquiring an additional 908 shares in the last quarter. Quarry LP acquired a new stake in Klaviyo during the 3rd quarter valued at $44,000. Osaic Holdings Inc. increased its holdings in Klaviyo by 317.0% during the 2nd quarter. Osaic Holdings Inc. now owns 1,689 shares of the company’s stock valued at $55,000 after purchasing an additional 1,284 shares in the last quarter. EverSource Wealth Advisors LLC raised its position in Klaviyo by 2,085.1% in the 1st quarter. EverSource Wealth Advisors LLC now owns 3,802 shares of the company’s stock valued at $74,000 after purchasing an additional 3,628 shares during the last quarter. Finally, Rockefeller Capital Management L.P. boosted its stake in Klaviyo by 2,641.0% in the fourth quarter. Rockefeller Capital Management L.P. now owns 3,207 shares of the company’s stock worth $104,000 after purchasing an additional 3,090 shares in the last quarter. Institutional investors and hedge funds own 45.43% of the company’s stock.

Wall Street Analysts Forecast Growth

KVYO has been the subject of a number of research reports. KeyCorp lowered their target price on Klaviyo from $40.00 to $35.00 and set an “overweight” rating for the company in a research note on Wednesday, May 6th. Wall Street Zen upgraded shares of Klaviyo from a “hold” rating to a “buy” rating in a research report on Saturday, July 25th. Jefferies Financial Group set a $25.00 price objective on shares of Klaviyo in a report on Saturday, May 9th. Barclays reduced their target price on shares of Klaviyo from $31.00 to $25.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 6th. Finally, Piper Sandler decreased their price target on shares of Klaviyo from $30.00 to $26.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Klaviyo presently has a consensus rating of “Moderate Buy” and an average price target of $30.95.

Klaviyo Stock Performance

Shares of KVYO stock opened at $17.90 on Friday. The firm’s 50 day moving average price is $15.92 and its two-hundred day moving average price is $18.22. Klaviyo, Inc. has a 52-week low of $12.53 and a 52-week high of $36.76. The stock has a market cap of $5.36 billion, a PE ratio of -447.39 and a beta of 0.63.

Klaviyo (NYSE:KVYO) last posted its quarterly earnings results on Tuesday, May 5th. The company reported $0.22 earnings per share for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. The company had revenue of $358.01 million for the quarter, compared to the consensus estimate of $348.57 million. Klaviyo had a positive return on equity of 4.16% and a negative net margin of 0.66%.The firm’s quarterly revenue was up 27.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.14 EPS. As a group, sell-side analysts predict that Klaviyo, Inc. will post 0.25 earnings per share for the current fiscal year.

Insider Transactions at Klaviyo

In other Klaviyo news, Director Ledger Susan St. sold 9,334 shares of Klaviyo stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $14.27, for a total value of $133,196.18. Following 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 position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Bialecki sold 212,529 shares of the stock in a transaction dated 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 transaction, the chief executive officer owned 212,529 shares of the company’s stock, valued at approximately $3,105,048.69. This represents a 50.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 649,863 shares of company stock valued at $9,521,105 over the last quarter. Corporate insiders own 37.42% of the company’s stock.

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.