Vanguard Group Inc. boosted its holdings in Klaviyo, Inc. (NYSE:KVYO - Free Report) by 12.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,361,540 shares of the company's stock after purchasing an additional 1,573,812 shares during the quarter. Vanguard Group Inc. owned approximately 4.76% of Klaviyo worth $466,319,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd grew its holdings in Klaviyo by 1,650.9% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 963 shares of the company's stock valued at $27,000 after buying an additional 908 shares during the period. FNY Investment Advisers LLC purchased a new position in shares of Klaviyo during the 3rd quarter worth about $34,000. Quarry LP acquired a new stake in shares of Klaviyo in the third quarter worth approximately $44,000. Osaic Holdings Inc. boosted its position in shares of Klaviyo by 317.0% in the second quarter. Osaic Holdings Inc. now owns 1,689 shares of the company's stock worth $55,000 after acquiring an additional 1,284 shares during the last quarter. Finally, RiverPark Advisors LLC purchased a new stake in Klaviyo in the third quarter valued at approximately $69,000. 45.43% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
KVYO has been the topic of a number of recent analyst reports. Robert W. Baird set a $34.00 price target on shares of Klaviyo in a research note on Wednesday, February 11th. Jefferies Financial Group reissued a "buy" rating on shares of Klaviyo in a research note on Tuesday, April 28th. Stephens dropped their price objective on Klaviyo from $43.00 to $31.00 and set an "overweight" rating for the company in a report on Wednesday, February 11th. Citigroup cut their target price on Klaviyo from $40.00 to $29.00 and set a "buy" rating on the stock in a research report on Tuesday, April 28th. Finally, Mizuho set a $37.00 target price on Klaviyo in a report on Wednesday, February 11th. Eighteen 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 MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $32.71.
Read Our Latest Stock Analysis on KVYO
More Klaviyo News
Here are the key news stories impacting Klaviyo this week:
- Positive Sentiment: Q1 beat and raised outlook — Klaviyo reported revenue of about $358M and EPS of $0.22, above Street estimates, highlighted 27–28% revenue growth and its best operating margin as a public company; management raised full-year revenue outlook. Klaviyo Delivers Strong Q1 2026 Results: 28% Revenue Growth, Record Operating Margin, and Raises Full Year Outlook
- Positive Sentiment: Earnings surprises and key metrics — Multiple outlets report the company beat consensus on revenue and EPS (Zacks/MarketBeat), with revenue growth near 28% and improved unit economics that support margin expansion expectations. Klaviyo, Inc. (KVYO) Q1 Earnings and Revenues Beat Estimates
- Neutral Sentiment: Earnings call transcript available — The full Q1 2026 earnings call transcript (Seeking Alpha) provides detail on product adoption, autonomous B2C CRM traction and management commentary useful for modeling customer and margin cadence. Klaviyo, Inc. (KVYO) Q1 2026 Earnings Call Transcript
- Neutral Sentiment: Analyst notes and coverage — Recent analyst commentary and coverage pieces summarize the beat and updated guidance; useful for tracking revisions to estimates and target prices. Analysts Offer Insights on Technology Companies: Bitdeer Technologies (BTDR) and Klaviyo, Inc. Class A (KVYO)
- Neutral Sentiment: Retail/investor lists — Klaviyo was recently included in a "strong buy growth stocks" roundup, which can modestly boost retail interest but is less material than earnings and guidance. 5 Best Strong Buy Growth Stocks to Buy Right Now
- Negative Sentiment: CFO departure and short-term sell pressure — Klaviyo disclosed its CFO is stepping down; markets reacted negatively (shares reportedly tumbled ~18% on the news), injecting near-term uncertainty around finance leadership and execution even as fundamentals look strong. Klaviyo shares tumble 18% despite Q1 beat as CFO steps down
Klaviyo Stock Up 3.9%
KVYO opened at $23.35 on Wednesday. The firm's 50 day moving average is $18.97 and its 200-day moving average is $23.92. Klaviyo, Inc. has a 52-week low of $15.53 and a 52-week high of $37.79. The firm has a market capitalization of $7.12 billion, a P/E ratio of -194.55 and a beta of 0.79.
Klaviyo (NYSE:KVYO - Get Free Report) last announced its earnings results on Tuesday, February 10th. The company reported $0.19 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $333.99 million. During the same period in the prior year, the firm earned $0.07 earnings per share. The business's quarterly revenue was up 29.6% compared to the same quarter last year. Equities analysts expect that Klaviyo, Inc. will post 0.22 earnings per share for the current fiscal year.
Insider Buying and Selling at Klaviyo
In other news, insider Landon Edmond sold 15,093 shares of Klaviyo stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $20.16, for a total transaction of $304,274.88. Following the sale, the insider directly owned 326,728 shares of the company's stock, valued at approximately $6,586,836.48. The trade was a 4.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Amanda Whalen sold 14,000 shares of the business's stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $18.54, for a total value of $259,560.00. Following the completion of the transaction, the chief financial officer owned 895,141 shares in the company, valued at approximately $16,595,914.14. This trade represents a 1.54% decrease in their position. 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 a total of 1,473,909 shares of company stock valued at $27,200,157 in the last ninety days. Insiders own 53.24% of the company's stock.
About Klaviyo
(
Free Report)
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.
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Want to see what other hedge funds are holding KVYO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Klaviyo, Inc. (NYSE:KVYO - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
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