Barton Investment Management Acquires New Stake in Klaviyo, Inc. $KVYO

Barton Investment Management bought a new position in Klaviyo, Inc. (NYSE:KVYO) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 394,989 shares of the company’s stock, valued at approximately $10,937,000. Klaviyo accounts for about 1.1% of Barton Investment Management’s investment portfolio, making the stock its 13th largest holding. Barton Investment Management owned about 0.13% of Klaviyo as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Main Management ETF Advisors LLC grew its holdings in shares of Klaviyo by 1.7% in the second quarter. Main Management ETF Advisors LLC now owns 22,723 shares of the company’s stock worth $763,000 after purchasing an additional 372 shares during the last quarter. Advisors Asset Management Inc. grew its stake in Klaviyo by 22.7% in the 1st quarter. Advisors Asset Management Inc. now owns 2,731 shares of the company’s stock worth $83,000 after acquiring an additional 506 shares in the last quarter. Petrus Trust Company LTA increased its position in shares of Klaviyo by 7.0% during the first quarter. Petrus Trust Company LTA now owns 13,439 shares of the company’s stock worth $407,000 after acquiring an additional 884 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A. purchased a new position in shares of Klaviyo during the second quarter worth approximately $31,000. Finally, Vanguard Personalized Indexing Management LLC raised its stake in shares of Klaviyo by 12.1% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 8,843 shares of the company’s stock valued at $297,000 after acquiring an additional 958 shares in the last quarter. 45.43% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Klaviyo news, Director Ed Hallen sold 117,550 shares of Klaviyo stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $30.36, for a total value of $3,568,818.00. Following the transaction, the director directly owned 133,624 shares of the company’s stock, valued at approximately $4,056,824.64. The trade was a 46.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Stephen Eric Rowland sold 7,104 shares of the stock in a transaction on Monday, December 15th. The shares were sold at an average price of $29.45, for a total value of $209,212.80. Following the sale, the president owned 434,294 shares of the company’s stock, valued at approximately $12,789,958.30. This represents a 1.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,565,901 shares of company stock valued at $44,471,874 over the last quarter. Insiders own 49.92% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on KVYO shares. Wall Street Zen downgraded Klaviyo from a “buy” rating to a “hold” rating in a report on Saturday, December 6th. Zacks Research upgraded Klaviyo from a “strong sell” rating to a “hold” rating in a research note on Monday, November 10th. William Blair restated an “outperform” rating on shares of Klaviyo in a report on Monday, November 17th. Truist Financial set a $45.00 target price on shares of Klaviyo in a report on Tuesday, November 25th. Finally, Benchmark reissued a “buy” rating on shares of Klaviyo in a research report on Tuesday, November 4th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $41.95.

Klaviyo Price Performance

Shares of KVYO stock opened at $29.29 on Friday. The stock’s 50-day moving average is $29.18 and its 200 day moving average is $30.42. Klaviyo, Inc. has a 1-year low of $23.44 and a 1-year high of $49.55. The company has a market cap of $8.84 billion, a P/E ratio of -122.03 and a beta of 1.08.

Klaviyo (NYSE:KVYO) last released its quarterly earnings results on Thursday, September 25th. The company reported $0.16 EPS for the quarter. Klaviyo had a negative net margin of 5.70% and a negative return on equity of 1.00%. The business had revenue of $293.12 million during the quarter. On average, analysts anticipate that Klaviyo, Inc. will post 0.04 EPS for the current year.

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.