Cabot Wealth Management Inc. Decreases Stock Holdings in Klaviyo, Inc. $KVYO

Cabot Wealth Management Inc. reduced its position in Klaviyo, Inc. (NYSE:KVYO) by 55.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 37,936 shares of the company’s stock after selling 47,564 shares during the period. Cabot Wealth Management Inc.’s holdings in Klaviyo were worth $1,050,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Royal Bank of Canada lifted its position in Klaviyo by 59.4% during the first quarter. Royal Bank of Canada now owns 10,008 shares of the company’s stock valued at $303,000 after acquiring an additional 3,730 shares during the last quarter. Amundi increased its position in shares of Klaviyo by 109.7% during the first quarter. Amundi now owns 14,361 shares of the company’s stock worth $400,000 after purchasing an additional 7,514 shares in the last quarter. AQR Capital Management LLC purchased a new stake in shares of Klaviyo during the 1st quarter valued at $359,000. Woodline Partners LP lifted its holdings in shares of Klaviyo by 54.5% during the 1st quarter. Woodline Partners LP now owns 12,419 shares of the company’s stock valued at $376,000 after purchasing an additional 4,379 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Klaviyo by 40.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 148,158 shares of the company’s stock worth $4,483,000 after purchasing an additional 42,980 shares in the last quarter. Institutional investors own 45.43% of the company’s stock.

Klaviyo Trading Down 3.2%

Shares of NYSE:KVYO opened at $25.59 on Monday. Klaviyo, Inc. has a twelve month low of $23.00 and a twelve month high of $49.55. The company has a market cap of $7.73 billion, a PE ratio of -106.62 and a beta of 1.08. The company’s 50 day moving average is $28.97 and its 200 day moving average is $29.67.

Klaviyo (NYSE:KVYO) last released its quarterly earnings data on Wednesday, November 5th. The company reported $0.18 EPS for the quarter, beating the consensus estimate of $0.14 by $0.04. Klaviyo had a negative net margin of 5.70% and a negative return on equity of 1.00%. The business had revenue of $310.88 million for the quarter, compared to the consensus estimate of $299.93 million. During the same period in the prior year, the firm earned $0.15 EPS. The business’s revenue for the quarter was up 32.2% on a year-over-year basis. Equities research analysts predict that Klaviyo, Inc. will post 0.04 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research analysts recently issued reports on KVYO shares. Piper Sandler reaffirmed an “overweight” rating and set a $45.00 target price (down from $50.00) on shares of Klaviyo in a research report on Thursday, November 6th. Wall Street Zen lowered Klaviyo from a “buy” rating to a “hold” rating in a research note on Saturday, December 6th. The Goldman Sachs Group decreased their price objective on shares of Klaviyo from $48.00 to $41.00 and set a “buy” rating for the company in a research report on Friday, November 7th. KeyCorp lowered their target price on shares of Klaviyo from $50.00 to $45.00 and set an “overweight” rating for the company in a research note on Thursday, November 6th. Finally, Macquarie dropped their target price on shares of Klaviyo from $37.00 to $30.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 11th. Three research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $41.76.

Insiders Place Their Bets

In other Klaviyo news, insider Landon Edmond sold 10,000 shares of Klaviyo stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $25.83, for a total transaction of $258,300.00. Following the completion of the transaction, the insider owned 343,882 shares in the company, valued at approximately $8,882,472.06. This trade represents a 2.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Amanda Whalen sold 14,000 shares of the company’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $25.83, for a total value of $361,620.00. Following the completion of the sale, the chief financial officer owned 442,219 shares in the company, valued at $11,422,516.77. The trade was a 3.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,707,682 shares of company stock valued at $48,914,485. Company insiders own 53.24% of the company’s stock.

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.