ArrowMark Colorado Holdings LLC Grows Stock Position in Klaviyo, Inc. $KVYO

ArrowMark Colorado Holdings LLC increased its stake in Klaviyo, Inc. (NYSE:KVYO) by 47.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 900,520 shares of the company’s stock after acquiring an additional 289,516 shares during the period. ArrowMark Colorado Holdings LLC owned about 0.30% of Klaviyo worth $24,935,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of KVYO. Osaic Holdings Inc. grew its position in Klaviyo by 317.0% during the 2nd 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. RiverPark Advisors LLC bought a new stake in Klaviyo in the third quarter valued at approximately $69,000. Elevation Point Wealth Partners LLC bought a new stake in Klaviyo in the second quarter valued at approximately $89,000. Lazard Asset Management LLC purchased a new stake in shares of Klaviyo during the second quarter valued at approximately $124,000. Finally, SBI Securities Co. Ltd. boosted its stake in shares of Klaviyo by 466.5% during the third quarter. SBI Securities Co. Ltd. now owns 4,906 shares of the company’s stock valued at $136,000 after purchasing an additional 4,040 shares during the period. 45.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Klaviyo

In related news, Director Ed Hallen sold 117,550 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $30.36, for a total value of $3,568,818.00. Following the sale, the director owned 133,624 shares in the company, valued at $4,056,824.64. This represents a 46.80% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Andrew Bialecki sold 206,827 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $19.96, for a total value of $4,128,266.92. The SEC filing for this sale provides additional information. Insiders have sold 1,784,479 shares of company stock valued at $44,063,625 over the last quarter. Company insiders own 49.92% of the company’s stock.

Klaviyo Price Performance

Shares of Klaviyo stock opened at $19.13 on Friday. The company has a 50-day moving average of $21.91 and a 200 day moving average of $26.72. The firm has a market cap of $5.83 billion, a price-to-earnings ratio of -159.36 and a beta of 1.28. Klaviyo, Inc. has a 1 year low of $15.53 and a 1 year high of $37.79.

Klaviyo (NYSE:KVYO) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.17 by $0.02. The company had revenue of $350.20 million during the quarter, compared to analysts’ expectations of $333.99 million. Klaviyo had a negative net margin of 2.57% and a positive return on equity of 2.03%. Klaviyo’s revenue was up 29.6% on a year-over-year basis. During the same period last year, the company posted $0.07 EPS. On average, equities analysts anticipate that Klaviyo, Inc. will post 0.04 EPS for the current year.

Klaviyo News Roundup

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Earnings beat and growth: Klaviyo reported better-than-expected Q4 results (EPS $0.19 vs. $0.17; revenue $350.2M, +29.6% YoY), which supports longer-term revenue trajectory. MarketBeat KVYO
• Positive Sentiment: Institutional buying: Several large managers have added or increased positions recently (Morgan Stanley, Capital International, Vanguard), indicating confidence from some institutional investors. MarketBeat KVYO
• Neutral Sentiment: Analyst consensus remains cautiously constructive: the stock has an average rating of “Moderate Buy” and an average target near the mid-$30s, so sell-side expectations are mixed but not uniformly negative. Analyst Rating Note
• Negative Sentiment: Large insider selling — CEO sale: CEO Andrew Bialecki sold 206,827 shares (~$4.13M), a sizable transaction that can signal liquidity-taking and pressures sentiment among investors. CEO Sale
• Negative Sentiment: Additional insider sales: CFO Amanda Whalen sold 14,000 shares and other insiders (e.g., Landon Edmond) have reduced stakes in recent trades — cumulative insider disposals increase near-term supply risk. Insider Trades
• Negative Sentiment: Negative coverage/skepticism: Recent write-ups flagged the CEO’s multi-million-dollar stock sales as a potential sell signal, and at least one outlet lowered its near-term view to “Hold,” adding to bearish headlines. Fool Article Wall Street Zen Cut

Wall Street Analyst Weigh In

Several research analysts recently commented on KVYO shares. KeyCorp decreased their target price on shares of Klaviyo from $45.00 to $40.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 11th. Stifel Nicolaus dropped their price target on shares of Klaviyo from $40.00 to $35.00 and set a “buy” rating for the company in a research report on Wednesday, February 11th. Benchmark cut their price target on shares of Klaviyo from $46.00 to $30.00 and set a “buy” rating on the stock in a report on Monday, February 9th. Canaccord Genuity Group set a $32.00 price objective on shares of Klaviyo in a research report on Wednesday, February 11th. Finally, Needham & Company LLC lowered their price objective on shares of Klaviyo from $45.00 to $30.00 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 issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Klaviyo has a consensus rating of “Moderate Buy” and an average target price of $34.24.

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.