Barton Investment Management Raises Stake in Klaviyo, Inc. $KVYO

Barton Investment Management lifted its holdings in Klaviyo, Inc. (NYSE:KVYO) by 69.6% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 670,042 shares of the company’s stock after purchasing an additional 275,053 shares during the period. Klaviyo comprises approximately 2.3% of Barton Investment Management’s holdings, making the stock its 8th biggest position. Barton Investment Management owned approximately 0.22% of Klaviyo worth $21,756,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Public Sector Pension Investment Board bought a new stake in Klaviyo during the 3rd quarter worth approximately $2,403,000. JPMorgan Chase & Co. raised its stake in Klaviyo by 12.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,907,831 shares of the company’s stock worth $52,828,000 after acquiring an additional 214,977 shares during the period. Vanguard Group Inc. raised its stake in Klaviyo by 19.2% during the 3rd quarter. Vanguard Group Inc. now owns 12,787,728 shares of the company’s stock worth $354,092,000 after acquiring an additional 2,059,550 shares during the period. Fortress Investment Group LLC bought a new stake in Klaviyo during the 2nd quarter worth approximately $10,074,000. Finally, Hsbc Holdings PLC bought a new stake in Klaviyo during the 2nd quarter worth approximately $1,327,000. Institutional investors own 45.43% of the company’s stock.

Klaviyo Price Performance

Shares of KVYO opened at $19.24 on Tuesday. Klaviyo, Inc. has a 1 year low of $15.53 and a 1 year high of $37.79. The company has a 50 day simple moving average of $19.42 and a two-hundred day simple moving average of $25.19. The firm has a market cap of $5.86 billion, a P/E ratio of -160.29 and a beta of 0.86.

Klaviyo (NYSE:KVYO) last announced its quarterly earnings data 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. 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 analyst estimates of $333.99 million. During the same period last year, the firm posted $0.07 EPS. The company’s revenue was up 29.6% on a year-over-year basis. On average, sell-side analysts anticipate that Klaviyo, Inc. will post 0.04 earnings per share for the current year.

Insider Buying and Selling at Klaviyo

In other Klaviyo news, CEO Andrew Bialecki sold 200,000 shares of the stock in a transaction that occurred on Tuesday, March 31st. The shares were sold at an average price of $19.42, for a total transaction of $3,884,000.00. Following the completion of the sale, the chief executive officer directly owned 200,000 shares of the company’s stock, valued at $3,884,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Landon Edmond sold 14,366 shares of the stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $20.15, for a total transaction of $289,474.90. Following the sale, the insider directly owned 312,362 shares of the company’s stock, valued at approximately $6,294,094.30. This trade represents a 4.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,754,726 shares of company stock valued at $36,431,589 in the last three months. 49.92% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the stock. Canaccord Genuity Group set a $32.00 target price on shares of Klaviyo in a research note on Wednesday, February 11th. Robert W. Baird set a $34.00 target price on shares of Klaviyo in a research note on Wednesday, February 11th. Citigroup decreased their target price on shares of Klaviyo from $51.00 to $40.00 and set a “buy” rating on the stock in a research note on Wednesday, February 11th. Jefferies Financial Group decreased their target price on shares of Klaviyo from $35.00 to $29.00 and set a “buy” rating on the stock in a research note on Wednesday, February 11th. Finally, Piper Sandler restated an “overweight” rating and set a $30.00 target price on shares of Klaviyo in a research note on Wednesday, February 11th. Nineteen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $34.24.

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.