12 West Capital Management LP Buys 525,000 Shares of Klaviyo, Inc. $KVYO

12 West Capital Management LP boosted its stake in Klaviyo, Inc. (NYSE:KVYO) by 40.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,838,000 shares of the company’s stock after purchasing an additional 525,000 shares during the quarter. Klaviyo comprises about 5.3% of 12 West Capital Management LP’s holdings, making the stock its 6th biggest position. 12 West Capital Management LP owned 0.61% of Klaviyo worth $50,894,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Algert Global LLC raised its holdings in Klaviyo by 175.4% during the third quarter. Algert Global LLC now owns 289,547 shares of the company’s stock worth $8,018,000 after buying an additional 184,397 shares during the last quarter. Alliancebernstein L.P. raised its holdings in shares of Klaviyo by 8.6% in the 3rd quarter. Alliancebernstein L.P. now owns 4,806,677 shares of the company’s stock worth $133,097,000 after acquiring an additional 382,428 shares during the last quarter. Schonfeld Strategic Advisors LLC raised its holdings in shares of Klaviyo by 1,878.0% in the 3rd quarter. Schonfeld Strategic Advisors LLC now owns 913,261 shares of the company’s stock worth $25,288,000 after acquiring an additional 867,091 shares during the last quarter. SummitTX Capital L.P. lifted its position in Klaviyo by 202.9% in the 3rd quarter. SummitTX Capital L.P. now owns 264,169 shares of the company’s stock valued at $7,315,000 after acquiring an additional 176,961 shares in the last quarter. Finally, Freestone Grove Partners LP lifted its position in Klaviyo by 32.9% in the 3rd quarter. Freestone Grove Partners LP now owns 1,111,424 shares of the company’s stock valued at $30,775,000 after acquiring an additional 275,000 shares in the last quarter. 45.43% of the stock is owned by institutional investors.

Insider Buying and Selling at Klaviyo

In other Klaviyo news, insider Landon Edmond sold 14,366 shares of the stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $20.15, for a total transaction of $289,474.90. Following the completion of the transaction, the insider owned 312,362 shares in the company, valued at $6,294,094.30. This trade represents a 4.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Amanda Whalen sold 14,000 shares of Klaviyo stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $19.58, for a total transaction of $274,120.00. Following the completion of the transaction, the chief financial officer owned 412,425 shares of the company’s stock, valued at $8,075,281.50. The trade was a 3.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,784,479 shares of company stock valued at $44,063,625 over the last three months. 49.92% of the stock is currently owned by insiders.

Analysts Set New Price Targets

KVYO has been the subject of a number of recent research reports. Wells Fargo & Company decreased their price objective on Klaviyo from $40.00 to $30.00 and set an “overweight” rating for the company in a report on Wednesday, February 11th. Cantor Fitzgerald dropped their target price on Klaviyo from $40.00 to $35.00 and set an “overweight” rating on the stock in a report on Wednesday, February 11th. Needham & Company LLC cut their target price on Klaviyo from $45.00 to $30.00 and set a “buy” rating on the stock in a research report on Wednesday, February 11th. Truist Financial decreased their price target on Klaviyo from $45.00 to $35.00 and set a “buy” rating for the company in a report on Wednesday, February 11th. Finally, KeyCorp lowered their price target on Klaviyo from $45.00 to $40.00 and set an “overweight” rating for the company in a research report on Wednesday, February 11th. Nineteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $34.24.

Klaviyo Trading Down 0.8%

Klaviyo stock opened at $19.13 on Friday. Klaviyo, Inc. has a 12 month low of $15.53 and a 12 month high of $37.79. The business’s 50 day simple moving average is $21.91 and its 200 day simple moving average is $26.72. The company has a market cap of $5.83 billion, a price-to-earnings ratio of -159.36 and a beta of 1.28.

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

Klaviyo News Summary

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

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.