Ararat Capital Management LP Sells 61,731 Shares of Klaviyo, Inc. $KVYO

Ararat Capital Management LP reduced its holdings in shares of Klaviyo, Inc. (NYSE:KVYO) by 21.8% in the third quarter, Holdings Channel reports. The institutional investor owned 221,107 shares of the company’s stock after selling 61,731 shares during the period. Klaviyo makes up 3.3% of Ararat Capital Management LP’s investment portfolio, making the stock its 13th largest holding. Ararat Capital Management LP’s holdings in Klaviyo were worth $6,122,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in shares of Klaviyo by 19.2% in 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 last quarter. Cooper Creek Partners Management LLC bought a new position in Klaviyo in the 2nd quarter valued at about $57,109,000. Norges Bank acquired a new position in Klaviyo during the 2nd quarter valued at about $52,629,000. American Century Companies Inc. increased its holdings in Klaviyo by 123.4% during the 2nd quarter. American Century Companies Inc. now owns 2,685,480 shares of the company’s stock worth $90,178,000 after purchasing an additional 1,483,427 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its holdings in Klaviyo by 105.1% during the 2nd quarter. JPMorgan Chase & Co. now owns 1,692,854 shares of the company’s stock worth $56,846,000 after purchasing an additional 867,666 shares in the last quarter. 45.43% of the stock is owned by institutional investors.

Klaviyo Stock Down 0.8%

Shares of NYSE KVYO opened at $19.13 on Friday. The company has a market capitalization of $5.83 billion, a PE ratio of -159.36 and a beta of 1.28. The stock’s 50 day moving average price is $21.91 and its 200-day moving average price is $26.72. Klaviyo, Inc. has a twelve month low of $15.53 and a twelve month high of $37.79.

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

Wall Street Analysts Forecast Growth

Several analysts have recently commented on KVYO shares. Morgan Stanley restated an “overweight” rating and issued a $38.00 target price on shares of Klaviyo in a report on Wednesday, February 11th. Wall Street Zen downgraded Klaviyo from a “buy” rating to a “hold” rating in a report on Saturday. TD Cowen reissued a “buy” rating on shares of Klaviyo in a research report on Wednesday, February 11th. Needham & Company LLC dropped their price objective on Klaviyo from $45.00 to $30.00 and set a “buy” rating on the stock in a research note on Wednesday, February 11th. Finally, Benchmark cut their price objective 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. Nineteen investment 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’s stock. Based on data from MarketBeat, Klaviyo has a consensus rating of “Moderate Buy” and a consensus price target of $34.24.

Insiders Place Their Bets

In other news, Director Ed Hallen sold 117,550 shares of the firm’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $30.36, for a total transaction of $3,568,818.00. Following the completion of the sale, the director directly owned 133,624 shares of the company’s stock, valued at $4,056,824.64. This trade represents a 46.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Andrew Bialecki sold 206,827 shares of Klaviyo stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $19.96, for a total value of $4,128,266.92. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,784,479 shares of company stock valued at $44,063,625 in the last 90 days. Corporate insiders own 49.92% of the company’s stock.

More Klaviyo News

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 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.