Delta Global Management LP Increases Holdings in Klaviyo, Inc. $KVYO

Delta Global Management LP grew its holdings in Klaviyo, Inc. (NYSE:KVYO) by 52.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 785,308 shares of the company’s stock after acquiring an additional 270,944 shares during the period. Klaviyo comprises about 1.2% of Delta Global Management LP’s investment portfolio, making the stock its 19th biggest position. Delta Global Management LP’s holdings in Klaviyo were worth $25,499,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd increased its holdings in shares of Klaviyo by 1,650.9% in the third quarter. Caitong International Asset Management Co. Ltd now owns 963 shares of the company’s stock worth $27,000 after purchasing an additional 908 shares during the last quarter. FNY Investment Advisers LLC purchased a new position in shares of Klaviyo during the third quarter valued at approximately $34,000. Quarry LP purchased a new position in shares of Klaviyo during the third quarter valued at approximately $44,000. Osaic Holdings Inc. boosted its position in shares of Klaviyo by 317.0% during the second quarter. Osaic Holdings Inc. now owns 1,689 shares of the company’s stock valued at $55,000 after buying an additional 1,284 shares during the period. Finally, RiverPark Advisors LLC purchased a new position in shares of Klaviyo during the third quarter valued at approximately $69,000. 45.43% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several brokerages have issued reports on KVYO. Morgan Stanley set a $34.00 target price on Klaviyo in a research report on Wednesday, April 29th. Wall Street Zen upgraded Klaviyo from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Wells Fargo & Company lowered their price target on Klaviyo from $30.00 to $26.00 and set an “overweight” rating for the company in a report on Wednesday, May 6th. The Goldman Sachs Group lowered their price target on Klaviyo from $40.00 to $35.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Finally, Weiss Ratings reiterated a “sell (e+)” rating on shares of Klaviyo in a report on Wednesday, May 20th. Eighteen analysts have rated the stock with a Buy rating, two have assigned 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 an average price target of $31.40.

Klaviyo Trading Down 1.9%

Shares of KVYO stock opened at $13.95 on Tuesday. The business’s fifty day simple moving average is $16.76 and its 200-day simple moving average is $21.49. The company has a market cap of $4.17 billion, a PE ratio of -348.56 and a beta of 0.63. Klaviyo, Inc. has a 12-month low of $13.53 and a 12-month high of $36.76.

Klaviyo (NYSE:KVYO) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $0.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. The business had revenue of $358.01 million for the quarter, compared to the consensus estimate of $348.57 million. Klaviyo had a positive return on equity of 4.16% and a negative net margin of 0.66%.The business’s quarterly revenue was up 27.9% on a year-over-year basis. During the same period in the prior year, the firm posted $0.14 earnings per share. On average, equities analysts forecast that Klaviyo, Inc. will post 0.25 earnings per share for the current year.

Insider Transactions at Klaviyo

In related news, Director Ledger Susan St. sold 9,334 shares of the company’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $14.27, for a total value of $133,196.18. Following the transaction, the director directly owned 10,939 shares of the company’s stock, valued at $156,099.53. This represents a 46.04% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Amanda Whalen sold 14,000 shares of the stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $14.26, for a total value of $199,640.00. Following the sale, the chief financial officer directly owned 895,141 shares in the company, valued at $12,764,710.66. This represents a 1.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,259,486 shares of company stock valued at $20,585,905 in the last quarter. Insiders own 37.42% of the company’s stock.

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.