JPMorgan Chase & Co. Has $52.83 Million Stock Holdings in Klaviyo, Inc. $KVYO

JPMorgan Chase & Co. lifted its position in Klaviyo, Inc. (NYSE:KVYO) by 12.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,907,831 shares of the company’s stock after buying an additional 214,977 shares during the quarter. JPMorgan Chase & Co. owned about 0.64% of Klaviyo worth $52,828,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Royal Bank of Canada raised its holdings in Klaviyo by 59.4% in the 1st quarter. Royal Bank of Canada now owns 10,008 shares of the company’s stock worth $303,000 after acquiring an additional 3,730 shares during the period. Amundi lifted its position in shares of Klaviyo by 109.7% during the 1st quarter. Amundi now owns 14,361 shares of the company’s stock worth $400,000 after purchasing an additional 7,514 shares during the last quarter. AQR Capital Management LLC acquired a new position in shares of Klaviyo during the 1st quarter worth about $359,000. Woodline Partners LP grew its holdings in Klaviyo by 54.5% in the 1st quarter. Woodline Partners LP now owns 12,419 shares of the company’s stock valued at $376,000 after buying an additional 4,379 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Klaviyo by 40.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 148,158 shares of the company’s stock worth $4,483,000 after buying an additional 42,980 shares during the period. 45.43% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on KVYO. TD Cowen reissued a “buy” rating on shares of Klaviyo in a research report on Wednesday, February 11th. Stephens decreased their price target on shares of Klaviyo from $43.00 to $31.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 11th. Citigroup dropped their price objective on shares of Klaviyo from $51.00 to $40.00 and set a “buy” rating on the stock in a report on Wednesday, February 11th. Barclays reduced their target price on shares of Klaviyo from $42.00 to $31.00 and set an “overweight” rating for the company in a research note on Wednesday, February 11th. Finally, Truist Financial lowered their price target on Klaviyo from $45.00 to $35.00 and set a “buy” rating on the stock in a research note on Wednesday, February 11th. Nineteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Klaviyo has an average rating of “Moderate Buy” and a consensus target price of $34.24.

Klaviyo Stock Up 3.4%

NYSE KVYO opened at $17.28 on Thursday. Klaviyo, Inc. has a twelve month low of $15.53 and a twelve month high of $41.86. The stock has a market cap of $5.27 billion, a P/E ratio of -144.01 and a beta of 1.13. The company’s 50-day simple moving average is $24.96 and its 200 day simple moving average is $27.72.

Klaviyo (NYSE:KVYO) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.19 earnings per share for the quarter, beating 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 company had revenue of $350.20 million for the quarter, compared to the consensus estimate of $333.99 million. During the same period in the previous year, the business earned $0.07 earnings per share. The company’s quarterly revenue was up 29.6% on a year-over-year basis. Research analysts anticipate that Klaviyo, Inc. will post 0.04 earnings per share for the current year.

Insider Activity at Klaviyo

In other Klaviyo news, insider Landon Edmond sold 10,000 shares of the company’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $25.83, for a total value of $258,300.00. Following the sale, the insider directly owned 343,882 shares in the company, valued at $8,882,472.06. This represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Amanda Whalen sold 14,000 shares of Klaviyo stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $25.83, for a total value of $361,620.00. Following the transaction, the chief financial officer directly owned 442,219 shares of the company’s stock, valued at approximately $11,422,516.77. The trade was a 3.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,508,552 shares of company stock valued at $42,955,913 in the last 90 days. 49.92% of the stock is owned by corporate insiders.

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.