Jefferies Financial Group Inc. raised its stake in Klaviyo, Inc. (NYSE:KVYO – Free Report) by 2,320.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 455,000 shares of the company’s stock after purchasing an additional 436,204 shares during the period. Jefferies Financial Group Inc.’s holdings in Klaviyo were worth $14,774,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Legato Capital Management LLC increased its stake in Klaviyo by 403.4% in the fourth quarter. Legato Capital Management LLC now owns 65,865 shares of the company’s stock valued at $2,139,000 after purchasing an additional 52,781 shares in the last quarter. BloombergSen Inc. increased its stake in Klaviyo by 37.3% in the fourth quarter. BloombergSen Inc. now owns 38,497 shares of the company’s stock valued at $1,250,000 after purchasing an additional 10,466 shares in the last quarter. Mach 1 Financial Group LLC bought a new stake in Klaviyo in the fourth quarter valued at $208,000. Handelsbanken Fonder AB increased its stake in Klaviyo by 80.5% in the fourth quarter. Handelsbanken Fonder AB now owns 26,900 shares of the company’s stock valued at $873,000 after purchasing an additional 12,000 shares in the last quarter. Finally, Oppenheimer Asset Management Inc. increased its stake in Klaviyo by 24.4% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 14,084 shares of the company’s stock valued at $457,000 after purchasing an additional 2,764 shares in the last quarter. 45.43% of the stock is owned by institutional investors.
Insider Buying and Selling at Klaviyo
In other news, Director Ledger Susan St. sold 9,334 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $14.27, for a total transaction of $133,196.18. Following the completion of the sale, the director directly owned 10,939 shares of the company’s stock, valued at $156,099.53. The trade was a 46.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Amanda Whalen sold 14,000 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $14.26, for a total transaction of $199,640.00. Following the transaction, the chief financial officer owned 895,141 shares in the company, valued at approximately $12,764,710.66. This trade represents a 1.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. In the last ninety days, insiders sold 1,897,243 shares of company stock valued at $33,430,993. Insiders own 37.42% of the company’s stock.
Wall Street Analyst Weigh In
View Our Latest Research Report on KVYO
Klaviyo Price Performance
NYSE:KVYO opened at $14.83 on Monday. The firm has a 50-day moving average of $17.95 and a 200-day moving average of $22.95. The company has a market cap of $4.44 billion, a PE ratio of -370.53 and a beta of 0.79. Klaviyo, Inc. has a one year low of $13.53 and a one year high of $36.76.
Klaviyo (NYSE:KVYO – Get Free Report) last posted its earnings results on Tuesday, May 5th. The company reported $0.22 EPS for the quarter, topping the consensus estimate of $0.19 by $0.03. The company had revenue of $358.01 million during the quarter, compared to the consensus estimate of $348.57 million. Klaviyo had a negative net margin of 0.66% and a positive return on equity of 4.16%. The firm’s revenue for the quarter was up 27.9% on a year-over-year basis. During the same period in the previous year, the firm posted $0.14 earnings per share. On average, equities research analysts expect that Klaviyo, Inc. will post 0.25 earnings per share for the current fiscal year.
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.
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