Klaviyo, Inc. $KVYO is Barton Investment Management’s 7th Largest Position

Posted by George Bondi on Jun 26th, 2026

Barton Investment Management raised its holdings in Klaviyo, Inc. (NYSE:KVYO – Free Report) by 56.7% during the 1st quarter, HoldingsChannel.com reports. The fund owned 1,050,052 shares of the company’s stock after acquiring an additional 380,010 shares during the quarter. Klaviyo accounts for approximately 2.6% of Barton Investment Management’s investment portfolio, making the stock its 7th largest holding. Barton Investment Management’s holdings in Klaviyo were worth $20,434,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of KVYO. Morgan Stanley raised its stake in Klaviyo by 36.1% in the fourth quarter. Morgan Stanley now owns 14,547,090 shares of the company’s stock valued at $472,344,000 after purchasing an additional 3,855,160 shares in the last quarter. Vanguard Group Inc. grew its stake in Klaviyo by 12.3% in the 4th quarter. Vanguard Group Inc. now owns 14,361,540 shares of the company’s stock worth $466,319,000 after buying an additional 1,573,812 shares in the last quarter. Capital International Investors bought a new position in shares of Klaviyo in the 4th quarter worth $415,254,000. Alliancebernstein L.P. raised its position in shares of Klaviyo by 8.6% during the 3rd quarter. Alliancebernstein L.P. now owns 4,806,677 shares of the company’s stock valued at $133,097,000 after buying an additional 382,428 shares in the last quarter. Finally, Sands Capital Alternatives LLC increased its stake in Klaviyo by 3.8% in the fourth quarter. Sands Capital Alternatives LLC now owns 3,649,678 shares of the company’s stock valued at $118,505,000 after acquiring an additional 134,613 shares during the last quarter. Institutional investors own 45.43% of the company’s stock.

Insiders Place Their Bets

In other Klaviyo news, Director Ledger Susan St. sold 9,334 shares of the company’s stock in a transaction that occurred on 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 approximately $156,099.53. This represents a 46.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Bialecki sold 212,529 shares of the company’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $14.61, for a total value of $3,105,048.69. Following the completion of the sale, the chief executive officer owned 212,529 shares of the company’s stock, valued at $3,105,048.69. This trade represents a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,073,486 shares of company stock worth $17,137,125 over the last three months. Company insiders own 37.42% of the company’s stock.

Klaviyo Stock Down 0.2%

Shares of KVYO stock opened at $14.04 on Friday. The stock has a fifty day moving average of $16.05 and a 200 day moving average of $20.63. Klaviyo, Inc. has a 52 week low of $12.53 and a 52 week high of $36.76. The firm has a market capitalization of $4.20 billion, a price-to-earnings ratio of -350.81 and a beta of 0.62.

Klaviyo (NYSE:KVYO – Get Free Report) last released 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 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%. Klaviyo’s revenue was up 27.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.14 earnings per share. Equities research analysts anticipate that Klaviyo, Inc. will post 0.25 earnings per share for the current year.

Analyst Ratings Changes

Several brokerages have issued reports on KVYO. Benchmark dropped their price target on Klaviyo from $33.00 to $30.00 and set a “buy” rating for the company in a research note on Wednesday, May 6th. Piper Sandler reduced their price objective on Klaviyo from $30.00 to $26.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 6th. William Blair reissued an “outperform” rating on shares of Klaviyo in a report on Monday, March 2nd. Stifel Nicolaus dropped their target price on Klaviyo from $35.00 to $28.00 and set a “buy” rating for the company in a research report on Wednesday, May 6th. Finally, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Klaviyo in a research note on Wednesday, May 20th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $31.00.

Read Our Latest Report on Klaviyo

Klaviyo Company Profile

(Free Report)

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.