Delta Global Management LP Buys 62,189 Shares of Klaviyo, Inc. $KVYO

Posted by Brenda Bartman on Jul 26th, 2026

Delta Global Management LP raised its stake in Klaviyo, Inc. (NYSE:KVYO – Free Report) by 7.9% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 847,497 shares of the company’s stock after buying an additional 62,189 shares during the period. Klaviyo makes up 1.4% of Delta Global Management LP’s investment portfolio, making the stock its 26th biggest position. Delta Global Management LP’s holdings in Klaviyo were worth $16,492,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of KVYO. Natixis Advisors LLC lifted its stake in shares of Klaviyo by 3.4% in the 3rd quarter. Natixis Advisors LLC now owns 11,397 shares of the company’s stock valued at $316,000 after acquiring an additional 372 shares during the last quarter. Pathstone Holdings LLC grew its position in Klaviyo by 0.5% during the 3rd quarter. Pathstone Holdings LLC now owns 173,931 shares of the company’s stock worth $4,816,000 after acquiring an additional 858 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its holdings in Klaviyo by 1,650.9% in the 3rd 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 in the last quarter. Advisors Asset Management Inc. increased its holdings in Klaviyo by 29.5% in the 4th quarter. Advisors Asset Management Inc. now owns 4,171 shares of the company’s stock worth $135,000 after purchasing an additional 951 shares in the last quarter. Finally, Squarepoint Ops LLC raised its position in Klaviyo by 1.2% in the third quarter. Squarepoint Ops LLC now owns 95,394 shares of the company’s stock valued at $2,641,000 after purchasing an additional 1,104 shares during the last quarter. 45.43% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have recently commented on KVYO shares. Morgan Stanley set a $34.00 price target on Klaviyo in a research note on Wednesday, April 29th. Jefferies Financial Group set a $25.00 price objective on shares of Klaviyo in a report on Saturday, May 9th. Wall Street Zen upgraded shares of Klaviyo from a “hold” rating to a “buy” rating in a research report on Saturday. Citigroup boosted their target price on shares of Klaviyo from $31.00 to $34.00 and gave the stock a “buy” rating in a report on Friday. Finally, Cantor Fitzgerald dropped their price target on shares of Klaviyo from $35.00 to $28.00 and set an “overweight” rating for the company in a research note on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $30.95.

View Our Latest Report on KVYO

Klaviyo Trading Up 4.8%

Shares of KVYO stock opened at $16.43 on Friday. Klaviyo, Inc. has a 1-year low of $12.53 and a 1-year high of $36.76. The stock has a market cap of $4.92 billion, a price-to-earnings ratio of -410.57 and a beta of 0.63. The stock has a 50-day moving average of $15.56 and a 200-day moving average of $18.59.

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

Insiders Place Their Bets

In other news, CEO Andrew Bialecki sold 212,529 shares of the stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $14.61, for a total transaction of $3,105,048.69. Following the completion of the sale, the chief executive officer directly owned 212,529 shares in the company, valued at $3,105,048.69. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Amanda Whalen sold 14,000 shares of Klaviyo stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $13.23, for a total value of $185,220.00. Following the completion of the transaction, the chief financial officer directly owned 852,192 shares of the company’s stock, valued at approximately $11,274,500.16. This trade represents a 1.62% 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. In the last 90 days, insiders sold 649,863 shares of company stock worth $9,521,105. 37.42% of the stock is currently owned by insiders.

Klaviyo 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.