ETF Holdings Breakdown of KVYO

Stock Name	Klaviyo, Inc.
Ticker	KVYO(USD) NYSE
TYPE	Common Stock
Country	USA

News associated with KVYO

Klaviyo (NYSE:KVYO) Upgraded at Wells Fargo & Company: Wells Fargo & Company upgraded shares of Klaviyo (NYSE:KVYO – Free Report) from an equal weight rating to an overweight rating in a report released on Friday, Marketbeat Ratings reports. Wells Fargo & Company currently has $40.00 price target on the stock, up from their prior price target of $32.00. Other equities analysts have also […] - 2025-06-16 05:38:53
Insider Selling: Klaviyo, Inc. (NYSE:KVYO) Major Shareholder Sells $133,400,000.00 in Stock: Klaviyo, Inc. (NYSE:KVYO – Get Free Report) major shareholder Summit Partners L. P sold 4,000,000 shares of the business’s stock in a transaction that occurred on Wednesday, June 4th. The stock was sold at an average price of $33.35, for a total value of $133,400,000.00. The transaction was disclosed in a legal filing with the […] - 2025-06-08 08:53:04
Nuveen Asset Management LLC Sells 45,994 Shares of Klaviyo, Inc. (NYSE:KVYO): Nuveen Asset Management LLC lessened its position in Klaviyo, Inc. (NYSE:KVYO – Free Report) by 13.1% during the 4th quarter, Holdings Channel reports. The firm owned 304,126 shares of the company’s stock after selling 45,994 shares during the quarter. Nuveen Asset Management LLC’s holdings in Klaviyo were worth $12,542,000 at the end of the most […] - 2025-05-27 07:44:58
Bank of America Corp DE Buys 21,425 Shares of Klaviyo, Inc. (NYSE:KVYO): Bank of America Corp DE lifted its stake in Klaviyo, Inc. (NYSE:KVYO – Free Report) by 8.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 276,697 shares of the company’s stock after purchasing an additional 21,425 shares during the period. Bank of America Corp DE’s holdings in Klaviyo were worth $11,411,000 as of its […] - 2025-05-23 07:36:48
Klaviyo, Inc. (NYSE:KVYO) Shares Bought by Deutsche Bank AG: Deutsche Bank AG raised its position in Klaviyo, Inc. (NYSE:KVYO – Free Report) by 7,134.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 94,921 shares of the company’s stock after purchasing an additional 93,609 shares during the quarter. Deutsche Bank AG’s holdings in […] - 2025-05-20 08:12:54
Klaviyo (NYSE:KVYO) Shares Gap Up on Earnings Beat: Shares of Klaviyo, Inc. (NYSE:KVYO – Get Free Report) gapped up before the market opened on Wednesday after the company announced better than expected quarterly earnings. The stock had previously closed at $31.60, but opened at $34.11. Klaviyo shares last traded at $32.52, with a volume of 917,633 shares changing hands. The company reported $0.14 […] - 2025-05-09 05:20:48
Needham & Company LLC Cuts Klaviyo (NYSE:KVYO) Price Target to $45.00: Klaviyo (NYSE:KVYO – Get Free Report) had its target price reduced by Needham & Company LLC from $56.00 to $45.00 in a research report issued on Wednesday, Marketbeat Ratings reports. The brokerage presently has a “buy” rating on the stock. Needham & Company LLC’s target price suggests a potential upside of 35.15% from the company’s […] - 2025-05-09 05:20:46
Wells Fargo & Company MN Acquires 1,920 Shares of Klaviyo, Inc. (NYSE:KVYO): Wells Fargo & Company MN raised its holdings in Klaviyo, Inc. (NYSE:KVYO – Free Report) by 45.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 6,171 shares of the company’s stock after buying an additional 1,920 shares during the quarter. Wells Fargo & Company MN’s holdings in Klaviyo were worth $254,000 at […] - 2025-05-08 07:49:01
Price T Rowe Associates Inc. MD Has $2.41 Million Stock Position in Klaviyo, Inc. (NYSE:KVYO): Price T Rowe Associates Inc. MD raised its holdings in shares of Klaviyo, Inc. (NYSE:KVYO – Free Report) by 862.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 58,485 shares of the company’s stock after acquiring an additional 52,406 shares during the quarter. […] - 2025-05-07 08:54:57
Klaviyo, Inc. (NYSE:KVYO) Shares Sold by Legal & General Group Plc: Legal & General Group Plc decreased its holdings in shares of Klaviyo, Inc. (NYSE:KVYO – Free Report) by 10.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 52,299 shares of the company’s stock after selling 6,106 shares during the period. Legal & General Group Plc’s […] - 2025-04-25 08:10:52
Klaviyo (NYSE:KVYO) Trading Down 2.5% After Analyst Downgrade: Shares of Klaviyo, Inc. (NYSE:KVYO – Get Free Report) fell 2.5% during mid-day trading on Tuesday after Piper Sandler lowered their price target on the stock from $53.00 to $35.00. Piper Sandler currently has an overweight rating on the stock. Klaviyo traded as low as $23.92 and last traded at $24.04. 322,168 shares changed hands […] - 2025-04-24 05:30:50
Russell Investments Group Ltd. Acquires Shares of 16,397 Klaviyo, Inc. (NYSE:KVYO): Russell Investments Group Ltd. bought a new position in shares of Klaviyo, Inc. (NYSE:KVYO – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 16,397 shares of the company’s stock, valued at approximately $686,000. Several other institutional investors and hedge funds have […] - 2025-04-23 08:18:58
Klaviyo is Now Oversold (KVYO): Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me - 2025-04-21 15:47:52
Brokerages Set Klaviyo, Inc. (NYSE:KVYO) PT at $47.89: Shares of Klaviyo, Inc. (NYSE:KVYO – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the twenty analysts that are covering the company, Marketbeat Ratings reports. Five research analysts have rated the stock with a hold recommendation and fifteen have given a buy recommendation to the company. The average twelve-month target price […] - 2025-04-21 05:30:48
Vanguard Group Inc. Acquires 646,628 Shares of Klaviyo, Inc. (NYSE:KVYO): Vanguard Group Inc. increased its holdings in shares of Klaviyo, Inc. (NYSE:KVYO – Free Report) by 9.1% during the 4th quarter, HoldingsChannel reports. The fund owned 7,721,855 shares of the company’s stock after buying an additional 646,628 shares during the period. Vanguard Group Inc.’s holdings in Klaviyo were worth $318,449,000 as of its most recent […] - 2025-04-04 08:38:55
Corient Private Wealth LLC Takes $1.24 Million Position in Klaviyo, Inc. (NYSE:KVYO): Corient Private Wealth LLC bought a new position in Klaviyo, Inc. (NYSE:KVYO – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund bought 30,064 shares of the company’s stock, valued at approximately $1,240,000. Other large investors have also recently modified their holdings of the […] - 2025-03-27 08:07:03
Raymond James Financial Inc. Acquires New Shares in Klaviyo, Inc. (NYSE:KVYO): Raymond James Financial Inc. bought a new position in shares of Klaviyo, Inc. (NYSE:KVYO – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 294,055 shares of the company’s stock, valued at approximately $12,127,000. Other institutional investors also recently bought […] - 2025-03-20 10:28:51
Klaviyo (NYSE:KVYO) Price Target Raised to $54.00: Klaviyo (NYSE:KVYO – Free Report) had its price objective hoisted by Robert W. Baird from $52.00 to $54.00 in a research note published on Thursday,Benzinga reports. The firm currently has an outperform rating on the stock. Other analysts have also recently issued research reports about the stock. Piper Sandler upped their price objective on shares […] - 2025-02-23 09:35:00
Brokerages Set Klaviyo, Inc. (NYSE:KVYO) Target Price at $43.18: Klaviyo, Inc. (NYSE:KVYO – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the eighteen ratings firms that are presently covering the firm, Marketbeat.com reports. Four investment analysts have rated the stock with a hold rating and fourteen have issued a buy rating on the company. The average twelve-month price objective among […] - 2025-02-05 06:24:52

KVYO institutional holdings

The following institutional investment holdings of KVYO have been identified

Date ETF ISIN/Name Num Shares Book value
2025-06-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 60,570 USD 2,006,684

2025-06-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 23,679 USD 784,485

2025-06-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 262 USD 8,680

Total = 84,511 USD 2,799,849
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	60,570	USD 2,006,684
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	23,679	USD 784,485
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	262	USD 8,680
Total =	84,511	USD 2,799,849

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