KlaviyoKVYO
About: Klaviyo Inc is a technology company that provides a software-as-a-service (SaaS) platform to enable its customers to send the right messages at the right time across email, short message service, and push notifications, more accurately measure and predict performance, and deploy specific actions and campaigns. The platform combines proprietary data and application layers into one solution with machine learning and artificial intelligence capabilities. It is focused on marketing automation within eCommerce as its first application use case. It generates revenue through the sale of subscriptions to its customers for the use of its platform. Geographically, the company generates the majority of its revenue from the Americas, followed by EMEA and APAC.
Employees: 2,316
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
107% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 30
62% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 52
47% more call options, than puts
Call options by funds: $74.5M | Put options by funds: $50.5M
17% more funds holding
Funds holding: 182 [Q4 2024] → 213 (+31) [Q1 2025]
17.44% less ownership
Funds ownership: 144.61% [Q4 2024] → 127.16% (-17.44%) [Q1 2025]
26% less capital invested
Capital invested by funds: $4.7B [Q4 2024] → $3.48B (-$1.22B) [Q1 2025]
30% less funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 7 (-3) [Q1 2025]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Wells Fargo Michael Berg | 20%upside $40 | Overweight Upgraded | 13 Jun 2025 |
Cantor Fitzgerald Matthew Vanvliet | 44%upside $48 | Overweight Assumed | 3 Jun 2025 |
Goldman Sachs Gabriela Borges | 32%upside $44 | Buy Maintained | 7 May 2025 |
Benchmark Mark Zgutowicz | 32%upside $44 | Buy Maintained | 7 May 2025 |
Barclays Raimo Lenschow | 14%upside $38 | Overweight Maintained | 7 May 2025 |
Financial journalist opinion









