LongKVYOJun 2026
Klaviyo
Klaviyo delivered a headline beat and raise, but investors focused on a smaller revenue beat and slightly lower second-quarter margin guidance. Sands views the selloff as…
KVYO
Which hedge funds are long KVYO?
1 published idea on Klaviyo across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Klaviyo: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.