Should You Expect Investor Sentiment for Klaviyo (KVYO) to Improve?

31 minutes ago 1

Soumya Eswaran

Mon, December 1, 2025 astatine 7:11 AM CST 3 min read

Sands Capital, an concern absorption company, released its Q3 2025 capitalist missive for the “Sands Capital Technology Innovators Fund.” A transcript of the missive tin beryllium downloaded here. Technology Innovators absorption connected pioneering businesses worldwide that service arsenic cardinal drivers oregon beneficiaries of significant, semipermanent technological changes. The money returned 8.4% (net) successful the 3rd 4th compared to a 12.5% instrumentality for the benchmark, MSCI ACWI Info Tech and Communication Services Index. Despite concentrated leadership, planetary equities appreciated successful the 3rd quarter, arsenic measured by the MSCI ACWI. The United States accounted for astir 70 percent of the index's increase, portion developed markets extracurricular the U.S. and emerging markets besides provided affirmative returns. You tin cheque the fund’s apical 5 holdings to cognize much astir its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Sands Capital Technology Innovators Fund highlighted stocks specified arsenic Klaviyo, Inc. (NYSE:KVYO). Klaviyo, Inc. (NYSE:KVYO) is simply a exertion institution that provides a software-as-a-service platform. The one-month instrumentality of Klaviyo, Inc. (NYSE:KVYO) was 7.65%, and its shares mislaid 23.39% of their worth implicit the past 52 weeks. On November 28, 2025, Klaviyo, Inc. (NYSE:KVYO) banal closed astatine $28.56 per share, with a marketplace capitalization of $8.624 billion.

Sands Capital Technology Innovators Fund stated the pursuing regarding Klaviyo, Inc. (NYSE:KVYO) successful its 3rd 4th 2025 capitalist letter:

"Klaviyo, Inc. (NYSE:KVYO) is an innovative supplier of business-to-consumer (B2C) selling technology. The institution delivered a beardown 2nd quarter, highlighted by its largest topline bushed to date, grounds lawsuit additions, and a important guidance raise, which drove upward revisions to full-year maturation expectations. Despite this performance, sentiment remains muted, weighed down by broader distaste for exertion bundle and concerns astir agentic commerce, tariffs, and shifting Gmail protocols. We judge these concerns are mostly unfounded. With continued beardown execution, the imaginable to germinate into a existent level business, and a dependable pipeline of caller merchandise launches, we expect capitalist sentiment to amended implicit time."

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Klaviyo, Inc. (NYSE:KVYO) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge money portfolios held Klaviyo, Inc. (NYSE:KVYO) astatine the extremity of the 3rd quarter, which was 41 successful the erstwhile quarter. In the 3rd 4th of 2025, Klaviyo, Inc. (NYSE:KVYO) reported gross of $311 million, up 32% year-over-year. While we admit the imaginable of Klaviyo, Inc. (NYSE:KVYO) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.