Fagnan Jeff

10% owner Fagnan Jeff bought 3,900 shares of KVYO at $25.77; stock down -44.4% from 52-week high, prior buys showed strong 90-day timing

Fagnan Jeff, a 10% owner, purchased 3,900 shares at $25.77 on 2025-04-09, establishing an initial position in Klaviyo after holding zero shares previously. His prior two trades at this ticker—buys on 2024-11-13 and 2024-08-01—both delivered positive 90-day returns (5.2% and 19.0% respectively), signaling a pattern of well-timed entry points at this security. The current environment presents headwinds: the stock trades at $27.37, down 17.7% over 30 days and -30.6% over 90 days, and sits 44.4% below its 52-week high of $49.19, despite the company reporting strong revenue growth of 34.3% year-over-year. However, Klaviyo remains unprofitable (net income was negative in its most recent full fiscal year), introducing fundamental risk that may explain the recent price weakness. This purchase occurs in a deteriorated price context relative to recent history, though within the range of his prior accumulation strategy at this ticker.

10% owner Fagnan repurchases 13,515 shares of KVYO at $37.14; prior KVYO buy (Aug 2024) posted 90d +46.1% return.

Fagnan, a 10% owner, purchased 13,515 shares at $37.14 on 2024-11-13 in an open-market transaction valued at $501,921.42. His single prior purchase at KVYO (August 2024) subsequently delivered a 90-day return of +46.1%, and his cross-ticker track record shows 1 prior buy with an average 90-day return of +46.1% and a 100% win rate. The current price of $36.95 sits -8.4% from the 52-week high of $40.36, creating a lower entry point than recent peaks. KVYO trades at elevated multiples despite unprofitability (net income of $-1.3M over the latest full fiscal year) and 47.7% annual revenue growth, presenting a valuation inflection point that a major shareholder purchase may signal conviction about forward earnings potential.

10% owner Jeff Fagnan buys 9,485 shares of KVYO at $26.43 amid unprofitability, stock -34.1% from high

Jeff Fagnan, a 10% owner of Klaviyo, purchased 9,485 shares at $26.43 on August 1, 2024, representing his first position entry according to the holdings data. The transaction occurs in a materially depressed context: the stock is trading at $23.91 (down 34.1% from the 52-week high of $36.30) while the company reported a net loss of $-12.9M in its most recent quarter despite strong annual revenue growth of +47.7%. The company remains unprofitable on a full-year basis, raising questions about unit economics and path to profitability despite strong top-line momentum. As a 10% owner executing a buy rather than a sale, this transaction provides a direct signal from a significant shareholder acting at a price point well below recent historical levels.