Welcome to our dedicated page for Klaviyo SEC filings (Ticker: KVYO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Klaviyo, Inc. filings document the operating results, governance, capital actions, and material events of a public SaaS company focused on autonomous B2C CRM. Its Form 8-K reports furnish quarterly and annual financial results, investor presentations, Regulation FD disclosures, and business updates related to the company’s customer-data platform, marketing automation, service workflows, and AI-enabled product strategy.
The company’s proxy materials cover board matters, executive compensation, equity awards, shareholder voting items, and corporate governance. Other filings disclose capital-structure matters such as Series A Common Stock repurchases, material agreements, compensatory arrangements, leadership-transition disclosures, exhibits, and Inline XBRL cover-page data.
Klaviyo, Inc. (KVYO) is the issuer for a proposed sale of its Series A common stock under Rule 144 by director Susan St. Ledger. The notice covers 2,328 shares, with an aggregate market value of $37,085.04, to be sold through Fidelity Brokerage Services LLC on or about September 11, 2026 on the NYSE. The Series A shares outstanding are listed as 126,937,933 shares, a baseline figure, not the amount being sold.
Klaviyo, Inc. (KVYO) filed an initial beneficial ownership report for Erica Ellen Smith, who serves as Chief Financial Officer. The filing lists her as an officer but reports no transactions, derivative positions, or holding entries in Klaviyo securities at this time. An Exhibit 24 Power of Attorney is referenced.
Klaviyo, Inc. (KVYO) insider Ed Hallen, a director and more than 10% owner, reported indirect dispositions of Series A Common Stock on August 31, 2026, under a Rule 10b5-1 trading plan adopted on June 1, 2026. Entities associated with Hallen sold 98,782 shares in open-market or private transactions at weighted-average prices around $20.47–$20.49 per share and made a bona fide gift of 17,885 shares to a donor-advised fund. After these trades, Hodgkins Trust held 94,457 shares for Hallen’s benefit. The shares are held by Hodgkins Trust and Hodgkins LLC, and Hallen disclaims Section 16 beneficial ownership except to the extent of any pecuniary interest.
Klaviyo, Inc. (KVYO) reported that Chief Legal Officer Edmond Landon sold shares of the company’s Series A Common Stock in two open-market transactions made under Rule 10b5-1 trading plans. On August 28, 2026, Landon sold 53,473 shares at a weighted average price of $20.01 per share, with individual trades ranging from $20.00 to $20.15 per share, pursuant to a trading plan adopted on August 21, 2025. On August 31, 2026, he sold an additional 8,103 shares at a weighted average price of $20.44 per share, with trades ranging from $19.95 to $20.77 per share, under a trading plan adopted on June 1, 2026.
After these transactions, Landon’s reported position consists of 50,886 shares of Series A Common Stock, 297,110 unvested restricted stock units and 129,870 unvested performance stock units, each RSU or PSU representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.
Klaviyo, Inc. (KVYO) received an updated Schedule 13D/A from Shopify Strategic Holdings 3 LLC and Shopify Inc. reporting their current beneficial ownership in Klaviyo’s Series A common stock. The reporting persons now beneficially own 33,405,047 shares of Series A common stock on an as-converted basis, representing 20.83% of the outstanding Series A class.
This position consists of 17,317,491 shares of Series B common stock held directly by Shopify Strategic Holdings 3, 344,382 warrants that will vest and become exercisable for an equal number of Series B shares on October 28, 2026, and an Investment Option exercisable for 15,743,174 additional Series B shares. Each Series B share is convertible into one Series A share at the holder’s option. The updated ownership reflects warrant vesting during 2026 and changes in Klaviyo’s total Series A shares outstanding.
For Klaviyo, Inc. (KVYO), Shopify Strategic Holdings 3 LLC, a wholly owned subsidiary of Shopify Inc., reported exercising warrants to purchase 344,383 shares of Series B Common Stock at an exercise price of $0.01 per share, disposing of the corresponding warrant position. Following the exercise, this entity holds 1,377,529 warrants to purchase Series B Common Stock and 17,317,491 shares of Series B Common Stock directly. Shopify Inc. is disclosed as an indirect beneficial owner of these securities and disclaims beneficial ownership except to the extent of its pecuniary interest.
Klaviyo, Inc. (KVYO) received a Form 144 notice relating to planned sales of its Series A shares for the account of Edward W. Hallen. The notice lists 98,782 shares to be sold, including 59,615 shares from Hodgkins LLC and 39,167 shares from Hodgkins Trust, with Fidelity Brokerage Services LLC acting as broker.
Klaviyo, Inc. (KVYO) received a Rule 144 notice from officer Landon Ramon Edmond covering planned sales of up to 8,103 shares of common stock, to be effected through Morgan Stanley Smith Barney LLC. The notice lists an aggregate market value of about $163,275.45 for these shares and reports that 126,937,933 shares of common stock were outstanding as of 08/31/2026. During the prior three months, the reporting person sold 53,473 shares of KVYO common stock for approximately $1,070,178.31 under a Rule 10b5-1 trading plan.
Klaviyo, Inc. (KVYO) received a Form 144 notice from officer Landon Edmond covering a proposed sale of up to 53,473 shares of Klaviyo common stock under Rule 144. The shares would be sold through Morgan Stanley Smith Barney LLC Executive Financial Services on the NYSE, with an approximate sale date of August 28, 2026. The securities were acquired upon the vesting of restricted stock units between September 19, 2023 and August 15, 2026. Klaviyo reports 126,937,933 shares of this class outstanding.
Klaviyo, Inc. (KVYO) director and Co-Chief Executive Officer Luciano Fernandez Gomez reported equity movements tied to RSU vesting. He converted 7,001 shares of Series B Common Stock into Series A Common Stock and, at a price reference of $18.49 per share, had 29,133 Series A shares withheld to satisfy tax withholding obligations. Following these events, he holds 48,999 Series B shares, plus interests in 287,984 Series A shares, 820,351 unvested RSUs, and 1,193,238 unvested performance stock units, each RSU or PSU representing a contingent right to one Series A share upon vesting and settlement.