Klaviyo planned sale of Series A common stock

Klaviyo, Inc. has a holder planning to sell Series A common stock, par value $0.001 per share, with Goldman Sachs & Co. LLC listed as the broker.

Rhea-AI Filing Summary

Klaviyo, Inc. has a holder planning to sell Series A common stock, par value $0.001 per share, with Goldman Sachs & Co. LLC listed as the broker. The securities relate to equity interests originally acquired in 2016, with a proposed sale timing around August 11, 2026. The filing also notes a prior sale of Series A common stock on September 20, 2023 tied to pre-IPO transactions, when 21,945 equity interests in the issuer were sold.

Key Figures

Equity interests sold in prior transaction: 21,945 Original acquisition year: 2016 Planned sale date reference: 08/11/2026 +1 more

4 metrics

Equity interests sold in prior transaction 21,945 Equity interests in Klaviyo, Inc. sold on 09/20/2023 as part of pre-IPO transactions

Original acquisition year 2016 Year the equity interests underlying the Series A common stock were purchased pre-IPO

Planned sale date reference 08/11/2026 Date associated with the proposed sale of Series A common stock

Par value per share $0.001 per share Par value of Klaviyo, Inc. Series A common stock

Key Terms

Form 144, Series A common stock, Pre-IPO Transactions

3 terms

Form 144 regulatory

"144: Securities To Be Sold"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Series A common stock financial

"Series A common stock, par value $0.001 per share"

Series A common stock is a specific class of a company’s ordinary shares issued during an early formal funding round, carrying the ownership rights and voting power tied to that class. For investors it signals an early-stage equity claim with potential upside if the business grows, but also greater risk and typically less liquidity than shares in mature, publicly traded firms—imagine buying a seat on a startup’s team before the company has proven itself.

Pre-IPO Transactions financial

"09/20/2023 | Pre-IPO Transactions | Klaviyo, Inc."

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What type of security is referenced in Klaviyo, Inc. (KVYO) Form 144?

The Form 144 involves Series A common stock of Klaviyo, Inc., with a stated par value of $0.001 per share. This class of stock is listed for trading on the NYSE.

Who is the broker involved in the planned sale reported for KVYO?

The planned sale of Klaviyo, Inc. Series A common stock is associated with Goldman Sachs & Co. LLC, located at 200 West Street, New York, NY 10282, as the broker handling the transaction.

When were the Klaviyo (KVYO) equity interests originally acquired?

The equity interests in Klaviyo, Inc. underlying the reported Series A common stock sale trace back to an acquisition year of 2016. These interests are described as having been purchased in pre-IPO transactions.

What prior sales are disclosed in the KVYO Form 144 filing?

The filing notes that on September 20, 2023, the filer sold 21,945 equity interests in Klaviyo, Inc. This activity is characterized as part of pre-IPO transactions involving equity interests in the issuer.

What is the proposed timing of the future sale related to KVYO Series A common stock?

The reported information ties the planned disposition of Klaviyo, Inc. Series A common stock to a date of approximately August 11, 2026, indicating when the filer expects to effect the sale through the listed broker.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/11/2026 - 06:32 PM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001846709
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	KLAVIYO, INC
SEC File Number	001-41806
Address of Issuer	125 SUMMER ST, 6TH FLOOR BOSTON MASSACHUSETTS 02110
Phone	617-213-1788
Name of Person for Whose Account the Securities are To Be Sold	Summit Investors GE IX/VC IV (UK), L.P.
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	10% Stockholder

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Series A Common stock, par value $0.001 per share	Goldman Sachs & Co. LLC 200 West Street New York NY 10282	2016	37013.76	126937933	08/11/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Series A common stock, par value $0.001 per share	09/20/2023	Pre-IPO Transactions	Klaviyo, Inc.			21945	09/20/2023	Equity interests in the Issuer were purchased pre-IPO.

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks
Date of Notice	08/11/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	Adam Hennessey
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)