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. (NYSE: KVYO) files a range of reports and disclosures with the U.S. Securities and Exchange Commission that shed light on its business, governance, and financial performance. This page aggregates those SEC filings so investors can review how the company describes its B2C CRM platform, subscription-based SaaS model, AI capabilities, and key operating metrics in official documents.
Among the most informative filings for Klaviyo are its annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide detailed discussions of revenue, expenses, customer trends, and risks, as well as explanations of non-GAAP measures such as non-GAAP gross profit, non-GAAP operating income, and free cash flow. These reports also define operational metrics like customers, customers generating over specified annual recurring revenue thresholds, and dollar-based net revenue retention rate, and explain how management uses them to evaluate growth.
Current reports on Form 8-K give more timely insight into specific events. In 2025, Klaviyo used 8-K filings to announce quarterly results, share Black Friday–Cyber Monday data, post an investor day presentation, disclose an underwriting agreement for a secondary offering by selling stockholders, and describe leadership and governance changes, including the appointment of a co-Chief Executive Officer and amendments to its bylaws to allow for up to two Chief Executive Officers.
Investors can also review exhibits attached to these filings, such as employment agreements, compensation arrangements, equity award intention letters, and underwriting agreements, to better understand executive incentives, severance terms, and capital markets activity. Insider transaction reports on Form 4, when filed, provide additional visibility into equity ownership changes by directors and officers. With AI-powered summaries and search, this filings page helps users interpret lengthy documents, follow how Klaviyo’s disclosures evolve over time, and quickly locate information on topics such as executive compensation, stock-based awards, performance metrics, and material agreements.
Andrew P. Bialecki, Klaviyo, Inc. CEO, director and reported 10% owner, effected transactions on 09/09/2025 under a Rule 10b5-1 plan adopted May 20, 2025. The reporting person caused the conversion/acquisition of 220,481 shares of Series B Common Stock and the subsequent sale of 220,481 shares of Series A Common Stock at a weighted average price of $31.96 per share. The filing discloses various indirect holdings through trusts and lists total Series A Common Stock reported following the transactions as 70,602,789 shares directly and additional indirect holdings through identified trusts.
Summit Partners entities reported transactions in Klaviyo, Inc. (KVYO). On 09/08/2025 the reporting parties converted 4,000,000 shares of Series B common stock into 4,000,000 shares of Series A common stock and simultaneously sold 4,000,000 shares of Series A common stock at $31.87 per share. Following the reported transactions the reporting group beneficially owns a total of 18,852,778 shares of Series A common stock on an indirect basis through multiple Summit funds and related entities. The filing discloses the ownership structure and the investment committee members who may have voting and dispositive authority.
Klaviyo, Inc. (KVYO) filed a Form 144 reporting a proposed sale of restricted shares by an insider. The notice covers 3,413 Series A shares with an aggregate market value of $109,898.60 against 116,897,730 shares outstanding. The filing lists an approximate sale date of 09/10/2025 on the NYSE. The shares were acquired on 06/10/2025 through restricted stock vesting as compensation and payment was recorded on that date. The filer reports no securities sold in the past three months and includes the standard representational statement about material nonpublic information.
Klaviyo, Inc. (KVYO) Form 144 notice reports a proposed sale of 1,613 shares of Series A common stock through Barclays Capital Inc. on or about 09/08/2025, with an aggregate market value of $53,551.60. The filing lists 116,897,730 shares outstanding.
The shares were originally acquired 09/20/2023 in pre-IPO transactions from Klaviyo, Inc.; the filer received 21,945 shares at that time and indicates full equity payment. No sales by the filer in the past three months are reported.
Form 144 notice indicates a proposed sale of 12,425 shares of Series A common stock on the NYSE with an aggregate market value of $412,510, scheduled approximately for 09/08/2025. The securities were acquired on 09/20/2023 in pre-IPO transactions from Klaviyo, Inc., with the filer reporting acquisition of 169,076 shares on that date. The issuer outstanding share count is listed as 116,897,730. The filing shows no sales in the past three months and includes the standard representation that the seller is not aware of undisclosed material adverse information. Several identifying fields for the filer and issuer are not populated in the provided content.
Klaviyo, Inc. filed a Form 144 reporting a proposed sale of 145,768 shares of its Series A common stock, with an aggregate market value of $4,839,497.60. The shares are scheduled for sale on 09/08/2025 on the NYSE. The filer acquired 1,983,585 shares on 09/20/2023 in pre-IPO transactions from Klaviyo, Inc., and indicates the purchase was paid with equity interests in the issuer. No securities of the issuer were reported sold by the filer in the past three months. The filing includes the required representation that the seller is not aware of undisclosed material adverse information about the company.
Klaviyo, Inc. (KVYO) filed a Form 144 reporting a proposed sale of 1,476,104 Series A common shares, with an aggregate market value of $49,006,652.80. The shares represent a portion of the company's 116,897,730 outstanding shares and are slated for sale on or about 09/08/2025 through Barclays Capital Inc. The filing states these shares were acquired 09/20/2023 in pre-IPO transactions from Klaviyo, Inc., totaling 20,086,500 shares acquired then, with equity interests purchased pre-IPO as the form of payment. The filer affirms they are unaware of undisclosed material adverse information regarding the issuer.
Klaviyo, Inc. (KVYO) filed a Form 144 reporting a proposed sale of 2,364,090 shares of Series A common stock through Barclays Capital, with an aggregate market value of $78,487,788. The notice lists the number of outstanding shares as 116,897,730 and an approximate date of sale of 09/08/2025.
The filing states these shares were acquired in pre-IPO transactions on 09/20/2023 from Klaviyo, Inc., totaling 32,170,006 shares acquired on that date. No securities sales in the past three months were reported, and the filer affirms there is no undisclosed material adverse information.
Andrew P. Bialecki, Klaviyo, Inc. director, CEO and reported 10% owner, effected transactions on 09/02/2025 under a Rule 10b5-1 trading plan adopted May 20, 2025. He converted 223,304 shares of Series B common stock into Series A common stock and subsequently sold the converted shares in two sets of transactions: 128,877 shares at a weighted average price of $31.18 (sales ranged $30.88–$31.87) and 94,427 shares at a weighted average price of $30.76 (sales ranged $30.61–$30.87), resulting in 0 direct Series A shares remaining from this block. The Form 4 discloses additional indirect holdings of Series A shares held in several family trusts and by a spouse where the reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.
Klaviyo appointed board member Chano Fern e1ndez as Interim Executive Officer effective September 1, 2025, under a Service Agreement with Klaviyo Ltd. The initial fixed term runs through December 31, 2025, and either party may terminate with one month s notice. During the appointment Mr. Fern e1ndez will report to CEO Andrew Bialecki and will cease serving as Chairperson and member of the Compensation Committee.
The Service Agreement sets a monthly base salary of A361,618 GBP. An RSU Intention Letter contemplates a restricted stock unit award with an initial equity value of $3,200,000 that will vest in one installment on November 15, 2025. He will not receive board compensation while serving as Interim Executive Officer.