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) reported equity compensation activity for its Chief Legal Officer through a Form 4 filing. On 11/15/2025 and 11/17/2025, shares of Series B Common Stock automatically converted into Series A Common Stock in connection with the vesting and settlement of restricted stock units (RSUs). The company also withheld 24,218 shares of Series A Common Stock at a price of $28.61 per share to satisfy tax withholding obligations tied to these RSUs, rather than conducting open-market transactions. After these events, the officer directly holds 137,268 shares of Series A Common Stock, 253,598 unvested RSUs for Series A Common Stock under the 2023 Stock Option and Incentive Plan, and 22,500 unvested RSUs for Series B Common Stock under the 2015 Stock Incentive Plan.
Klaviyo, Inc. insider reports share withholding for taxes
A reporting person who is both a director and interim executive officer of Klaviyo, Inc. (KVYO) reported a transaction in Series A Common Stock on 11/15/2025. The filing shows that 43,533 shares of Series A Common Stock were disposed of at a price of $28.61 per share, identified as code "F," which represents shares withheld by the company to satisfy tax withholding obligations tied to the vesting and settlement of restricted stock units (RSUs).
Following this tax withholding event, the insider beneficially owns 83,852 shares of Series A Common Stock. This total consists of 78,032 shares of Series A Common Stock and 5,820 unvested RSUs granted under Klaviyo’s 2023 Stock Option and Incentive Plan, with each RSU representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.
Klaviyo, Inc. (KVYO) reported insider share activity by its Chief People Officer on Form 4. The executive had 24,817 shares of Series A Common Stock withheld on 11/15/2025 to cover tax obligations triggered by the vesting of restricted stock units.
On 11/17/2025, the officer sold 7,120 shares at a weighted average price of $27.74, with individual trades ranging from $27.39 to $28.31 per share, and a further 4,036 shares at a weighted average price of $27.11, with trades between $26.99 and $27.20 per share. These sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on November 26, 2024.
After these transactions, the officer beneficially owns 639,860 shares of Series A Common Stock, including 102,211 shares currently held and 537,649 unvested RSUs that each represent the right to receive one share upon vesting and settlement.
Klaviyo, Inc. (KVYO) reported insider transactions by its Chief Financial Officer on a Form 4. On 11/14/2025 and 11/15/2025, the CFO converted shares of Series B Common Stock into Series A Common Stock and executed related sales and tax withholdings under a Rule 10b5-1 trading plan adopted on August 16, 2024.
The CFO acquired 15,000 and 29,513 shares of Series A Common Stock through conversions and sold 15,000 shares in total at weighted average prices of $28.61 and $27.89, with additional shares withheld to cover RSU tax obligations. After these transactions, the CFO beneficially owned 466,174 shares of Series A Common Stock and 348,963 derivative securities tied to Series B Common Stock and RSUs.
KVYO insider Stephen Rowland filed a notice to sell company stock under Rule 144. The filing covers a planned sale of 7,104 common shares of KVYO through Morgan Stanley Smith Barney LLC on the NYSE, with an indicated aggregate market value of $203,245.44 and reference to 137,856,147 shares outstanding. These shares were acquired as restricted stock units from the issuer on 11/15/2025. Over the prior three months, Rowland conducted three separate Rule 10b5-1 sales of 7,105 common shares each, with disclosed gross proceeds of $173,021.72, $226,542.59, and $223,528.27. By signing the notice, the seller represents that he is not aware of any undisclosed material adverse information about KVYO.
An affiliate of the issuer has filed a notice to sell 11,156 Series A shares through Fidelity Brokerage Services LLC on the NYSE, with an approximate sale date of 11/17/2025 and an aggregate market value of 319,284.72. These shares were acquired on 11/14/2025 via restricted stock vesting as compensation from the issuer.
The seller, Carmel Galvin, previously sold 11,155 Series A shares on 08/18/2025 for gross proceeds of 353,264.99. By signing the notice, the seller represents they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Shopify Strategic Holdings 3 LLC and Shopify Inc. filed Amendment No. 3 to their Schedule 13D on Klaviyo (KVYO), reporting beneficial ownership of 32,027,518 shares of Series A Common Stock equivalent, representing 18.85% of the class as of the filing date.
The stake comprises 16,284,344 shares of Series B Common Stock held directly and an Investment Option exercisable for an additional 15,743,174 Series B. Each Series B share is convertible into one Series A share. The amendment reflects warrant vesting of 344,382, 344,383, and 344,381 on April 28, July 28, and October 28, 2025, respectively, and subsequent exercises on April 28, July 28, and November 14, 2025. Klaviyo had 137,856,147 Series A shares outstanding as of October 31, 2025, per its Form 10‑Q.
Klaviyo (KVYO): Shopify Strategic Holdings 3 LLC, together with Shopify Inc. as a reporting person, filed a Form 4. On 11/14/2025, they reported a Code X transaction involving warrants to purchase 344,381 shares of Klaviyo’s Series B Common Stock at an exercise price of $0.01 per share. The warrants carry an expiration date of 07/28/2032.
Per the footnotes, 25% of the warrant shares vested on 07/28/2022 and the remainder vests quarterly in equal amounts through 07/28/2027; additionally, 25% vested immediately prior to the IPO. The securities are held directly by Shopify Strategic Holdings 3 LLC; Shopify Inc. is an indirect beneficial owner and disclaims beneficial ownership except to the extent of its pecuniary interest. Each Series B share is convertible into one Series A share; the Series B has no expiration.
Klaviyo, Inc. (KVYO) reported an insider transaction by CEO, Director, and 10% Owner Andrew P. Bialecki. On 11/11/2025, he converted 140,464 shares of Series B Common Stock into Series A Common Stock and sold 140,464 Series A shares pursuant to a Rule 10b5-1 trading plan adopted on May 20, 2025. The weighted average sale price was $29.74, with trades executed between $29.21 and $30.01.
The filing notes each Series B share is convertible into one Series A share and that Series B has no expiration date. Following the reported transactions, Bialecki directly held 73,992,942 Series B shares. Indirect holdings of Series A shares are listed as 7,517,410 by The Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023, 517,006 by The Elizabeth L. Bialecki Irrevocable GST Trust of 2023, 517,006 by The Andrew P. Bialecki Irrevocable GST Trust of 2023, and 43,218 by his spouse.
Summit Partners-affiliated funds filed Amendment No. 5 to Schedule 13G reporting their beneficial ownership in Klaviyo, Inc. (KVYO). The group reports an aggregate 12.03% of Klaviyo’s Series A Common Stock, calculated based on 137,856,147 Series A shares outstanding as of October 31, 2025, plus 18,852,778 Series A shares issuable upon conversion of their Series B shares.
The reported securities are held across several entities, including Fund IX-A with 11,142,414 Series A shares issuable (7.11%) and Fund IX-B with 6,957,168 issuable (4.44%), alongside smaller positions by Kiwi Co-Invest, Fund IX/VC IV, and Fund IX/VC IV (UK). Voting and dispositive powers are reported as shared in amounts corresponding to each fund’s position. The filing notes that certain principals may be deemed to share authority, while all parties disclaim beneficial ownership beyond their direct holdings.