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 insider activity by a director and 10% owner under a Rule 10b5-1 trading plan adopted on June 12, 2025. On Nov 10, 2025, the reporting person sold 8,572 Series A shares through a trust and 50,920 shares through an LLC at weighted average prices within disclosed ranges. On Nov 11, 2025, additional sales of 545 shares (trust) and 2,266 shares (LLC) occurred at weighted average prices of $30.00. The insider also made a bona fide gift of 40,512 shares to a donor-advised fund.
Following these transactions, the filings show indirect holdings of 168,659 shares by the trust and 608,518 shares by the LLC. All prices reflect weighted averages with full breakdowns available upon request, and ownership is reported as indirect through the named entities.
KVYO filed a Form 144 notice for a proposed sale of 2,811 Series A shares, with an approximate sale date of 11/11/2025 on the NYSE. The listed broker is Fidelity Brokerage Services LLC.
The filing also details recent sales over the past three months: Hodgkins LLC sold 67,524 shares for $2,142,377.45 and Hodgkins Trust sold 22,224 shares for $703,493.05 on 09/15/2025; Hodgkins LLC sold 50,920 shares for $1,529,816.71 and Hodgkins Trust sold 8,572 shares for $257,604.18 on 11/10/2025.
The shares to be sold were acquired as Founders Shares on 09/25/2012 as compensation. Shares outstanding were 137856147 at the time listed; this is a baseline figure, not the amount being sold.
KVYO filed a Form 144 notice for a proposed sale of 59,492 Series A shares, with an aggregate market value of $1,787,420.89. The shares were acquired on 09/25/2012 as founder shares, recorded as compensation. The filing lists Fidelity Brokerage Services LLC as broker and names the NYSE as the exchange, with an approximate sale date of 11/10/2025.
Recent activity disclosed includes sales during the past three months: Hodgkins LLC sold 67,524 Series A shares for $2,142,377.45 and Hodgkins Trust sold 22,224 Series A shares for $703,493.05 on 09/15/2025. This notice reflects an intent to sell under Rule 144 and does not itself complete a transaction.
Morgan Stanley filed a Schedule 13G reporting beneficial ownership in Klaviyo, Inc. (KVYO) Series A Common Stock. The filing lists 10,321,920 shares beneficially owned, representing 8.4% of the class as of the 09/30/2025 event date. The firm reports 0 shares with sole voting or dispositive power, 6,785,764 shares with shared voting power, and 10,321,920 shares with shared dispositive power.
Morgan Stanley certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The reporting person is identified as a Delaware entity (Type: HC, CO), referencing CUSIP 49845K101. The issuer’s principal office is listed in Boston, MA.
Klaviyo (KVYO): Ed Hallen filed Amendment No. 1 to Schedule 13G reporting beneficial ownership of 32,879,098 shares of Series A common stock, representing 19.4% of the class.
The holdings include 31,999,106 shares issuable upon conversion of Series B common stock held directly, 177,776 shares held by the Hodgkins Trust, and 702,216 shares held by Hodgkins LLC. He reports sole voting and dispositive power over all 32,879,098 shares. The ownership is presented as of September 30, 2025.
Shares outstanding were 137,345,197 Series A shares as of September 30, 2025; this is a baseline figure, not the amount being reported as owned.
Klaviyo (KVYO): Andrew Bialecki filed a Schedule 13G/A reporting beneficial ownership of 83,050,885 shares of Series A Common Stock, equal to 37.7% of the class as of September 30, 2025.
The percentage is based on 137,345,197 shares of Series A outstanding as of that date, plus shares issuable upon conversion of Series B Common Stock beneficially owned by Bialecki. He has sole voting and sole dispositive power over 83,050,885 shares. The reported amount includes shares underlying Series B held directly and through family and trust entities.
Klaviyo, Inc. reported third‑quarter results for the period ended September 30, 2025. Revenue reached $310,880 with gross profit of $234,737. Operating loss was $(10,836), and net loss narrowed to $(426). Cash and cash equivalents were $980,267, supported by nine‑month operating cash flow of $124,847.
The company ended the quarter with remaining performance obligations of $215.7 million, indicating contracted revenue ahead. It cited 183,000+ customers and 3,563 customers generating over $50,000 of ARR, while dollar‑based net revenue retention was 109%. International momentum continued, with EMEA and APAC contributing meaningfully to year‑to‑date revenue.
Klaviyo expanded facilities, increasing right‑of‑use assets and lease liabilities, and recorded $4.2 million in restructuring costs tied to a workforce reduction of ~3%. The Shopify collaboration continued to impact selling and marketing, with fees and amortization of prepaid marketing expense recognized during the quarter.
Klaviyo, Inc. (KVYO) furnished an 8-K to announce its third-quarter results. On November 5, 2025, the company issued a press release with financial results for the quarter ended September 30, 2025, which is included as Exhibit 99.1.
The information was furnished under Item 2.02 (Results of Operations and Financial Condition) and is expressly stated as furnished—not filed—so it is not subject to Section 18 of the Exchange Act and will not be incorporated by reference unless specifically stated. The filing also includes Exhibit 104 (Cover Page Interactive Data File).
FMR LLC filed a Schedule 13G reporting a significant stake in Klaviyo Inc. The filing discloses beneficial ownership of 8,240,030.67 shares of Class A common stock, representing 6.7% of the class as of 09/30/2025.
FMR reports sole voting power over 8,236,578 shares and sole dispositive power over 8,240,030.67 shares, with no shared voting or dispositive power. Abigail P. Johnson is also a reporting person, reflecting beneficial ownership with sole dispositive power over 8,240,030.67 shares. The certification states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.
The filing notes one or more other persons have rights to receive dividends or sale proceeds from these shares, and no single such person holds more than five percent of the total outstanding Class A common stock.
Klaviyo, Inc. (KVYO) President reported an open-market sale of Series A Common Stock. On 10/15/2025, the reporting person sold 7,105 shares at a weighted average price of $24.35 per share, with individual trades executed between $23.87 and $24.85. The transaction was made under a Rule 10b5-1 trading plan adopted on November 22, 2024.
Following the sale, the reporting person beneficially owns 431,516 equity interests, consisting of 121,965 shares of Series A Common Stock and 309,551 unvested RSUs awarded under the 2023 Stock Option and Incentive Plan. Ownership is reported as direct.