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.
Klaviyo, Inc. (KVYO) insider filed a Form 144 to sell 11,155 Class A shares through Fidelity Brokerage Services on the NYSE with an aggregate market value of $351,717.15. The shares were acquired on 08/15/2025 via restricted stock vesting and the planned approximate sale date is 08/18/2025. The filing shows total Class A shares outstanding of 116,897,730. No other sales in the past three months were reported in this notice. The filer represents they are not aware of undisclosed material adverse information.
Summit Partners-affiliated funds reported coordinated transactions in Klaviyo, Inc. (KVYO). On 08/13/2025, the reporting persons acquired 7,000,000 shares of Series B common stock (convertible into Series A) and disposed of 6,500,000 shares of Series A common stock at a price of $30.01 per share. After these transactions the filers report beneficial ownership of 23,827,778 shares of Series B common stock (which are convertible into an equal number of Series A shares) and remaining direct/indirect Series A positions as specified in the footnotes. The filing identifies the reporting entities and explains the ownership and voting structure within the Summit Partners group.
Klaviyo, Inc. disclosed that existing selling stockholders entered into an underwriting agreement with Barclays Capital Inc. to sell 6,500,000 shares of Klaviyo’s Series A common stock at a price of $30.01 per share. The stockholders also granted the underwriter a 30‑day option to purchase up to an additional 975,000 shares.
The transaction was registered on Klaviyo’s automatic shelf registration statement on Form S-3 and is expected to close on or about August 21, 2025. Klaviyo emphasizes that it will not receive any proceeds from the sale, which are payable to the selling stockholders, and notes that the underwriting agreement includes customary representations, covenants, closing conditions, and indemnification provisions.
Klaviyo, Inc. offers background on its business and details of a secondary offering of up to 6,500,000 shares of Series A common stock (ticker KVYO) by selling stockholders, with an underwriter option for an additional 975,000 shares at $30.01 per share. The prospectus explains the companys product suite, customer scale of over 176,000 businesses as of June 30, 2025, subscription-based revenue tied to active consumer profiles and messaging volume, and the February 2025 launch of Klaviyo B2C CRM. It discloses significant outstanding equity: multiple Series B and Series A shares issuable on option/RPU vesting and shares reserved under incentive plans. The filing discusses lock-up restrictions, Summit Partners planned 500,000-share distribution-in-kind exempt from lock-up, and potential dilution from conversions, exercises, and registered S-8 shares. Extensive legal, tax (including non-U.S. holder rules and FATCA), underwriting, listing, and international offering restrictions are included. The prospectus incorporates numerous SEC filings by reference.
Summit Partners and several affiliated investment vehicles report collective beneficial ownership of Series A Common Stock of Klaviyo, Inc. representing 30,827,778 Series A Shares issuable in respect of Series B Shares held by the Summit Holders and an aggregate stake of 20.87% of the outstanding Series A shares. The filing lists individual holdings by fund: 18,219,907, 11,376,255, 1,123,429, 95,759 and 12,428 Series A Shares (issuable in respect of equivalent Series B Shares) and states the calculation is based on 116,897,730 Series A Shares reported in the issuer's 10-Q, adjusted for the Series B conversion equivalent.
The disclosure shows shared voting and dispositive power over the reported shares through the Summit ownership and management structure and identifies the investment committee members who may be deemed to have authority. The filing does not assert beneficial ownership beyond the reported amounts and references a joint filing agreement and powers of attorney incorporated by reference.