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.
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.
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.