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. co-CEO Andrew Bialecki reported a mix of share conversions and sales. He converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock, then sold 141,316 Series A shares at a weighted average of $14.97 and 58,684 shares at a weighted average of $14.46 in open-market transactions. These trades were executed under a Rule 10b5-1 trading plan adopted on May 20, 2025. Following the derivative conversion, he directly held 67,144,118 shares of Series B Common Stock and had additional indirect interests in shares held by several family trusts and by his spouse, with beneficial ownership of those indirect holdings disclaimed except to the extent of any pecuniary interest.
Capital International Investors amends its Schedule 13G to report beneficial ownership in Klaviyo, Inc. The filing states CII beneficially owns 11,703,859 shares, representing 8.0% of 145,497,436 shares believed to be outstanding. The filing lists sole voting power and sole dispositive power over those shares.
Klaviyo, Inc. reported a profitable quarter with strong top-line growth. Revenue for the three months ended March 31, 2026 reached $358.0 million, up 27.9% from $279.8 million a year earlier, driven by new customers, expanded usage and new offerings.
The company generated net income of $9.0 million, compared with a net loss of $14.1 million in the prior-year period, and posted a 2.5% net margin. Operating cash flow improved to $34.3 million, up from $14.4 million. Cash, cash equivalents and restricted cash totaled $985.3 million at quarter-end, with no debt reported.
Klaviyo’s SaaS metrics remained strong: Dollar-Based Net Revenue Retention was 110%, customers generating over $50,000 of ARR increased 38% year over year to 4,175, and the platform served over 196,000 customers. International markets contributed 36.6% of revenue. The board also authorized a $500 million share repurchase program and launched a $100 million accelerated share repurchase, initially retiring 4.3 million Series A shares at $18.87 per share.
Klaviyo reported strong Q1 2026 results and raised its full-year outlook while announcing a planned CFO transition. Revenue reached $358.0 million, up 28% year over year, with GAAP net income of $9.0 million or $0.03 per diluted share.
Non-GAAP operating income was $58.6 million with a 16.4% non-GAAP operating margin, and free cash flow was $18.6 million. The company delivered 110% dollar-based net revenue retention and grew customers to over 196,000. Klaviyo raised FY26 revenue guidance to $1.514–$1.522 billion and authorized a $500 million share repurchase program, including an initial $100 million accelerated repurchase.
Chief Financial Officer Amanda Whalen plans to step down, remaining CFO through August 21, 2026 and then serving as an advisor through November 16, 2026. The company states her departure is not due to any disagreement or financial concerns and has begun a formal CFO search.
Klaviyo, Inc. is asking stockholders to approve three items at its June 9, 2026 virtual annual meeting: re‑elect three Class III directors, hold an advisory vote on executive pay, and ratify Deloitte & Touche LLP as auditor for 2026.
The proxy also highlights 2025 results, including revenue of $1.234 billion, up 32% from $937 million in 2024, improved operating margin from (9)% to (5)%, non‑GAAP operating margin rising from 12% to 14%, and operating cash flow increasing from $166 million to $218 million, with cash and cash equivalents above $1 billion. Klaviyo reports more than 193,000 business customers and growing adoption of its autonomous B2C CRM platform and AI‑powered agents.
Shopify Strategic Holdings 3 LLC, a subsidiary of Shopify Inc. and a significant holder of Klaviyo, Inc., exercised derivative positions linked to Klaviyo stock. The entity exercised rights over a total of 688,762 shares through two in-the-money derivative exercises, each involving 344,381 shares. Following these transactions, the filing shows 16,973,108 shares held after one exercise and 1,721,912 derivative warrant shares remaining after the other, indicating a large continuing position in Klaviyo. Shopify Inc. is listed as an indirect beneficial owner and disclaims ownership beyond its economic interest.
Klaviyo Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 7,531,915 shares of Klaviyo common stock, representing 5.17% of the class as of 03/31/2026. The filing attributes sole dispositive power for these shares to Vanguard Portfolio Management and lists affiliated investment vehicles and managed accounts in its disclosure. The filing was signed on 04/29/2026.
Klaviyo, Inc. Chief Legal Officer Edmond Landon reported an open-market sale of 9,623 shares of Series A Common Stock at $20.00 per share. The transaction was executed pursuant to a Rule 10b5-1 trading plan adopted on August 21, 2025.
After this sale, Landon holds equity interests totaling 584,124 units, consisting of 74,332 shares of Series A Common Stock, 379,922 unvested restricted stock units, and 129,870 unvested performance stock units, each unit representing the contingent right to receive one share upon vesting and settlement.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice to propose resale of 9,623 restricted stock units of KVYO. The filing lists two recent 10b5-1 open-market sales by Landon Ramon Edmond: 15,093 shares on 03/05/2026 and 14,366 shares on 03/12/2026.