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. director Jennifer Ceran reported an open-market purchase of Series A Common Stock. On February 12, 2026, she bought 16,339 shares of Klaviyo’s Series A Common Stock at a weighted average price of $18.38 per share, through multiple trades between $18.36 and $18.38.
After this purchase, she beneficially owned 30,691 securities, consisting of 24,871 shares of Series A Common Stock and 5,820 unvested restricted stock units granted under Klaviyo’s 2023 Stock Option and Incentive Plan, each RSU representing the right to receive one share upon vesting and settlement.
Capital International Investors has disclosed a significant stake in Klaviyo, Inc. The institutional investor reports beneficial ownership of 12,788,846 shares of Klaviyo common stock, representing 9.3% of the company’s outstanding 137,856,147 shares as of 12/31/2025.
Capital International Investors, a division of Capital Research and Management Company and its affiliated investment management entities, has sole voting and sole dispositive power over all reported shares. The securities are described as acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of Klaviyo.
Klaviyo, Inc. (KVYO) received an updated ownership report showing that co-founder Andrew Bialecki beneficially owns 78,163,529 shares of Series A common stock on an as-converted basis, representing 35.1% of the class as of December 31, 2025.
This stake includes shares underlying Series B common stock held directly by Bialecki, his spouse, and several 2023 family trusts for which he or his spouse serve as trustee. He is reported to have sole voting and dispositive power over all 78,163,529 shares and no shared voting or dispositive authority.
Klaviyo, Inc. files its annual report outlining strong growth in its data-driven marketing and customer experience platform for B2C companies. Revenue rose to
The company still reported a net loss of
Klaviyo reported strong fourth-quarter and full-year 2025 results, highlighted by rapid growth and improving profitability. Q4 revenue reached $350.2 million, up 30% year over year, while full-year revenue was $1.234 billion, a 32% increase.
Q4 GAAP net income was $7.0 million after a loss a year earlier, and full-year GAAP net loss narrowed to $31.8 million. On a non-GAAP basis, 2025 operating income was $169.2 million with a 13.7% operating margin, and non-GAAP net income was $205.2 million. Free cash flow for 2025 was $200.4 million, and cash and cash equivalents were $1.065 billion as of December 31, 2025.
The customer base expanded to over 193,000 paying customers, up from over 167,000, with dollar-based net revenue retention of 110%. For 2026, Klaviyo guides revenue to $1.501–$1.509 billion, implying 21.5–22.5% growth, and expects non-GAAP operating income of $218–$224 million with margins of 14.5–15.0%.
Shopify Strategic Holdings 3 LLC, a wholly owned subsidiary of Shopify Inc. and a 10% owner of Klaviyo, Inc., reported a derivative transaction involving Klaviyo shares. The Shopify affiliate exercised warrants covering 344,383 shares of Klaviyo’s Series B Common Stock at an exercise price of $0.01 per share.
After this transaction, the Shopify affiliate beneficially owned 2,066,293 warrants to purchase Series B Common Stock and 16,628,727 shares of Series B Common Stock. Each share of Series B is convertible at any time into one share of Klaviyo’s Series A Common Stock and will automatically convert upon certain events described in Klaviyo’s certificate of incorporation.
Klaviyo Co-CEO Andrew Bialecki reported a planned stock sale under a Rule 10b5-1 trading plan. On January 27, 2026, he converted 155,219 shares of Series B Common Stock into 155,219 shares of Series A Common Stock at a conversion price of $0.
He then sold 150,689 Series A shares at a weighted average price of $25.34 and 4,530 Series A shares at a weighted average price of $24.94, leaving no Series A shares held directly afterward. He continues to hold 68,950,945 Series B shares directly, while additional Series B shares are held indirectly through several 2023 trusts and by his spouse, for which he disclaims beneficial ownership except to the extent of any pecuniary interest.
Klaviyo, Inc. insider activity: Co-Chief Executive Officer, director and 10% owner Andrew Bialecki converted 167,926 shares of Series B Common Stock into 167,926 shares of Series A Common Stock on 01/20/2026 at an exercise price of
Following these transactions, Bialecki directly held 69,106,164 shares of Series B Common Stock, each convertible into one share of Series A Common Stock, and no Series A shares directly. Additional Series B holdings are reported as indirectly owned through several 2023 trusts and by his spouse, with stated disclaimers of beneficial ownership except to the extent of any pecuniary interest.
Klaviyo, Inc. reported that Co-Chief Executive Officer Luciano Fernandez Gomez received new equity awards in the form of Series A Common Stock-based units. On 01/15/2026 he was granted 1,093,801 restricted stock units (RSUs) at $0 per share, which will vest in twelve equal quarterly installments starting on February 15, 2026, as long as he remains co-CEO.
He was also granted 1,193,238 performance stock units (PSUs) at $0 per share. These PSUs can vest in up to four tranches over a five-year period if the stock price closes at or above $40.00, $55.00, $70.00, and $85.00 per share, each for at least sixty consecutive days, and if he continues in his role. After these awards, he beneficially owns 2,370,891 shares and units, including 78,032 shares of Series A Common Stock and unvested RSUs and PSUs.
Klaviyo, Inc.’s Chief Financial Officer Amanda Whalen reported a series of equity transactions in company stock. On January 15, 2026, she converted 4,045 shares of Series B Common Stock into 4,045 shares of Series A Common Stock at no cost, consistent with the Series B shares’ 1‑for‑1 convertibility and lack of expiration.
That same day, she sold 7,826 Series A shares at a weighted average price of $26.08 and 6,174 Series A shares at a weighted average price of $25.52, all under a pre‑arranged Rule 10b5‑1 trading plan adopted on August 21, 2025. Following these transactions, she beneficially owned 42,687 shares of Series A and 399,532 unvested RSUs tied to Series A, as well as 235,543 shares of Series B and 109,375 unvested RSUs tied to Series B.