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) discloses that founder Andrew Bialecki is a major beneficial owner of its Series A common stock. As of June 30, 2026, he may be deemed to beneficially own 75,326,229 shares of Series A common stock, representing 36.5% of that class.
This beneficial ownership is calculated based on 131,203,855 shares of Series A common stock outstanding plus 75,326,229 shares issuable upon conversion of Series B common stock held by Bialecki and related parties. The position includes shares held directly, by his spouse, and through several grantor retained annuity trusts and irrevocable GST trusts, over which he or his spouse serves as trustee. He reports sole voting and dispositive power over 75,326,229 shares and no shared voting or dispositive power.
Klaviyo, Inc. reported Q2 2026 revenue of $370.6 million and first-half 2026 revenue of $728.6 million, compared with $293.1 million and $572.9 million in the prior-year periods. Q2 gross profit was $269.1 million. The company recorded a Q2 net loss of $8.8 million but generated first-half net income of $0.2 million.
Net cash provided by operating activities for the first half was $128.2 million. Cash and cash equivalents were $832.6 million as of June 30, 2026, after $333.6 million of share repurchases totaling 20.5 million Series A shares under a $500.0 million authorization. Deferred revenue was $119.5 million, and remaining performance obligations were $310.1 million, with $284.7 million expected within twelve months.
Klaviyo served over 205,000 customers, with Dollar-Based Net Revenue Retention of 109% and 4,477 customers generating more than $50,000 of annualized recurring revenue. After quarter-end, it agreed to acquire specified software and intellectual property assets from Agency AI, Inc. for up to $17.0 million in cash, with closing expected in the third quarter of 2026.
Klaviyo, Inc. reported strong results for the quarter ended June 30, 2026, with revenue of $370.6 million, representing 26% year-over-year growth. GAAP results showed an operating loss of $15.0 million and a net loss of $8.8 million, or $(0.03) per share, while non-GAAP metrics were solidly profitable with non-GAAP operating income of $50.9 million and non-GAAP EPS of $0.19. Free cash flow was $82.9 million, a 22.4% margin.
The company highlighted business momentum: total customers exceeded 205,000, customers generating over $50,000 of ARR rose 36% year over year to 4,477, and Dollar-Based Net Revenue Retention reached 109%. About 20% of ARR comes from customers using three or more products, and international revenue grew 35% year over year. Management also cited a nearly $1.5 billion annualized revenue run rate and a 28% year-over-year increase in annualized revenue per employee.
For guidance, Klaviyo now expects Q3 2026 revenue of $377–$381 million and raised full-year 2026 revenue guidance to $1.526–$1.534 billion, implying 24% year-over-year growth, with a targeted 14% non-GAAP operating margin. The company ended June 30, 2026 with $833.4 million in cash, cash equivalents, and restricted cash and an estimated 314.6 million fully diluted shares, excluding an out-of-the-money Shopify investment option.
Vanguard Capital Management LLC, together with certain affiliates, reports beneficial ownership of 7,051,508 shares of Klaviyo Inc common stock on a Schedule 13G, representing 5% of the class. The filing covers holdings managed by Vanguard Capital Management and affiliates including Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd, primarily through Vanguard funds and other managed accounts.
Vanguard Capital Management has sole voting power over 1,060,848 shares and sole dispositive power over all 7,051,508 shares, with no shared voting or dispositive power reported. Dividends and sale proceeds from these securities may be received or directed by Vanguard-managed investment companies and other accounts, but no other single person’s interest exceeds 5% of the class.
BlackRock, Inc. reports beneficial ownership of Klaviyo, Inc. Series A Common Stock. BlackRock and certain of its business units collectively beneficially own 7,462,388 shares, representing 5.3% of this class. BlackRock has sole voting power over 7,237,852 shares and sole dispositive power over 7,462,388 shares, with no shared voting or dispositive power. Various underlying clients and investors have rights to dividends and sale proceeds, but no single such person holds more than five percent of Klaviyo’s outstanding common shares.
Klaviyo, Inc. director Roxanne Oulman reported a class-for-class conversion on July 22, 2026, in which the Roxanne Oulman 2025 GRAT converted 16,775 shares of Series B Common Stock into the same number of Series A shares. After this, the GRAT indirectly holds 29,891 Series B and 16,775 Series A shares. Oulman also reports direct positions of 15,165 Series B and Series A-related holdings totaling 37,343 shares/units, consisting of 22,521 Series A shares and 14,822 unvested restricted stock units. She disclaims beneficial ownership of the GRAT-held shares except to the extent of any pecuniary interest.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported selling 14,000 shares of Series A Common Stock on July 16, 2026 at a weighted average price of $17.75 per share (range $17.43 to $18.05) pursuant to a Rule 10b5-1 trading plan adopted on August 21, 2025. Following the sale, she holds 59,302 shares of Series A Common Stock, plus 551,618 unvested RSUs and 227,272 unvested PSUs, totaling 838,192 equity-linked interests.
Klaviyo, Inc. appointed Erica Smith as Chief Financial Officer and principal financial and accounting officer, effective on her employment start date currently set for September 1, 2026. She succeeds Amanda Whalen, who will remain CFO through that date, then stay in an advisory role through November 16, 2026 to support a transition.
Smith will receive an annual base salary of $550,000 and a target annual cash bonus equal to 50% of base salary. Her compensation includes time-based RSUs with an initial value of $15,000,000, vesting in sixteen quarterly installments, and PSUs with an initial value of $3,000,000, vesting in up to three tranches if specified stock price targets are met by February 15, 2029. PSU tranches require average closing prices of $30.00, $50.00, and $75.00 per share for at least sixty consecutive days, subject to her continued service and change-in-control provisions in her employment agreement.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported an open‑market sale of 14,000 shares of Series A Common Stock on June 18, 2026 at a weighted average price of $13.23 per share. The sale was made under a Rule 10b5‑1 trading plan adopted on August 21, 2025, indicating it was pre‑scheduled. Following this transaction, she holds a total of 852,192 equity-linked interests, including 73,302 shares of Series A Common Stock, 551,618 unvested restricted stock units, and 227,272 unvested performance stock units.
KVYO reported insider dispositions under Rule 144/10b5-1. The filing lists Restricted Stock Units of 42,000 shares (dated 11/15/2025) identified as the securities to be sold. It also discloses two brokered 10b5-1 sales: 14,000 shares on 05/14/2026 for $199,644.20 and 14,000 shares on 04/16/2026 for $259,548.80.