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. insider Edmond Landon, the Chief Legal Officer, reported planned sales of Series A Common Stock. On January 15, 2026, Landon sold 5,601 shares at a weighted average price of $26.08 and 4,399 shares at a weighted average price of $25.52, in open-market transactions coded as sales.
The filing states these trades were made under a Rule 10b5-1 trading plan adopted on August 21, 2025, which is designed to pre-schedule transactions. After these sales, Landon beneficially owned 343,882 shares, consisting of 90,284 shares of Series A Common Stock and 253,598 unvested restricted stock units that each represent the right to receive one share upon vesting and settlement.
Klaviyo Co-Chief Executive Officer Andrew Bialecki reported a planned share conversion and sale of common stock. On January 13, 2026, he converted 140,646 shares of Series B Common Stock into the same number of Series A Common Stock, then sold those 140,646 Series A shares in two transactions pursuant to a Rule 10b5-1 trading plan adopted on May 20, 2025. The weighted average prices were $27.62 per share for 50,319 shares and $27.29 per share for 90,327 shares, leaving him with no directly held Series A shares and 69,274,090 shares of Series B Common Stock reported as directly owned.
The filing also notes that Bialecki is a director, 10% owner, and Co-Chief Executive Officer, and that Series B shares are convertible one-for-one into Series A with no expiration date. He additionally reports indirect interests through several 2023 trusts and shares held by his spouse, while expressly disclaiming beneficial ownership of those indirect holdings except to the extent of any pecuniary interest.
Klaviyo, Inc. insider activity: Co-Chief Executive Officer and director Andrew Bialecki reported preset stock sales executed under a Rule 10b5-1 trading plan adopted on May 20, 2025. On January 6, 2026, he converted 137,504 shares of Series B Common Stock into Series A Common Stock and sold 135,122 Series A shares at a weighted average price of $28.92 per share and 2,382 shares at a weighted average price of $28.52 per share. On January 7, 2026, he converted a further 16,649 Series B shares into Series A and sold all 16,649 Series A shares at a weighted average price of $30.01 per share. Each Series B share is convertible into one Series A share and has no expiration date. Following these transactions, he reports 69,414,736 Series B shares held directly, with additional Series B shares held indirectly through family trusts and by his spouse, subject to customary beneficial ownership disclaimers.
Klaviyo, Inc. received an updated ownership disclosure showing that Morgan Stanley and certain of its units beneficially own 14,538,026 shares of Klaviyo Series A common stock, representing 10.5% of the class as of the event date of 12/31/2025. Morgan Stanley reports no sole voting or dispositive power over these shares, with 8,343,244 shares subject to shared voting power and all 14,538,026 shares subject to shared dispositive power.
The filing is on a Schedule 13G/A basis, with Morgan Stanley certifying that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Klaviyo. The disclosure also notes that it only reflects securities held by specified Morgan Stanley reporting units and excludes other units whose holdings are disaggregated under SEC guidance.
Klaviyo, Inc. insider Andrew P. Bialecki, who is a director, chief executive officer and 10% owner, reported a planned conversion and sale of company stock. On 12/22/2025, he converted 100,000 shares of Series B Common Stock into 100,000 shares of Series A Common Stock and then sold those 100,000 Series A shares in two transactions. He sold 93,066 shares at a weighted average price of $33.05 and 6,934 shares at a weighted average price of $31.94, leaving no directly held Series A shares after these transactions. The filing notes these trades were executed under a Rule 10b5-1 trading plan adopted on May 20, 2025, and that his remaining economic interest includes a large balance of Series B shares, which are convertible into Series A, including amounts held through various family trusts.
Klaviyo, Inc. reported an insider transaction by its Chief Legal Officer on a Form 4. On 12/18/2025, the officer sold 13,718 shares of Series A Common Stock at a weighted average price of $31.41 per share and 472 shares at a weighted average price of $30.55 per share, both coded as open market sales. These trades were executed under a Rule 10b5-1 trading plan adopted on August 21, 2025. Following the sales, the officer beneficially owned 353,882 shares, consisting of 100,284 shares of Series A Common Stock and 253,598 unvested restricted stock units that each represent the right to receive one share upon vesting and settlement.
Klaviyo, Inc.'s Chief Financial Officer reported selling shares of the company’s Series A Common Stock in pre-planned transactions. On 12/18/2025, the CFO sold 13,540 shares at a weighted average price of $31.41 per share and an additional 460 shares at a weighted average price of $30.59 per share.
After these sales, the CFO beneficially owned 452,174 shares, consisting of 52,642 shares of Series A Common Stock and 399,532 unvested restricted stock units that each represent the right to receive one share upon vesting and settlement. The filing states these trades were made under a Rule 10b5-1 trading plan adopted on August 21, 2025, indicating they were scheduled in advance.
Klaviyo, Inc. insider reports planned stock sales under Rule 10b5-1 plan. A reporting person who is both a director and 10% owner disclosed two sales of Klaviyo Series A common stock on December 17, 2025, executed under a pre-arranged Rule 10b5-1 trading plan adopted on June 12, 2025.
The filing shows a sale of 34,878 shares at a weighted average price of $30.35 per share through the Hodgkins Trust, leaving 133,624 shares beneficially owned through that trust. It also reports a sale of 82,672 shares at a weighted average price of $30.37 per share through Hodgkins LLC, leaving 525,246 shares beneficially owned through that entity.
Both positions are held indirectly, with the reporting person disclaiming beneficial ownership beyond any pecuniary interest. The prices in each transaction reflect multiple individual trades within disclosed price ranges.
KVYO insider filed a Rule 144 notice to sell 39,283 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $1,178,097.17. The issuer has 137,856,147 common shares outstanding, and the proposed sale is expected to occur around 12/18/2025 on the NYSE.
The securities to be sold were acquired as 39,283 restricted stock units from the issuer on 11/15/2024. Over the past three months, 10b5-1 sales for Landon Ramon Edmond on 11/20/2025 totaled 14,394 common shares for gross proceeds of $397,137.66. By signing the notice, the seller represents that they do not know of any undisclosed material adverse information about the issuer’s current or prospective operations.
A shareholder of KVYO filed a notice to sell up to 56,000 shares of the company’s common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of $1,679,440.00. The shares are listed on the NYSE, and the approximate sale date disclosed is December 18, 2025.
The securities to be sold were acquired on November 15, 2025 as restricted stock units from the issuer in the same 56,000‑share amount. The filing also lists “10b5-1 Sales for AMANDA WHALEN” over the past three months: 15,000 common shares sold on November 14, 2025 for gross proceeds of $428,881.50 and 15,000 common shares sold on October 10, 2025 for $375,397.50. The table shows 137,856,147 common shares outstanding.