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.
Summit-affiliated funds reported a sequence of transactions in Klaviyo, Inc. on 2026-08-11. They converted 5,000,000 shares of Series B Common Stock into 5,000,000 shares of Series A Common Stock, then sold 5,000,000 Series A shares at $17.71 per share in a sale reported as an open-market or private transaction. Following these transactions, the funds collectively held 13,852,778 shares of Series B Common Stock indirectly through multiple Summit entities, with voting and investment authority delegated to Summit Partners, L.P. and subject to footnoted beneficial-ownership disclaimers.
Klaviyo, Inc. received a notice of intent to sell 1,845,131 shares of its Series A common stock, par value $0.001 per share, through Goldman Sachs & Co. LLC on the NYSE. The proposed sale has an aggregate market value of $33,876,605.16, with 126,937,933 shares of this class outstanding.
The disclosure also lists prior activity labeled as Pre-IPO Transactions, involving 20,086,500 shares of Series A common stock dated September 20, 2023, with a note that equity interests in Klaviyo were purchased pre-IPO.
Klaviyo, Inc. has a notice of proposed sale of Series A common stock by Goldman Sachs & Co. LLC under Rule 144. The filing lists 2,955,112 shares of Series A common stock, par value $0.001 per share, to be sold on the NYSE with an aggregate market value of $54,255,856.32. It also notes that 32,170,006 equity interests in Klaviyo were purchased in pre-IPO transactions on September 20, 2023.
Klaviyo, Inc. has a shareholder planning to sell up to 182,210 shares of Series A common stock, par value $0.001 per share, through Goldman Sachs & Co. LLC on the NYSE. The proposed sale, valued at $3,345,375.60, is indicated with a reference share count of 126,937,933 shares outstanding as of August 11, 2026.
The filing also lists 1,983,585 equity interests dated September 20, 2023, with a note stating that equity interests in the issuer were purchased pre-IPO.
Klaviyo, Inc. filed notice of a proposed sale of 15,531 shares of Series A common stock, par value $0.001 per share. The securities are to be sold through Goldman Sachs & Co. LLC on the NYSE. The filing lists an aggregate market value for these shares of $285,149.16, based on 126,937,933 shares of this class outstanding as of the filing. The notice also references earlier pre-IPO equity purchases and indicates that 169,076 shares of Series A common stock were involved in pre-IPO transactions dated September 20, 2023.
Klaviyo, Inc. has a holder planning to sell Series A common stock, par value $0.001 per share, with Goldman Sachs & Co. LLC listed as the broker. The securities relate to equity interests originally acquired in 2016, with a proposed sale timing around August 11, 2026. The filing also notes a prior sale of Series A common stock on September 20, 2023 tied to pre-IPO transactions, when 21,945 equity interests in the issuer were sold.
FMR LLC and Abigail P. Johnson report beneficial ownership of 6,566,154.63 shares of KLAVIYO INC Class A common stock, representing 4.7% of the class. FMR LLC holds 6,565,288 shares with sole voting power and the full 6,566,154.63 shares with sole dispositive power.
Abigail P. Johnson reports sole dispositive power over the same 6,566,154.63 shares but no voting power. One or more other persons may receive dividends or sale proceeds, but no such person holds more than five percent of the outstanding Class A shares.
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.