Klaviyo, Inc. SEC Filings

Klaviyo (KVYO): Ed Hallen filed Amendment No. 1 to Schedule 13G reporting beneficial ownership of 32,879,098 shares of Series A common stock, representing 19.4% of the class.

The holdings include 31,999,106 shares issuable upon conversion of Series B common stock held directly, 177,776 shares held by the Hodgkins Trust, and 702,216 shares held by Hodgkins LLC. He reports sole voting and dispositive power over all 32,879,098 shares. The ownership is presented as of September 30, 2025.

Shares outstanding were 137,345,197 Series A shares as of September 30, 2025; this is a baseline figure, not the amount being reported as owned.

Klaviyo (KVYO): Andrew Bialecki filed a Schedule 13G/A reporting beneficial ownership of 83,050,885 shares of Series A Common Stock, equal to 37.7% of the class as of September 30, 2025.

The percentage is based on 137,345,197 shares of Series A outstanding as of that date, plus shares issuable upon conversion of Series B Common Stock beneficially owned by Bialecki. He has sole voting and sole dispositive power over 83,050,885 shares. The reported amount includes shares underlying Series B held directly and through family and trust entities.

Klaviyo, Inc. reported third‑quarter results for the period ended September 30, 2025. Revenue reached $310,880 with gross profit of $234,737. Operating loss was $(10,836), and net loss narrowed to $(426). Cash and cash equivalents were $980,267, supported by nine‑month operating cash flow of $124,847.

The company ended the quarter with remaining performance obligations of $215.7 million, indicating contracted revenue ahead. It cited 183,000+ customers and 3,563 customers generating over $50,000 of ARR, while dollar‑based net revenue retention was 109%. International momentum continued, with EMEA and APAC contributing meaningfully to year‑to‑date revenue.

Klaviyo expanded facilities, increasing right‑of‑use assets and lease liabilities, and recorded $4.2 million in restructuring costs tied to a workforce reduction of ~3%. The Shopify collaboration continued to impact selling and marketing, with fees and amortization of prepaid marketing expense recognized during the quarter.

Klaviyo, Inc. (KVYO) furnished an 8-K to announce its third-quarter results. On November 5, 2025, the company issued a press release with financial results for the quarter ended September 30, 2025, which is included as Exhibit 99.1.

The information was furnished under Item 2.02 (Results of Operations and Financial Condition) and is expressly stated as furnished—not filed—so it is not subject to Section 18 of the Exchange Act and will not be incorporated by reference unless specifically stated. The filing also includes Exhibit 104 (Cover Page Interactive Data File).

FMR LLC filed a Schedule 13G reporting a significant stake in Klaviyo Inc. The filing discloses beneficial ownership of 8,240,030.67 shares of Class A common stock, representing 6.7% of the class as of 09/30/2025.

FMR reports sole voting power over 8,236,578 shares and sole dispositive power over 8,240,030.67 shares, with no shared voting or dispositive power. Abigail P. Johnson is also a reporting person, reflecting beneficial ownership with sole dispositive power over 8,240,030.67 shares. The certification states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.

The filing notes one or more other persons have rights to receive dividends or sale proceeds from these shares, and no single such person holds more than five percent of the total outstanding Class A common stock.

Klaviyo, Inc. (KVYO) President reported an open-market sale of Series A Common Stock. On 10/15/2025, the reporting person sold 7,105 shares at a weighted average price of $24.35 per share, with individual trades executed between $23.87 and $24.85. The transaction was made under a Rule 10b5-1 trading plan adopted on November 22, 2024.

Following the sale, the reporting person beneficially owns 431,516 equity interests, consisting of 121,965 shares of Series A Common Stock and 309,551 unvested RSUs awarded under the 2023 Stock Option and Incentive Plan. Ownership is reported as direct.

Klaviyo (KVYO) CEO, director, and 10% owner Andrew P. Bialecki reported a planned trade under a Rule 10b5-1 plan. On 10/14/2025, he converted 163,331 shares of Series B Common Stock into Series A Common Stock, then sold 163,331 Series A shares at a weighted average price of $24.37, with trades ranging from $23.67 to $24.655.

Following the transaction, his directly held Series A balance was 0 shares. He reports continuing direct ownership of Series B Common Stock convertible into 74,133,406 shares of Series A. He also reports indirect holdings of Series B convertible into 7,517,410, 517,006, 517,006, and 43,218 Series A shares via family trusts and spouse, as disclosed.

KVYO: A selling stockholder filed a Form 144 notice for the proposed sale of 7,105 shares of common stock, with an aggregate market value of $173,646.20. The approximate sale date is 10/15/2025, and the broker listed is Morgan Stanley Smith Barney LLC Executive Financial Services on the NYSE.

The shares to be sold were acquired as Restricted Stock Units on 08/15/2025 in the amount of 7,105. The notice also lists recent 10b5-1 sales for Stephen Rowland, including 7,105 shares on 08/18/2025 for gross proceeds of $223,528.27 and 7,105 shares on 09/15/2025 for $226,542.59. Shares outstanding were 116,897,730.

A company officer completed multiple open-market transactions under a Rule 10b5-1 plan on 10/10/2025. The reporting person, the Chief Financial Officer, acquired 15,000 shares of Series B common stock and sold a total of 15,000 shares of Series A common stock in two blocks: 9,808 shares at a weighted-average price of $25.33 and 5,192 shares at a weighted-average price of $24.45. After these transactions the officer reports beneficial ownership of 481,719 shares of Series A common stock (including 439,032 unvested RSUs) and beneficial ownership of 393,476 derivative-linked shares (including 209,101 Series B shares and 184,375 unvested RSUs).

The filing discloses the trades were made pursuant to a 10b5-1 trading plan adopted on 8/16/2024, and notes that each Series B share converts into one Series A share. The reporting person signed the form via attorney-in-fact on 10/10/2025.