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.
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.
Klaviyo, Inc. director Roxanne Oulman reported equity awards and a share conversion. She received 14,822 restricted stock units (RSUs) of Series A Common Stock, which vest in full on the earlier of June 9, 2027 or the company’s next annual shareholder meeting, subject to continued board service.
She also converted 8,169 shares of Series B Common Stock into 8,169 shares of Series A Common Stock. After these transactions, she holds 37,343 Series A shares directly, consisting of 22,521 shares and 14,822 unvested RSUs, plus 46,666 Series B shares held indirectly through the Roxanne Oulman 2025 GRAT, where she serves as trustee and disclaims beneficial ownership beyond any pecuniary interest.
St. Ledger Susan reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Susan St. Ledger received a grant of 14,822 restricted stock units (RSUs) of Series A Common Stock on June 9, 2026 under the 2023 Stock Option and Incentive Plan. The RSUs vest in full on June 9, 2027 or the next annual meeting, subject to continued board service. After this grant, she holds 25,761 Series A Common Stock shares and RSUs in total, including 10,939 shares and 14,822 unvested RSUs.
Ceran Jennifer reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. director Jennifer Ceran received a grant of 14,822 restricted stock units, each tied to one share of Series A Common Stock, at no cash cost per unit. These RSUs vest in full on the earlier of June 9, 2027 or Klaviyo’s next annual shareholder meeting, contingent on her continued board service. Following this award, Ceran’s stake comprises 30,691 shares of Series A Common Stock and 14,822 unvested RSUs, totaling 45,513 shares and share-equivalents.