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 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.
Klaviyo, Inc. Chief Executive Officer, director and 10% owner Andrew P. Bialecki reported stock transactions in Klaviyo carried out under a Rule 10b5-1 trading plan adopted on May 20, 2025. On December 16, 2025, he converted 138,648 shares of Series B Common Stock into Series A Common Stock and sold 138,648 Series A shares at a weighted average price of $29.04 per share, with sale prices ranging from $28.58 to $29.42. On December 17, 2025, he converted 100,000 Series B shares and sold 100,000 Series A shares at a weighted average price of $30.4 per share, in transactions between $30.00 and $30.71. After these trades, Bialecki directly held 69,668,889 shares of Series B Common Stock and reported additional indirect interests, including 7,517,410 Series A shares held by the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023, for which he disclaims beneficial ownership except to the extent of any pecuniary interest.
Klaviyo, Inc. disclosed that its Chief Legal Officer, Landon Edmond, made a bona fide gift of 8,400 shares of Series A Common Stock on 12/15/2025. The shares were transferred at a price of $0 per share to a donor-advised fund.
After this transaction, Edmond beneficially owns 368,072 equity interests in Klaviyo, consisting of 114,474 shares of Series A Common Stock and 253,598 unvested restricted stock units, each representing the contingent right to receive one Series A share upon vesting and settlement.
Klaviyo, Inc.’s president reported selling shares of Series A Common Stock in an insider transaction. On 12/15/2025, the officer sold 3,913 and 3,191 shares at weighted average prices of $29.81 and $29.01 per share, respectively. These sales were executed pursuant to a Rule 10b5-1 trading plan adopted on November 22, 2024.
After the reported sales, the president beneficially owns 434,294 securities, consisting of 150,495 shares of Series A Common Stock and 283,799 unvested restricted stock units, each representing the contingent right to receive one share upon vesting and settlement. All reported holdings are listed as directly owned.
A reporting person who is both a director and 10% owner of Klaviyo, Inc. reported selling shares of the company’s Series A Common Stock on December 15, 2025. An affiliated trust sold 157 shares at a weighted average price of $30.13 per share, leaving 168,502 shares indirectly held through the trust. A related LLC sold 600 shares at a weighted average price of $30.15 per share, with 607,918 shares remaining indirectly owned through the LLC. The sales were made under a Rule 10b5-1 trading plan adopted on June 12, 2025, and the reporting person disclaims beneficial ownership of the trust and LLC shares beyond any pecuniary interest.