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.
A shareholder of KVYO has filed a notice of proposed sale under Rule 144 to sell 117550 shares of Series A stock through Fidelity Brokerage Services LLC. The shares have an aggregate market value of 3568942.25, with 137856147 Series A shares outstanding, and the planned sales are expected to begin around 12/17/2025 on the NYSE.
The securities were originally acquired on 09/25/2012 as founder shares from the issuer in a compensation transaction for 117550 shares. During the past three months, Hodgkins Trust and Hodgkins Llc have already sold several Series A blocks, including 50920 shares for gross proceeds of 1529816.71 on 11/10/2025 and 2266 shares for 67981.00 on 11/11/2025. By signing the notice, the seller represents that they do not know any material adverse information about the issuer’s current or prospective operations that has not been publicly disclosed.
A shareholder has filed a notice to sell 757 Series A shares. The shares are to be sold through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of 22822.56 and 137856147 Series A shares reported as outstanding.
The 757 shares were originally acquired on 09/25/2012 as founders shares from the issuer, paid as compensation. The notice also lists prior three‑month sales by Hodgkins Trust and Hodgkins LLC, including 22224 and 67524 Series A shares sold on 09/15/2025 for gross proceeds of 703493.05 and 2142377.45. The seller represents that they do not know any material adverse information about the issuer’s current or prospective operations that has not been publicly disclosed.
Stephen Rowland filed a notice to sell up to 14,208 KVYO common shares under Rule 144 through Morgan Stanley Smith Barney LLC, with an aggregate market value of 423,966.72. The shares are expected to be sold on or around 12/15/2025 on the NYSE.
The securities to be sold were acquired on 11/15/2025 as restricted stock units from the issuer. The notice also lists prior transactions described as 10b5-1 sales for Stephen Rowland: 7,104 shares sold on 11/17/2025 for gross proceeds of 194,591.35 and 7,105 shares sold on 10/15/2025 for 173,021.72. KVYO had 137,856,147 common shares outstanding.
Klaviyo, Inc. Chief Executive Officer and director Andrew P. Bialecki, a 10% owner, reported multiple transactions in the company’s stock. On December 9–11, 2025, he converted shares of Series B Common Stock into Series A Common Stock and sold several blocks of Series A shares in open-market transactions at weighted average prices around $29–$30 per share, executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025.
He also directed the transfer of 3,419,000 shares of Series B Common Stock in connection with a bona fide gift to a donor-advised fund, which automatically converted into Series A Common Stock under Klaviyo’s certificate of incorporation. Additional Series A shares are reported as indirectly owned through several family trusts and by his spouse, with Bialecki disclaiming beneficial ownership beyond any pecuniary interest.
Klaviyo, Inc. is appointing Chano Fernández as co-Chief Executive Officer alongside co-founder Andrew Bialecki, effective January 1, 2026. The board also amended the company’s bylaws to allow up to two Chief Executive Officers.
Fernández, a current director and interim executive, will be employed through Velocity Global Switzerland GmbH with an annual base salary of CHF 800,000 and a target bonus of CHF 400,000. He is receiving time-based RSUs with an initial value of $33,000,000 vesting in twelve quarterly installments, plus PSUs with an initial value of $36,000,000 that can vest in four tranches if Klaviyo’s Series A stock trades at or above $40.00, $55.00, $70.00, and $85.00 per share for at least sixty consecutive days.
The arrangements include cash severance, partial RSU vesting and PSU vesting acceleration if he is terminated without cause or resigns for good reason, as well as full RSU and certain PSU vesting upon a change in control, subject to continued service.
Klaviyo, Inc. Chief Executive Officer, director and 10% owner Andrew P. Bialecki reported planned share sales under a Rule 10b5-1 trading plan. On 12/02/2025, he converted 142,045 shares of Series B Common Stock into Series A Common Stock and sold the same number of Series A shares at a weighted average price of $28.62 per share. On 12/04/2025, he similarly converted and sold 952 Series A shares at $30 per share. Each Series B share is convertible into one Series A share and has no expiration. Following these transactions, he continued to beneficially own 73,557,899 Series B shares directly, along with additional Series A interests held indirectly through several 2023 family trusts and by his spouse.
An affiliate of issuer KVYO filed a Form 144 notice to sell up to 1,350,000 shares of common stock through Morgan Stanley Smith Barney on the NYSE. The filing shows an aggregate market value of $38,016,000 for these shares and notes that 137,856,147 shares of common stock were outstanding.
The shares to be sold were acquired on May 14, 2025 via previously exercised stock options, paid for in cash. The notice also lists numerous sales of common stock by Andrew Bialecki over the past three months, including both regular open-market sales and trades executed under Rule 10b5-1 arrangements, with individual transactions ranging from 12,903-share lots to larger block sales.
Klaviyo, Inc. reported that it issued a press release sharing its 2025 Black Friday Cyber Monday data. The company furnished this press release as Exhibit 99.1 in a current report, using a Regulation FD disclosure to make the information broadly available to the market. The exhibit and related disclosure are treated as furnished rather than filed under securities laws, which limits their use in certain legal contexts.
Klaviyo, Inc. (KVYO) Chief Executive Officer and director Andrew P. Bialecki reported an insider transaction on 11/24/2025. He converted 144,717 shares of Series B common stock into the same number of Series A shares and then sold 144,717 shares of Series A common stock at a weighted average price of $27.76 per share.
The filing states that these trades were made under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025. Following the transactions, Bialecki directly owns 73,700,896 shares of Series B common stock, which are convertible into Series A shares, and also has additional indirect holdings through family trusts and his spouse.
Klaviyo, Inc. chief legal officer reports stock sales under a trading plan. The reporting officer sold 10,374 shares of Series A common stock on 11/20/2025 at a weighted average price of $27.83 per share and an additional 4,020 shares the same day at a weighted average price of $26.97 per share. These transactions were executed under a Rule 10b5-1 trading plan adopted by the officer. After these sales, the officer beneficially owns 376,472 shares, consisting of 122,874 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.