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. 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.
Morgan Stanley Smith Barney LLC disclosed proposed and completed affiliate sales of Common stock tied to a 10b5-1 plan for Landon Ramon Edmond. The excerpt lists three 10b5-1 sales: 12/18/2025 14,190 shares for $445,308.63, 01/15/2026 10,000 shares for $258,350.00, and 03/05/2026 15,093 shares for $304,238.00.
The filing also lists 14,366 Restricted Stock Units dated 08/15/2024 as securities to be sold.
Klaviyo, Inc. Schedule 13G/A amendment reports that Morgan Stanley holds 4.1% of Series A Common Stock as shown on the cover page.
The cover shows shared voting power 717,515 and shared dispositive power 5,988,235. The filing states Morgan Stanley has "ceased to be the beneficial owner of more than five percent of the class of securities."
Klaviyo, Inc. Chief Legal Officer Edmond Landon sold 15,093 shares of Series A Common Stock in an open-market transaction. The weighted average sale price was $20.16 per share, with individual trades ranging from $20.00 to $20.63 per share.
The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on August 21, 2025. After this transaction, Landon’s holdings consist of 98,321 shares of Series A Common Stock and 228,407 unvested restricted stock units, each RSU representing a right to receive one share upon vesting and settlement.
Klaviyo, Inc. director and Co-CEO Andrew Bialecki reported derivative conversions and share sales. On March 3, 2026, he converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock at a stated price of $0.0000 per share.
On the same date, he sold a total of 200,000 Series A Common shares in open-market transactions, including 154,022 shares at a weighted average price of $18.86 (with individual trades between $18.22 and $19.21) and 45,978 shares at a weighted average price of $17.90 (with trades between $17.52 and $18.21), pursuant to a Rule 10b5-1 trading plan adopted on May 20, 2025.
After these transactions, he directly held 68,550,945 Series B shares and no Series A shares. Additional Series B shares are reported as held indirectly by the Andrew P. Bialecki Grantor Retained Annuity Trust I of 2023 (7,517,410 shares), the Elizabeth L. Bialecki Irrevocable GST Trust of 2023 (517,006 shares), the Andrew P. Bialecki Irrevocable GST Trust of 2023 (517,006 shares), and his spouse (43,218 shares), with the filing stating that he disclaims Section 16 beneficial ownership of the trust-held shares except to the extent of any pecuniary interest.
Morgan Stanley Smith Barney LLC submitted Rule 144 notices disclosing restricted stock unit sales related to KVYO. The filing lists two 10b5-1 sales by Stephen Rowland: 7,104 shares on 12/15/2025 for $209,223.94 and 7,104 shares on 01/15/2026 for $184,700.52. The securities were originally granted as RSUs on 08/15/2024.
Klaviyo, Inc. announced that its board of directors has authorized a share repurchase program allowing the company to buy back up to $500 million of its issued and outstanding Series A common stock. This gives the company flexibility to return capital to stockholders over time.
The company may repurchase shares in the open market, through privately negotiated deals, or using Rule 10b5-1 trading plans, in compliance with applicable securities laws. As part of this program, Klaviyo plans to imminently enter into an accelerated share repurchase for $100 million of Series A common stock. The program has no expiration date, does not require any minimum number of shares to be repurchased, and can be modified, suspended, or discontinued at any time based on factors such as stock price and market conditions.
KVYO reports Rule 144 sales covering 1,350,000 shares of common stock, listed as resulting from previously exercised stock options and routed through Morgan Stanley Smith Barney LLC. The filing lists aggregate proceeds of $21,438,000.00 and includes numerous dated sale entries and 10b5-1 transactions through 02/24/2026.
Klaviyo, Inc.'s Chief Legal Officer Edmond Landon reported RSU-related share activity in Series A and Series B Common Stock. On February 15 and 17, 2026, he converted a total of 22,500 shares of Series B Common Stock into an equal number of Series A shares in connection with RSU vesting.
In a separate transaction on February 15, 2026, 24,561 Series A shares were withheld at $18.60 per share to cover tax obligations tied to these RSUs, rather than being sold on the open market. Following these transactions, his holdings consist of 113,414 Series A shares and 228,407 unvested RSUs, each RSU representing a right to receive one Series A share upon vesting.
Klaviyo, Inc. Chief People Officer Galvin Carmel reported a tax-withholding share disposition related to equity compensation. On the transaction date, 23,050 shares of Series A Common Stock were withheld by Klaviyo at $18.60 per share to satisfy tax obligations from vesting restricted stock units. After this withholding, Carmel’s direct interest consists of 130,487 shares of Series A Common Stock and 486,323 unvested RSUs, each RSU representing the right to receive one share of Series A Common Stock upon vesting and settlement, for a total of 616,810 shares and RSUs reported.
Klaviyo, Inc. director and Co‑Chief Executive Officer Luciano Fernandez Gomez reported a tax-related share disposition. On the reported date, 23,308 shares of Series A Common Stock were withheld by Klaviyo to cover tax obligations tied to vesting and settlement of restricted stock units, rather than sold in the open market. Following this withholding, his holdings consist of 145,874 shares of Series A Common Stock, plus 1,008,471 unvested RSUs and 1,193,238 unvested performance stock units, each representing the right to receive one share upon vesting and settlement.