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Klaviyo, Inc. SEC Filings

KVYO NYSE

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.

Chasing Klaviyo’s customer-centric growth story means digging through pages of SaaS metrics—ARR, churn, segment revenue—that sprawl across every filing. If you’ve asked, “How are Klaviyo SEC filings explained simply?”, you already know the challenge. Our platform attacks that complexity head-on with AI-powered summaries that surface exactly where Klaviyo discloses net revenue retention, privacy risks, or new Shopify integrations.

Stop scrolling through dense exhibits. Stock Titan delivers real-time alerts and plain-language context for every document, from the Klaviyo annual report 10-K simplified to each Klaviyo quarterly earnings report 10-Q filing. Need to spot insider moves? We stream Klaviyo Form 4 insider transactions real-time, making it easy to track Klaviyo executive stock transactions Form 4 around lock-up expirations. Wondering about sudden announcements? Our engine dissects Klaviyo 8-K material events explained within minutes of hitting EDGAR.

Questions like “What’s in the Klaviyo proxy statement executive compensation?” or “Where can I find a concise Klaviyo earnings report filing analysis?” are answered in one dashboard. You’ll also see

  • AI-generated red-flag highlights for risk factors
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Whether you’re monitoring Klavyio insider trading Form 4 transactions or simply understanding Klaviyo SEC documents with AI, our coverage turns dense disclosures into actionable insights—without the buzzwords or the busywork.

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A Klaviyo insider disclosure shows CFO Amanda Whalen effected share conversions and a small sale under a 10b5-1 plan on 09/12/2025. The report states the Reporting Person converted 11,204 shares of Series B common stock into Series A common stock and acquired 11,204 Series A shares. Separately, 15,000 shares of Series A were sold at a weighted-average price of $31.50 per share, reducing reported beneficial ownership to 481,719 shares. Holdings include 42,687 Series A shares and 439,032 unvested RSUs under the 2023 plan, plus 224,101 Series B shares and 184,375 RSUs under the 2015 plan that are referenced in footnotes.

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Ed Hallen, a director and reported 10% owner of Klaviyo, Inc. (KVYO), reported transfers on 09/11/2025. The filing shows a total of 990,000 shares of the issuer's common stock moved the same day: 200,000 shares of Series A Common Stock were transferred to Hodgkins Trust and 790,000 shares to Hodgkins LLC, both described as for estate planning purposes and for no consideration. The report also shows the Reporting Person held 990,000 shares of Series B Common Stock (convertible into Series A) and discloses the conversion feature. The Form 4 was signed by an attorney-in-fact on 09/12/2025.

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Susan St. Ledger, a director of Klaviyo, Inc. (KVYO), sold 3,413 shares of the issuer's Series A Common Stock on 09/10/2025 at $32.20 per share under a Rule 10b5-1 trading plan adopted June 11, 2025. After the reported sale she beneficially owns 10,939 shares, composed of 5,119 vested Series A shares and 5,820 unvested restricted stock units that convert to one share each upon vesting. The sale was reported on a Form 4 and executed through an attorney-in-fact.

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Andrew P. Bialecki, Klaviyo, Inc. CEO, director and reported 10% owner, effected transactions on 09/09/2025 under a Rule 10b5-1 plan adopted May 20, 2025. The reporting person caused the conversion/acquisition of 220,481 shares of Series B Common Stock and the subsequent sale of 220,481 shares of Series A Common Stock at a weighted average price of $31.96 per share. The filing discloses various indirect holdings through trusts and lists total Series A Common Stock reported following the transactions as 70,602,789 shares directly and additional indirect holdings through identified trusts.

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Summit Partners entities reported transactions in Klaviyo, Inc. (KVYO). On 09/08/2025 the reporting parties converted 4,000,000 shares of Series B common stock into 4,000,000 shares of Series A common stock and simultaneously sold 4,000,000 shares of Series A common stock at $31.87 per share. Following the reported transactions the reporting group beneficially owns a total of 18,852,778 shares of Series A common stock on an indirect basis through multiple Summit funds and related entities. The filing discloses the ownership structure and the investment committee members who may have voting and dispositive authority.

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Klaviyo, Inc. (KVYO) filed a Form 144 reporting a proposed sale of restricted shares by an insider. The notice covers 3,413 Series A shares with an aggregate market value of $109,898.60 against 116,897,730 shares outstanding. The filing lists an approximate sale date of 09/10/2025 on the NYSE. The shares were acquired on 06/10/2025 through restricted stock vesting as compensation and payment was recorded on that date. The filer reports no securities sold in the past three months and includes the standard representational statement about material nonpublic information.

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Klaviyo, Inc. (KVYO) Form 144 notice reports a proposed sale of 1,613 shares of Series A common stock through Barclays Capital Inc. on or about 09/08/2025, with an aggregate market value of $53,551.60. The filing lists 116,897,730 shares outstanding.

The shares were originally acquired 09/20/2023 in pre-IPO transactions from Klaviyo, Inc.; the filer received 21,945 shares at that time and indicates full equity payment. No sales by the filer in the past three months are reported.

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Form 144 notice indicates a proposed sale of 12,425 shares of Series A common stock on the NYSE with an aggregate market value of $412,510, scheduled approximately for 09/08/2025. The securities were acquired on 09/20/2023 in pre-IPO transactions from Klaviyo, Inc., with the filer reporting acquisition of 169,076 shares on that date. The issuer outstanding share count is listed as 116,897,730. The filing shows no sales in the past three months and includes the standard representation that the seller is not aware of undisclosed material adverse information. Several identifying fields for the filer and issuer are not populated in the provided content.

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Klaviyo, Inc. filed a Form 144 reporting a proposed sale of 145,768 shares of its Series A common stock, with an aggregate market value of $4,839,497.60. The shares are scheduled for sale on 09/08/2025 on the NYSE. The filer acquired 1,983,585 shares on 09/20/2023 in pre-IPO transactions from Klaviyo, Inc., and indicates the purchase was paid with equity interests in the issuer. No securities of the issuer were reported sold by the filer in the past three months. The filing includes the required representation that the seller is not aware of undisclosed material adverse information about the company.

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Klaviyo, Inc. (KVYO) filed a Form 144 reporting a proposed sale of 1,476,104 Series A common shares, with an aggregate market value of $49,006,652.80. The shares represent a portion of the company's 116,897,730 outstanding shares and are slated for sale on or about 09/08/2025 through Barclays Capital Inc. The filing states these shares were acquired 09/20/2023 in pre-IPO transactions from Klaviyo, Inc., totaling 20,086,500 shares acquired then, with equity interests purchased pre-IPO as the form of payment. The filer affirms they are unaware of undisclosed material adverse information regarding the issuer.

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FAQ

What is the current stock price of Klaviyo (KVYO)?

The current stock price of Klaviyo (KVYO) is $28.71 as of December 2, 2025.

What is the market cap of Klaviyo (KVYO)?

The market cap of Klaviyo (KVYO) is approximately 8.5B.
Klaviyo, Inc.

NYSE:KVYO

KVYO Rankings

KVYO Stock Data

8.50B
136.49M
0.39%
88.56%
2.24%
Software - Infrastructure
Services-prepackaged Software
Link
United States
BOSTON