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.
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Klaviyo, Inc. offers background on its business and details of a secondary offering of up to 6,500,000 shares of Series A common stock (ticker KVYO) by selling stockholders, with an underwriter option for an additional 975,000 shares at $30.01 per share. The prospectus explains the companys product suite, customer scale of over 176,000 businesses as of June 30, 2025, subscription-based revenue tied to active consumer profiles and messaging volume, and the February 2025 launch of Klaviyo B2C CRM. It discloses significant outstanding equity: multiple Series B and Series A shares issuable on option/RPU vesting and shares reserved under incentive plans. The filing discusses lock-up restrictions, Summit Partners planned 500,000-share distribution-in-kind exempt from lock-up, and potential dilution from conversions, exercises, and registered S-8 shares. Extensive legal, tax (including non-U.S. holder rules and FATCA), underwriting, listing, and international offering restrictions are included. The prospectus incorporates numerous SEC filings by reference.
Summit Partners and several affiliated investment vehicles report collective beneficial ownership of Series A Common Stock of Klaviyo, Inc. representing 30,827,778 Series A Shares issuable in respect of Series B Shares held by the Summit Holders and an aggregate stake of 20.87% of the outstanding Series A shares. The filing lists individual holdings by fund: 18,219,907, 11,376,255, 1,123,429, 95,759 and 12,428 Series A Shares (issuable in respect of equivalent Series B Shares) and states the calculation is based on 116,897,730 Series A Shares reported in the issuer's 10-Q, adjusted for the Series B conversion equivalent.
The disclosure shows shared voting and dispositive power over the reported shares through the Summit ownership and management structure and identifies the investment committee members who may be deemed to have authority. The filing does not assert beneficial ownership beyond the reported amounts and references a joint filing agreement and powers of attorney incorporated by reference.