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 Form 144 notice to sell 14,394 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE. The planned sale has an aggregate market value of $396,410.76 and is expected to occur around 11/20/2025.
The shares come from restricted stock units that were acquired from the issuer on 11/15/2025, with the same 14,394 shares listed as acquired and to be sold. The issuer reports 137,856,147 shares outstanding; this is a baseline figure, not the amount being sold. The section covering securities sold in the past three months shows no additional sales for this person in the excerpt provided.
Klaviyo CEO Andrew P. Bialecki reported the conversion and sale of 147,329 shares of Series A Common Stock on November 18, 2025 under a Rule 10b5-1 trading plan. The transaction involved converting 147,329 shares of Series B Common Stock into Series A Common Stock, followed by a sale of 147,329 Series A shares at a weighted average price of $27.16 per share in multiple trades between $26.62 and $27.59.
Following these transactions, Bialecki directly held 73,845,613 derivative securities representing Series B Common Stock, each convertible into one share of Series A Common Stock. Additional indirect holdings are reported through several 2023 trusts and by his spouse, covering millions of additional shares, with beneficial ownership of those trust-held shares disclaimed except to the extent of any pecuniary interest.
Klaviyo, Inc. (KVYO) reported insider equity transactions by its President on Form 4. On 11/15/2025 and 11/17/2025, the officer converted 22,855 and 28,457 shares of Series B Common Stock into Series A Common Stock in connection with tax withholding obligations related to vesting and settlement of restricted stock units (RSUs.
The company withheld 34,326 shares of Series A Common Stock to cover taxes and the officer sold 7,104 Series A shares at a weighted average price of $27.39 per share under a Rule 10b5-1 trading plan adopted on November 22, 2024. Following these transactions, the officer beneficially owned 441,398 Series A shares (including vested and unvested RSUs) and 359,184 unvested RSUs tied to Series B Common Stock.
Klaviyo, Inc. (KVYO) reported equity compensation activity for its Chief Legal Officer through a Form 4 filing. On 11/15/2025 and 11/17/2025, shares of Series B Common Stock automatically converted into Series A Common Stock in connection with the vesting and settlement of restricted stock units (RSUs). The company also withheld 24,218 shares of Series A Common Stock at a price of $28.61 per share to satisfy tax withholding obligations tied to these RSUs, rather than conducting open-market transactions. After these events, the officer directly holds 137,268 shares of Series A Common Stock, 253,598 unvested RSUs for Series A Common Stock under the 2023 Stock Option and Incentive Plan, and 22,500 unvested RSUs for Series B Common Stock under the 2015 Stock Incentive Plan.
Klaviyo, Inc. insider reports share withholding for taxes
A reporting person who is both a director and interim executive officer of Klaviyo, Inc. (KVYO) reported a transaction in Series A Common Stock on 11/15/2025. The filing shows that 43,533 shares of Series A Common Stock were disposed of at a price of $28.61 per share, identified as code "F," which represents shares withheld by the company to satisfy tax withholding obligations tied to the vesting and settlement of restricted stock units (RSUs).
Following this tax withholding event, the insider beneficially owns 83,852 shares of Series A Common Stock. This total consists of 78,032 shares of Series A Common Stock and 5,820 unvested RSUs granted under Klaviyo’s 2023 Stock Option and Incentive Plan, with each RSU representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.
Klaviyo, Inc. (KVYO) reported insider share activity by its Chief People Officer on Form 4. The executive had 24,817 shares of Series A Common Stock withheld on 11/15/2025 to cover tax obligations triggered by the vesting of restricted stock units.
On 11/17/2025, the officer sold 7,120 shares at a weighted average price of $27.74, with individual trades ranging from $27.39 to $28.31 per share, and a further 4,036 shares at a weighted average price of $27.11, with trades between $26.99 and $27.20 per share. These sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on November 26, 2024.
After these transactions, the officer beneficially owns 639,860 shares of Series A Common Stock, including 102,211 shares currently held and 537,649 unvested RSUs that each represent the right to receive one share upon vesting and settlement.
Klaviyo, Inc. (KVYO) reported insider transactions by its Chief Financial Officer on a Form 4. On 11/14/2025 and 11/15/2025, the CFO converted shares of Series B Common Stock into Series A Common Stock and executed related sales and tax withholdings under a Rule 10b5-1 trading plan adopted on August 16, 2024.
The CFO acquired 15,000 and 29,513 shares of Series A Common Stock through conversions and sold 15,000 shares in total at weighted average prices of $28.61 and $27.89, with additional shares withheld to cover RSU tax obligations. After these transactions, the CFO beneficially owned 466,174 shares of Series A Common Stock and 348,963 derivative securities tied to Series B Common Stock and RSUs.
KVYO insider Stephen Rowland filed a notice to sell company stock under Rule 144. The filing covers a planned sale of 7,104 common shares of KVYO through Morgan Stanley Smith Barney LLC on the NYSE, with an indicated aggregate market value of $203,245.44 and reference to 137,856,147 shares outstanding. These shares were acquired as restricted stock units from the issuer on 11/15/2025. Over the prior three months, Rowland conducted three separate Rule 10b5-1 sales of 7,105 common shares each, with disclosed gross proceeds of $173,021.72, $226,542.59, and $223,528.27. By signing the notice, the seller represents that he is not aware of any undisclosed material adverse information about KVYO.
An affiliate of the issuer has filed a notice to sell 11,156 Series A shares through Fidelity Brokerage Services LLC on the NYSE, with an approximate sale date of 11/17/2025 and an aggregate market value of 319,284.72. These shares were acquired on 11/14/2025 via restricted stock vesting as compensation from the issuer.
The seller, Carmel Galvin, previously sold 11,155 Series A shares on 08/18/2025 for gross proceeds of 353,264.99. By signing the notice, the seller represents they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Shopify Strategic Holdings 3 LLC and Shopify Inc. filed Amendment No. 3 to their Schedule 13D on Klaviyo (KVYO), reporting beneficial ownership of 32,027,518 shares of Series A Common Stock equivalent, representing 18.85% of the class as of the filing date.
The stake comprises 16,284,344 shares of Series B Common Stock held directly and an Investment Option exercisable for an additional 15,743,174 Series B. Each Series B share is convertible into one Series A share. The amendment reflects warrant vesting of 344,382, 344,383, and 344,381 on April 28, July 28, and October 28, 2025, respectively, and subsequent exercises on April 28, July 28, and November 14, 2025. Klaviyo had 137,856,147 Series A shares outstanding as of October 31, 2025, per its Form 10‑Q.