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.
Klaviyo, Inc. is asking stockholders to approve three items at its June 9, 2026 virtual annual meeting: re‑elect three Class III directors, hold an advisory vote on executive pay, and ratify Deloitte & Touche LLP as auditor for 2026.
The proxy also highlights 2025 results, including revenue of $1.234 billion, up 32% from $937 million in 2024, improved operating margin from (9)% to (5)%, non‑GAAP operating margin rising from 12% to 14%, and operating cash flow increasing from $166 million to $218 million, with cash and cash equivalents above $1 billion. Klaviyo reports more than 193,000 business customers and growing adoption of its autonomous B2C CRM platform and AI‑powered agents.
Shopify Strategic Holdings 3 LLC, a subsidiary of Shopify Inc. and a significant holder of Klaviyo, Inc., exercised derivative positions linked to Klaviyo stock. The entity exercised rights over a total of 688,762 shares through two in-the-money derivative exercises, each involving 344,381 shares. Following these transactions, the filing shows 16,973,108 shares held after one exercise and 1,721,912 derivative warrant shares remaining after the other, indicating a large continuing position in Klaviyo. Shopify Inc. is listed as an indirect beneficial owner and disclaims ownership beyond its economic interest.
Klaviyo Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 7,531,915 shares of Klaviyo common stock, representing 5.17% of the class as of 03/31/2026. The filing attributes sole dispositive power for these shares to Vanguard Portfolio Management and lists affiliated investment vehicles and managed accounts in its disclosure. The filing was signed on 04/29/2026.
Klaviyo, Inc. Chief Legal Officer Edmond Landon reported an open-market sale of 9,623 shares of Series A Common Stock at $20.00 per share. The transaction was executed pursuant to a Rule 10b5-1 trading plan adopted on August 21, 2025.
After this sale, Landon holds equity interests totaling 584,124 units, consisting of 74,332 shares of Series A Common Stock, 379,922 unvested restricted stock units, and 129,870 unvested performance stock units, each unit representing the contingent right to receive one share upon vesting and settlement.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice to propose resale of 9,623 restricted stock units of KVYO. The filing lists two recent 10b5-1 open-market sales by Landon Ramon Edmond: 15,093 shares on 03/05/2026 and 14,366 shares on 03/12/2026.
Edmond Landon reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. reported that Chief Legal Officer Edmond Landon received equity awards of Series A Common Stock in the form of restricted and performance stock units. He was granted 151,515 restricted stock units (RSUs) and 129,870 performance stock units (PSUs), each settling into one share upon vesting.
The RSUs vest over quarterly installments, with 50% vesting in eight equal quarterly tranches starting on May 15, 2026 and the remaining 50% vesting in four quarterly installments afterward, subject to continued service. The PSUs can vest in up to three tranches over a two-year measurement period if specified stock price targets are met.
Those PSU tranches require the average closing price of Klaviyo’s Series A Common Stock to reach $30.00, $50.00, and $75.00 per share, each sustained for at least sixty consecutive calendar days, and also depend on Landon’s continued service. After these grants, his holdings consist of 83,955 shares of Series A Common Stock, 379,922 unvested RSUs, and 129,870 unvested PSUs.
Galvin Carmel reported acquisition or exercise transactions in this Form 4 filing.
Klaviyo, Inc. reported that Chief People Officer Carmel Galvin received equity awards in the form of Series A Common Stock. Galvin was granted 189,393 restricted stock units (RSUs) and 162,337 performance stock units (PSUs) under the company’s 2023 Stock Option and Incentive Plan.
Each RSU and PSU represents the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Fifty percent of the RSUs vest in eight equal quarterly installments starting on May 15, 2026, with the remaining 50% vesting in four additional quarterly installments, subject to continued service.
The PSUs can vest in up to three tranches over a two-year measurement period if specified stock price and service conditions are met. Tranche stock price targets are $30.00, $50.00, and $75.00 per share, based on an average closing price over at least sixty consecutive calendar days. Following these grants, Galvin’s holdings consist of 130,487 shares of Series A Common Stock, 675,716 unvested RSUs, and 162,337 unvested PSUs.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported multiple equity transactions involving Series A and Series B Common Stock. On April 15, 2026, she received 265,151 restricted stock units and 227,272 performance stock units, both granted at no cash cost as equity compensation.
The RSUs vest quarterly over time, while the PSUs can vest in up to three tranches over two years if Klaviyo’s Series A stock sustains average closing prices of $30.00, $50.00, and $75.00 per share for at least sixty consecutive days per tranche. On April 16, 2026, Whalen converted 4,293 shares of Series B into Series A and sold 14,000 Series A shares at a weighted average price of $18.54 per share under a pre-arranged Rule 10b5-1 trading plan, leaving her with 895,141 Series A shares and 297,112 Series B shares held directly.
Klaviyo, Inc. director and Co-CEO Andrew Bialecki converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock and sold all of the resulting Series A shares in open-market transactions on April 14, 2026.
The sales, executed at weighted average prices around $17 per share, were carried out under a pre-arranged Rule 10b5-1 trading plan. Following these transactions, Bialecki holds 67,344,118 shares of Series B Common Stock directly and has additional indirect interests through several 2023 trusts and shares held by his spouse.
Morgan Stanley Smith Barney LLC filed a Form 144 reporting a proposed sale of 28,000 Restricted Stock Units dated 11/15/2025. The filing lists two prior 10b5-1 sales by Amanda Whalen: 14,000 shares on 02/13/2026 for $264,356.40 and 14,000 shares on 03/12/2026 for $274,108.80.