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. co‑CEO Andrew Bialecki converted and sold shares under a pre‑planned trading arrangement. On April 7, 2026, he converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock, then sold those 200,000 Series A shares in open‑market transactions at a weighted‑average price of $18.63 per share pursuant to a Rule 10b5‑1 trading plan adopted on May 20, 2025. Following the conversion, he held 67,544,118 shares of Series B Common Stock directly. Additional Series B shares are held indirectly through several 2023 trusts and by his spouse, for which he disclaims beneficial ownership except to any pecuniary interest.
KVYO affiliate proposes sale of 637,778 shares of Common Stock. The filing lists the securities as from previously exercised stock options and shows $12,251,715.38 on the same line. The activity is associated with repeated 10b5-1 scheduled sales by Andrew Bialecki across Jan–Apr 2026.
The entries list multiple daily dispositions (examples shown) executed under 10b5-1 plans and other cash sales; timing and methods are reported as individual sale dates in the excerpt.
Klaviyo, Inc. Co-Chief Executive Officer Andrew Bialecki reported a planned conversion-and-sale of company stock. He converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock and sold all 200,000 Series A shares in an open‑market transaction at a weighted average price of $19.42 per share, with individual trades ranging from $18.85 to $19.75. These trades were executed under a pre‑arranged Rule 10b5-1 trading plan adopted on May 20, 2025, indicating they were scheduled in advance.
Following the transactions, Bialecki holds 67,744,118 shares of Series B Common Stock directly. The filing also shows substantial additional Series B holdings held indirectly through several 2023 trusts and by his spouse, where he disclaims Section 16 beneficial ownership except for any pecuniary interest.
Klaviyo Inc Schedule 13G/A: The Vanguard Group amended its beneficial ownership filing to report 0 shares of Klaviyo Inc common stock, representing 0% of the class. The amendment notes an internal realignment effective January 12, 2026, under SEC Release No. 34-39538, after which certain subsidiaries will report separately.
Klaviyo, Inc. co-CEO Andrew Bialecki executed a planned option conversion and share sale. He converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock at a conversion price of $0.0000 per share, then sold all 200,000 Series A shares at a weighted average price of $18.17 per share in open-market transactions.
These trades were made under a Rule 10b5-1 trading plan adopted on May 20, 2025. Following the transactions, he holds 67,944,118 shares of Series B Common Stock directly and additional indirect interests through 2023 trusts and shares held by his spouse, each tied to Series B that is convertible 1-for-1 into Series A with no expiration.
Klaviyo, Inc. director and Co‑Chief Executive Officer Andrew Bialecki reported a pre‑planned conversion and sale of shares. On March 17, 2026, he converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock, then sold all 200,000 Series A shares in open‑market transactions.
The sales were executed at weighted average prices of $19.60 and $19.15 per share under a Rule 10b5‑1 trading plan adopted on May 20, 2025. Following these transactions, he continued to hold a substantial direct position in Series B Common Stock and indirect interests through several trusts and a spouse account holding Series B linked to Series A shares.
KVYO notice of proposed Rule 144 sales of Common Stock by broker/holders. The filing lists 4,940 shares tied to a 03/05/2026 entry with an aggregate amount of $98,800.00, a 7,104–share entry dated 01/15/2026 with an aggregate amount of $184,700.52, and 4,940 Restricted Stock Units dated 08/15/2024.
Klaviyo, Inc.'s Chief Legal Officer Edmond Landon sold 14,366 shares of Series A Common Stock in an open-market transaction. The sale on March 12, 2026 was at a weighted-average price of $20.15 per share, with individual trade prices ranging from $20.00 to $20.45.
These transactions were made under a pre-arranged Rule 10b5-1 trading plan adopted on August 21, 2025. After the sale, Landon holds 312,362 equity-based interests, consisting of 83,955 shares of Series A Common Stock and 228,407 unvested restricted stock units that each represent the right to receive one share upon vesting and settlement.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen sold 14,000 shares of Series A Common Stock in open-market transactions. The sales on March 12, 2026 were completed in two tranches: 8,923 shares at a weighted average price of $19.72 per share and 5,077 shares at a weighted average price of $19.34 per share.
These transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on August 21, 2025. After the sales, Whalen held a total of 412,425 equity interests, consisting of 52,394 shares of Series A Common Stock and 360,031 unvested restricted stock units, each RSU representing the right to receive one share upon vesting and settlement.
Klaviyo, Inc. co-CEO Andrew Bialecki converted 206,827 shares of Series B Common Stock into Series A Common Stock and then sold 206,827 Series A shares in open-market transactions around $19.96 and $19.34 per share under a pre-arranged Rule 10b5-1 trading plan. After these trades, he reports 68,344,118 Series B shares held directly and maintains additional indirect interests in shares held by several 2023 trusts and by his spouse, for which he disclaims beneficial ownership except for any pecuniary interest.