Klaviyo (KVYO): Ed Hallen reports 32,879,098 shares, 19.4% stake
Klaviyo (KVYO): Ed Hallen filed Amendment No. 1 to Schedule 13G reporting beneficial ownership of 32,879,098 shares of Series A common stock, representing 19.4% of the class.
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Klaviyo (KVYO): Ed Hallen filed Amendment No. 1 to Schedule 13G reporting beneficial ownership of 32,879,098 shares of Series A common stock, representing 19.4% of the class.
The holdings include 31,999,106 shares issuable upon conversion of Series B common stock held directly, 177,776 shares held by the Hodgkins Trust, and 702,216 shares held by Hodgkins LLC. He reports sole voting and dispositive power over all 32,879,098 shares. The ownership is presented as of September 30, 2025.
Shares outstanding were 137,345,197 Series A shares as of September 30, 2025; this is a baseline figure, not the amount being reported as owned.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Ed Hallen report in this Schedule 13G/A for KVYO?
He reported beneficial ownership of 32,879,098 Series A shares, equal to 19.4% of the class.
What is the breakdown of Ed Hallen’s reported KVYO holdings?
It includes 31,999,106 shares issuable upon conversion of Series B, 177,776 via the Hodgkins Trust, and 702,216 via Hodgkins LLC.
What voting and dispositive power did Hallen report over KVYO shares?
He reported sole voting power and sole dispositive power over 32,879,098 shares; no shared power.
As of what date are the KVYO ownership figures presented?
The ownership figures are presented as of September 30, 2025.
What share count did the ownership percentage rely on?
It relied on 137,345,197 Series A shares outstanding as of September 30, 2025, plus the 31,999,106 deemed outstanding for percentage calculation.
What is the CUSIP and class reported for KVYO?
CUSIP is 49845K101; the class is Series A common stock with $0.001 par value.
Is this filing made as part of a group or with certifications?
It indicates Not Applicable for group identification and certifications.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Klaviyo, Inc. (the "Issuer")
(Name of Issuer)
Series A common stock, par value $0.001 per share (the "Series A Common Stock")
(Title of Class of Securities)
49845K101
(CUSIP Number)
09/30/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP No.
49845K101
1
Names of Reporting Persons
Hallen Ed
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
32,879,098.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
32,879,098.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
32,879,098.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
19.4 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Klaviyo, Inc. (the "Issuer")
(b)
Address of issuer's principal executive offices:
125 Summer Street, 6th Floor, Boston, MA, 02110
Item 2.
(a)
Name of person filing:
This statement is filed on behalf of Ed Hallen (the "Reporting Person").
(b)
Address or principal business office or, if none, residence:
The business address of the Reporting Person is c/o Klaviyo, Inc., 125 Summer Street, 6th Floor, Boston, MA 02110.
(c)
Citizenship:
The Reporting Person is a citizen of the United States of America.
(d)
Title of class of securities:
Series A common stock, par value $0.001 per share (the "Series A Common Stock")
(e)
CUSIP No.:
49845K101
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
The ownership information below represents beneficial ownership of Series A Common Stock of the Issuer as of September 30, 2025, based on (i) 137,345,197 shares of Series A Common Stock outstanding as of September 30, 2025, as reported by the Issuer to the Reporting Person, plus (ii) 31,999,106 shares of Series A Common Stock issuable upon conversion of shares of the Issuer's Series B common stock, par value $0.001 per share (the "Series B Common Stock"), held directly by the Reporting Person, which are deemed outstanding pursuant to SEC Rule 13-3(d)(1)(i) only for purposes of computing the percentage ownership of the Reporting Person.
The Reporting Person may be deemed to be the beneficial owner of 32,879,098 shares of Series A Common Stock, which includes: (i) 31,999,106 shares of Series A Common Stock underlying shares of Series B Common Stock held directly by the Reporting Person, (ii) 177,776 shares of Series A Common Stock held by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family, and of which the trustee is an independent institution, and (iii) 702,216 shares of Series A Common Stock held by Hodgkins LLC, of which the Reporting Person serves as manager.
(b)
Percent of class:
19.4%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
32,879,098
(ii) Shared power to vote or to direct the vote:
0
(iii) Sole power to dispose or to direct the disposition of:
32,879,098
(iv) Shared power to dispose or to direct the disposition of:
0
Item 5.
Ownership of 5 Percent or Less of a Class.
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
Not Applicable
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
