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. director Susan St. Ledger reported same-day share sales and conversions involving the company’s dual-class common stock. She sold 9,334 shares of Series A Common Stock in an open-market transaction at $14.27 per share under a pre-arranged Rule 10b5-1 trading plan. On the same date, 9,334 shares of Series B Common Stock were converted into Series A Common Stock. After these transactions, she directly holds 20,273 shares of Series A Common Stock and 50,166 shares of Series B Common Stock, along with 5,820 unvested restricted stock units that can settle into Series A shares.
Klaviyo, Inc. Co-CEO Andrew Bialecki reported an exercise-and-sell transaction involving 200,000 shares. On May 19, 2026, he converted 200,000 shares of Series B Common Stock into Series A Common Stock, then sold 200,000 Series A shares in open-market trades at a weighted average price of $14.88 per share, with individual sales between $14.68 and $15.41 per share.
These trades were executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025. After the transactions, Bialecki reports 66,944,118 shares of Series B Common Stock held directly, plus additional Series B shares held indirectly through family trusts and a grantor retained annuity trust, for which he disclaims beneficial ownership except for any pecuniary interest.
Klaviyo, Inc. Chief Legal Officer reports tax withholding share disposition tied to RSU vesting. The company withheld 22,340 shares of Series A Common Stock at $14.38 per share to cover tax obligations from restricted stock units settling. After this non-market transaction, Edmond Landon holds 561,784 shares-based interests, including 93,396 shares of Series A Common Stock, 338,518 unvested RSUs, and 129,870 unvested performance stock units, all linked to Klaviyo’s 2023 Stock Option and Incentive Plan.
Klaviyo, Inc. Co-CEO Luciano Fernandez Gomez reported a tax-related share disposition tied to equity compensation. The company withheld 22,132 shares of Series A Common Stock, valued at $14.38 per share, to cover tax obligations arising from the vesting and settlement of restricted stock units.
After this withholding, Fernandez Gomez holds 2,325,451 Series A equity-linked interests, including 214,892 shares of Series A Common Stock, 917,321 unvested RSUs, and 1,193,238 unvested performance stock units. This Form 4 reflects a routine compensation and tax event rather than an open-market stock sale.
Klaviyo, Inc.'s Chief People Officer, Carmel Galvin, reported a tax-related share disposition. On the transaction date, 30,541 shares of Series A Common Stock were withheld by the company at $14.38 per share to cover tax obligations from vesting restricted stock units.
After this non-market transaction, Galvin holds 937,999 shares-based interests, consisting of 163,109 shares of Series A Common Stock, 612,553 unvested restricted stock units, and 162,337 unvested performance stock units. This filing reflects routine tax withholding tied to equity compensation rather than an open-market sale.
Klaviyo, Inc. Chief Financial Officer Amanda Whalen reported a mix of share sales, tax withholding, and conversions involving the company’s dual-class stock. On May 14, 2026, she sold 14,000 shares of Series A Common Stock in the open market at a weighted-average price of $14.26 per share, with individual trades ranging from $13.88 to $14.45 per share.
On May 14–15, 2026, 27,527 shares of Series B Common Stock were converted into Series A Common Stock, including 13,527 shares converted to cover tax withholding on vesting restricted stock units. The company also withheld 42,476 Series A shares at $14.38 per share to satisfy additional tax obligations. After these transactions, Whalen directly holds 908,668 shares of Series A Common Stock and 269,585 shares of Series B Common Stock, along with substantial unvested RSUs and performance stock units. The filing notes these transactions occurred under a Rule 10b5-1 trading plan adopted on August 21, 2025.
Klaviyo, Inc. co-CEO Andrew Bialecki reported a mix of share conversions and sales. He converted 200,000 shares of Series B Common Stock into 200,000 shares of Series A Common Stock, then sold 141,316 Series A shares at a weighted average of $14.97 and 58,684 shares at a weighted average of $14.46 in open-market transactions. These trades were executed under a Rule 10b5-1 trading plan adopted on May 20, 2025. Following the derivative conversion, he directly held 67,144,118 shares of Series B Common Stock and had additional indirect interests in shares held by several family trusts and by his spouse, with beneficial ownership of those indirect holdings disclaimed except to the extent of any pecuniary interest.
Capital International Investors amends its Schedule 13G to report beneficial ownership in Klaviyo, Inc. The filing states CII beneficially owns 11,703,859 shares, representing 8.0% of 145,497,436 shares believed to be outstanding. The filing lists sole voting power and sole dispositive power over those shares.
Klaviyo, Inc. reported a profitable quarter with strong top-line growth. Revenue for the three months ended March 31, 2026 reached $358.0 million, up 27.9% from $279.8 million a year earlier, driven by new customers, expanded usage and new offerings.
The company generated net income of $9.0 million, compared with a net loss of $14.1 million in the prior-year period, and posted a 2.5% net margin. Operating cash flow improved to $34.3 million, up from $14.4 million. Cash, cash equivalents and restricted cash totaled $985.3 million at quarter-end, with no debt reported.
Klaviyo’s SaaS metrics remained strong: Dollar-Based Net Revenue Retention was 110%, customers generating over $50,000 of ARR increased 38% year over year to 4,175, and the platform served over 196,000 customers. International markets contributed 36.6% of revenue. The board also authorized a $500 million share repurchase program and launched a $100 million accelerated share repurchase, initially retiring 4.3 million Series A shares at $18.87 per share.