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.
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.
Morgan Stanley Smith Barney LLC disclosed proposed and completed affiliate sales of Common stock tied to a 10b5-1 plan for Landon Ramon Edmond. The excerpt lists three 10b5-1 sales: 12/18/2025 14,190 shares for $445,308.63, 01/15/2026 10,000 shares for $258,350.00, and 03/05/2026 15,093 shares for $304,238.00.
The filing also lists 14,366 Restricted Stock Units dated 08/15/2024 as securities to be sold.
Klaviyo, Inc. Schedule 13G/A amendment reports that Morgan Stanley holds 4.1% of Series A Common Stock as shown on the cover page.
The cover shows shared voting power 717,515 and shared dispositive power 5,988,235. The filing states Morgan Stanley has "ceased to be the beneficial owner of more than five percent of the class of securities."