Klaviyo, Inc.

KVYO

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001835830

SEC filings (opens in a new tab)

In the last 90 days, Klaviyo, Inc. insiders filed 0 open-market purchases and 7 sales; 277 institutions reported holding it in 13F filings for Q2 2026, worth $2.19B in total; no superinvestor holds it.

Holders of 5% or more of KVYO

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Klaviyo, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of KVYO
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
Bialecki Andrew	13G/A	36.50%75.3M shares	+1.40 ppfrom 35.10%	Feb 13, 20245 filings	Aug 5, 2026	SEC
Shopify Inc.	13D/A	20.83%33.4M shares	+1.98 ppfrom 18.85%	Dec 11, 20235 filings	Aug 31, 2026	SEC
Hallen Ed	13G/A	19.40%32.9M shares	–	Feb 13, 20242 filings	Nov 5, 2025	SEC
Summit Partners L P	13G/A	12.03%18.9M shares	−8.84 ppfrom 20.87%	Jan 31, 20246 filings	Nov 13, 2025	SEC
Accomplice Fund I, L.P.	13G/A	10.50%11.1M shares	–	Feb 1, 20242 filings	May 7, 2025	SEC
Capital International Investors	13G/A	8.00%11.7M shares	−1.30 ppfrom 9.30%	Feb 13, 20262 filings	May 14, 2026	SEC
BlackRock, Inc.	13G	5.30%7.46M shares	New	Jul 29, 20261 filing	Jul 29, 2026	SEC
Vanguard Portfolio Management LLC	13G	5.17%7.53M shares	New	Apr 29, 20261 filing	Apr 29, 2026	SEC
Vanguard Capital Management LLC	13G	5.00%7.05M shares	New	Jul 31, 20261 filing	Jul 31, 2026	SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

55 Schedule 13D and 13G filings on Klaviyo, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on KVYO
Filed (ET)	Filer	Form	Stake	Change	Event date	Filing
Feb 1, 2024	Accomplice Fund I, L.P.	13GOld format	–	New	–	SEC
Jan 31, 2024	Summit Partners L P	13GOld format	–	New	–	SEC
Jan 29, 20245:25 PM ET	BlackRock Inc.	13GOld format	–	New	–	SEC
Dec 11, 2023	Shopify Inc.	13DOld format	–	New	–	SEC
Sep 28, 2023	Lone Pine Capital LLCSuperinvestorLone Pine Capital	13GOld format	–	New	–	SEC

Form 144: proposed insider sales

119 notices from officers, directors and other affiliates planning to sell Klaviyo, Inc. shares, newest first.

Form 144 notices for KVYO
Filed (ET)	Seller	Shares to sell	Market value	Planned sale	Broker	Filing
Sep 24, 20264:12 PM ET	Hallen EdOfficer · Director	1.30K	$22.1K	Sep 24, 202610b5-1	Fidelity Brokerage Services LLC	SEC
Sep 17, 20264:33 PM ET	Amanda WhalenOfficer	42.0K	$681.7K	Sep 17, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Sep 11, 202610:42 AM ET	St. Ledger SusanDirector	2.33K	$37.1K	Sep 11, 202610b5-1	Fidelity Brokerage Services LLC	SEC
Aug 31, 20264:32 PM ET	Hallen EdOfficer · Director	98.8K	$2.02M	Aug 31, 202610b5-1	Fidelity Brokerage Services LLC	SEC
Aug 31, 20264:30 PM ET	Landon Ramon EdmondOfficer	8.10K	$163.3K	Aug 31, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Aug 28, 20264:26 PM ET	Landon EdmondOfficer	53.5K	$1.05M	Aug 28, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Aug 11, 20266:36 PM ET	Summit Partners Growth Equity Fund IX-B, L.P.10% stockholder	1.85M	$33.9M	Aug 11, 2026	Goldman Sachs & Co. LLC	SEC
Aug 11, 20266:35 PM ET	Summit Partners Growth Equity Fund IX-A, L.P.10% stockholder	2.96M	$54.3M	Aug 11, 2026	Goldman Sachs & Co. LLC	SEC
Aug 11, 20266:34 PM ET	Summit Partners Co-Invest (Kiwi) L.P.10% stockholder	182.2K	$3.35M	Aug 11, 2026	Goldman Sachs & Co. LLC	SEC
Aug 11, 20266:33 PM ET	Summit Investors GE IX-VC IV, LLC10% stockholder	15.5K	$285.1K	Aug 11, 2026	Goldman Sachs & Co. LLC	SEC
Aug 11, 20266:32 PM ET	Summit Investors GE IX/VC IV (UK), L.P.10% stockholder	2.02K	$37.0K	Aug 11, 2026	Goldman Sachs & Co. LLC	SEC
Jun 18, 20264:23 PM ET	Amanda WhalenOfficer	42.0K	$565.3K	Jun 18, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
May 26, 20264:44 PM ET	Andrew BialeckiDirector · Officer · 10% stockholder	212.5K	$3.16M	May 26, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
May 18, 202610:55 AM ET	St. Ledger SusanDirector	9.33K	$133.2K	May 18, 202610b5-1	Fidelity Brokerage Services LLC	SEC
Apr 20, 20264:35 PM ET	Landon Ramon EdmondOfficer	9.62K	$179.7K	Apr 20, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Apr 16, 20264:11 PM ET	Amanda WhalenOfficer	28.0K	$514.4K	Apr 16, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Apr 7, 20265:02 PM ET	Andrew BialeckiDirector · Officer · 10% stockholder	637.8K	$12.3M	Apr 7, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Mar 17, 20264:37 PM ET	Stephen E. RowlandOfficer	4.94K	$94.8K	Mar 17, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Mar 12, 20264:24 PM ET	Landon Ramon EdmondOfficer	14.4K	$285.3K	Mar 12, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Mar 5, 20264:28 PM ET	Stephen E. RowlandOfficer	4.94K	$96.5K	Mar 5, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Feb 24, 20265:19 PM ET	Andrew BialeckiDirector · Officer · 10% stockholder	1.35M	$21.4M	Feb 24, 202610b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Dec 18, 20254:25 PM ET	Landon Ramon EdmondOfficer	39.3K	$1.18M	Dec 18, 202510b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Dec 18, 20254:20 PM ET	Amanda WhalenOfficer	56.0K	$1.68M	Dec 18, 202510b5-1	Morgan Stanley Smith Barney LLC Executive Financial Services	SEC
Dec 17, 20254:54 PM ET	Hallen EdOfficer · Director	117.5K	$3.57M	Dec 17, 202510b5-1	Fidelity Brokerage Services LLC	SEC
Dec 15, 20254:23 PM ET	Hallen EdOfficer · Director	757	$22.8K	Dec 15, 202510b5-1	Fidelity Brokerage Services LLC	SEC

Showing the latest 25. See the KVYO notices from the last 12 months