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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell◇Significant stake declared (13D)●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Oct 7, 2026Reported sale · Form 4Ed Hallen · $672.8KOpen the filing ↗
- Oct 7, 2026Reported sale · Form 4Ed Hallen · $1.0MOpen the filing ↗
- Oct 7, 2026Notice of sale · Form 144Hallen Ed · Officer, Director · $1.7MOpen the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record47820 flagged findings
Reported transactions (Form 4)80since Dec 11, 2025 · and 28 other holdings
Corporate events (8-K)7since May 16, 2025
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Klaviyo is an international SaaS technology company headquartered in Boston, Massachusetts, that provides an omnichannel, customer relationship management (CRM) platform with agentic AI features. The platform is used by B2C brands for email marketing, SMS marketing, WhatsApp business management, mobile push notifications, and social media marketing, as well as customer service automation and data management.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-08-05capital return (buybacks/dividends)freshOpen filing ↗“…— — Warrants outstanding at June 30, 2026 1,721,912 $ 0.01 6.08 During the three and six months ended June 30, 2026, 344,381 and…”
+1 more passage from the same document
- “…vested, respectively. The Company has no vested but not exercised warrants outstanding as of June 30, 2026. During the three…”
- 2026-05-05capital return (buybacks/dividends)recentOpen filing ↗“…6.58 Granted — — — Exercised ( 344,383 ) 0.01 6.49 Cancelled — — — Warrants outstanding at March 31, 2026 2,066,293 $ 0.01 6.33…”
+1 more passage from the same document
- “…three months ended March 31, 2026, 344,383 warrants vested. The Company has no vested but not exercised warrants outstanding as of…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 478)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Oct 9, 26Form 4 ↗Insider transaction
- Oct 7, 26Form 144 ↗Notice of proposed sale
- Sep 25, 26Form 4 ↗Insider transaction
Notice of proposed sale · 2 Form 144 filingsshow all 2hide
- Sep 24, 26Form 144 ↗Notice of proposed sale
- Sep 17, 26Form 144 ↗Notice of proposed sale
- Sep 11, 26Form 144 ↗Notice of proposed sale
- Sep 1, 26Form 3 ↗Insider transaction
Notice of proposed sale · 2 Form 144 filingsshow all 2hide
- Aug 31, 26Form 144 ↗Notice of proposed sale
- Aug 31, 26Form 144 ↗Notice of proposed sale
- Aug 31, 26SCHEDULE 13D/A ↗Stake with intent to influence · Shopify Strategic Holdings 3 LLC · 20.8% · event on Aug 5, 26 · amendment
- Aug 31, 26Form 4 ↗Insider transaction
- Aug 28, 26Form 144 ↗Notice of proposed sale
Notice of proposed sale · 4 Form 144 filingsshow all 4hide
- Aug 11, 26Form 144 ↗Notice of proposed sale
- Aug 11, 26Form 144 ↗Notice of proposed sale
- Aug 11, 26Form 144 ↗Notice of proposed sale
- Aug 11, 26Form 144 ↗Notice of proposed sale
478 filings on record, the oldest from Jun 9, 23.
Listing the 25 most recent filings of the 478 on record.
25
4 senior executive changes2025 – 2026show all 4hide
- Jul 13, 26A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- May 5, 26A senior executive left or was appointed+3 more in the same filing8-K 5.02 ↗
- Dec 9, 25A senior executive left or was appointed+3 more in the same filing8-K 5.02 ↗
- Aug 29, 25A senior executive left or was appointed8-K 5.02 ↗
- Aug 15, 25Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Aug 5, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- May 16, 25Entered a material agreement+2 more in the same filing8-K 1.01 ↗
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13D: stake and stated purpose
Filed by holders above 5% of a share class who cannot use the short form. It includes the investor's stated purpose: read it before assuming they seek influence.
- Shopify Strategic Holdings 3 LLC20.8%Aug 5, 26SCHEDULE 13D/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 2 earlier filings
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Bialecki Andrew36.5%Jun 30, 26SCHEDULE 13G/A ↗2 earlier filings
- Hallen Ed19.4%Sep 30, 25SCHEDULE 13G/A ↗
- Summit Partners, L.P.12.0%Sep 30, 25SCHEDULE 13G/A ↗6 co-filers on this document — the figure is the largest single stake, not their sum.
- Capital International Investors8.0%Mar 31, 26SCHEDULE 13G/A ↗1 earlier filing
- BlackRock, Inc.5.3%Jun 30, 26SCHEDULE 13G ↗
show 4 more holdershide
- Vanguard Portfolio Management5.2%Mar 31, 26SCHEDULE 13G ↗
- Vanguard Capital Management5.0%Jun 30, 26SCHEDULE 13G ↗
- FMR LLC4.7%Jun 30, 26SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum.
- Morgan Stanley4.1%Feb 28, 26SCHEDULE 13G/A ↗2 earlier filings
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Oct 7, Hallen Ed filed notice of intent to sell up to $1.7M. That is about 0.08% of shares outstanding. It is filed under a scheduled plan (10b5-1), arranged in advance.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $1.7M across 2 trades on Oct 7, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
View notice (Form 144) ↗+9 more recent notices · 5 with a later sale
- Oct 7, 26Sell$673KEd Hallen↗
- Oct 7, 26Sell$1.0MEd Hallen↗
- Sep 24, 26Sell$9KEd Hallen↗
- Sep 24, 26Sell$14KEd Hallen↗
- Sep 11, 26Sell$37KLedger Susan St.↗
- Aug 31, 26Sell$166KLandon EdmondChief Legal Officer↗
- Aug 31, 26Sell$802KEd Hallen↗
- Aug 31, 26Sell$1.2MEd Hallen↗
- Aug 28, 26Sell$1.1MLandon EdmondChief Legal Officer↗
- Aug 14, 26Sell$259KAmanda WhalenChief Financial Officer↗
- Aug 11, 26Sell$88.5MSUMMIT PARTNERS L P↗
- Jul 16, 26Sell$249KAmanda WhalenChief Financial Officer↗
There are 4 more transactions in this stretch.
Stock compensation, tax and giftsshow the 24 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Oct 8, 26Giftamount n/aEd Hallen↗
- Sep 15, 26Compensationamount n/aErica Ellen SmithChief Financial Officer↗
- Sep 15, 26Compensationamount n/aErica Ellen SmithChief Financial Officer↗
- Aug 31, 26Giftamount n/aEd Hallen↗
- Aug 15, 26Tax$535KAmanda WhalenChief Financial Officer↗
- Aug 15, 26Tax$565KCarmel GalvinChief People Officer↗
- Aug 15, 26Tax$413KLandon EdmondChief Legal Officer↗
- Aug 15, 26Otheramount n/aGomez Luciano FernandezCo-Chief Executive Officer↗
- Aug 15, 26Tax$539KGomez Luciano FernandezCo-Chief Executive Officer↗
- Aug 11, 26Otheramount n/aSUMMIT PARTNERS L P↗
- Jul 22, 26Otheramount n/aRoxanne Oulman↗
- Jun 11, 26Otheramount n/aRoxanne Oulman↗
- Jun 9, 26Tax$26KGomez Luciano FernandezCo-Chief Executive Officer↗
- Jun 9, 26Compensationamount n/aTony Weisman↗
- Jun 9, 26Compensationamount n/aJennifer Ceran↗
- Jun 9, 26Compensationamount n/aLedger Susan St.↗
- Jun 9, 26Compensationamount n/aRoxanne Oulman↗
- May 26, 26Otheramount n/aAndrew BialeckiCo-Chief Executive Officer↗
- May 19, 26Otheramount n/aAndrew BialeckiCo-Chief Executive Officer↗
- May 18, 26Otheramount n/aLedger Susan St.↗
- May 15, 26Otheramount n/aAmanda WhalenChief Financial Officer↗
- May 15, 26Tax$611KAmanda WhalenChief Financial Officer↗
- May 15, 26Tax$439KCarmel GalvinChief People Officer↗
- May 15, 26Tax$318KGomez Luciano FernandezCo-Chief Executive Officer↗
The full record holds 458 transactions and goes back to Sep 20, 23.
Its sector and its market
Klaviyo Inc. among Information Technology companies
The profile shows what is on record. Context and Radar place the company among those of its sector and region.
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- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 478 documents on file, from Jun 9, 2023 to Oct 9, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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