Klaviyo Inc

-

Stock Issuer and Owners

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Klaviyo Inc
TickerKVYO
CIK #0001835830
CUSIP49845K101
SectorTechnology - Services-Prepackaged Software
Address125 Summer Street, Floor 6, Boston, MA 02110
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Klaviyo Inc 2022-08-02 100.0 M Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001835830] 10-K
[0001835830] 10-Q
[0001835830] 3
[0001835830] 4
[0001835830] 8-K
[0001835830] D
[0001835830] SC 13D
[0001835830] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Portfolio Management LLC Klaviyo Inc [2026-04-29] 0.0
Capital International Investors Klaviyo Inc [2026-02-13] 0.0
Morgan Stanley Klaviyo Inc [2025-11-07] 0.0
FMR LLC Klaviyo Inc [2025-11-05] 0.0
Capital Research Global Investors Klaviyo Inc [2024-11-12] 7.3
BlackRock Inc Klaviyo Inc [2024-03-07] 4.7
AllianceBernstein LP Klaviyo Inc [2024-02-14] 5.1
Vanguard Group Inc Klaviyo Inc [2024-02-13] 5.66
Sands Capital Ventures LLC Klaviyo Inc [2024-02-13] 6.4
Bialecki Andrew Klaviyo Inc [2024-02-13] 70.8
Hallen Ed Klaviyo Inc [2024-02-13] 44.7
Accel Growth Fund V LP Klaviyo Inc [2024-02-12] 3.9
Clearbridge Investments LLC Klaviyo Inc [2024-02-09] 5.7
Accomplice Fund I LP Klaviyo Inc [2024-02-01] 21.4
Summit Partners L P Klaviyo Inc [2024-01-31] 819433.2
BlackRock Inc Klaviyo Inc [2024-01-29] 6.0
Shopify Inc Klaviyo Inc [2023-12-11] 44.36
Lone Pine Capital LLC Klaviyo Inc [2023-09-28] 0.99
Form 3/4/5 Filer 2011 - 2026
Klaviyo Inc
Whalen Amanda
Ceran Jennifer
Weisman Tony
Oulman Roxanne
Fernandez Gomez Luciano
St Ledger Susan
Bialecki Andrew
Edmond Landon
Galvin Carmel
Shopify Inc
Shopify Strategic Holdings 3 LLC
Hallen Ed
Rowland Stephen Eric
Summit Partners Growth Equity Fund IX-A LP
Summit Investors GE IX/VC IV UK LP
Summit Investors GE IX/VC IV LLC
Summit Partners Growth Equity Fund IX-B LP
Summit Partners L P
Summit Partners Co-Invest Kiwi LP
Fagnan Jeff
Chaves Allen
Astral Capital ABEH Manager LLC
Karlen Jon
Astral Capital ABEH LLC
Accomplices Associates I LLC
Moore Ryan R
F/K/A Ventures Fund I LP
Accel Leaders Fund II LP
Accel Leaders Fund II Strategic Partners LP
Accel Leaders Fund II Associates LLC
Accel Leaders Fund II Investors 2019 LLC
Accel Growth Fund V Associates LLC
Accel Growth Fund V Strategic Partners LP
Accel Growth Fund V Investors 2019 LLC
Accel Growth Fund V LP
Medici Michael
Li Ping
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Bialecki Andrew
Series A Common Stock
2026-03-24 Sell 200,000 $18.17 3,634,000
Bialecki Andrew
Series A Common Stock
2026-03-24 Conversion 200,000
Bialecki Andrew
Series B Common Stock · derivative
2026-03-24 Conversion 200,000 $0.00
Bialecki Andrew
Series B Common Stock · derivative
2026-03-17 Conversion 200,000 $0.00
Bialecki Andrew
Series A Common Stock
2026-03-17 Conversion 200,000
Bialecki Andrew
Series A Common Stock
2026-03-17 Sell 102,621 $19.15 1,965,192
Bialecki Andrew
Series A Common Stock
2026-03-17 Sell 97,379 $19.60 1,908,628
Edmond Landon
Series A Common Stock
2026-03-12 Sell 14,366 $20.15 289,475
Whalen Amanda
Series A Common Stock
2026-03-12 Sell 5,077 $19.34 98,189
Whalen Amanda
Series A Common Stock
2026-03-12 Sell 8,923 $19.72 175,962
Bialecki Andrew
Series A Common Stock
2026-03-10 Sell 206,127 $19.96 4,114,295
Bialecki Andrew
Series B Common Stock · derivative
2026-03-10 Conversion 206,827 $0.00
Bialecki Andrew
Series A Common Stock
2026-03-10 Sell 700 $19.34 13,538
Bialecki Andrew
Series A Common Stock
2026-03-10 Conversion 206,827
Edmond Landon
Series A Common Stock
2026-03-05 Sell 15,093 $20.16 304,275
Bialecki Andrew
Series A Common Stock
2026-03-03 Conversion 200,000
Bialecki Andrew
Series A Common Stock
2026-03-03 Sell 154,022 $18.86 2,904,855
Bialecki Andrew
Series A Common Stock
2026-03-03 Sell 45,978 $17.90 823,006
Bialecki Andrew
Series B Common Stock · derivative
2026-03-03 Conversion 200,000 $0.00
Bialecki Andrew
Series B Common Stock · derivative
2026-02-24 Conversion 200,000 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 266 158,837,623
2025-12-31 265 162,541,176
2025-09-30 282 145,192,678
2025-06-30 261 135,846,879
2025-03-31 225 121,376,927
2024-12-31 188 117,557,258
2024-09-30 160 115,210,092
2024-06-30 136 112,664,034
2024-03-31 137 100,043,102
2023-12-31 103 77,451,421
2023-09-30 100 73,755,647
Form 13F Holdings
Firm Period DFND Voting Shares
Barton Investment Management [2026-06-30] SOLE 0 1,256,608
Congress Asset Management Co [2026-06-30] SOLE 561,473 636,230
Morangie Management LLC [2026-06-30] SOLE 0 403,166
Mayflower Financial Advisors LLC [2026-06-30] SOLE 0 226,700
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 167,309 167,309
Prospera Financial Services Inc [2026-06-30] SOLE 0 77,709
Handelsbanken Fonder AB [2026-06-30] SOLE 0 43,700
Fort Washington Investment Advisors Inc /OH/ [2026-06-30] SOLE 21,926 21,926
Seelaus Asset Management LLC [2026-06-30] SOLE 19,302 19,302
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 1,853 19,187
Ballentine Partners LLC [2026-06-30] SOLE 0 11,484
Merit Financial Group LLC [2026-06-30] OTR 0 10,487
IFP Advisors LLC [2026-06-30] SOLE 4,612 4,612
Salem Investment Counselors Inc [2026-06-30] SOLE 2,150 2,150
Farther Finance Advisors LLC [2026-06-30] SOLE 0 1,416
Gamma Investing LLC [2026-06-30] DFND 600 600
First Horizon Corp [2026-06-30] DFND 0 525
Activest Wealth Management [2026-06-30] SOLE 0 466
Merit Financial Group LLC [2026-06-30] SOLE 0 208
Armstrong Advisory Group Inc [2026-06-30] SOLE 0 120
Ballentine Partners LLC [2026-06-30] OTR 0 112
First Horizon Corp [2026-06-30] OTR 0 64
Corecap Advisors LLC [2026-06-30] SOLE 0 59
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 28 28
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 25
True Wealth Design LLC [2026-06-30] SOLE 0 10
Prev | Page 1 | Next
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com