SUMMIT PARTNERS L P

Insider Reports History

Location
Boston, MA
Signature
/s/ Adam H. Hennessey, as attorney-in-fact for Summit Partners, L.P.
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by SUMMIT PARTNERS L P:

Company Role Class Num Shares Value Price $ Report Date Ownership
EngageSmart, Inc. 10%+ Owner Common Stock, par value $0.001 per share 25,004,973 $572,613,882 $22.90 07 Mar 2023 Indirect
LifeStance Health Group, Inc. 10%+ Owner Common Stock 33,524,715 $169,970,305 $5.07 18 Aug 2025 Direct
A10 Networks, Inc. 10%+ Owner Common Stock 5,388,206 $68,484,098 $12.71 08 Sep 2022 See Remarks
Solo Brands, Inc. 10%+ Owner Class A Common Stock, $0.001 par value per share 1,100,870 $10,898,613 $9.90 01 Jan 2026 Indirect
Klaviyo, Inc. 10%+ Owner Series B Common Stock, par value $0.001 per share 18,852,778 $388,278 $0.0100 08 Sep 2025 Indirect
Klaviyo, Inc. 10%+ Owner Series A Common Stock, par value $0.001 per share 0 $0 $31.87 08 Sep 2025 Indirect
Solo Brands, Inc. 10%+ Owner Class B Common Stock, $0.001 par value per share 0 01 Jan 2026 Indirect
Solo Brands, Inc. 10%+ Owner Common Units 0 01 Jan 2026 Indirect

Insider Reports Filed by SUMMIT PARTNERS L P

Symbol Company Period Transactions Value $ Form Type Role Filing Time
DTCB Solo Brands, Inc. 01 Jan 2026 3 $0 4 10%+ Owner 05 Jan 2026, 16:05
KVYO Klaviyo, Inc. 08 Sep 2025 3 -$127,480,000 4 10%+ Owner 10 Sep 2025, 16:15
KVYO Klaviyo, Inc. 25 Aug 2025 3 -$29,259,750 4 10%+ Owner 27 Aug 2025, 16:05
KVYO Klaviyo, Inc. 21 Aug 2025 1 $0 4 10%+ Owner 22 Aug 2025, 16:12
LFST LifeStance Health Group, Inc. 18 Aug 2025 1 -$42,626,750 4 10%+ Owner 20 Aug 2025, 16:34
KVYO Klaviyo, Inc. 13 Aug 2025 3 -$195,065,000 4 10%+ Owner 15 Aug 2025, 16:17
KVYO Klaviyo, Inc. 04 Jun 2025 3 -$133,400,000 4 10%+ Owner 05 Jun 2025, 19:13
KVYO Klaviyo, Inc. 19 May 2025 3 -$132,000,000 4 10%+ Owner 20 May 2025, 18:25
KVYO Klaviyo, Inc. 14 Mar 2025 3 -$64,880,000 4 10%+ Owner 17 Mar 2025, 17:11
KVYO Klaviyo, Inc. 09 Dec 2024 3 -$82,215,000 4 10%+ Owner 11 Dec 2024, 16:57
KVYO Klaviyo, Inc. 25 Nov 2024 1 $0 4 10%+ Owner 25 Nov 2024, 16:05
KVYO Klaviyo, Inc. 14 Nov 2024 3 -$114,149,207 4 10%+ Owner 18 Nov 2024, 16:25
KVYO Klaviyo, Inc. 13 Sep 2024 3 -$3,573,765 4 10%+ Owner 17 Sep 2024, 16:23
KVYO Klaviyo, Inc. 12 Sep 2024 3 -$3,358,733 4 10%+ Owner 16 Sep 2024, 17:05
KVYO Klaviyo, Inc. 11 Sep 2024 3 -$91,231 4 10%+ Owner 13 Sep 2024, 16:01
KVYO Klaviyo, Inc. 03 Sep 2024 3 -$190,410 4 10%+ Owner 05 Sep 2024, 16:00
KVYO Klaviyo, Inc. 30 Aug 2024 3 -$41,132 4 10%+ Owner 04 Sep 2024, 17:40
KVYO Klaviyo, Inc. 29 Aug 2024 3 -$534,173 4 10%+ Owner 03 Sep 2024, 16:20
KVYO Klaviyo, Inc. 28 Aug 2024 3 -$869,458 4 10%+ Owner 30 Aug 2024, 16:01
KVYO Klaviyo, Inc. 27 Aug 2024 3 -$2,177,508 4 10%+ Owner 29 Aug 2024, 16:03
KVYO Klaviyo, Inc. 26 Aug 2024 3 -$2,920,500 4 10%+ Owner 28 Aug 2024, 16:13
KVYO Klaviyo, Inc. 23 Aug 2024 3 -$9,881,277 4 10%+ Owner 27 Aug 2024, 16:02
KVYO Klaviyo, Inc. 22 Aug 2024 3 -$2,620,168 4 10%+ Owner 26 Aug 2024, 17:16
KVYO Klaviyo, Inc. 21 Aug 2024 3 -$3,615,876 4 10%+ Owner 23 Aug 2024, 16:02
KVYO Klaviyo, Inc. 20 Aug 2024 3 -$4,342,069 4 10%+ Owner 22 Aug 2024, 16:06
KVYO Klaviyo, Inc. 16 Aug 2024 3 -$7,709,860 4 10%+ Owner 20 Aug 2024, 17:44
LFST LifeStance Health Group, Inc. 24 May 2024 1 -$22,395,812 4 Manager of GP of 10% owner 29 May 2024, 16:59
KVYO Klaviyo, Inc. 23 Oct 2023 3 -$50,138,592 4 10%+ Owner 23 Oct 2023, 17:10
KVYO Klaviyo, Inc. 22 Sep 2023 3 -$139,319,607 4 10%+ Owner 22 Sep 2023, 16:21
KVYO Klaviyo, Inc. 20 Sep 2023 0 $0 3 10%+ Owner 20 Sep 2023, 16:46
/report/000089924323007378-summit-partners-l-p-2023-03-07 EngageSmart, Inc. 07 Mar 2023 1 -$4,597,736 4 10%+ Owner 07 Mar 2023, 16:00
/report/000089924323007034-summit-partners-l-p-2023-03-03 EngageSmart, Inc. 03 Mar 2023 1 -$30,364,229 4 10%+ Owner 03 Mar 2023, 16:26
ATEN A10 Networks, Inc. 08 Sep 2022 1 -$44,625,000 4 10%+ Owner 09 Sep 2022, 16:31
ATEN A10 Networks, Inc. 24 Jun 2022 1 $0 4 10%+ Owner 28 Jun 2022, 08:22
ATEN A10 Networks, Inc. 07 Dec 2021 1 -$10,535,000 4 Manager of GP of 10% owner 10 Dec 2021, 05:05
DTCB Solo Brands, Inc. 28 Oct 2021 0 $0 3 10%+ Owner 28 Oct 2021, 18:32
/report/000089924321037345-summit-partners-l-p-2021-09-23 EngageSmart, Inc. 23 Sep 2021 0 $0 3 10%+ Owner 23 Sep 2021, 17:07
LFST LifeStance Health Group, Inc. 25 Jun 2021 1 -$19,403,375 4 Manager of GP of 10% owner 29 Jun 2021, 17:19
LFST LifeStance Health Group, Inc. 14 Jun 2021 1 -$23,284,036 4 Manager of GP of 10% owner 16 Jun 2021, 16:50
LFST LifeStance Health Group, Inc. 10 Jun 2021 0 $0 3 Manager of GP of 10% owner 10 Jun 2021, 21:01