SEC ownership of Klaviyo, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001835830.

Comparable stake leader

Bialecki Andrew

Disclosed value leader

Bialecki Andrew

Comparable rows

50/50

Latest evidence

28 Aug 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Bialecki Andrew
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
28 Aug 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001835830
Issuer location
Boston, MA

Ownership snapshot

Top shareholders of Klaviyo, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Bialecki Andrew
Disclosed value leader
Bialecki Andrew
Comparable rows
50/50
Latest evidence
28 Aug 2026
3/4/5 13D/G 13F Lead comparable stake: 36% 13D/G row: Bialecki Andrew Showing 1-8 of 50 holder rows.

Quick read

Bialecki Andrew leads the comparable SEC ownership view at 36%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Bialecki Andrew's linked filing trail.
Comparable ownership Top 5
Bialecki Andrew 36%
SHOPIFY INC. 21%
Hallen Ed 19%
SUMMIT PARTNERS L P 12%
Accomplice Fund I, L.P. 10%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Bialecki Andrew
3/4/5 13D/G
Co-Chief Executive Officer, Director, 10%+ Owner
36%
from 13D/G
$1,477,768,228
75,326,229 shares
-$115,404,178 26 May 2026
SHOPIFY INC.
13D/G 3/4/5
Shopify Strategic Holdings 3 LLC · 10%+ Owner
21%
$590,267,180
33,405,047 shares
+$24,340,937 05 Aug 2026
Hallen Ed
13D/G 3/4/5
Director, 10%+ Owner
19%
$910,422,224
32,879,098 shares
$0 30 Sep 2025
SUMMIT PARTNERS L P
13D/G 3/4/5 13F
10%+ Owner · Company
12%
$522,033,423
18,852,778 shares
-$331,587,750 30 Sep 2025
Accomplice Fund I, L.P.
13D/G 3/4/5
Jeff Fagnan · 10%+ Owner
10%
$322,309,237
11,137,154 shares
$0 31 Mar 2025
VANGUARD GROUP INC
13D/G
The Vanguard Group
10%
$365,938,152
10,728,178 shares
$0 30 Jun 2025
Capital International Investors
13D/G 13F
Company
8%
$208,211,652
11,703,859 shares
-$19,301,919 31 Mar 2026
BlackRock, Inc.
13F 13D/G
Company
5.3%
from 13D/G
$114,942,380
7,612,078 shares
30 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$664,398,100.

Buys
$300,311
Insiders: 1
Sells
$664,698,411
Insiders: 13
Net
-$664,398,100
Shares: -35,577,571
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 16,339 Shares: 35,593,910
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 30,202,358 $0 $535,251,180 -$535,251,180
3-6 0 1,659,486 $0 $28,342,768 -$28,342,768
6-9 16,339 1,798,479 $300,311 $44,328,522 -$44,028,211
9-12 0 1,933,587 $0 $56,775,941 -$56,775,941

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 27 reporting-owner rows connected to Klaviyo, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
27
Largest Forms 3/4/5 holder
Bialecki Andrew
Net 12M change
-$664,398,100
Latest report
01 Sep 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Bialecki Andrew Co-Chief Executive Officer, Director, 10%+ Owner $1,477,768,228 -$115,404,178 -7.2% Mixed 26 May 2026
Astral Capital ABEH, LLC 10%+ Owner $147,212,115 Mixed 13 Feb 2024
Gomez Luciano Fernandez Co-Chief Executive Officer, Director $36,306,702 Mixed 15 Aug 2026
Carmel Galvin Chief People Officer $13,702,615 -$306,925 -2.2% Median 15 Aug 2026
Stephen Eric Rowland President $12,603,999 -$803,320 -6% Mixed 15 Dec 2025
Amanda Whalen Chief Financial Officer $12,013,203 -$3,295,338 -22% Mixed 14 Aug 2026
Allen Chaves Chief Technology Officer $11,378,328 Mixed 16 Sep 2024
Landon Edmond Chief Legal Officer $9,768,481 -$3,122,596 -24% Mixed 28 Aug 2026
Hallen Ed Director, 10%+ Owner $8,694,498 -$10,332,858 -54% Mixed 31 Aug 2026
Tony Weisman Director $4,342,251 Mixed 09 Jun 2026
Jeff Fagnan 10%+ Owner $1,382,922 Mixed 09 Apr 2025
Accomplice Fund I, L.P. 10%+ Owner $766,864 Mixed 23 Oct 2023
Roxanne Oulman Director $748,514 Mixed 22 Jul 2026
Jennifer Ceran Director $564,100 +$300,311 +114% Mixed 09 Jun 2026
SUMMIT PARTNERS L P 10%+ Owner $388,278 -$88,550,000 -100% Mixed 11 Aug 2026
Shopify Strategic Holdings 3 LLC 10%+ Owner $166,287 Mixed 31 Aug 2026
Ledger Susan St. Director $156,099 -$133,196 -46% Mixed 09 Jun 2026
SUMMIT INVESTORS GE IX/VC IV, LLC 10%+ Owner $0 -$88,550,000 -100% Mixed 11 Aug 2026
SUMMIT INVESTORS GE IX/VC IV (UK), L.P. 10%+ Owner $0 -$88,550,000 -100% Mixed 11 Aug 2026
Summit Partners Growth Equity Fund IX-A, L.P. 10%+ Owner $0 -$88,550,000 -100% Mixed 11 Aug 2026

Recent insider transactions for Klaviyo, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Ed Hallen KVYO Series A Common Stock Gift -3.84% -17,885 447,746 31 Aug 2026 By Hodgkins LLC
Ed Hallen KVYO Series A Common Stock Sale -11.4% $1,221,511 $20.49 -59,615 465,631 31 Aug 2026 By Hodgkins LLC
Ed Hallen KVYO Series A Common Stock Sale -29.3% $801,748 $20.47 -39,167 94,457 31 Aug 2026 By Hodgkins Trust
Landon Edmond KVYO Series A Common Stock Sale -1.67% $165,625 $20.44 -8,103 477,866 31 Aug 2026 Direct
Shopify Strategic Holdings 3 LLC KVYO Series B Common Stock Exercise of in-the-money or at-the-money derivative security 2.03% 344,383 17,317,491 31 Aug 2026 Direct
Shopify Strategic Holdings 3 LLC KVYO Series B Common Stock Exercise of in-the-money or at-the-money derivative security 2.03% 344,383 17,317,491 31 Aug 2026 Direct
Shopify Strategic Holdings 3 LLC KVYO Warrants to Purchase Series B Common Stock (Right to Buy) Exercise of in-the-money or at-the-money derivative security -20% -344,383 1,377,529 31 Aug 2026 Direct
Shopify Strategic Holdings 3 LLC KVYO Warrants to Purchase Series B Common Stock (Right to Buy) Exercise of in-the-money or at-the-money derivative security -20% -344,383 1,377,529 31 Aug 2026 Direct
Landon Edmond KVYO Series A Common Stock Sale -9.91% $1,069,995 $20.01 -53,473 485,969 28 Aug 2026 Direct
Gomez Luciano Fernandez KVYO Series A Common Stock Tax liability -1.25% -29,133 2,301,573 15 Aug 2026 Direct
Gomez Luciano Fernandez KVYO Series A Common Stock Conversion of derivative security 0.3% 7,001 2,330,706 15 Aug 2026 Direct
Gomez Luciano Fernandez KVYO Series B Common Stock Conversion of derivative security -12.5% -7,001 48,999 15 Aug 2026 Direct
Landon Edmond KVYO Series A Common Stock Tax liability -3.98% -22,342 539,442 15 Aug 2026 Direct
Carmel Galvin KVYO Series A Common Stock Tax liability -3.26% -30,541 907,458 15 Aug 2026 Direct
Amanda Whalen KVYO Series A Common Stock Tax liability -3.51% -28,950 795,242 15 Aug 2026 Direct
Amanda Whalen KVYO Series A Common Stock Sale -1.67% $258,580 $18.47 -14,000 824,192 14 Aug 2026 Direct
SUMMIT PARTNERS L P KVYO Series A Common Stock, par value $0.001 per share Sale -100% $88,550,000 $17.71 -5,000,000 0 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series A Common Stock, par value $0.001 per share Sale -100% $88,550,000 $17.71 -5,000,000 0 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series A Common Stock, par value $0.001 per share Sale -100% $88,550,000 $17.71 -5,000,000 0 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series A Common Stock, par value $0.001 per share Sale -100% $88,550,000 $17.71 -5,000,000 0 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series A Common Stock, par value $0.001 per share Sale -100% $88,550,000 $17.71 -5,000,000 0 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series A Common Stock, par value $0.001 per share Sale -100% $88,550,000 $17.71 -5,000,000 0 11 Aug 2026 See footnotes
SUMMIT PARTNERS L P KVYO Series A Common Stock, par value $0.001 per share Conversion of derivative security 5,000,000 5,000,000 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series A Common Stock, par value $0.001 per share Conversion of derivative security 5,000,000 5,000,000 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series A Common Stock, par value $0.001 per share Conversion of derivative security 5,000,000 5,000,000 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series A Common Stock, par value $0.001 per share Conversion of derivative security 5,000,000 5,000,000 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series A Common Stock, par value $0.001 per share Conversion of derivative security 5,000,000 5,000,000 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series A Common Stock, par value $0.001 per share Conversion of derivative security 5,000,000 5,000,000 11 Aug 2026 See footnotes
SUMMIT PARTNERS L P KVYO Series B Common Stock, par value $0.001 per share Conversion of derivative security 56.5% 5,000,000 13,852,778 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series B Common Stock, par value $0.001 per share Conversion of derivative security 56.5% 5,000,000 13,852,778 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series B Common Stock, par value $0.001 per share Conversion of derivative security 56.5% 5,000,000 13,852,778 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series B Common Stock, par value $0.001 per share Conversion of derivative security 56.5% 5,000,000 13,852,778 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series B Common Stock, par value $0.001 per share Conversion of derivative security 56.5% 5,000,000 13,852,778 11 Aug 2026 See footnotes
Summit Partners L P KVYO Series B Common Stock, par value $0.001 per share Conversion of derivative security 56.5% 5,000,000 13,852,778 11 Aug 2026 See footnotes
Roxanne Oulman KVYO Series A Common Stock Conversion of derivative security 16,775 16,775 22 Jul 2026 By Roxanne Oulman 2025 GRAT
Roxanne Oulman KVYO Series B Common Stock Conversion of derivative security -36% -16,775 29,891 22 Jul 2026 By Roxanne Oulman 2025 GRAT
Amanda Whalen KVYO Series A Common Stock Sale -1.64% $248,500 $17.75 -14,000 838,192 16 Jul 2026 Direct
Amanda Whalen KVYO Series A Common Stock Sale -1.62% $185,220 $13.23 -14,000 852,192 18 Jun 2026 Direct
Roxanne Oulman KVYO Series A Common Stock Conversion of derivative security 28% 8,169 37,343 11 Jun 2026 Direct
Roxanne Oulman KVYO Series B Common Stock Conversion of derivative security -35% -8,169 15,165 11 Jun 2026 Direct
Roxanne Oulman KVYO Series A Common Stock Award 103.3% 14,822 29,174 09 Jun 2026 Direct
Ledger Susan St. KVYO Series A Common Stock Award 135.5% 14,822 25,761 09 Jun 2026 Direct
Jennifer Ceran KVYO Series A Common Stock Award 48.3% 14,822 45,513 09 Jun 2026 Direct
Tony Weisman KVYO Series A Common Stock Award 16.6% 14,822 104,174 09 Jun 2026 Direct
Gomez Luciano Fernandez KVYO Series A Common Stock Tax liability -0.08% -1,746 2,323,705 09 Jun 2026 Direct
Andrew Bialecki KVYO Series A Common Stock Sale -100% $3,105,049 $14.61 -212,529 0 26 May 2026 Direct
Andrew Bialecki KVYO Series A Common Stock Conversion of derivative security 212,529 212,529 26 May 2026 Direct
Andrew Bialecki KVYO Series B Common Stock Conversion of derivative security -0.32% -212,529 66,731,589 26 May 2026 Direct
Andrew Bialecki KVYO Series A Common Stock Sale -100% $2,976,000 $14.88 -200,000 0 19 May 2026 Direct
Andrew Bialecki KVYO Series A Common Stock Conversion of derivative security 200,000 200,000 19 May 2026 Direct
* marks a reported price that did not pass the local price check.
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