• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G filed by Klaviyo Inc.

    11/12/24 12:53:28 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology
    Get the next $KVYO alert in real time by email
    SC 13G 1 SEC13G_Filing.htm SEC SCHEDULE 13G

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    SCHEDULE 13G

    Under the Securities Exchange Act of 1934

    (Amendment No. _ )*

                

    Klaviyo, Inc.


    (Name of Issuer)

    Common Stock


    (Title of Class of Securities)

    49845K101


    (CUSIP Number)

    September 30, 2024


    (Date of Event Which Requires Filing of this Statement)

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

    [X] Rule 13d-1(b)
    [ ] Rule 13d-1(c)
    [ ] Rule 13d-1(d)

    * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

    The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.)


    CUSIP No. 49845K101

    1. NAMES OF REPORTING PERSONS
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

    Capital Research Global Investors
    95-1411037
    2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*

    (a) [ ]
    (b) [ ]
    3. SEC USE ONLY
    4. CITIZENSHIP OR PLACE OF ORGANIZATION

    Delaware

    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH

    5. SOLE VOTING POWER 5,267,126
    6. SHARED VOTING POWER 0
    7. SOLE DISPOSITIVE POWER 5,267,126
    8. SHARED DISPOSITIVE POWER 0
    9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

    5,267,126 Beneficial ownership disclaimed pursuant to Rule 13d-4
    10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES

    [ ]
    11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

    7.3%
    12. TYPE OF REPORTING PERSON

    IA

    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    


    Item 1.
    (a) Name of Issuer
    Klaviyo, Inc.
    (b) Address of Issuer's Principal Executive Offices
    125 Summer Street, 6th Floor, Boston, MA 02110
    Item 2.
    (a) Name of Person Filing
    Capital Research Global Investors
    (b) Address of Principal Business Office or, if None, Residence
    333 South Hope Street, 55th Fl, Los Angeles, CA 90071
    (c) Citizenship
    N/A
    (d) Title of Class of Securities
    Common Stock
    (e) CUSIP Number
    49845K101
    Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a:
    (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o).
    (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c).
    (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c).
    (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).
    (e) [X] An investment adviser in accordance with Rule 240.13d-1(b)(1)(ii)(E);
    (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 240.13d-1(b)(1)(ii)(F);
    (g) [ ] A parent holding company or control person in accordance with Rule 240.13d-1(b)(1)(ii)(G);
    (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(J).
    Item 4. Ownership.
    Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.
    (a) Amount Beneficially Owned:
    5,267,126 **
    (b) Percent of Class:
    7.3%
    (c) Number of shares as to which such person has:
    (i) sole power to vote or to direct the vote 5,267,126
    (ii) shared power to vote or to direct the vote 0
    (iii) sole power to dispose or to direct the disposition of 5,267,126
    (iv) shared power to dispose or to direct the disposition of 0
    **Capital Research Global Investors ("CRGI") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CRGI's divisions of each of the investment management entities collectively provide investment management services under the name "Capital Research Global Investors." CRGI is deemed to be the beneficial owner of 5,267,126 shares or 7.3% of the 72,592,767 shares believed to be outstanding.
    Item 5. Ownership of Five Percent or Less of Class.
    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following: [ ]
    Item 6. Ownership of More than Five Percent on Behalf of Another Person.
    SMALLCAP World Fund, Inc.
    Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company.
    Not Applicable
    Item 8. Identification and Classification of Members of the Group.
    Not Applicable. This schedule is not being filed pursuant to Rule 13d-1(b)(1)(ii)(J) or Rule 13d-1(d).
    Item 9. Notice of Dissolution of Group.

    Not Applicable
    Item 10. Certification.

    By signing below, I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.


    SIGNATURE

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

    Capital Research Global Investors
    By: /s/ Donald H. Rolfe
    Date: November 07, 2024
    Name: Donald H. Rolfe
    Title: Senior Vice President and Senior Counsel, Fund Business Management Group, Capital Research and Management Company

    Get the next $KVYO alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $KVYO

    DatePrice TargetRatingAnalyst
    10/22/2025$32.00Buy
    Jefferies
    10/1/2025$40.00Overweight
    Wells Fargo
    9/19/2025$50.00Equal-Weight → Overweight
    Morgan Stanley
    8/7/2025$50.00Neutral → Buy
    Citigroup
    6/13/2025$40.00Equal Weight → Overweight
    Wells Fargo
    6/3/2025$48.00Overweight
    Cantor Fitzgerald
    3/19/2025$43.00Overweight
    Stephens
    12/23/2024$45.00 → $60.00Buy
    Loop Capital
    More analyst ratings

    $KVYO
    SEC Filings

    View All

    Klaviyo Inc. filed SEC Form 8-K: Leadership Update, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Regulation FD Disclosure, Financial Statements and Exhibits

    8-K - Klaviyo, Inc. (0001835830) (Filer)

    12/9/25 9:06:14 AM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Klaviyo Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits

    8-K - Klaviyo, Inc. (0001835830) (Filer)

    12/2/25 4:06:04 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    SEC Form 144 filed by Klaviyo Inc.

    144 - Klaviyo, Inc. (0001835830) (Subject)

    11/17/25 4:37:26 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    $KVYO
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Chief Executive Officer Bialecki Andrew sold $6,874,073 worth of Series A Common Stock (231,362 units at $29.71), gifted 3,419,000 units of Series A Common Stock and converted options into 3,650,362 units of Series A Common Stock (SEC Form 4)

    4 - Klaviyo, Inc. (0001835830) (Issuer)

    12/11/25 4:22:24 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Chief Executive Officer Bialecki Andrew converted options into 142,997 units of Series A Common Stock and sold $4,093,888 worth of Series A Common Stock (142,997 units at $28.63) (SEC Form 4)

    4 - Klaviyo, Inc. (0001835830) (Issuer)

    12/4/25 6:50:43 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Chief Executive Officer Bialecki Andrew converted options into 144,717 units of Series A Common Stock and sold $4,017,344 worth of Series A Common Stock (144,717 units at $27.76) (SEC Form 4)

    4 - Klaviyo, Inc. (0001835830) (Issuer)

    11/26/25 4:12:19 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    $KVYO
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Large owner Fagnan Jeff bought $100,503 worth of Series A Common Stock (3,900 units at $25.77) (SEC Form 4)

    4 - Klaviyo, Inc. (0001835830) (Issuer)

    4/10/25 4:30:15 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Large owner Fagnan Jeff bought $501,921 worth of Series A Common Stock (13,515 units at $37.14) (SEC Form 4)

    4 - Klaviyo, Inc. (0001835830) (Issuer)

    11/14/24 4:00:14 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Amendment: Large owner Fagnan Jeff bought $250,723 worth of Series A Common Stock (9,485 units at $26.43) (SEC Form 4)

    4/A - Klaviyo, Inc. (0001835830) (Issuer)

    9/5/24 6:44:06 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    $KVYO
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Klaviyo Appoints Chano Fernández as co-CEO, Joining Co-Founder and co-CEO Andrew Bialecki

    Klaviyo (NYSE:KVYO), the B2C CRM, today announced that Chano Fernández has been appointed co-CEO, effective January 1, 2026. Fernández will lead Klaviyo alongside Co-Founder and co-CEO Andrew Bialecki, bringing global enterprise leadership expertise to support the company's next phase of growth. In their respective roles as co-CEOs, Bialecki will now focus fully on driving Klaviyo's AI vision and building AI-first products, while Fernández will lead go-to-market, operations, and general & administrative functions. "We have a saying at Klaviyo: ‘We're 1% done.' With AI unlocking possibilities for B2C businesses that were unimaginable even a year ago, that mindset has never felt more true,"

    12/9/25 9:04:00 AM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Klaviyo to Participate in Barclays 23rd Annual Global Technology Conference

    Klaviyo (NYSE:KVYO), the B2C CRM, today announced that Andrew Bialecki, Co-founder and CEO, and Amanda Whalen, CFO, will participate in a fireside chat at the Barclays 23rd Annual Global Technology Conference 2025 on Wednesday, December 10, 2025 at 6:05 p.m. EST / 3:05 p.m. PST. Live webcast and replay will be available on Klaviyo's investor relations website at https://investors.klaviyo.com/. About Klaviyo Klaviyo (NYSE:KVYO) is the B2C CRM. Powered by its built-in data platform and AI, Klaviyo combines marketing automation, analytics, and customer service into one unified solution, making it easy for businesses to know their customers and grow faster. Klaviyo (CLAY-vee-oh) helps over 1

    12/3/25 8:00:00 AM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Klaviyo Delivers Outstanding Third Quarter with 32% Revenue Growth; Raises Full-Year Guidance

    Third quarter revenue of $310.9 million, representing 32% year-over-year growth Raises FY25 revenue guidance to $1.215 billion to $1.219 billion, for year-over-year growth of 30% Klaviyo (NYSE:KVYO), the B2C CRM, today announced results for its third quarter ended September 30, 2025. "We had an outstanding third quarter that reflects the strength of our business and accelerating momentum behind our agentic products," said Andrew Bialecki, Co-founder and CEO of Klaviyo. "We're in a transformative time for how businesses build relationships with consumers. AI is reshaping the quality, speed, and creativity of customer engagement, and Klaviyo is excited to be building the intelligent system

    11/5/25 4:05:00 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    $KVYO
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Jefferies initiated coverage on Klaviyo with a new price target

    Jefferies initiated coverage of Klaviyo with a rating of Buy and set a new price target of $32.00

    10/22/25 7:56:18 AM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Wells Fargo initiated coverage on Klaviyo with a new price target

    Wells Fargo initiated coverage of Klaviyo with a rating of Overweight and set a new price target of $40.00

    10/1/25 9:29:50 AM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Klaviyo upgraded by Morgan Stanley with a new price target

    Morgan Stanley upgraded Klaviyo from Equal-Weight to Overweight and set a new price target of $50.00

    9/19/25 8:19:54 AM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    $KVYO
    Leadership Updates

    Live Leadership Updates

    View All

    Klaviyo Appoints Chano Fernández as co-CEO, Joining Co-Founder and co-CEO Andrew Bialecki

    Klaviyo (NYSE:KVYO), the B2C CRM, today announced that Chano Fernández has been appointed co-CEO, effective January 1, 2026. Fernández will lead Klaviyo alongside Co-Founder and co-CEO Andrew Bialecki, bringing global enterprise leadership expertise to support the company's next phase of growth. In their respective roles as co-CEOs, Bialecki will now focus fully on driving Klaviyo's AI vision and building AI-first products, while Fernández will lead go-to-market, operations, and general & administrative functions. "We have a saying at Klaviyo: ‘We're 1% done.' With AI unlocking possibilities for B2C businesses that were unimaginable even a year ago, that mindset has never felt more true,"

    12/9/25 9:04:00 AM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Klaviyo Appoints Carmel Galvin as Chief People Officer

    Former Stripe executive brings over 20 years of experience in strategic HR leadership Klaviyo (NYSE:KVYO), the company that powers smarter digital relationships, today announced that Carmel Galvin will join the company as Chief People Officer, effective April 15. Reporting to Co-founder and CEO, Andrew Bialecki, Galvin will lead Klaviyo's global people operations team and human resources functions, including talent acquisition and retention, training and development, diversity and inclusion, and corporate social responsibility. Galvin joins Klaviyo from Stripe, where she served as Chief People Officer, overseeing the company's talent strategy and programs. She brings over two decades of

    4/11/24 9:00:00 AM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    $KVYO
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13G/A filed by Klaviyo Inc.

    SC 13G/A - Klaviyo, Inc. (0001835830) (Subject)

    11/14/24 4:05:53 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Amendment: SEC Form SC 13G/A filed by Klaviyo Inc.

    SC 13G/A - Klaviyo, Inc. (0001835830) (Subject)

    11/14/24 2:53:14 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Amendment: SEC Form SC 13G/A filed by Klaviyo Inc.

    SC 13G/A - Klaviyo, Inc. (0001835830) (Subject)

    11/14/24 12:04:48 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    $KVYO
    Financials

    Live finance-specific insights

    View All

    Klaviyo Delivers Outstanding Third Quarter with 32% Revenue Growth; Raises Full-Year Guidance

    Third quarter revenue of $310.9 million, representing 32% year-over-year growth Raises FY25 revenue guidance to $1.215 billion to $1.219 billion, for year-over-year growth of 30% Klaviyo (NYSE:KVYO), the B2C CRM, today announced results for its third quarter ended September 30, 2025. "We had an outstanding third quarter that reflects the strength of our business and accelerating momentum behind our agentic products," said Andrew Bialecki, Co-founder and CEO of Klaviyo. "We're in a transformative time for how businesses build relationships with consumers. AI is reshaping the quality, speed, and creativity of customer engagement, and Klaviyo is excited to be building the intelligent system

    11/5/25 4:05:00 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Klaviyo Announces Second Quarter 2025 Financial Results

     Second quarter revenue of $293.1 million, representing 32% year-over-year growth Raises FY25 revenue guidance to $1.195 billion to $1.203 billion, for year-over-year growth of 27% to 28% Klaviyo (NYSE:KVYO), the only CRM built for consumer brands, today announced results for its second quarter ended June 30, 2025. "Klaviyo delivered another standout quarter, with revenue growing 32% year-over-year to $293 million, underscoring the vital role our B2C CRM platform plays for over 176,000 customers globally," said Andrew Bialecki, co-founder and CEO of Klaviyo. "Our AI-native platform is built to help brands personalize at scale—turning data into action in real time to drive measurable g

    8/5/25 4:05:00 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology

    Klaviyo Announces First Quarter 2025 Financial Results

    First quarter revenue of $279.8 million, representing 33% year-over-year growth Raises FY25 revenue guidance to $1.171 billion to $1.179 billion, for year-over-year growth of 25% to 26% Klaviyo (NYSE:KVYO), the only CRM built for consumer brands, today announced results for its first quarter ended March 31, 2025. "Klaviyo delivered a strong start to 2025, with first quarter revenue of $280 million, representing 33% year-over-year growth," said Andrew Bialecki, co-founder and CEO of Klaviyo. "The future of marketing is personalization at scale, and to get it right, companies need to truly know their consumers. That's what Klaviyo B2C CRM is built for. We've brought together multi-channel

    5/6/25 4:05:00 PM ET
    $KVYO
    Computer Software: Prepackaged Software
    Technology