SCHEDULE: Ed Hallen Discloses 19.4% Stake in Klaviyo, Inc.

Ed Hallen, a U.S. citizen, has disclosed beneficial ownership of 19.4% of Klaviyo, Inc.'s Series A common stock as of September 30, 2025.

Summary

• Ed Hallen, the Reporting Person, beneficially owns 32,879,098 shares of Klaviyo, Inc.'s Series A Common Stock.
• This ownership represents 19.4% of the Series A Common Stock class.
• The beneficial ownership includes 31,999,106 shares of Series A Common Stock issuable upon conversion of Series B Common Stock held directly by Mr. Hallen.
• An additional 177,776 shares are held by Hodgkins Trust for the benefit of Mr. Hallen and his family.
• Furthermore, 702,216 shares are held by Hodgkins LLC, where Mr. Hallen serves as manager.
• Mr. Hallen holds sole voting and sole dispositive power over all 32,879,098 shares.

Sentiment

Score: 5

Explanation: A Schedule 13G filing is a factual disclosure of beneficial ownership and does not inherently carry positive or negative sentiment. It is a neutral regulatory update.

Positives

• NA

Negatives

• NA

Risks

• NA

Future Outlook

NA

Industry Context

This filing is a standard disclosure of beneficial ownership by an individual, providing transparency regarding significant equity stakes in a publicly traded company. It does not inherently provide broader industry trends or competitive analysis.

Related Party Transactions

• 177,776 shares of Series A Common Stock are held by Hodgkins Trust for the benefit of the Reporting Person and the Reporting Person's family.
• 702,216 shares of Series A Common Stock are held by Hodgkins LLC, of which the Reporting Person serves as manager.

Stakeholder Impact

• Shareholders: The disclosure of a significant 19.4% stake by Ed Hallen indicates a substantial concentration of voting power, which could influence corporate decisions and governance.
• Management: A large individual shareholder like Mr. Hallen may have a significant voice in strategic direction and oversight.

Key Dates

Keywords

Klaviyo, Ed Hallen, Beneficial Ownership, Series A Common Stock, SEC Filing, Schedule 13G, Equity Stake, Institutional Investor