SC 13G/A: Klaviyo, Inc.

Ticker: KVYO · Form: SC 13G/A · Filed: 2024-11-08T00:00:00.000Z

Sentiment: neutral

Topics: sc-13g-a

AI Summary

SC 13G/A filing by Klaviyo, Inc..

Risk Assessment

Risk Level: low

From the Filing

0001193125-24-254194.txt : 20241108 0001193125-24-254194.hdr.sgml : 20241108 20241108163528 ACCESSION NUMBER: 0001193125-24-254194 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20241108 DATE AS OF CHANGE: 20241108 GROUP MEMBERS: SUMMIT INVESTORS GE IX/VC IV (UK), L.P. GROUP MEMBERS: SUMMIT INVESTORS GE IX/VC IV, LLC GROUP MEMBERS: SUMMIT PARTNERS CO-INVEST (KIWI), L.P. GROUP MEMBERS: SUMMIT PARTNERS GROWTH EQUITY FUND IX-A, L.P. GROUP MEMBERS: SUMMIT PARTNERS GROWTH EQUITY FUND IX-B, L.P. SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Klaviyo, Inc. CENTRAL INDEX KEY: 0001835830 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] ORGANIZATION NAME: 06 Technology IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-94164 FILM NUMBER: 241441245 BUSINESS ADDRESS: STREET 1: 125 SUMMER STREET, FLOOR 6 CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 800-338-1744 MAIL ADDRESS: STREET 1: 125 SUMMER STREET, FLOOR 6 CITY: BOSTON STATE: MA ZIP: 02110 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: SUMMIT PARTNERS L P CENTRAL INDEX KEY: 0000830588 ORGANIZATION NAME: IRS NUMBER: 043478657 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 222 BERKELEY STREET STREET 2: 18TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 6178241094 MAIL ADDRESS: STREET 1: 222 BERKELEY STREET STREET 2: 18TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 SC 13G/A 1 d846079dsc13ga.htm SC 13G/A SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 1)* Klaviyo, Inc. (Name of Issuer) Series A Common Stock, par value $0.001 per share (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: ☐ 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 persons initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. The information required on 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 ( 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 ).  1.   Names of Reporting Persons   Summit Partners Growth Equity Fund IX-A, L.P.  2.  Check The Appropriate Box if a Member of a Group (See Instructions)  (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  0 6.  Shared Voting Power   27,439,856 (1 ) 7.  Sole Dispositive Power  0 8.  Shared Dispositive Power   27,439,856 (1 )  9.   Aggregate Amount Beneficially Owned by Each Reporting Person   27,439,856 (1) 10.  Check Box if the Aggregate Amount in Row (9) Excludes Certain Shares  ☐ 11.  Percent of Class Represented By Amount in Row (9)   23.05% (2 ) 12.  Type of Reporting Person (See Instructions)   PN (1) Represents 27,439,856 shares of Series A Common Stock (Series A Shares) issuable in respect of 27,439,856 shares of Series B Common Stock (Series B Shares). (2) Calculated based upon 72,592,767 Series A Shares outstanding as of July 31, 2024, as rep