Erica Smith was named Chief Financial Officer of Klaviyo, Inc. As of November 6, 2026, Klaviyo, Inc. has reported 2 leadership change filings to the SEC under Item 5.02 of Form 8-K, from May 5, 2026 to July 13, 2026, naming 3 appointments and 1 departure (Form 8-K, July 13, 2026).
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Klaviyo, Inc. reported changes in 2 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-05-05 to 2026-07-13. They name 2 people, with 3 appointments and 1 departure. Every row below is cited to the filing it comes from, and this page adds each new change as Klaviyo, Inc. files it.
Also on the record for Klaviyo, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| November 5, 2026 | Stake report, Schedule 13G, by FMR LLC | 5.3% of the class | 5%+ stakes | Source |
| August 31, 2026 | Stake report, Schedule 13D/A, by Shopify Inc. | 20.83% of the class | 5%+ stakes | Source |
| August 6, 2026 | Stake report, Schedule 13G/A, by FMR LLC | 4.7% of the class | 5%+ stakes | Source |
| August 5, 2026 | Stake report, Schedule 13G/A, by Bialecki Andrew | 36.5% of the class | 5%+ stakes | Source |
| July 31, 2026 | Stake report, Schedule 13G, by Vanguard Capital Management | 5% of the class | 5%+ stakes | Source |
| July 29, 2026 | Stake report, Schedule 13G, by BlackRock, Inc. | 5.3% of the class | 5%+ stakes | Source |
| May 14, 2026 | Stake report, Schedule 13G/A, by Capital International Investors | 8% of the class | 5%+ stakes | Source |
| April 29, 2026 | Stake report, Schedule 13G, by Vanguard Portfolio Management | 5.17% of the class | 5%+ stakes | Source |
| March 27, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| March 6, 2026 | Stake report, Schedule 13G/A, by Morgan Stanley | 4.1% of the class | 5%+ stakes | Source |
| February 13, 2026 | Stake report, Schedule 13G, by Capital International Investors | 9.3% of the class | 5%+ stakes | Source |
| February 10, 2026 | Stake report, Schedule 13G/A, by Bialecki Andrew | 35.1% of the class | 5%+ stakes | Source |
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More on Klaviyo, Inc. and the records around it.
Klaviyo, Inc. elsewhere on the record
- 5%+ stake filings Nov 2026
- Who owns it
Companies that share a holder
- Summit Partners Growth Equity Fund IX-A, L.P. also filed stake reports on 1 other company: LifeStance Health Group, Inc (Aug 2026)
- Capital International Investors also filed stake reports on 96 other companies: Aurora Innovation, Inc. (Nov 2026), Arxis, Inc. (Aug 2026), Astronics Corp. (Aug 2026)
- Morgan Stanley also filed stake reports on 182 other companies: MDA Space Ltd. (Nov 2026), RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. (Oct 2026), Arbutus Biopharma Corp (Oct 2026)
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The newest 12 of 22 records.
Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-07-13 | In | Chief Financial Officer | 8-K, 2026-07-13 | ||
| 2026-07-13 | In | 8-K, 2026-07-13 | |||
| 2026-05-05 | Out | Chief Financial Officer | 8-K, 2026-05-05 | ||
| 2026-05-05 | In | 8-K, 2026-05-05 |
Who leads Klaviyo, Inc., as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chief Financial Officer: Erica Smith, appointed (filed 2026-07-13).
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Find candidates like Chief Financial Officer at Klaviyo, Inc.Every change, in the filing's words
Appointed: Erica Smith, Chief Financial Officer
On July 11, 2026, the Board of Directors (the "Board") of Klaviyo, Inc. (the "Company") appointed Erica Smith as the Company's Chief Financial Officer and principal financial and accounting officer, effective as of Ms. Smith's commencement of employment with the Company, currently set for September 1, 2026 (the "Effective Date").
Appointed: Erica Smith
The Agreement does not have a specific term and provides that Ms. Smith will serve as an at-will employee.
- - Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
- Prior to joining Klaviyo, Ms. Smith, age 53, served as the Chief Financial Officer of CyberArk Software Ltd. (formerly NASDAQ: CYBR) ("CyberArk"), an identity security company, from January 2025 until February 2026, when CyberArk was acquired by Palo Alto Networks, Inc. (NASDAQ: PANW).
- Ms. Smith also held various other finance leadership positions at CyberArk from October 2015 to December 2024.
- Prior to joining CyberArk, Ms. Smith was Vice President of Investor Relations for Demandware Inc. (formerly NYSE: DWRE), an e-commerce software company, from 2011 to 2015.
- Prior to that, Ms. Smith held various investor relations, corporate communications and finance positions at leading companies including Boston Private Financial Holdings, Inc., a financial services firm, Network Engines Inc., a technology company, StorageNetworks, Inc., a technology company, Sharon Merrill Associates, an investor relations firm, and Lehman Brothers Holdings Inc., a financial services firm.
- Ms. Smith holds a B.A. in Economics from the College of the Holy Cross.
- In connection with her appointment, the Company entered into an employment agreement with Ms. Smith (the "Agreement").
Departing: Amanda Whalen, Chief Financial Officer
On May 1, 2026, Amanda Whalen informed the Company of her intention to step down from her role as Chief Financial Officer of the Company.
Appointed: Amanda Whalen
Under the Agreement, following the effective date of her departure, Ms. Whalen will serve as an independent contractor until November 16, 2026, and Ms. Whalen's outstanding equity awards will continue to vest in accordance with their terms during such term.
- - Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
- Ms. Whalen will continue to serve as Chief Financial Officer through August 21, 2026, after which she will move into an advisory role to support a smooth transition.
- The Company has initiated a formal search for a new Chief Financial Officer.
- On May 4, 2026, the Company and Ms. Whalen entered into a consulting agreement (the "Agreement") setting forth the terms of Ms. Whalen's post-employment advisory role.
- Ms. Whalen's departure is not the result of any disagreement with the Company or related to the Company's financial performance, accounting practices, internal controls, or operations.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.