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Agentic 10-K

Klaviyo, Inc.KVYO

AI agent disclosures in SEC filings, deployment confirmed

As of 2026-08-05, Klaviyo, Inc. (KVYO) disclosed AI-agent language in 5 SEC filings since 2025-11-05, including 3 excerpts describing its own deployment of AI agents (source: Agentic 10-K, from SEC EDGAR).

Stage
Scaling
Market cap
$5.1BYahoo Finance, 2026-10-21
First seen
2025-11-05
Latest filing
2026-08-05

Matching filings by quarter

012Q1 '25Q2Q31Q41Q1 '261Q22Q3Q4*
Filings* Quarter in progress

What the filings cover

Functions named

Customer service, IT & security ops, Legal & compliance, Sales & marketing

Vendors and products named

Agency AI

Source

5 filings since 2025-01-01. All EDGAR filings (opens in a new tab)

Stage and function are keyword-rule labels, not the company’s words.

In its own words

Sentences copied from the filings, whitespace normalised.

““Software and the rise of AI agents are transforming consumer experience.”

8-KFiled 2026-08-05Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“Generative AI and autonomous AI agents can produce content, analyses, or recommendations with limited or no human intervention, and may take or suggest actions based on incomplete or inaccurate data, AI hallucinations, or flawed training inputs, which may expose us to additional risk, such as damage to our reputation, competitive position, additional costs, and other business, legal and regulatory risks.”

10-QFiled 2026-05-05Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

“In addition, we may adopt and deploy autonomous AI agents as part of product offerings to customers and for our own internal business operations.”

10-KFiled 2026-02-10Confirmed deploymentSource on sec.gov (opens in a new tab)Filing index (opens in a new tab)

All matching filings

8-K filed 2026-08-05 Filing index (opens in a new tab)

8-K, EX-99.1Filed 2026-08-05

Klaviyo has seen adoption of its Composer and Customer Agent and is building autonomous B2C CRM agents.

““Software and the rise of AI agents are transforming consumer experience. But agents are only as good as the context behind them, and we’ve spent more than a decade building the real-time infrastructure that delivers that context at scale. The adoption we’ve seen of Composer and Customer Agent is proof that it works. Bringing on Agency’s team will accelerate what Klaviyo’s agents can do as we continue to build the autonomous B2C CRM,” said Andrew Bialecki, co-founder and co-CEO of Klaviyo.”

10-Q filed 2026-08-05 Filing index (opens in a new tab)

10-QFiled 2026-08-05

Klaviyo executed agreement to acquire IP and hire team from Agency AI, an agentic AI company.

“On August 4, 2026, the Company executed an asset assignment, waiver and release agreement with Agency AI, Inc. (“Agency”) to acquire all rights, titles, and interests to specific proprietary software and intellectual property. Agency is an AI-native company that designs, develops, and deploys agentic artificial intelligence–based systems to support and enhance customer success functions. As part of the transaction, the Company has committed to hire Agency’s team, further strengthening the Company’s agentic capabilities across its CRM platform. The contractual purchase consists primarily of up to $ 17.0 million of cash, a portion of which is contingent on certain expenses incurred as part of the transaction. The transaction is expected to close during the three months ended September 30, 2026.”

10-QFiled 2026-08-05

Competitors with superior AI and autonomous agents may adversely affect Klaviyo's market position.

“The integration and adoption of AI technology, including generative AI and autonomous AI agents, is rapidly changing the competitive dynamics of our industry. Competitors with superior AI capabilities, whether through greater investment in AI development, access to larger or higher quality training datasets, more advanced AI models, or autonomous agents with greater capabilities or broader functionality, may be able to offer more effective, efficient, or innovative solutions that attract customers. If we are unable to continue developing and integrating advanced AI functionality, including autonomous agents and generative AI features, at a pace that meets customer expectations or competitive benchmarks, our market position and growth prospects could be adversely affected.”

10-QFiled 2026-08-05

Klaviyo incorporates AI including generative AI and autonomous agents, exposing it to various risks.

“We have incorporated, and expect to continue to incorporate, AI technology into our products and services, including our Marketing, Service, and Analytics offerings and our Reviews add-on, and this incorporation of AI technology in our business and operations may become more significant over time. Generative AI and autonomous AI agents can produce content, analyses, or recommendations with limited or no human intervention, and may take or suggest actions based on incomplete or inaccurate data, AI hallucinations, or flawed training inputs, which may expose us to additional risk, such as damage to our reputation, competitive position, additional costs, and other business, legal and regulatory risks. For example, certain generative AI technology use machine learning and other predictive analysis techniques, which can produce inaccurate, incomplete, or misleading content, unintended biases, and other discriminatory or unexpected results, errors or inadequacies, any of which may not be easily detectable by us or any of our related service providers. Additionally, our AI models and agents may be subject to adversarial attacks, such as prompt injection or data poisoning, where third parties manipulate inputs to generate malicious or unauthorized outputs. Accordingly, while these AI-powered applications may help provide more tailored or personalized user experiences, if the content, analyses, or recommendations produced by AI-powered applications are, or are perceived to be, deficien”

10-Q filed 2026-05-05 Filing index (opens in a new tab)

10-QFiled 2026-05-05

Klaviyo cites risk that superior competitor AI and autonomous agent capabilities could adversely affect its market position.

“The integration and adoption of AI technology, including generative AI and autonomous AI agents, is rapidly changing the competitive dynamics of our industry. Competitors with superior AI capabilities, whether through greater investment in AI development, access to larger or higher quality training datasets, more advanced AI models, or autonomous agents with greater capabilities or broader functionality, may be able to offer more effective, efficient, or innovative solutions that attract customers. If we are unable to continue developing and integrating advanced AI functionality, including autonomous agents and generative AI features, at a pace that meets customer expectations or competitive benchmarks, our market position and growth prospects could be adversely affected.”

10-QFiled 2026-05-05

Klaviyo incorporates and expects to expand AI technology including generative AI and autonomous AI agents into its products and services.

“We have incorporated, and expect to continue to incorporate, AI technology into our products and services, including our Marketing, Service, and Analytics offerings and our Reviews add-on, and this incorporation of AI technology in our business and operations may become more significant over time. Generative AI and autonomous AI agents can produce content, analyses, or recommendations with limited or no human intervention, and may take or suggest actions based on incomplete or inaccurate data, AI hallucinations, or flawed training inputs, which may expose us to additional risk, such as damage to our reputation, competitive position, additional costs, and other business, legal and regulatory risks. For example, certain generative AI technology use machine learning and other predictive analysis techniques, which can produce inaccurate, incomplete, or misleading content, unintended biases, and other discriminatory or unexpected results, errors or inadequacies, any of which may not be easily detectable by us or any of our related service providers. Additionally, our AI models and agents may be subject to adversarial attacks, such as prompt injection or data poisoning, where third parties manipulate inputs to generate malicious or unauthorized outputs. Accordingly, while these AI-powered applications may help provide more tailored or personalized user experiences, if the content, analyses, or recommendations produced by AI-powered applications are, or are perceived to be, deficien”

10-K filed 2026-02-10 Filing index (opens in a new tab)

10-KFiled 2026-02-10

Klaviyo platform includes AI agents and features that turn insights into marketing, customer service and analytics actions.

“Action Layer. Knowledge only matters if it turns into action. On top of our data and intelligence layers sits a comprehensive set of tools, AI agents, and features that enable our customers to easily turn consumer insights into revenue-driving actions without the need to hire expensive in-house engineers. Our action layer includes marketing, customer service, analytics, and generative AI capabilities that allow our customers to design and deliver personalized engagement across digital channels. Our platform also incorporates machine learning techniques to power predictive analytics, enabling businesses to estimate consumer lifetime value, predict next order dates, or assess churn risk. Together, these capabilities enable businesses to deliver contextually-relevant and personalized experiences throughout the entire consumer journey.”

10-KFiled 2026-02-10

Integration and adoption of AI including generative AI and autonomous AI agents is central to competitive positioning.

“The integration and adoption of AI technology, including generative AI and autonomous AI agents, is increasingly central to competitive positioning in our industry. Our ability to develop and integrate advanced AI functionality affects our competitive standing and market differentiation.”

10-KFiled 2026-02-10

Competitors with superior autonomous agents or generative AI may attract customers if Klaviyo cannot keep pace.

“The integration and adoption of AI technology, including generative AI and autonomous AI agents, is rapidly changing the competitive dynamics of our industry. Competitors with superior AI capabilities, whether through greater investment in AI development, access to larger or higher quality training datasets, more advanced AI models, or autonomous agents with greater capabilities or broader functionality, may be able to offer more effective, efficient, or innovative solutions that attract customers. If we are unable to continue developing and integrating advanced AI functionality, including autonomous agents and generative AI features, at a pace that meets customer expectations or competitive benchmarks, our market position and growth prospects could be adversely affected.”

10-KFiled 2026-02-10

Klaviyo incorporates AI into products and warns of risks from generative AI and autonomous AI agents.

“We have incorporated, and expect to continue to incorporate, AI technology into our products and services, including our Marketing, Service, and Analytics offerings and our Reviews add-on, and this incorporation of AI technology in our business and operations may become more significant over time. Generative AI and autonomous AI agents can produce content, analyses, or recommendations with limited or no human intervention, and may take or suggest actions based on incomplete or inaccurate data, AI hallucinations, or flawed training inputs, which may expose us to additional risk, such as damage to our reputation, competitive position, additional costs, and other business, legal and regulatory risks. For example, certain generative AI technology use machine learning and other predictive analysis techniques, which can produce inaccurate, incomplete, or misleading content, unintended biases, and other discriminatory or unexpected results, errors or inadequacies, any of which may not be easily detectable by us or any of our related service providers. Additionally, our AI models and agents may be subject to adversarial attacks, such as prompt injection or data poisoning, where third parties manipulate inputs to generate malicious or unauthorized outputs. Accordingly, while these AI-powered”

10-KFiled 2026-02-10

Klaviyo may adopt autonomous AI agents in products and internal operations and warns of associated risks.

“applications may help provide more tailored or personalized user experiences, if the content, analyses, or recommendations produced by AI-powered applications are, or are perceived to be, deficient, inaccurate, biased, unethical or otherwise flawed, our reputation, competitive position, and business may be materially and adversely affected. In addition, we may adopt and deploy autonomous AI agents as part of product offerings to customers and for our own internal business operations. These autonomous AI agents may operate with limited human oversight and can produce inaccurate, biased, or otherwise unintended results that are not easily detectable or correctable. As such agents perform or automate customer engagement or other decision-making functions, their actions could generate or disseminate false, misleading, or inappropriate content, or otherwise result in conduct inconsistent with customer expectations or applicable laws. If the outputs or actions of our AI agents are, or are perceived to be, flawed, unethical, or unreliable, our reputation, customer relationships, and competitive position could be adversely affected.”

10-Q filed 2025-11-05 Filing index (opens in a new tab)

10-QFiled 2025-11-05

Klaviyo warns of risks from incorporating generative AI and autonomous AI agents.

“We have incorporated, and expect to continue to incorporate, AI technology into our products and services, including our Marketing, Service, and Analytics offerings and our Reviews add-on, and this incorporation of AI technology in our business and operations may become more significant over time. Generative AI and autonomous AI agents can produce content, analyses, or recommendations without human intervention, and may take or suggest actions based on incomplete or inaccurate data, “hallucinatory” inferences, or flawed training inputs, which may expose us to additional risk, such as damage to our reputation, competitive position, additional costs, and other business, legal and regulatory risks. For example, certain generative AI technology use machine learning and other predictive analysis techniques, which can produce inaccurate, incomplete, or misleading content, unintended biases, and other discriminatory or unexpected results, errors or inadequacies, any of which may not be easily detectable by us or any of our related service providers. Accordingly, while these AI-powered applications may help provide more tailored or personalized user experiences, if the content, analyses, or recommendations produced by AI-powered applications are, or are perceived to be, deficient, inaccurate, biased, unethical or otherwise flawed, our reputation, competitive position, and business may be materially and adversely affected. In addition, we may adopt and deploy autonomous AI agents as p”