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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History For:
'SUMMIT PARTNERS L P'
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#
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Insider Statistics
T N H M S
Insider Title
Company Name
Ticker
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
SIC Code
SIC Sector
SIC Industry
SIC Sub-Industry
Input Date
1
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
JS*
$82,215,000
2,100,000
---
12/9/24
---
$39.15
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
12/11/24 - 4:57:39 pm
2
    
 
BO
KLAVIYO INC
KVYO
JB
---
2,100,000
---
12/9/24
---
---
2,100,000
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
12/11/24 - 4:57:39 pm
3
    
 
BO
KLAVIYO INC
KVYO
JS
---
346,707
---
11/25/24
---
---
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
11/25/24 - 4:05:15 pm
4
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
JS*
$114,149,208
3,153,293
---
11/14/24
---
$36.20
346,707
-90.1
I
---
7372
Services
Business Services
Services- Prepackaged Software
11/18/24 - 4:25:17 pm
5
    
 
BO
KLAVIYO INC
KVYO
JB
---
3,500,000
---
11/14/24
---
---
3,500,000
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
11/18/24 - 4:25:17 pm
6
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$3,573,765
113,561
---
9/13/24
---
$31.47
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/17/24 - 4:23:31 pm
7
    
 
BO
KLAVIYO INC
KVYO
JB
---
113,561
---
9/13/24
---
---
113,561
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/17/24 - 4:23:31 pm
8
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$3,358,733
107,205
---
9/12/24
---
$31.33
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/16/24 - 5:05:45 pm
9
    
 
BO
KLAVIYO INC
KVYO
JB
---
107,205
---
9/12/24
---
---
107,205
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/16/24 - 5:05:45 pm
10
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$91,231
2,942
---
9/11/24
---
$31.01
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/13/24 - 4:01:24 pm
11
    
 
BO
KLAVIYO INC
KVYO
JB
---
2,942
---
9/11/24
---
---
2,942
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/13/24 - 4:01:24 pm
12
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$190,410
6,039
---
9/3/24
---
$31.53
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/5/24 - 4:00:39 pm
13
    
 
BO
KLAVIYO INC
KVYO
JB
---
6,039
---
9/3/24
---
---
6,039
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/5/24 - 4:00:39 pm
14
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$41,132
1,300
---
8/30/24
---
$31.64
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/4/24 - 5:40:45 pm
15
    
 
BO
KLAVIYO INC
KVYO
JB
---
1,300
---
8/30/24
---
---
1,300
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/4/24 - 5:40:45 pm
16
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$534,173
16,931
---
8/29/24
---
$31.55
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/3/24 - 4:20:55 pm
17
    
 
BO
KLAVIYO INC
KVYO
JB
---
16,931
---
8/29/24
---
---
16,931
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/3/24 - 4:20:55 pm
18
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$869,458
27,445
---
8/28/24
---
$31.68
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/30/24 - 4:01:13 pm
19
    
 
BO
KLAVIYO INC
KVYO
JB
---
27,445
---
8/28/24
---
---
27,445
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/30/24 - 4:01:13 pm
20
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$2,177,509
67,436
---
8/27/24
---
$32.29
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/29/24 - 4:03:21 pm
21
    
 
BO
KLAVIYO INC
KVYO
JB
---
67,436
---
8/27/24
---
---
67,436
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/29/24 - 4:03:21 pm
22
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$2,920,500
90,502
---
8/26/24
---
$32.27
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/28/24 - 4:13:07 pm
23
    
 
BO
KLAVIYO INC
KVYO
JB
---
90,502
---
8/26/24
---
---
90,502
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/28/24 - 4:13:07 pm
24
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$9,881,277
305,638
---
8/23/24
---
$32.33
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/27/24 - 4:02:51 pm
25
    
 
BO
KLAVIYO INC
KVYO
JB
---
305,638
---
8/23/24
---
---
305,638
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/27/24 - 4:02:51 pm
26
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$2,620,168
82,499
---
8/22/24
---
$31.76
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/26/24 - 5:16:41 pm
27
    
 
BO
KLAVIYO INC
KVYO
JB
---
82,499
---
8/22/24
---
---
82,499
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/26/24 - 5:16:41 pm
28
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$3,615,876
113,850
---
8/21/24
---
$31.76
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/23/24 - 4:02:21 pm
29
    
 
BO
KLAVIYO INC
KVYO
JB
---
113,850
---
8/21/24
---
---
113,850
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/23/24 - 4:02:21 pm
30
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$4,342,069
135,902
---
8/20/24
---
$31.95
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/22/24 - 4:06:01 pm
31
    
 
BO
KLAVIYO INC
KVYO
JB
---
135,902
---
8/20/24
---
---
135,902
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/22/24 - 4:06:01 pm
32
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
S
$7,709,860
242,601
---
8/16/24
---
$31.78
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/20/24 - 5:44:44 pm
33
    
 
BO
KLAVIYO INC
KVYO
JB
---
242,601
---
8/16/24
---
---
242,601
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
8/20/24 - 5:44:44 pm
34
1y
2
100%
-80%
12
PT,BO
LIFESTANCE HEALTH GROUP INC
LFST
JS*
$22,395,812
3,802,345
---
5/24/24
---
$5.89
41,932,360
-8.3
I
---
8000
Services
Health Services
Services- Health Services
5/29/24 - 4:59:28 pm
35
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
JS*
$50,138,592
1,770,318
---
10/23/23
---
$28.32
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
10/23/23 - 5:10:52 pm
36
    
 
BO
KLAVIYO INC
KVYO
JB
---
1,770,318
---
10/23/23
---
---
1,770,318
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
10/23/23 - 5:10:52 pm
37
1y
2
0%
16%
12
BO
KLAVIYO INC
KVYO
JS*
$139,319,600
4,919,165
---
9/22/23
---
$28.32
---
All
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/22/23 - 4:21:18 pm
38
    
 
BO
KLAVIYO INC
KVYO
JB
---
4,919,165
---
9/22/23
---
---
4,919,165
New
I
---
7372
Services
Business Services
Services- Prepackaged Software
9/22/23 - 4:21:18 pm
39
    
 
BO
KLAVIYO INC
KVYO
3
---
---
---
9/20/23
---
---
---
---
---
---
7372
Services
Business Services
Services- Prepackaged Software
9/20/23 - 4:46:46 pm
40
9m
2
0%
16%
12
BO
ENGAGESMART INC
ESMT
JS*
$4,597,736
252,727
---
3/7/23
---
$18.19
25,004,972
-1.0
I
---
7372
Services
Business Services
Services- Prepackaged Software
3/7/23 - 5:00:18 pm
41
9m
2
0%
16%
12
BO
ENGAGESMART INC
ESMT
JS*
$30,364,228
1,669,052
---
3/3/23
---
$18.19
25,257,700
-6.2
I
---
7372
Services
Business Services
Services- Prepackaged Software
3/3/23 - 5:26:56 pm
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