Summit Partners L P

Insider Reports History

Location
222 Berkeley Street, 18 Th Floor, Boston, MA
Signature
/s/ Adam Hennessey, as attorney-in-fact for Summit Partners, L.P.
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Summit Partners L P:

Stock Role Class Num Shares Value Price $ Report Date Ownership
EngageSmart, Inc. 10%+ Owner Common Stock, par value $0.001 per share 25M $573M $22.90 Mar 7, 2023 Indirect
LifeStance Health Group, Inc. 10%+ Owner Common Stock 33.5M $170M $5.07 Aug 18, 2025 Direct
A10 Networks, Inc. 10%+ Owner Common Stock 5.39M $68.5M $12.71 Sep 8, 2022 See Remarks
Klaviyo, Inc. 10%+ Owner Series B Common Stock, par value $0.001 per share 18.9M $388K $0.01 Sep 8, 2025 Indirect
Klaviyo, Inc. 10%+ Owner Series A Common Stock, par value $0.001 per share 0 $0 $30.01 Aug 25, 2025 Indirect
Solo Brands, Inc. 10%+ Owner Class A Common Stock, $0.001 par value per share 29.9M Oct 28, 2021 Indirect
Solo Brands, Inc. 10%+ Owner Class B Common Stock, $0.001 par value per share 14.2M Oct 28, 2021 Indirect

Insider Reports Filed by Summit Partners L P

Symbol Company Period Transactions Value $ Form Type Date Filed Role
KVYO Klaviyo, Inc. Sep 8, 2025 3 -$127M 4 Sep 10, 2025 10%+ Owner
KVYO Klaviyo, Inc. Aug 25, 2025 3 -$29.3M 4 Aug 27, 2025 10%+ Owner
KVYO Klaviyo, Inc. Aug 21, 2025 1 $0 4 Aug 22, 2025 10%+ Owner
LFST LifeStance Health Group, Inc. Aug 18, 2025 1 -$42.6M 4 Aug 20, 2025 10%+ Owner
KVYO Klaviyo, Inc. Aug 13, 2025 3 -$195M 4 Aug 15, 2025 10%+ Owner
KVYO Klaviyo, Inc. Jun 4, 2025 3 -$133M 4 Jun 5, 2025 10%+ Owner
KVYO Klaviyo, Inc. May 19, 2025 3 -$132M 4 May 20, 2025 10%+ Owner
KVYO Klaviyo, Inc. Mar 14, 2025 3 -$64.9M 4 Mar 17, 2025 10%+ Owner
KVYO Klaviyo, Inc. Dec 9, 2024 3 -$82.2M 4 Dec 11, 2024 10%+ Owner
KVYO Klaviyo, Inc. Nov 25, 2024 1 $0 4 Nov 25, 2024 10%+ Owner
KVYO Klaviyo, Inc. Nov 14, 2024 3 -$114M 4 Nov 18, 2024 10%+ Owner
KVYO Klaviyo, Inc. Sep 13, 2024 3 -$3.57M 4 Sep 17, 2024 10%+ Owner
KVYO Klaviyo, Inc. Sep 12, 2024 3 -$3.36M 4 Sep 16, 2024 10%+ Owner
KVYO Klaviyo, Inc. Sep 11, 2024 3 -$91.2K 4 Sep 13, 2024 10%+ Owner
KVYO Klaviyo, Inc. Sep 3, 2024 3 -$190K 4 Sep 5, 2024 10%+ Owner
KVYO Klaviyo, Inc. Aug 30, 2024 3 -$41.1K 4 Sep 4, 2024 10%+ Owner
KVYO Klaviyo, Inc. Aug 29, 2024 3 -$534K 4 Sep 3, 2024 10%+ Owner
KVYO Klaviyo, Inc. Aug 28, 2024 3 -$869K 4 Aug 30, 2024 10%+ Owner
KVYO Klaviyo, Inc. Aug 27, 2024 3 -$2.18M 4 Aug 29, 2024 10%+ Owner
KVYO Klaviyo, Inc. Aug 26, 2024 3 -$2.92M 4 Aug 28, 2024 10%+ Owner
KVYO Klaviyo, Inc. Aug 23, 2024 3 -$9.88M 4 Aug 27, 2024 10%+ Owner
KVYO Klaviyo, Inc. Aug 22, 2024 3 -$2.62M 4 Aug 26, 2024 10%+ Owner
KVYO Klaviyo, Inc. Aug 21, 2024 3 -$3.62M 4 Aug 23, 2024 10%+ Owner
KVYO Klaviyo, Inc. Aug 20, 2024 3 -$4.34M 4 Aug 22, 2024 10%+ Owner
KVYO Klaviyo, Inc. Aug 16, 2024 3 -$7.71M 4 Aug 20, 2024 10%+ Owner
LFST LifeStance Health Group, Inc. May 24, 2024 1 -$22.4M 4 May 29, 2024 Manager of GP of 10% owner
KVYO Klaviyo, Inc. Oct 23, 2023 3 -$50.1M 4 Oct 23, 2023 10%+ Owner
KVYO Klaviyo, Inc. Sep 22, 2023 3 -$139M 4 Sep 22, 2023 10%+ Owner
KVYO Klaviyo, Inc. Sep 20, 2023 0 $0 3 Sep 20, 2023 10%+ Owner
ESMT EngageSmart, Inc. Mar 7, 2023 1 -$4.6M 4 Mar 7, 2023 10%+ Owner
ESMT EngageSmart, Inc. Mar 3, 2023 1 -$30.4M 4 Mar 3, 2023 10%+ Owner
ATEN A10 Networks, Inc. Sep 8, 2022 1 -$44.6M 4 Sep 9, 2022 10%+ Owner
ATEN A10 Networks, Inc. Jun 24, 2022 1 $0 4 Jun 28, 2022 10%+ Owner
ATEN A10 Networks, Inc. Dec 7, 2021 1 -$10.5M 4 Dec 10, 2021 Manager of GP of 10% owner
DTC Solo Brands, Inc. Oct 28, 2021 0 $0 3 Oct 28, 2021 10%+ Owner
ESMT EngageSmart, Inc. Sep 23, 2021 0 $0 3 Sep 23, 2021 10%+ Owner
LFST LifeStance Health Group, Inc. Jun 25, 2021 1 -$19.4M 4 Jun 29, 2021 Manager of GP of 10% owner
LFST LifeStance Health Group, Inc. Jun 14, 2021 1 -$23.3M 4 Jun 16, 2021 Manager of GP of 10% owner
LFST LifeStance Health Group, Inc. Jun 10, 2021 0 $0 3 Jun 10, 2021 Manager of GP of 10% owner