Investments
469Portfolio Exits
179Funds
3Partners & Customers
10About Fidelity Investments
Fidelity Investments provides financial services and investment resources helping individuals and institutions meet financial objectives. It engages in investment management through its research company. Fidelity Investments was founded in 1946 and is based in Boston, Massachusetts.
Expert Collections containing Fidelity Investments
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Find Fidelity Investments in 3 Expert Collections, including E-Commerce.
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Research containing Fidelity Investments
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Fidelity Investments in 6 CB Insights research briefs, most recently on May 16, 2023.
Latest Fidelity Investments News
Dec 24, 2023
Moshe Feiglin tells Arutz Sheva what he believes needs to be done with Hamas and Gaza and why he decided to leave the Likud.
Fidelity Investments Investments
469 Investments
Fidelity Investments has made 469 investments. Their latest investment was in Odyssey Therapeutics as part of their Series C on December 05, 2023.
Fidelity Investments Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
12/5/2023 | Series C | Odyssey Therapeutics | $101M | No | AB Magnitude Ventures, Alexandria Venture Investments, Ascenta Capital, BlackMars Capital, Catalio Capital Management, Colt Ventures, Creacion Ventures, Foresite Capital, General Catalyst, Global BioAccess Fund, HBM Healthcare Investments, Healthcare Innovation, KB Investment, Leerink Partners, OrbiMed Advisors, Racing Beach Ventures, SR One, T. Rowe Price, Undisclosed Investors, Walleye Capital, and Woodline Partners | 7 |
12/5/2023 | Series E | VAST Data | $118M | Yes | 6 | |
12/3/2023 | Secondary Market | CoreWeave | $642M | Yes | 4 | |
10/11/2023 | Unattributed - II | |||||
10/11/2023 | Series C |
Date | 12/5/2023 | 12/5/2023 | 12/3/2023 | 10/11/2023 | 10/11/2023 |
|---|---|---|---|---|---|
Round | Series C | Series E | Secondary Market | Unattributed - II | Series C |
Company | Odyssey Therapeutics | VAST Data | CoreWeave | ||
Amount | $101M | $118M | $642M | ||
New? | No | Yes | Yes | ||
Co-Investors | AB Magnitude Ventures, Alexandria Venture Investments, Ascenta Capital, BlackMars Capital, Catalio Capital Management, Colt Ventures, Creacion Ventures, Foresite Capital, General Catalyst, Global BioAccess Fund, HBM Healthcare Investments, Healthcare Innovation, KB Investment, Leerink Partners, OrbiMed Advisors, Racing Beach Ventures, SR One, T. Rowe Price, Undisclosed Investors, Walleye Capital, and Woodline Partners | ||||
Sources | 7 | 6 | 4 |
Fidelity Investments Portfolio Exits
179 Portfolio Exits
Fidelity Investments has 179 portfolio exits. Their latest portfolio exit was Cerevel Therapeutics on December 06, 2023.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
12/6/2023 | Acq - Pending | 2 | |||
10/19/2023 | Merger | 1 | |||
10/4/2023 | Acq - Pending | 2 | |||
Date | 12/6/2023 | 10/19/2023 | 10/4/2023 | ||
|---|---|---|---|---|---|
Exit | Acq - Pending | Merger | Acq - Pending | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 2 | 1 | 2 |
Fidelity Investments Acquisitions
10 Acquisitions
Fidelity Investments acquired 10 companies. Their latest acquisition was Shoobx on January 10, 2023.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
1/10/2023 | Seed / Angel | $10M | Acquired | 18 | ||
10/23/2020 | Acquired Unit | 2 | ||||
2/2/2015 | Acquired | 2 | ||||
10/29/2013 | Series A | |||||
10/17/2005 |
Date | 1/10/2023 | 10/23/2020 | 2/2/2015 | 10/29/2013 | 10/17/2005 |
|---|---|---|---|---|---|
Investment Stage | Seed / Angel | Series A | |||
Companies | |||||
Valuation | |||||
Total Funding | $10M | ||||
Note | Acquired | Acquired Unit | Acquired | ||
Sources | 18 | 2 | 2 |
Fidelity Investments Fund History
3 Fund Histories
Fidelity Investments has 3 funds, including Women's Leadership Fund.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
5/16/2018 | Women's Leadership Fund | 1 | |||
Fidelity Private Credit Fund | |||||
Crypto Fund |
Closing Date | 5/16/2018 | ||
|---|---|---|---|
Fund | Women's Leadership Fund | Fidelity Private Credit Fund | Crypto Fund |
Fund Type | |||
Status | |||
Amount | |||
Sources | 1 |
Fidelity Investments Partners & Customers
10 Partners and customers
Fidelity Investments has 10 strategic partners and customers. Fidelity Investments recently partnered with Golin on December 12, 2023.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
12/7/2023 | Vendor | United States | 1 | ||
11/8/2023 | Partner | United States | With this partnership , Fidelity Investments will directly contribute to America Mentors 's efforts to provide essential resources , mentorship , and support to underserved college students , including the 2,500 students that will participate in the Fidelity Investments Scholars program over the next five years . | 1 | |
7/1/2023 | Partner | United States | Coinbase will be Fidelity’s surveillance partner for Bitcoin ETF Securities and Exchange Commission Deems Nasdaq and Cboe Applications `` Inadequate '' Due to Lack of Surveillance-Sharing Agreement Disclosure | 3 | |
5/25/2023 | Partner | ||||
12/31/2022 | Licensee |
Date | 12/7/2023 | 11/8/2023 | 7/1/2023 | 5/25/2023 | 12/31/2022 |
|---|---|---|---|---|---|
Type | Vendor | Partner | Partner | Partner | Licensee |
Business Partner | |||||
Country | United States | United States | United States | ||
News Snippet | With this partnership , Fidelity Investments will directly contribute to America Mentors 's efforts to provide essential resources , mentorship , and support to underserved college students , including the 2,500 students that will participate in the Fidelity Investments Scholars program over the next five years . | Coinbase will be Fidelity’s surveillance partner for Bitcoin ETF Securities and Exchange Commission Deems Nasdaq and Cboe Applications `` Inadequate '' Due to Lack of Surveillance-Sharing Agreement Disclosure | |||
Sources | 1 | 1 | 3 |
Fidelity Investments Team
116 Team Members
Fidelity Investments has 116 team members, including current Chief Executive Officer, Abigail P. Johnson.
Name | Work History | Title | Status |
|---|---|---|---|
Abigail P. Johnson | Chief Executive Officer | Current | |
Name | Abigail P. Johnson | ||||
|---|---|---|---|---|---|
Work History | |||||
Title | Chief Executive Officer | ||||
Status | Current |
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