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Fidelity Investments

also referred to as: fidelity

11 statements across 9 episodes · 3 bullish · 3 bearish · 9 people on the record · first statement Aug 19, 2015 by Nick Beim · said 74 times in 36 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (9), Brian Halligan (9), Jason Calacanis (7), Andrew Feldman (6), Imran Khan (5), Rory O'Driscoll (4), Vlad Tenev (2), Nikesh Arora (2)

tap a year for its mentions
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0815201520162017201820192020202120222023202420252026episodes it came up in
0027.5415201520162017201820192020202120222023202420252026episodesmentions per episode
2026 6 mentions in 5 episodes 1 per episode
2025 37 mentions in 12 episodes 3 per episode
2024 12 mentions in 4 episodes 3 per episode
2023 3 mentions in 3 episodes 1 per episode
2022 2 mentions in 2 episodes 1 per episode
2021 1 mention in 1 episode
2020 2 mentions in 2 episodes 1 per episode
2019 1 mention in 1 episode
2017 5 mentions in 2 episodes 3 per episode
2016 2 mentions in 2 episodes 1 per episode
2015 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Fidelity Investments, oldest first

Aug 19, 2015 bullish
Prediction Held up
Beim: Major financial platforms will offer social impact funds within five years
“And I, my strong bet is that these Types of metrics will evolve and that say in the next five years, many major institutional investors and every major consumer internet platform like Fidelity or personal capital will offer access to some kind of social impact…”
Nick Beim Aug 19, 2015 ▶ 16:29 20 VC 064: Finding Exceptional People with Big Ideas with Nick Beim, Partner @ Venrock
Feb 8, 2016 bullish
Prediction Didn’t hold up
Gil Penchina: Flight.vc aims to become a mainstream consumer retirement platform
“My dream is that we'd be buying a 32nd ad on your show talking about our family of funds, and, you know, we'd have, you know, ads in a magazine just like Fidelity and Vanguard do, and we would become one of those places where consumers invest to, help them, he…”
Gil Penchina Feb 8, 2016 ▶ 15:09 20VC: Gil Penchina on Building The World's Largest AngelList Syndicate with Flight.vc
Apr 1, 2016 positive
Assertion Supported
Bhatt: Robinhood users are 20 to 30 years younger than competitors'
“The consumers that use products like Fidelity, E-Trade, Scottrade, a lot of our competitors, our customers are on average, 20 to 30 years younger than those consumers.”
Baiju Bhatt Apr 1, 2016 ▶ 13:07 20VC: RobinHood's Baiju Bhatt on The Importance Of Design in Fintech and Having A 10X Better Product
Dec 14, 2016 negative
Assertion Partly supported
Mutual fund private startup valuation marks are based purely on sentiment
“We're more or less at the worst possible scenario right now. We have no information rights, no liquidity. Valuation committees at Fidelity and BlackRock basically get to mark things up and down with no information, so it's basically all sentiment.”
Garry Tan Dec 14, 2016 ▶ 26:49 20VC: Garry Tan on The Biggest Takeaways From Advising 700 Companies @ Y Combinator & Why Now Is The Golden Age For The Early Stage?
Oct 11, 2023 neutral
Insight
Deven Parekh: Large mutual funds use pre-IPO rounds to build long-term positions
“And when these, once there's so little inventory and the amount they're selling is so small and the size of a Fidelity or Vanguard or Wellington fund is so big, their ability to buy a position in the public market is actually not that they can't get much alloc…”
Deven Parekh Oct 11, 2023 ▶ 37:24 Roundtable #4 with Jason Lemkin, Woody Marshall, Deven Parekh, Harry Stebbings | E1071 · 20VC with Harry Stebbings
Aug 7, 2024 negative
What-if
Alexis Ohanian: Initialized could have returned Fund I by selling Zenefits
“I should have sold, we got, we could have returned the fund once over in whenever the fidelity markdown was, like literally putting an SPV together to sell Zenefits and then the markdown, the fidelity markdown happened and it killed the SPV. That was one, that…”
Alexis Ohanian Aug 7, 2024 ▶ 1:13:53 Alexis Ohanian: The Full P&L Breakdown of the World's Most Valuable Women's Sports Team | E1187 · 20VC with Harry Stebbings
Aug 26, 2024 neutral
Insight
Khan: Large asset managers dump small IPO allocations that lack meaningful scale
“If you give Fidelity a million dollar allocation, they will dump the stock, you know. They might disagree with that, but, you know, a million dollar, you know, ultimately, if you have to think about it, if you're a portfolio manager, right, you're owning 30 na…”
Imran Khan Aug 26, 2024 ▶ 34:24 Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
Aug 7, 2025 negative
Assertion Supported
Halligan: Morgan Stanley and Fidelity aligned to lower HubSpot's IPO price
“I don't think there was collusion going on, but definitely Morgan Stanley and Fidelity were on the same side of the table trying to get us to sell at a lower price.”
Brian Halligan Aug 7, 2025 ▶ 4:26 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Aug 7, 2025
Insight
Halligan: Companies engineer IPO pops to retain long-term institutional investors
“Part of it also is you want to pop. You want Fidelity and T. Rowe and these long lonely folks to come in and right out of the gate, feel good about their investment. You want them to hold for decades and decades and decades.”
Brian Halligan Aug 7, 2025 ▶ 6:16 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Aug 7, 2025
Assertion Not checkable as stated
Halligan: HubSpot rejected Morgan Stanley's $24 IPO pricing advice
“We wanted to go out at 25. Morgan Stanley said we should go out at 24. And the reason we should go out at 24 is Fidelity has told us That they're in at 24, they're out at 25. Ok, and you really want Fidelity, because Fidelity has trillions of dollars, and they…”
Brian Halligan Aug 7, 2025 ▶ 3:45 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Sep 4, 2025
Disclosure
Obrecht: Fidelity is the largest check in Canva secondary round
“They're the anchor of the round. They're the largest check in this round.”
Cliff Obrecht Sep 4, 2025 ▶ 6:46 Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
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