Year-To-Date New Issue Offerings
Through established relationships with Kohlberg Kravis Roberts & Co. (KKR), and multiple other underwriters, Fidelity customers have access to a wide-array of new issue offerings. View previous year's offerings
| Offering | Pricing Date | Price | Symbol | Deal Type | Lead Manager | Access Bookrunner |
|---|---|---|---|---|---|---|
| SmartStop Self Storage REIT, Inc. | 04/01/2025 | $30.00 | SMA | IPO | JP Morgan, Wells Fargo, Keybanc, BMO Capital Markets, Truist, Baird, Stifel, National Bank of Canada, Raymond James | Truist Securities |
| MicroStrategy Inc. Convertible Preferred | 03/20/2025 | $85.00 | STRF | Convertible Preferred Public Offering | Morgan Stanley, Barclays, Citigroup, Moelis & Company | Morgan Stanley |
| Mineralys Therapeutics, Inc. | 03/11/2025 | $13.50 | MLYS | ADD-ON | BofA Merrill Lynch, Evercore ISI, Goldman Sachs | Evercore ISI |
| Primo Brands Corporation | 03/10/2025 | $29.50 | PRMB | ADD-ON | Morgan Stanley, BofA Merrill Lynch | Truist Securities |
| Diversified Energy Company PLC | 02/19/2025 | $14.50 | DEC | ADD-ON | Citigroup, Mizuho | Citigroup |
| Karman Holdings Inc. | 02/12/2025 | $22.00 | KRMN | IPO | Citigroup, Evercore ISI | Evercore ISI |
| SailPoint, Inc. | 02/12/2025 | $23.00 | SAIL | IPO | Morgan Stanley, Goldman Sachs, JP Morgan, Evercore ISI | Evercore ISI |
| Sionna Therapeutics, Inc. | 02/06/2025 | $18.00 | SION | IPO | Goldman Sachs, TD Cowen, Stifel, Guggenheim Securities | Goldman Sachs |
| BBB Foods Inc. | 02/05/2025 | $28.25 | TBBB | ADD-ON | JP Morgan, Morgan Stanley | Santander |
| MicroStrategy Inc. Convertible Preferred | 01/30/2025 | $80.00 | STRK | Convertible Preferred Public Offering | Barclays, Moelis & Company | Barclays |
| Metsera, Inc. | 01/30/2025 | $18.00 | MTSR | IPO | BofA Merrill Lynch, Goldman Sachs, Evercore ISI, Guggenheim Securities, Cantor Fitzgerald | Evercore ISI |
| Infinity Natural Resources, Inc. | 01/30/2025 | $20.00 | INR | IPO | Citigroup, Raymond James, RBC Capital Markets | Truist Securities |
| 89bio, Inc. | 01/28/2025 | $8.75 | ETNB | ADD-ON | Goldman Sachs, Leerink Partners, BofA Merrill Lynch, Cantor Fitzgerald | Goldman Sachs |
| MSC Income Fund, Inc. | 01/28/2025 | $15.53 | MSIF | IPO | RBC Capital Markets, Truist Securities | Truist Securities |
| Venture Global, Inc. | 01/23/2025 | $25.00 | VG | IPO | Goldman Sachs, JP Morgan, BofA Merrill Lynch | Truist Securities |
| Ascentage Pharma Group International | 01/23/2025 | $17.25 | AAPG | IPO | JP Morgan, Citigroup | JP Morgan |
| Flowco Holdings Inc. | 01/15/2025 | $24.00 | FLOC | IPO | JP Morgan, Jeffries, Piper Sandler, Evercore ISI | Evercore ISI |
