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| OpenView Investments LLC
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|---|---|
| CRD # | 162558 |
| SEC # | 802-75893 |
| CIK # | 0001658115 |
| AUM | |
| Employees | |
| Fees | |
| Minimum | |
| Phone | 617-478-7500 |
| Address | 303 Congress Street Suite 6Fl Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | OpenView Affiliates Fund III LP | [2012-03-30] | 1.8 M | 0.0 M |
| Filed 2012-02-28 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | OpenView Venture Partners III LP | [2012-03-30] | 99.0 M | 2.7 M |
| Filed 2011-12-22 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| Limited Partners | 2011 - 2026 |
|---|---|
| State Board of Administration of Florida |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| General Partner of The General Partner OpenView Management LLC | Promoter | 4 | 2 | |
| Investment Manager OpenView Investments LLC | Promoter | 4 | 2 | |
| General Partner OpenView General Partner III LP | Promoter | 2 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001658115] | |
| 3 | [0001658115] | |
| 4 | [0001658115] | |
| SC 13G | [0001658115] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| OpenView Management LLC | Expensify Inc | [2022-02-09] |
| OpenView Management LLC | Usertesting Inc | [2022-02-09] |
| OpenView Management LLC | Datadog Inc | [2020-02-14] |
| OpenView Management LLC | Instructure Inc | [2016-02-12] |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Expensify Inc EXFY
Class A Common Stock
|
2023-08-01 | Sell | 317,960 | $6.10 | 1,939,556 |
|
Expensify Inc EXFY
Class A Common Stock
|
2023-08-01 | Sell | 9,726,290 | $6.10 | 59,330,369 |
|
Expensify Inc EXFY
Series B-1 Convertible Preferred Stock · derivative
|
2021-11-15 | Conversion | 22,246 | $0.00 | |
|
Expensify Inc EXFY
Series C Convertible Preferred Stock · derivative
|
2021-11-15 | Conversion | 28,337 | $0.00 | |
|
Expensify Inc EXFY
Class A Common Stock
|
2021-11-15 | Conversion | 12,481,460 | ||
|
Expensify Inc EXFY
Class A Common Stock
|
2021-11-15 | Sell | 2,785,670 | $25.11 | 69,948,174 |
|
Expensify Inc EXFY
Class A Common Stock
|
2021-11-15 | Sell | 91,070 | $25.11 | 2,286,768 |
|
Expensify Inc EXFY
Class A Common Stock
|
2021-11-15 | Conversion | 408,030 | ||
|
Expensify Inc EXFY
Series B Convertible Preferred Stock · derivative
|
2021-11-15 | Conversion | 11,739 | $0.00 | |
|
Expensify Inc EXFY
Series C Convertible Preferred Stock · derivative
|
2021-11-15 | Conversion | 866,828 | $0.00 | |
|
Expensify Inc EXFY
Series B Convertible Preferred Stock · derivative
|
2021-11-15 | Conversion | 359,072 | $0.00 | |
|
Expensify Inc EXFY
Series B-1 Convertible Preferred Stock · derivative
|
2021-11-15 | Conversion | 727 | $0.00 | |
|
Datadog Inc DDOG
Class A Common Stock
|
2020-03-09 | Other | 1,271,164 | $0.00 | |
|
Datadog Inc DDOG
Class A Common Stock
|
2020-03-09 | Conversion | 32,646,624 | $0.00 | |
|
Datadog Inc DDOG
Class A Common Stock
|
2020-03-09 | Conversion | 1,275,677 | $0.00 | |
|
Datadog Inc DDOG
Class A Common Stock
|
2020-03-09 | Other | 32,531,137 | $0.00 | |
|
Datadog Inc DDOG
Class B Common Stock · derivative
|
2020-03-09 | Conversion | 1,275,677 | $0.00 | |
|
Datadog Inc DDOG
Class B Common Stock · derivative
|
2020-03-09 | Conversion | 32,646,624 | $0.00 | |
|
Datadog Inc DDOG
Class B Common Stock · derivative
|
2019-12-16 | Conversion | 8,161,656 | $0.00 | |
|
Datadog Inc DDOG
Class B Common Stock · derivative
|
2019-12-16 | Conversion | 318,919 | $0.00 | |
| showing 20 of 116 most recent transactions | |||||