FiscalNote Holdings, Inc.
NOTE- Exchange
- OTC
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001823466
No open-market purchases or sales by FiscalNote Holdings, Inc. insiders were filed in the last 90 days; no institution reported holding it in 13F filings for Q2 2026; no superinvestor holds it.
Other share classesNOTEW
13F holders, Q4 2022
Institutional positions in FiscalNote Holdings, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 22
- 0 vs. Q3 2022
- Shares held
- 43.0M
- +546.4K (+1.3%) vs. Q3 2022
- Total value
- $239.7M
- +$34.0M (+16.5%) vs. Q3 2022
- New holders
- 4
- 8 more added
- Sold out
- 4
- 4 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NOTE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 4 | $1.52K |
| Q4 2025 | 51 | $3.69M |
| Q3 2025 | 47 | $20.3M |
| Q2 2025 | 72 | $27.6M |
| Q1 2025 | 92 | $45.1M |
| Q4 2024 | 77 | $60.4M |
| Q3 2024 | 76 | $72.6M |
| Q2 2024 | 68 | $77.0M |
| Q1 2024 | 69 | $63.9M |
| Q4 2023 | 61 | $55.1M |
| Q3 2023 | 69 | $102.7M |
| Q2 2023 | 63 | $200.2M |
| Q1 2023 | 38 | $103.3M |
| Q4 2022 | 22 | $239.7M |
| Q3 2022 | 23 | $207.0M |
| Q2 2022 | 1 | $7.39M |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 496 | $3.00K | 0.00% | −2,304−82.3% | Reduced |
| Wells Fargo & Company | 497 | $3.15K | 0.00% | +21+4.4% | Added |
| Morgan Stanley | 6,218 | $39.4K | 0.00% | +5,926+2,029.5% | Added |
| Citigroup Inc | 8,115 | $51.4K | 0.00% | +8,115 | New |
| Victory Capital Management Inc | 11,576 | $73.3K | 0.00% | +11,576 | New |
| Tiedemann Advisors, LLC | 16,000 | $101.3K | 0.00% | −2,479−13.4% | Reduced |
| Susquehanna International Group, LLP | 16,670 | $105.5K | 0.00% | +16,670 | New |
| Jane Street Group, LLC | 22,139 | $140.1K | 0.00% | −6,946−23.9% | Reduced |
| Millennium Management LLC | 25,333 | $160.0K | 0.00% | +25,333 | New |
| Bank of New York Mellon Corp | 28,090 | $177.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 75,930 | $480.6K | 0.00% | −14,069−15.6% | Reduced |
| Northern Trust Corp | 121,560 | $769.5K | 0.00% | +2,841+2.4% | Added |
| State Street Corp | 254,278 | $1.61M | 0.00% | +25,878+11.3% | Added |
| VGI Partners Ltd | 333,085 | $2.11M | 0.49% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 376,563 | $2.38M | 0.00% | +11,931+3.3% | Added |
| Geode Capital Management, LLC | 626,775 | $3.97M | 0.00% | +18,425+3.0% | Added |
| BlackRock Inc. | 818,960 | $5.18M | 0.00% | +21,505+2.7% | Added |
| Vanguard Group Inc | 973,042 | $6.16M | 0.00% | +452,285+86.9% | Added |
| Comprehensive Financial Management LLC | 1,010,988 | $6.40M | 0.21% | 00.0% | Unchanged |
| NEA Management Company, LLC | 1,694,323 | $9.65M | 0.54% | 00.0% | Unchanged |
| Stonehill Capital Management LLC | 7,703,906 | $17.1M | 18.48% | 00.0% | Unchanged |
| Maso Capital Partners Ltd | 28,913,731 | $183.0M | 66.32% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,741−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,632−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Accomplice Management, LLC | – | – | – | – | Not filed |