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, Q1 2023
Institutional positions in FiscalNote Holdings, Inc. as of Mar 31, 2023. 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
- 38
- +16 vs. Q4 2022
- Shares held
- 46.4M
- +3.35M (+7.8%) vs. Q4 2022
- Total value
- $103.3M
- −$136.4M (−56.9%) vs. Q4 2022
- New holders
- 18
- 11 more added
- Sold out
- 2
- 6 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maso Capital Partners Ltd | 28,913,731 | $64.5M | 42.82% | 00.0% | Unchanged |
| Stonehill Capital Management LLC | 5,822,906 | $13.0M | 14.38% | −1,881,000−24.4% | Reduced |
| Vanguard Group Inc | 3,806,976 | $8.49M | 0.00% | +2,833,934+291.2% | Added |
| Brown Advisory Inc | 1,151,194 | $2.57M | 0.00% | +1,151,194 | New |
| Comprehensive Financial Management LLC | 1,010,988 | $2.25M | 0.07% | 00.0% | Unchanged |
| BlackRock Inc. | 938,889 | $2.09M | 0.00% | +119,929+14.6% | Added |
| Morgan Stanley | 744,407 | $1.66M | 0.00% | +738,189+11,871.8% | Added |
| Geode Capital Management, LLC | 626,779 | $1.40M | 0.00% | +40.0% | Added |
| Millennium Management LLC | 599,639 | $1.34M | 0.00% | +574,306+2,267.0% | Added |
| Manatuck Hill Partners, LLC | 500,000 | $1.11M | 0.56% | +500,000 | New |
| Charles Schwab Investment Management Inc | 376,466 | $839.5K | 0.00% | −970.0% | Reduced |
| State Street Corp | 309,978 | $691.3K | 0.00% | +55,700+21.9% | Added |
| VGI Partners Ltd | 283,524 | $632.3K | 0.12% | −49,561−14.9% | Reduced |
| NEA Management Company, LLC | 307,344 | $576.2K | 0.04% | −1,386,979−81.9% | Reduced |
| Northern Trust Corp | 128,461 | $286.5K | 0.00% | +6,901+5.7% | Added |
| Bank of America Corp | 122,197 | $272.5K | 0.00% | +122,197 | New |
| Klingenstein Fields & Co LP | 119,931 | $267.4K | 0.01% | +119,931 | New |
| Jane Street Group, LLC | 103,012 | $229.7K | 0.00% | +80,873+365.3% | Added |
| Symmetry Peak Management LLC | 65,000 | $144.9K | 0.69% | +65,000 | New |
| Jump Financial, LLC | 57,327 | $127.8K | 0.01% | +57,327 | New |
| Tiedemann Advisors, LLC | 54,000 | $120.4K | 0.01% | +38,000+237.5% | Added |
| Barclays PLC | 45,521 | $101.5K | 0.00% | +45,521 | New |
| Squarepoint Ops LLC | 43,448 | $96.9K | 0.00% | +43,448 | New |
| Worth Venture Partners, LLC | 33,100 | $73.8K | 0.04% | +33,100 | New |
| CIBC Asset Management Inc | 30,880 | $68.9K | 0.00% | +30,880 | New |
| Diametric Capital, LP | 29,967 | $66.8K | 0.03% | +29,967 | New |
| LPL Financial LLC | 29,348 | $65.4K | 0.00% | +29,348 | New |
| Bank of New York Mellon Corp | 28,090 | $62.6K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 27,154 | $60.6K | 0.00% | +27,154 | New |
| Citadel Advisors LLC | 19,316 | $43.1K | 0.00% | +19,316 | New |
| Oasis Management Co Ltd. | 18,084 | $40.3K | 0.01% | +18,084 | New |
| Colony Group LLC | 13,344 | $30.0K | 0.00% | +13,344 | New |
| ExodusPoint Capital Management, LP | 12,200 | $27.0K | 0.00% | +12,200 | New |
| Victory Capital Management Inc | 11,291 | $25.2K | 0.00% | −285−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,708 | $8.00K | 0.00% | +3,212+647.6% | Added |
| JPMorgan Chase & Co | 2,238 | $5.00K | 0.00% | +2,238 | New |
| UBS Group AG | 1,907 | $4.25K | 0.00% | −74,023−97.5% | Reduced |
| Wells Fargo & Company | 501 | $1.12K | 0.00% | +4+0.8% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,670−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −8,115−100.0% | Sold out |