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