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, Q2 2023
Institutional positions in FiscalNote Holdings, Inc. as of Jun 30, 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
- 63
- +25 vs. Q1 2023
- Shares held
- 55.0M
- +8.63M (+18.6%) vs. Q1 2023
- Total value
- $200.3M
- +$96.9M (+93.8%) vs. Q1 2023
- New holders
- 33
- 19 more added
- Sold out
- 8
- 4 more reduced
Compare with Q1 2023: 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 | $27.9M |
| Q1 2025 | 92 | $45.1M |
| Q4 2024 | 77 | $60.5M |
| Q3 2024 | 76 | $177.8M |
| Q2 2024 | 68 | $77.1M |
| Q1 2024 | 69 | $67.8M |
| Q4 2023 | 61 | $56.6M |
| Q3 2023 | 69 | $102.7M |
| Q2 2023 | 63 | $200.3M |
| Q1 2023 | 38 | $103.3M |
| Q4 2022 | 22 | $239.7M |
| Q3 2022 | 23 | $368.1M |
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maso Capital Partners Ltd | 28,913,731 | $105.2M | 46.16% | 00.0% | Unchanged |
| Stonehill Capital Management LLC | 5,822,906 | $21.2M | 23.29% | 00.0% | Unchanged |
| BlackRock Inc. | 4,505,691 | $16.4M | 0.00% | +3,566,802+379.9% | Added |
| Vanguard Group Inc | 4,118,987 | $15.0M | 0.00% | +312,011+8.2% | Added |
| Millennium Management LLC | 1,592,935 | $5.80M | 0.01% | +993,296+165.6% | Added |
| Brown Advisory Inc | 1,495,803 | $5.44M | 0.01% | +344,609+29.9% | Added |
| Geode Capital Management, LLC | 1,334,217 | $4.86M | 0.00% | +707,438+112.9% | Added |
| State Street Corp | 1,094,023 | $3.98M | 0.00% | +784,045+252.9% | Added |
| Comprehensive Financial Management LLC | 1,010,988 | $3.68M | 0.12% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 800,000 | $2.91M | 1.38% | +300,000+60.0% | Added |
| Morgan Stanley | 594,557 | $2.16M | 0.00% | −149,850−20.1% | Reduced |
| Charles Schwab Investment Management Inc | 520,725 | $1.90M | 0.00% | +144,259+38.3% | Added |
| Northern Trust Corp | 517,882 | $1.89M | 0.00% | +389,421+303.1% | Added |
| Nuveen Asset Management, LLC | 331,642 | $1.21M | 0.00% | +331,642 | New |
| Squarepoint Ops LLC | 289,295 | $1.05M | 0.01% | +245,847+565.8% | Added |
| Millrace Asset Group, Inc. | 235,600 | $858.0K | 0.90% | +235,600 | New |
| AlphaCentric Advisors LLC | 200,000 | $728.0K | 0.40% | +200,000 | New |
| Bank of New York Mellon Corp | 186,739 | $679.7K | 0.00% | +158,649+564.8% | Added |
| LPL Financial LLC | 144,348 | $525.4K | 0.00% | +115,000+391.8% | Added |
| Klingenstein Fields & Co LP | 119,931 | $436.5K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 106,191 | $386.5K | 0.00% | +106,191 | New |
| Citadel Advisors LLC | 79,849 | $290.6K | 0.00% | +60,533+313.4% | Added |
| Tiedemann Advisors, LLC | 69,000 | $251.2K | 0.01% | +15,000+27.8% | Added |
| Goldman Sachs Group Inc | 62,123 | $226.1K | 0.00% | +62,123 | New |
| Rhumbline Advisers | 61,536 | $224.0K | 0.00% | +61,536 | New |
| Virtu Financial LLC | 54,669 | $199.0K | 0.02% | +54,669 | New |
| JPMorgan Chase & Co | 48,281 | $175.7K | 0.00% | +46,043+2,057.3% | Added |
| Worth Venture Partners, LLC | 44,670 | $162.6K | 0.09% | +11,570+35.0% | Added |
| Alliancebernstein L.P. | 37,860 | $137.8K | 0.00% | +37,860 | New |
| Wells Fargo & Company | 37,270 | $135.7K | 0.00% | +36,769+7,339.1% | Added |
| UBS Group AG | 35,851 | $130.5K | 0.00% | +33,944+1,780.0% | Added |
| MetLife Investment Management | 34,810 | $126.7K | 0.00% | +34,810 | New |
| Bank of America Corp | 33,310 | $121.2K | 0.00% | −88,887−72.7% | Reduced |
| New York State Common Retirement Fund | 31,400 | $114.3K | 0.00% | +31,400 | New |
| CIBC Asset Management Inc | 30,880 | $112.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 29,971 | $109.1K | 0.00% | +29,971 | New |
| FMR LLC | 29,113 | $106.0K | 0.00% | +29,113 | New |
| Manufacturers Life Insurance Company, The | 27,955 | $101.8K | 0.00% | +27,955 | New |
| Centiva Capital, LP | 25,842 | $94.1K | 0.00% | +25,842 | New |
| Invesco Ltd. | 25,586 | $93.1K | 0.00% | +25,586 | New |
| Voya Investment Management LLC | 24,817 | $90.3K | 0.00% | +24,817 | New |
| CIBC Private Wealth Group, LLC | 24,648 | $89.7K | 0.00% | +24,648 | New |
| California State Teachers Retirement System | 20,714 | $75.4K | 0.00% | +20,714 | New |
| Bayesian Capital Management, LP | 18,700 | $68.1K | 0.01% | +18,700 | New |
| Citigroup Inc | 18,545 | $67.5K | 0.00% | +18,545 | New |
| Oasis Management Co Ltd. | 18,084 | $65.8K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 17,680 | $64.4K | 0.00% | +17,680 | New |
| HSBC Holdings PLC | 17,565 | $63.9K | 0.00% | +17,565 | New |
| Susquehanna International Group, LLP | 17,243 | $62.8K | 0.00% | +17,243 | New |
| Colony Group LLC | 13,344 | $49.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,658 | $47.0K | 0.00% | +12,658 | New |
| International Assets Investment Management, LLC | 12,400 | $45.1K | 0.01% | +12,400 | New |
| Barclays PLC | 12,362 | $45.0K | 0.00% | −33,159−72.8% | Reduced |
| Victory Capital Management Inc | 11,035 | $40.2K | 0.00% | −256−2.3% | Reduced |
| Sea Otter Advisors LLC | 11,000 | $40.0K | 0.03% | +11,000 | New |
| Amalgamated Bank | 6,744 | $25.0K | 0.00% | +6,744 | New |
| Tower Research Capital LLC (TRC) | 6,856 | $25.0K | 0.00% | +3,148+84.9% | Added |
| Legal & General Group Plc | 6,420 | $23.3K | 0.00% | +6,420 | New |
| Royal Bank of Canada | 5,964 | $22.0K | 0.00% | +5,964 | New |
| Ameritas Investment Partners, Inc. | 5,142 | $18.7K | 0.00% | +5,142 | New |
| Metropolitan Life Insurance Co | 3,607 | $13.1K | 0.00% | +3,607 | New |
| HighMark Wealth Management LLC | 2,000 | $7.28K | 0.01% | +2,000 | New |
| Sandy Spring Bank | 100 | $364 | 0.00% | +100 | New |
| VGI Partners Ltd | 0 | $0 | 0.00% | −283,524−100.0% | Sold out |
| NEA Management Company, LLC | 0 | $0 | 0.00% | −307,344−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −103,012−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −57,327−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −29,967−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −27,154−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |