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
- +8.62M (+18.6%) vs. Q1 2023
- Total value
- $200.2M
- +$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 | $27.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 100 | $364 | 0.00% | +100 | New |
| HighMark Wealth Management LLC | 2,000 | $7.28K | 0.01% | +2,000 | New |
| Metropolitan Life Insurance Co | 3,607 | $13.1K | 0.00% | +3,607 | New |
| Ameritas Investment Partners, Inc. | 5,142 | $18.7K | 0.00% | +5,142 | New |
| Royal Bank of Canada | 5,964 | $22.0K | 0.00% | +5,964 | New |
| Legal & General Group Plc | 6,420 | $23.3K | 0.00% | +6,420 | New |
| Tower Research Capital LLC (TRC) | 6,856 | $25.0K | 0.00% | +3,148+84.9% | Added |
| Amalgamated Bank | 6,744 | $25.0K | 0.00% | +6,744 | New |
| Sea Otter Advisors LLC | 11,000 | $40.0K | 0.03% | +11,000 | New |
| Victory Capital Management Inc | 11,035 | $40.2K | 0.00% | −256−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 12,324 | $44.9K | 0.00% | +12,324 | New |
| Barclays PLC | 12,362 | $45.0K | 0.00% | −33,159−72.8% | Reduced |
| International Assets Investment Management, LLC | 12,400 | $45.1K | 0.01% | +12,400 | New |
| Price T Rowe Associates Inc | 12,658 | $47.0K | 0.00% | +12,658 | New |
| Colony Group LLC | 13,344 | $49.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,243 | $62.8K | 0.00% | +17,243 | New |
| HSBC Holdings PLC | 17,565 | $63.9K | 0.00% | +17,565 | New |
| State Board of Administration of Florida Retirement System | 17,680 | $64.4K | 0.00% | +17,680 | New |
| Oasis Management Co Ltd. | 18,084 | $65.8K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 18,545 | $67.5K | 0.00% | +18,545 | New |
| Bayesian Capital Management, LP | 18,700 | $68.1K | 0.01% | +18,700 | New |
| California State Teachers Retirement System | 20,714 | $75.4K | 0.00% | +20,714 | New |
| Voya Investment Management LLC | 24,817 | $90.3K | 0.00% | +24,817 | New |
| Invesco Ltd. | 25,586 | $93.1K | 0.00% | +25,586 | New |
| Centiva Capital, LP | 25,842 | $94.1K | 0.00% | +25,842 | New |
| Manufacturers Life Insurance Company, The | 27,955 | $101.8K | 0.00% | +27,955 | New |
| FMR LLC | 29,113 | $106.0K | 0.00% | +29,113 | New |
| American International Group, Inc. | 29,971 | $109.1K | 0.00% | +29,971 | New |
| CIBC Asset Management Inc | 30,880 | $112.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 31,400 | $114.3K | 0.00% | +31,400 | New |
| Bank of America Corp | 33,310 | $121.2K | 0.00% | −88,887−72.7% | Reduced |
| MetLife Investment Management | 34,810 | $126.7K | 0.00% | +34,810 | New |
| UBS Group AG | 35,851 | $130.5K | 0.00% | +33,944+1,780.0% | Added |
| Wells Fargo & Company | 37,270 | $135.7K | 0.00% | +36,769+7,339.1% | Added |
| Alliancebernstein L.P. | 37,860 | $137.8K | 0.00% | +37,860 | New |
| Worth Venture Partners, LLC | 44,670 | $162.6K | 0.09% | +11,570+35.0% | Added |
| JPMorgan Chase & Co | 48,281 | $175.7K | 0.00% | +46,043+2,057.3% | Added |
| Virtu Financial LLC | 54,669 | $199.0K | 0.02% | +54,669 | New |
| Rhumbline Advisers | 61,536 | $224.0K | 0.00% | +61,536 | New |
| Goldman Sachs Group Inc | 62,123 | $226.1K | 0.00% | +62,123 | New |
| Tiedemann Advisors, LLC | 69,000 | $251.2K | 0.01% | +15,000+27.8% | Added |
| Citadel Advisors LLC | 79,849 | $290.6K | 0.00% | +60,533+313.4% | Added |
| Marshall Wace, LLP | 106,191 | $386.5K | 0.00% | +106,191 | New |
| Klingenstein Fields & Co LP | 119,931 | $436.5K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 144,348 | $525.4K | 0.00% | +115,000+391.8% | Added |
| Bank of New York Mellon Corp | 186,739 | $679.7K | 0.00% | +158,649+564.8% | Added |
| AlphaCentric Advisors LLC | 200,000 | $728.0K | 0.40% | +200,000 | New |
| Millrace Asset Group, Inc. | 235,600 | $858.0K | 0.90% | +235,600 | New |
| Squarepoint Ops LLC | 289,295 | $1.05M | 0.01% | +245,847+565.8% | Added |
| Nuveen Asset Management, LLC | 331,642 | $1.21M | 0.00% | +331,642 | New |
| Northern Trust Corp | 517,882 | $1.89M | 0.00% | +389,421+303.1% | Added |
| Charles Schwab Investment Management Inc | 520,725 | $1.90M | 0.00% | +144,259+38.3% | Added |
| Morgan Stanley | 594,557 | $2.16M | 0.00% | −149,850−20.1% | Reduced |
| Manatuck Hill Partners, LLC | 800,000 | $2.91M | 1.38% | +300,000+60.0% | Added |
| Comprehensive Financial Management LLC | 1,010,988 | $3.68M | 0.12% | 00.0% | Unchanged |
| State Street Corp | 1,094,023 | $3.98M | 0.00% | +784,045+252.9% | Added |
| Geode Capital Management, LLC | 1,334,217 | $4.86M | 0.00% | +707,438+112.9% | Added |
| Brown Advisory Inc | 1,495,803 | $5.44M | 0.01% | +344,609+29.9% | Added |
| Millennium Management LLC | 1,592,935 | $5.80M | 0.01% | +993,296+165.6% | Added |
| Vanguard Group Inc | 4,118,987 | $15.0M | 0.00% | +312,011+8.2% | Added |
| BlackRock Inc. | 4,505,691 | $16.4M | 0.00% | +3,566,802+379.9% | Added |
| Stonehill Capital Management LLC | 5,822,906 | $21.2M | 23.29% | 00.0% | Unchanged |
| Maso Capital Partners Ltd | 28,913,731 | $105.2M | 46.16% | 00.0% | Unchanged |
| 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 |