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 2023
Institutional positions in FiscalNote Holdings, Inc. as of Dec 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
- 61
- −6 vs. Q3 2023
- Shares held
- 48.3M
- −963.4K (−2.0%) vs. Q3 2023
- Total value
- $55.1M
- −$47.4M (−46.3%) vs. Q3 2023
- New holders
- 10
- 23 more added
- Sold out
- 16
- 14 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maso Capital Partners Ltd | 28,913,731 | $33.0M | 28.49% | 00.0% | Unchanged |
| BlackRock Inc. | 4,356,124 | $4.97M | 0.00% | +76,604+1.8% | Added |
| Vanguard Group Inc | 4,144,643 | $4.72M | 0.00% | +19,033+0.5% | Added |
| Brown Advisory Inc | 1,420,239 | $1.62M | 0.00% | −75,564−5.1% | Reduced |
| Geode Capital Management, LLC | 1,406,151 | $1.60M | 0.00% | +52,362+3.9% | Added |
| Morgan Stanley | 1,298,885 | $1.48M | 0.00% | +739,831+132.3% | Added |
| State Street Corp | 1,269,782 | $1.45M | 0.00% | +94,731+8.1% | Added |
| Comprehensive Financial Management LLC | 1,010,988 | $1.15M | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 609,623 | $695.0K | 0.00% | −61,187−9.1% | Reduced |
| Northern Trust Corp | 546,948 | $623.5K | 0.00% | +24,536+4.7% | Added |
| Boothbay Fund Management, LLC | 466,486 | $531.8K | 0.02% | −452,994−49.3% | Reduced |
| Charles Schwab Investment Management Inc | 455,655 | $519.4K | 0.00% | −63,158−12.2% | Reduced |
| Squarepoint Ops LLC | 357,133 | $407.1K | 0.00% | −24,884−6.5% | Reduced |
| Lynwood Capital Management Inc. | 300,000 | $342.0K | 1.51% | +300,000 | New |
| Bank of New York Mellon Corp | 186,741 | $212.9K | 0.00% | +20.0% | Added |
| Bank of America Corp | 134,747 | $153.6K | 0.00% | +96,352+250.9% | Added |
| Klingenstein Fields & Co LP | 119,931 | $136.7K | 0.01% | 00.0% | Unchanged |
| AlTi Global, Inc. | 85,000 | $96.9K | 0.00% | +85,000 | New |
| Barclays PLC | 82,100 | $93.6K | 0.00% | +71,751+693.3% | Added |
| International Assets Investment Management, LLC | 72,100 | $82.2K | 0.01% | +44,400+160.3% | Added |
| UBS Group AG | 64,776 | $73.8K | 0.00% | +31,053+92.1% | Added |
| Rhumbline Advisers | 64,045 | $73.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 56,586 | $64.5K | 0.00% | +39,812+237.3% | Added |
| AlphaCentric Advisors LLC | 50,000 | $57.0K | 0.04% | −150,000−75.0% | Reduced |
| XTX Topco Ltd | 47,814 | $54.5K | 0.01% | +47,814 | New |
| Susquehanna International Group, LLP | 41,126 | $46.9K | 0.00% | +21,533+109.9% | Added |
| JPMorgan Chase & Co | 40,362 | $46.0K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 40,000 | $45.6K | 0.00% | +2,500+6.7% | Added |
| Wells Fargo & Company | 37,896 | $43.2K | 0.00% | +3,039+8.7% | Added |
| Alliancebernstein L.P. | 37,860 | $43.2K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 35,178 | $40.1K | 0.00% | +331+0.9% | Added |
| Deutsche Bank AG | 33,144 | $37.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 31,927 | $36.4K | 0.00% | +161+0.5% | Added |
| CIBC Asset Management Inc | 30,880 | $35.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 30,748 | $35.1K | 0.00% | +30,748 | New |
| American International Group, Inc. | 29,702 | $33.9K | 0.00% | −1,374−4.4% | Reduced |
| LPL Financial LLC | 29,348 | $33.5K | 0.00% | −10,000−25.4% | Reduced |
| Invesco Ltd. | 29,321 | $33.4K | 0.00% | +3,735+14.6% | Added |
| SG Americas Securities, LLC | 29,071 | $33.0K | 0.00% | +5,508+23.4% | Added |
| HRT Financial LP | 28,690 | $32.0K | 0.00% | +28,690 | New |
| Walleye Capital LLC | 27,687 | $31.6K | 0.00% | +27,687 | New |
| Voya Investment Management LLC | 24,817 | $28.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 24,601 | $28.0K | 0.00% | +22,720+1,207.9% | Added |
| Engineers Gate Manager LP | 23,084 | $26.3K | 0.00% | +23,084 | New |
| Royal Bank of Canada | 18,741 | $22.0K | 0.00% | +8,826+89.0% | Added |
| Wexford Capital LP | 18,260 | $20.8K | 0.00% | +18,260 | New |
| Oasis Management Co Ltd. | 18,084 | $20.6K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,610 | $18.9K | 0.00% | −11,363−40.6% | Reduced |
| State Board of Administration of Florida Retirement System | 15,520 | $17.7K | 0.00% | +15,520 | New |
| Price T Rowe Associates Inc | 13,593 | $16.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,718 | $15.6K | 0.00% | −287,788−95.5% | Reduced |
| MML Investors Services, LLC | 11,786 | $13.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 9,835 | $11.2K | 0.00% | −3,905−28.4% | Reduced |
| Citigroup Inc | 8,638 | $9.85K | 0.00% | +8,607+27,764.5% | Added |
| Tower Research Capital LLC (TRC) | 8,003 | $9.12K | 0.00% | +1,049+15.1% | Added |
| Amalgamated Bank | 6,119 | $7.00K | 0.00% | −625−9.3% | Reduced |
| Legal & General Group Plc | 5,428 | $6.21K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,142 | $5.86K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,833 | $2.09K | 0.00% | −19,825−91.5% | Reduced |
| Cape Investment Advisory, Inc. | 99 | $113 | 0.00% | +99 | New |
| Cutler Group LP | 356 | $0 | 0.00% | −419−54.1% | Reduced |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −234,012−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −170,711−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −136,868−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −96,730−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −54,802−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −34,810−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −26,533−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −22,372−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −12,324−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,212−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |