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 | $27.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Cutler Group LP | 356 | $0 | 0.00% | −419−54.1% | Reduced |
| Cape Investment Advisory, Inc. | 99 | $113 | 0.00% | +99 | New |
| FMR LLC | 1,833 | $2.09K | 0.00% | −19,825−91.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,142 | $5.86K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,428 | $6.21K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,119 | $7.00K | 0.00% | −625−9.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,003 | $9.12K | 0.00% | +1,049+15.1% | Added |
| Citigroup Inc | 8,638 | $9.85K | 0.00% | +8,607+27,764.5% | Added |
| California State Teachers Retirement System | 9,835 | $11.2K | 0.00% | −3,905−28.4% | Reduced |
| MML Investors Services, LLC | 11,786 | $13.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,718 | $15.6K | 0.00% | −287,788−95.5% | Reduced |
| Price T Rowe Associates Inc | 13,593 | $16.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,520 | $17.7K | 0.00% | +15,520 | New |
| Manufacturers Life Insurance Company, The | 16,610 | $18.9K | 0.00% | −11,363−40.6% | Reduced |
| Oasis Management Co Ltd. | 18,084 | $20.6K | 0.01% | 00.0% | Unchanged |
| Wexford Capital LP | 18,260 | $20.8K | 0.00% | +18,260 | New |
| Royal Bank of Canada | 18,741 | $22.0K | 0.00% | +8,826+89.0% | Added |
| Engineers Gate Manager LP | 23,084 | $26.3K | 0.00% | +23,084 | New |
| Simplex Trading, LLC | 24,601 | $28.0K | 0.00% | +22,720+1,207.9% | Added |
| Voya Investment Management LLC | 24,817 | $28.3K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 27,687 | $31.6K | 0.00% | +27,687 | New |
| HRT Financial LP | 28,690 | $32.0K | 0.00% | +28,690 | New |
| SG Americas Securities, LLC | 29,071 | $33.0K | 0.00% | +5,508+23.4% | Added |
| Invesco Ltd. | 29,321 | $33.4K | 0.00% | +3,735+14.6% | Added |
| LPL Financial LLC | 29,348 | $33.5K | 0.00% | −10,000−25.4% | Reduced |
| American International Group, Inc. | 29,702 | $33.9K | 0.00% | −1,374−4.4% | Reduced |
| Citadel Advisors LLC | 30,748 | $35.1K | 0.00% | +30,748 | New |
| CIBC Asset Management Inc | 30,880 | $35.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 31,927 | $36.4K | 0.00% | +161+0.5% | Added |
| Deutsche Bank AG | 33,144 | $37.8K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 35,178 | $40.1K | 0.00% | +331+0.9% | Added |
| Alliancebernstein L.P. | 37,860 | $43.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 37,896 | $43.2K | 0.00% | +3,039+8.7% | Added |
| Camden Capital, LLC | 40,000 | $45.6K | 0.00% | +2,500+6.7% | Added |
| JPMorgan Chase & Co | 40,362 | $46.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 41,126 | $46.9K | 0.00% | +21,533+109.9% | Added |
| XTX Topco Ltd | 47,814 | $54.5K | 0.01% | +47,814 | New |
| AlphaCentric Advisors LLC | 50,000 | $57.0K | 0.04% | −150,000−75.0% | Reduced |
| Jane Street Group, LLC | 56,586 | $64.5K | 0.00% | +39,812+237.3% | Added |
| Rhumbline Advisers | 64,045 | $73.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 64,776 | $73.8K | 0.00% | +31,053+92.1% | Added |
| International Assets Investment Management, LLC | 72,100 | $82.2K | 0.01% | +44,400+160.3% | Added |
| Barclays PLC | 82,100 | $93.6K | 0.00% | +71,751+693.3% | Added |
| AlTi Global, Inc. | 85,000 | $96.9K | 0.00% | +85,000 | New |
| Klingenstein Fields & Co LP | 119,931 | $136.7K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 134,747 | $153.6K | 0.00% | +96,352+250.9% | Added |
| Bank of New York Mellon Corp | 186,741 | $212.9K | 0.00% | +20.0% | Added |
| Lynwood Capital Management Inc. | 300,000 | $342.0K | 1.51% | +300,000 | New |
| Squarepoint Ops LLC | 357,133 | $407.1K | 0.00% | −24,884−6.5% | Reduced |
| Charles Schwab Investment Management Inc | 455,655 | $519.4K | 0.00% | −63,158−12.2% | Reduced |
| Boothbay Fund Management, LLC | 466,486 | $531.8K | 0.02% | −452,994−49.3% | Reduced |
| Northern Trust Corp | 546,948 | $623.5K | 0.00% | +24,536+4.7% | Added |
| Millennium Management LLC | 609,623 | $695.0K | 0.00% | −61,187−9.1% | Reduced |
| Comprehensive Financial Management LLC | 1,010,988 | $1.15M | 0.04% | 00.0% | Unchanged |
| State Street Corp | 1,269,782 | $1.45M | 0.00% | +94,731+8.1% | Added |
| Morgan Stanley | 1,298,885 | $1.48M | 0.00% | +739,831+132.3% | Added |
| Geode Capital Management, LLC | 1,406,151 | $1.60M | 0.00% | +52,362+3.9% | Added |
| Brown Advisory Inc | 1,420,239 | $1.62M | 0.00% | −75,564−5.1% | Reduced |
| Vanguard Group Inc | 4,144,643 | $4.72M | 0.00% | +19,033+0.5% | Added |
| BlackRock Inc. | 4,356,124 | $4.97M | 0.00% | +76,604+1.8% | Added |
| Maso Capital Partners Ltd | 28,913,731 | $33.0M | 28.49% | 00.0% | Unchanged |
| 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 |