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 2024
Institutional positions in FiscalNote Holdings, Inc. as of Mar 31, 2024. 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
- 69
- +8 vs. Q4 2023
- Shares held
- 48.1M
- −237.7K (−0.5%) vs. Q4 2023
- Total value
- $63.9M
- +$8.85M (+16.1%) vs. Q4 2023
- New holders
- 18
- 15 more added
- Sold out
- 10
- 25 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maso Capital Partners Ltd | 28,913,731 | $38.5M | 28.43% | 00.0% | Unchanged |
| BlackRock Inc. | 4,173,591 | $5.55M | 0.00% | −182,533−4.2% | Reduced |
| Vanguard Group Inc | 4,157,496 | $5.53M | 0.00% | +12,853+0.3% | Added |
| Morgan Stanley | 1,459,109 | $1.94M | 0.00% | +160,224+12.3% | Added |
| Geode Capital Management, LLC | 1,391,752 | $1.85M | 0.00% | −14,399−1.0% | Reduced |
| State Street Corp | 1,278,182 | $1.70M | 0.00% | +8,400+0.7% | Added |
| Brown Advisory Inc | 1,214,508 | $1.62M | 0.00% | −205,731−14.5% | Reduced |
| Millennium Management LLC | 1,200,494 | $1.60M | 0.00% | +590,871+96.9% | Added |
| Comprehensive Financial Management LLC | 1,010,988 | $1.34M | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 541,589 | $720.3K | 0.00% | +85,934+18.9% | Added |
| Northern Trust Corp | 523,852 | $696.7K | 0.00% | −23,096−4.2% | Reduced |
| Ameriprise Financial Inc | 291,791 | $388.1K | 0.00% | +291,791 | New |
| Bridgeway Capital Management, LLC | 275,000 | $365.8K | 0.01% | +275,000 | New |
| Bank of New York Mellon Corp | 172,839 | $229.9K | 0.00% | −13,902−7.4% | Reduced |
| Klingenstein Fields & Co LP | 119,931 | $159.5K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 109,200 | $136.5K | 0.01% | +37,100+51.5% | Added |
| Jane Street Group, LLC | 86,546 | $115.1K | 0.00% | +29,960+52.9% | Added |
| Gratus Capital LLC | 85,894 | $114.2K | 0.01% | +85,894 | New |
| Rhumbline Advisers | 64,885 | $86.3K | 0.00% | +840+1.3% | Added |
| UBS Group AG | 59,880 | $79.6K | 0.00% | −4,896−7.6% | Reduced |
| Susquehanna International Group, LLP | 53,869 | $71.6K | 0.00% | +12,743+31.0% | Added |
| Squarepoint Ops LLC | 53,033 | $70.5K | 0.00% | −304,100−85.2% | Reduced |
| PFG Investments, LLC | 46,000 | $61.2K | 0.00% | +46,000 | New |
| Camden Capital, LLC | 45,000 | $59.9K | 0.01% | +5,000+12.5% | Added |
| Barclays PLC | 41,988 | $55.8K | 0.00% | −40,112−48.9% | Reduced |
| Alliancebernstein L.P. | 37,860 | $50.4K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 36,118 | $48.0K | 0.00% | +940+2.7% | Added |
| AlTi Global, Inc. | 35,000 | $46.5K | 0.00% | −50,000−58.8% | Reduced |
| Deutsche Bank AG | 31,945 | $42.5K | 0.00% | −1,199−3.6% | Reduced |
| New York State Common Retirement Fund | 31,927 | $42.5K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 30,880 | $41.1K | 0.00% | 00.0% | Unchanged |
| Natixis | 30,000 | $39.9K | 0.00% | +30,000 | New |
| American International Group, Inc. | 29,448 | $39.2K | 0.00% | −254−0.9% | Reduced |
| LPL Financial LLC | 29,348 | $39.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 29,277 | $38.9K | 0.00% | −44−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 26,199 | $34.8K | 0.00% | +9,589+57.7% | Added |
| State of Wyoming | 25,067 | $33.3K | 0.01% | +25,067 | New |
| JPMorgan Chase & Co | 24,848 | $33.0K | 0.00% | −15,514−38.4% | Reduced |
| Marex Group plc | 24,000 | $31.9K | 0.00% | +24,000 | New |
| Wells Fargo & Company | 20,546 | $27.3K | 0.00% | −17,350−45.8% | Reduced |
| Bank of America Corp | 20,490 | $27.3K | 0.00% | −114,257−84.8% | Reduced |
| XTX Topco Ltd | 20,381 | $27.1K | 0.00% | −27,433−57.4% | Reduced |
| Price T Rowe Associates Inc | 19,595 | $27.0K | 0.00% | +6,002+44.2% | Added |
| Voya Investment Management LLC | 20,263 | $26.9K | 0.00% | −4,554−18.4% | Reduced |
| Mariner, LLC | 20,149 | $26.8K | 0.00% | +20,149 | New |
| Oasis Management Co Ltd. | 18,084 | $24.1K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,540 | $18.0K | 0.00% | −178−1.3% | Reduced |
| Citigroup Inc | 13,451 | $17.9K | 0.00% | +4,813+55.7% | Added |
| Two Sigma Securities, LLC | 12,686 | $16.9K | 0.00% | +12,686 | New |
| MML Investors Services, LLC | 11,786 | $16.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,111 | $15.0K | 0.00% | −17,960−61.8% | Reduced |
| ProShare Advisors LLC | 10,735 | $14.3K | 0.00% | +10,735 | New |
| HSBC Holdings PLC | 10,674 | $14.2K | 0.00% | +10,674 | New |
| Tower Research Capital LLC (TRC) | 7,286 | $9.69K | 0.00% | −717−9.0% | Reduced |
| California State Teachers Retirement System | 6,007 | $7.99K | 0.00% | −3,828−38.9% | Reduced |
| Legal & General Group Plc | 5,428 | $7.22K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,142 | $6.84K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,662 | $6.20K | 0.00% | −26,086−84.8% | Reduced |
| FMR LLC | 3,630 | $4.83K | 0.00% | +1,797+98.0% | Added |
| CoreCap Advisors, LLC | 2,425 | $3.23K | 0.00% | +2,425 | New |
| Simplex Trading, LLC | 2,871 | $3.00K | 0.00% | −21,730−88.3% | Reduced |
| Amalgamated Bank | 2,099 | $3.00K | 0.00% | −4,020−65.7% | Reduced |
| Russell Investments Group, Ltd. | 2,164 | $2.88K | 0.00% | +2,164 | New |
| Royal Bank of Canada | 1,365 | $2.00K | 0.00% | −17,376−92.7% | Reduced |
| Group One Trading, L.P. | 68 | $90 | 0.00% | +68 | New |
| Global Retirement Partners, LLC | 15 | $20 | 0.00% | +15 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $15 | 0.00% | +12 | New |
| Nisa Investment Advisors, LLC | 10 | $13 | 0.00% | +10 | New |
| CWM, LLC | 7 | $0 | 0.00% | +7 | New |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −466,486−100.0% | Sold out |
| Lynwood Capital Management Inc. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,690−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −27,687−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,084−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −18,260−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −15,520−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −356−100.0% | Sold out |