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 | $27.6M |
| 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, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 7 | $0 | 0.00% | +7 | New |
| Nisa Investment Advisors, LLC | 10 | $13 | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $15 | 0.00% | +12 | New |
| Global Retirement Partners, LLC | 15 | $20 | 0.00% | +15 | New |
| Group One Trading, L.P. | 68 | $90 | 0.00% | +68 | New |
| Royal Bank of Canada | 1,365 | $2.00K | 0.00% | −17,376−92.7% | Reduced |
| Russell Investments Group, Ltd. | 2,164 | $2.88K | 0.00% | +2,164 | 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 |
| CoreCap Advisors, LLC | 2,425 | $3.23K | 0.00% | +2,425 | New |
| FMR LLC | 3,630 | $4.83K | 0.00% | +1,797+98.0% | Added |
| Citadel Advisors LLC | 4,662 | $6.20K | 0.00% | −26,086−84.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,142 | $6.84K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,428 | $7.22K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 6,007 | $7.99K | 0.00% | −3,828−38.9% | Reduced |
| Tower Research Capital LLC (TRC) | 7,286 | $9.69K | 0.00% | −717−9.0% | Reduced |
| HSBC Holdings PLC | 10,674 | $14.2K | 0.00% | +10,674 | New |
| ProShare Advisors LLC | 10,735 | $14.3K | 0.00% | +10,735 | New |
| SG Americas Securities, LLC | 11,111 | $15.0K | 0.00% | −17,960−61.8% | Reduced |
| MML Investors Services, LLC | 11,786 | $16.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,686 | $16.9K | 0.00% | +12,686 | New |
| Citigroup Inc | 13,451 | $17.9K | 0.00% | +4,813+55.7% | Added |
| Victory Capital Management Inc | 13,540 | $18.0K | 0.00% | −178−1.3% | Reduced |
| Oasis Management Co Ltd. | 18,084 | $24.1K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 20,149 | $26.8K | 0.00% | +20,149 | New |
| Voya Investment Management LLC | 20,263 | $26.9K | 0.00% | −4,554−18.4% | Reduced |
| Price T Rowe Associates Inc | 19,595 | $27.0K | 0.00% | +6,002+44.2% | Added |
| XTX Topco Ltd | 20,381 | $27.1K | 0.00% | −27,433−57.4% | Reduced |
| Bank of America Corp | 20,490 | $27.3K | 0.00% | −114,257−84.8% | Reduced |
| Wells Fargo & Company | 20,546 | $27.3K | 0.00% | −17,350−45.8% | Reduced |
| Marex Group plc | 24,000 | $31.9K | 0.00% | +24,000 | New |
| JPMorgan Chase & Co | 24,848 | $33.0K | 0.00% | −15,514−38.4% | Reduced |
| State of Wyoming | 25,067 | $33.3K | 0.01% | +25,067 | New |
| Manufacturers Life Insurance Company, The | 26,199 | $34.8K | 0.00% | +9,589+57.7% | Added |
| Invesco Ltd. | 29,277 | $38.9K | 0.00% | −44−0.2% | Reduced |
| LPL Financial LLC | 29,348 | $39.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 29,448 | $39.2K | 0.00% | −254−0.9% | Reduced |
| Natixis | 30,000 | $39.9K | 0.00% | +30,000 | New |
| CIBC Asset Management Inc | 30,880 | $41.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 31,927 | $42.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 31,945 | $42.5K | 0.00% | −1,199−3.6% | Reduced |
| AlTi Global, Inc. | 35,000 | $46.5K | 0.00% | −50,000−58.8% | Reduced |
| Goldman Sachs Group Inc | 36,118 | $48.0K | 0.00% | +940+2.7% | Added |
| Alliancebernstein L.P. | 37,860 | $50.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 41,988 | $55.8K | 0.00% | −40,112−48.9% | Reduced |
| Camden Capital, LLC | 45,000 | $59.9K | 0.01% | +5,000+12.5% | Added |
| PFG Investments, LLC | 46,000 | $61.2K | 0.00% | +46,000 | New |
| Squarepoint Ops LLC | 53,033 | $70.5K | 0.00% | −304,100−85.2% | Reduced |
| Susquehanna International Group, LLP | 53,869 | $71.6K | 0.00% | +12,743+31.0% | Added |
| UBS Group AG | 59,880 | $79.6K | 0.00% | −4,896−7.6% | Reduced |
| Rhumbline Advisers | 64,885 | $86.3K | 0.00% | +840+1.3% | Added |
| Gratus Capital LLC | 85,894 | $114.2K | 0.01% | +85,894 | New |
| Jane Street Group, LLC | 86,546 | $115.1K | 0.00% | +29,960+52.9% | Added |
| International Assets Investment Management, LLC | 109,200 | $136.5K | 0.01% | +37,100+51.5% | Added |
| Klingenstein Fields & Co LP | 119,931 | $159.5K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 172,839 | $229.9K | 0.00% | −13,902−7.4% | Reduced |
| Bridgeway Capital Management, LLC | 275,000 | $365.8K | 0.01% | +275,000 | New |
| Ameriprise Financial Inc | 291,791 | $388.1K | 0.00% | +291,791 | New |
| Northern Trust Corp | 523,852 | $696.7K | 0.00% | −23,096−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 541,589 | $720.3K | 0.00% | +85,934+18.9% | Added |
| Comprehensive Financial Management LLC | 1,010,988 | $1.34M | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 1,200,494 | $1.60M | 0.00% | +590,871+96.9% | Added |
| Brown Advisory Inc | 1,214,508 | $1.62M | 0.00% | −205,731−14.5% | Reduced |
| State Street Corp | 1,278,182 | $1.70M | 0.00% | +8,400+0.7% | Added |
| Geode Capital Management, LLC | 1,391,752 | $1.85M | 0.00% | −14,399−1.0% | Reduced |
| Morgan Stanley | 1,459,109 | $1.94M | 0.00% | +160,224+12.3% | Added |
| Vanguard Group Inc | 4,157,496 | $5.53M | 0.00% | +12,853+0.3% | Added |
| BlackRock Inc. | 4,173,591 | $5.55M | 0.00% | −182,533−4.2% | Reduced |
| Maso Capital Partners Ltd | 28,913,731 | $38.5M | 28.43% | 00.0% | Unchanged |
| 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 |