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 2024
Institutional positions in FiscalNote Holdings, Inc. as of Jun 30, 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
- 68
- −1 vs. Q1 2024
- Shares held
- 52.8M
- +1.79M (+3.5%) vs. Q1 2024
- Total value
- $77.1M
- +$9.25M (+13.6%) vs. Q1 2024
- New holders
- 13
- 22 more added
- Sold out
- 14
- 17 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maso Capital Partners Ltd | 28,913,731 | $42.2M | 43.99% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,231,634 | $6.18M | 0.00% | +74,138+1.8% | Added |
| BlackRock Inc. | 4,096,216 | $5.98M | 0.00% | −77,375−1.9% | Reduced |
| Morgan Stanley | 3,801,806 | $5.55M | 0.00% | −575,521−13.1% | Reduced |
| Millennium Management LLC | 1,697,390 | $2.48M | 0.00% | +496,896+41.4% | Added |
| Geode Capital Management, LLC | 1,442,611 | $2.11M | 0.00% | +50,859+3.7% | Added |
| State Street Corp | 1,243,805 | $1.82M | 0.00% | −34,377−2.7% | Reduced |
| Brown Advisory Inc | 1,214,508 | $1.77M | 0.00% | 00.0% | Unchanged |
| Samjo Management, LLC | 1,050,000 | $1.53M | 0.57% | +1,050,000 | New |
| Comprehensive Financial Management LLC | 1,010,988 | $1.48M | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 549,378 | $802.1K | 0.00% | +257,587+88.3% | Added |
| Charles Schwab Investment Management Inc | 544,333 | $794.7K | 0.00% | +2,744+0.5% | Added |
| Northern Trust Corp | 505,900 | $738.6K | 0.00% | −17,952−3.4% | Reduced |
| Marshall Wace, LLP | 416,259 | $607.7K | 0.00% | +416,259 | New |
| Bridgeway Capital Management, LLC | 275,000 | $401.5K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 154,781 | $226.0K | 0.00% | −18,058−10.4% | Reduced |
| Squarepoint Ops LLC | 149,490 | $218.3K | 0.00% | +96,457+181.9% | Added |
| Jane Street Group, LLC | 148,050 | $216.2K | 0.00% | +61,504+71.1% | Added |
| Klingenstein Fields & Co LP | 119,931 | $175.1K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 117,141 | $171.0K | 0.00% | +81,023+224.3% | Added |
| International Assets Investment Management, LLC | 99,700 | $145.6K | 0.01% | −9,500−8.7% | Reduced |
| Alliancebernstein L.P. | 89,000 | $129.9K | 0.00% | +51,140+135.1% | Added |
| Gratus Capital LLC | 85,894 | $125.4K | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 80,965 | $118.2K | 0.00% | +80,965 | New |
| Rhumbline Advisers | 54,729 | $79.9K | 0.00% | −10,156−15.7% | Reduced |
| JPMorgan Chase & Co | 53,986 | $78.8K | 0.00% | +4,290+8.6% | Added |
| Camden Capital, LLC | 45,000 | $65.7K | 0.01% | 00.0% | Unchanged |
| AlTi Global, Inc. | 35,000 | $51.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 34,301 | $50.1K | 0.00% | +13,811+67.4% | Added |
| Corebridge Financial, Inc. | 32,403 | $47.3K | 0.00% | +32,403 | New |
| New York State Common Retirement Fund | 31,927 | $46.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 30,913 | $45.1K | 0.00% | +30,913 | New |
| LPL Financial LLC | 29,348 | $42.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 27,403 | $40.0K | 0.00% | −1,874−6.4% | Reduced |
| Deutsche Bank AG | 26,664 | $38.9K | 0.00% | −5,281−16.5% | Reduced |
| Voya Investment Management LLC | 22,423 | $32.7K | 0.00% | +2,160+10.7% | Added |
| Two Sigma Securities, LLC | 21,984 | $32.1K | 0.00% | +9,298+73.3% | Added |
| Envestnet Asset Management Inc | 21,800 | $31.8K | 0.00% | +21,800 | New |
| Dynamic Technology Lab Private Ltd | 21,382 | $31.0K | 0.00% | +21,382 | New |
| Barclays PLC | 20,631 | $30.1K | 0.00% | −21,357−50.9% | Reduced |
| Price T Rowe Associates Inc | 19,595 | $29.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,283 | $28.2K | 0.00% | −1,263−6.1% | Reduced |
| PFG Investments, LLC | 19,000 | $27.7K | 0.00% | −27,000−58.7% | Reduced |
| UBS Group AG | 18,587 | $27.1K | 0.00% | −41,293−69.0% | Reduced |
| Oasis Management Co Ltd. | 18,084 | $26.4K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 17,695 | $25.8K | 0.00% | +17,695 | New |
| Two Sigma Advisers, LP | 17,200 | $25.1K | 0.00% | +17,200 | New |
| Tower Research Capital LLC (TRC) | 17,084 | $24.9K | 0.00% | +9,798+134.5% | Added |
| Victory Capital Management Inc | 13,749 | $20.1K | 0.00% | +209+1.5% | Added |
| Citigroup Inc | 13,158 | $19.2K | 0.00% | −293−2.2% | Reduced |
| MML Investors Services, LLC | 11,786 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,540 | $16.8K | 0.00% | −8,609−42.7% | Reduced |
| FMR LLC | 9,022 | $13.2K | 0.00% | +5,392+148.5% | Added |
| Legal & General Group Plc | 6,419 | $9.37K | 0.00% | +991+18.3% | Added |
| Sandy Spring Bank | 5,549 | $8.10K | 0.00% | +5,549 | New |
| Royal Bank of Canada | 5,690 | $8.00K | 0.00% | +4,325+316.8% | Added |
| Ameritas Investment Partners, Inc. | 5,142 | $7.51K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,364 | $6.37K | 0.00% | −1,643−27.4% | Reduced |
| Russell Investments Group, Ltd. | 3,832 | $5.59K | 0.00% | +1,668+77.1% | Added |
| Amalgamated Bank | 2,099 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 712 | $940 | 0.00% | +712 | New |
| Group One Trading, L.P. | 545 | $796 | 0.00% | +477+701.5% | Added |
| SRS Capital Advisors, Inc. | 517 | $755 | 0.00% | +517 | New |
| The PNC Financial Services Group, Inc. | 91 | $133 | 0.00% | +91 | New |
| Nisa Investment Advisors, LLC | 62 | $91 | 0.00% | +52+520.0% | Added |
| Global Retirement Partners, LLC | 15 | $22 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 68 | $0 | 0.00% | −2,803−97.6% | Reduced |
| CWM, LLC | 289 | $0 | 0.00% | +282+4,028.6% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −53,869−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −30,880−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −29,448−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −26,199−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −25,067−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,381−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,111−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,735−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,674−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,662−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,425−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |