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
- +4.70M (+9.8%) vs. Q1 2024
- Total value
- $77.0M
- +$13.1M (+20.5%) vs. Q1 2024
- New holders
- 13
- 23 more added
- Sold out
- 14
- 16 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 | $27.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 68 | $0 | 0.00% | −2,803−97.6% | Reduced |
| CWM, LLC | 289 | $0 | 0.00% | +282+4,028.6% | Added |
| Global Retirement Partners, LLC | 15 | $22 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 62 | $91 | 0.00% | +52+520.0% | Added |
| The PNC Financial Services Group, Inc. | 91 | $133 | 0.00% | +91 | New |
| SRS Capital Advisors, Inc. | 517 | $755 | 0.00% | +517 | New |
| Group One Trading, L.P. | 545 | $796 | 0.00% | +477+701.5% | Added |
| Cornerstone Planning Group LLC | 712 | $940 | 0.00% | +712 | New |
| Amalgamated Bank | 2,099 | $3.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,832 | $5.59K | 0.00% | +1,668+77.1% | Added |
| California State Teachers Retirement System | 4,364 | $6.37K | 0.00% | −1,643−27.4% | Reduced |
| Ameritas Investment Partners, Inc. | 5,142 | $7.51K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,690 | $8.00K | 0.00% | +4,325+316.8% | Added |
| Sandy Spring Bank | 5,549 | $8.10K | 0.00% | +5,549 | New |
| Legal & General Group Plc | 6,419 | $9.37K | 0.00% | +991+18.3% | Added |
| FMR LLC | 9,022 | $13.2K | 0.00% | +5,392+148.5% | Added |
| Mariner, LLC | 11,540 | $16.8K | 0.00% | −8,609−42.7% | Reduced |
| MML Investors Services, LLC | 11,786 | $17.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 13,158 | $19.2K | 0.00% | −293−2.2% | Reduced |
| Victory Capital Management Inc | 13,749 | $20.1K | 0.00% | +209+1.5% | Added |
| Tower Research Capital LLC (TRC) | 17,084 | $24.9K | 0.00% | +9,798+134.5% | Added |
| Two Sigma Advisers, LP | 17,200 | $25.1K | 0.00% | +17,200 | New |
| AQR Capital Management LLC | 17,695 | $25.8K | 0.00% | +17,695 | New |
| Oasis Management Co Ltd. | 18,084 | $26.4K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 18,587 | $27.1K | 0.00% | −41,293−69.0% | Reduced |
| PFG Investments, LLC | 19,000 | $27.7K | 0.00% | −27,000−58.7% | Reduced |
| Wells Fargo & Company | 19,283 | $28.2K | 0.00% | −1,263−6.1% | Reduced |
| Price T Rowe Associates Inc | 19,595 | $29.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 20,631 | $30.1K | 0.00% | −21,357−50.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 21,382 | $31.0K | 0.00% | +21,382 | New |
| Envestnet Asset Management Inc | 21,800 | $31.8K | 0.00% | +21,800 | New |
| Two Sigma Securities, LLC | 21,984 | $32.1K | 0.00% | +9,298+73.3% | Added |
| Voya Investment Management LLC | 22,423 | $32.7K | 0.00% | +2,160+10.7% | Added |
| Deutsche Bank AG | 26,664 | $38.9K | 0.00% | −5,281−16.5% | Reduced |
| JPMorgan Chase & Co | 26,993 | $39.4K | 0.00% | +2,145+8.6% | Added |
| Invesco Ltd. | 27,403 | $40.0K | 0.00% | −1,874−6.4% | Reduced |
| LPL Financial LLC | 29,348 | $42.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 30,913 | $45.1K | 0.00% | +30,913 | New |
| New York State Common Retirement Fund | 31,927 | $46.6K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 32,403 | $47.3K | 0.00% | +32,403 | New |
| Bank of America Corp | 34,301 | $50.1K | 0.00% | +13,811+67.4% | Added |
| AlTi Global, Inc. | 35,000 | $51.1K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 45,000 | $65.7K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 54,729 | $79.9K | 0.00% | −10,156−15.7% | Reduced |
| Nuveen Asset Management, LLC | 80,965 | $118.2K | 0.00% | +80,965 | New |
| Gratus Capital LLC | 85,894 | $125.4K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 89,000 | $129.9K | 0.00% | +51,140+135.1% | Added |
| International Assets Investment Management, LLC | 99,700 | $145.6K | 0.01% | −9,500−8.7% | Reduced |
| Goldman Sachs Group Inc | 117,141 | $171.0K | 0.00% | +81,023+224.3% | Added |
| Klingenstein Fields & Co LP | 119,931 | $175.1K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 148,050 | $216.2K | 0.00% | +61,504+71.1% | Added |
| Squarepoint Ops LLC | 149,490 | $218.3K | 0.00% | +96,457+181.9% | Added |
| Bank of New York Mellon Corp | 154,781 | $226.0K | 0.00% | −18,058−10.4% | Reduced |
| Bridgeway Capital Management, LLC | 275,000 | $401.5K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 416,259 | $607.7K | 0.00% | +416,259 | New |
| Northern Trust Corp | 505,900 | $738.6K | 0.00% | −17,952−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 544,333 | $794.7K | 0.00% | +2,744+0.5% | Added |
| Ameriprise Financial Inc | 549,378 | $802.1K | 0.00% | +257,587+88.3% | Added |
| Comprehensive Financial Management LLC | 1,010,988 | $1.48M | 0.05% | 00.0% | Unchanged |
| Samjo Management, LLC | 1,050,000 | $1.53M | 0.57% | +1,050,000 | New |
| Brown Advisory Inc | 1,214,508 | $1.77M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 1,243,805 | $1.82M | 0.00% | −34,377−2.7% | Reduced |
| Geode Capital Management, LLC | 1,442,611 | $2.11M | 0.00% | +50,859+3.7% | Added |
| Millennium Management LLC | 1,697,390 | $2.48M | 0.00% | +496,896+41.4% | Added |
| Morgan Stanley | 3,801,806 | $5.55M | 0.00% | +2,342,697+160.6% | Added |
| BlackRock Inc. | 4,096,216 | $5.98M | 0.00% | −77,375−1.9% | Reduced |
| Vanguard Group Inc | 4,231,634 | $6.18M | 0.00% | +74,138+1.8% | Added |
| Maso Capital Partners Ltd | 28,913,731 | $42.2M | 43.99% | 00.0% | Unchanged |
| 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 |