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, Q3 2024
Institutional positions in FiscalNote Holdings, Inc. as of Sep 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
- 76
- +10 vs. Q2 2024
- Shares held
- 56.9M
- +8.27M (+17.0%) vs. Q2 2024
- Total value
- $177.8M
- +$106.9M (+150.7%) vs. Q2 2024
- New holders
- 16
- 28 more added
- Sold out
- 6
- 11 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 134,656 | $105.2M | 0.29% | +34,956+35.1% | Added |
| Maso Capital Partners Ltd | 29,164,371 | $37.3M | 34.97% | +250,640+0.9% | Added |
| Morgan Stanley | 5,061,131 | $6.48M | 0.00% | +1,259,325+33.1% | Added |
| Vanguard Group Inc | 4,285,804 | $5.49M | 0.00% | +54,170+1.3% | Added |
| BlackRock, Inc. | 4,226,490 | $5.41M | 0.00% | +4,226,490 | New |
| Millennium Management LLC | 1,740,794 | $2.23M | 0.00% | +43,404+2.6% | Added |
| Geode Capital Management, LLC | 1,550,931 | $1.99M | 0.00% | +108,320+7.5% | Added |
| Samjo Management, LLC | 1,380,000 | $1.77M | 0.61% | +330,000+31.4% | Added |
| State Street Corp | 1,261,429 | $1.61M | 0.00% | +17,624+1.4% | Added |
| Brown Advisory Inc | 1,111,909 | $1.42M | 0.00% | −102,599−8.4% | Reduced |
| Comprehensive Financial Management LLC | 1,010,988 | $1.29M | 0.04% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 891,556 | $1.14M | 0.03% | +891,556 | New |
| Stonehill Capital Management LLC | 777,286 | $995.0K | 0.60% | +777,286 | New |
| Ameriprise Financial Inc | 573,602 | $734.2K | 0.00% | +24,224+4.4% | Added |
| Marshall Wace, LLP | 568,809 | $728.1K | 0.00% | +152,550+36.6% | Added |
| Charles Schwab Investment Management Inc | 566,144 | $724.7K | 0.00% | +21,811+4.0% | Added |
| Northern Trust Corp | 522,867 | $669.3K | 0.00% | +16,967+3.4% | Added |
| Bridgeway Capital Management, LLC | 300,500 | $384.6K | 0.01% | +25,500+9.3% | Added |
| Goldman Sachs Group Inc | 159,778 | $204.5K | 0.00% | +42,637+36.4% | Added |
| Klingenstein Fields & Co LP | 119,931 | $153.5K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 112,791 | $144.4K | 0.00% | −41,990−27.1% | Reduced |
| ExodusPoint Capital Management, LP | 106,835 | $137.0K | 0.00% | +106,835 | New |
| Alliancebernstein L.P. | 94,600 | $121.1K | 0.00% | +5,600+6.3% | Added |
| Barclays PLC | 86,286 | $110.4K | 0.00% | +65,655+318.2% | Added |
| Colony Group, LLC | 85,894 | $109.9K | 0.00% | +85,894 | New |
| Nuveen Asset Management, LLC | 80,965 | $103.6K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 63,800 | $81.7K | 0.00% | +63,800 | New |
| Rhumbline Advisers | 54,551 | $69.8K | 0.00% | −178−0.3% | Reduced |
| Jane Street Group, LLC | 52,862 | $67.7K | 0.00% | −95,188−64.3% | Reduced |
| Camden Capital, LLC | 45,000 | $57.6K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 43,479 | $55.7K | 0.00% | +30,321+230.4% | Added |
| Virtu Financial LLC | 36,801 | $47.0K | 0.00% | +36,801 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 34,253 | $43.8K | 0.00% | +3,340+10.8% | Added |
| Bank of America Corp | 32,367 | $41.4K | 0.00% | −1,934−5.6% | Reduced |
| Corebridge Financial, Inc. | 32,205 | $41.2K | 0.00% | −198−0.6% | Reduced |
| New York State Common Retirement Fund | 31,927 | $40.9K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 29,348 | $37.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 28,634 | $36.7K | 0.00% | +10,047+54.1% | Added |
| JPMorgan Chase & Co | 27,789 | $35.6K | 0.00% | +796+2.9% | Added |
| Invesco Ltd. | 27,733 | $35.5K | 0.00% | +330+1.2% | Added |
| Deutsche Bank AG | 26,664 | $34.1K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 22,531 | $28.8K | 0.00% | +731+3.4% | Added |
| Voya Investment Management LLC | 22,423 | $28.7K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 19,595 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 19,244 | $24.6K | 0.00% | +7,704+66.8% | Added |
| PFG Investments, LLC | 19,000 | $24.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 18,550 | $23.7K | 0.00% | −733−3.8% | Reduced |
| Oasis Management Co Ltd. | 18,084 | $23.1K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 16,500 | $21.1K | 0.00% | −700−4.1% | Reduced |
| SG Americas Securities, LLC | 13,799 | $18.0K | 0.00% | +13,799 | New |
| Victory Capital Management Inc | 13,946 | $17.9K | 0.00% | +197+1.4% | Added |
| AQR Capital Management LLC | 11,727 | $15.0K | 0.00% | −5,968−33.7% | Reduced |
| MML Investors Services, LLC | 11,786 | $15.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,380 | $14.6K | 0.00% | +11,380 | New |
| HSBC Holdings PLC | 11,253 | $14.4K | 0.00% | +11,253 | New |
| Russell Investments Group, Ltd. | 10,597 | $13.6K | 0.00% | +6,765+176.5% | Added |
| GWM Advisors LLC | 10,000 | $12.8K | 0.00% | +10,000 | New |
| Tower Research Capital LLC (TRC) | 7,405 | $9.48K | 0.00% | −9,679−56.7% | Reduced |
| Citadel Advisors LLC | 6,755 | $8.65K | 0.00% | +6,755 | New |
| Legal & General Group Plc | 6,419 | $8.22K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,386 | $8.00K | 0.00% | +696+12.2% | Added |
| Sandy Spring Bank | 5,549 | $7.10K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,512 | $7.05K | 0.00% | −3,510−38.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,142 | $6.58K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,364 | $5.59K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,425 | $3.10K | 0.00% | +2,425 | New |
| Amalgamated Bank | 2,099 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,817 | $2.33K | 0.00% | +1,817 | New |
| CWM, LLC | 676 | $1.00K | 0.00% | +387+133.9% | Added |
| Group One Trading, L.P. | 545 | $698 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 517 | $662 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 275 | $352 | 0.00% | +213+343.5% | Added |
| Capital Performance Advisors LLP | 272 | $348 | 0.00% | +272 | New |
| The PNC Financial Services Group, Inc. | 91 | $116 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 63 | $81 | 0.00% | +63 | New |
| Global Retirement Partners, LLC | 15 | $19 | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −149,490−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −21,984−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −21,382−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |