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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

Q3 2024 vs. Q2 2024

How the institutions holding FiscalNote Holdings, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of NOTE: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders68276+10
Shares52.8M4.18M56.9M+8.27M (+17.0%)
Value$77.0M$6.11M$72.6M+$1.67M (+2.4%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (16)

Institutions that held FiscalNote Holdings, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to NOTE in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.4,226,490$5.41M0.00%
Kennedy Capital Management, Inc.891,556$1.14M0.03%
Stonehill Capital Management LLC777,286$995.0K0.60%
ExodusPoint Capital Management, LP106,835$137.0K0.00%
Colony Group, LLC85,894$109.9K0.00%
Marex Group plc63,800$81.7K0.00%
Virtu Financial LLC36,801$47.0K0.00%
SG Americas Securities, LLC13,799$18.0K0.00%
ProShare Advisors LLC11,380$14.6K0.00%
HSBC Holdings PLC11,253$14.4K0.00%
GWM Advisors LLC10,000$12.8K0.00%
Citadel Advisors LLC6,755$8.65K0.00%
CoreCap Advisors, LLC2,425$3.10K0.00%
Federated Hermes, Inc.1,817$2.33K0.00%
Capital Performance Advisors LLP272$3480.00%
Sterling Capital Management LLC63$810.00%

Sold out (6)

Institutions that held FiscalNote Holdings, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of NOTE in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Squarepoint Ops LLC149,490$218.3K
AlTi Global, Inc.35,000$51.1K
Two Sigma Securities, LLC21,984$32.1K
Dynamic Technology Lab Private Ltd21,382$31.0K
Cornerstone Planning Group LLC712$940
Simplex Trading, LLC68$0

Not filed for Q3 2024 yet (2)

Institutions that held FiscalNote Holdings, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NOTE in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.4,096,216$5.98M
Gratus Capital LLC85,894$125.4K