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
- $72.6M
- +$1.67M (+2.4%) 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 | $27.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 15 | $19 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 63 | $81 | 0.00% | +63 | New |
| The PNC Financial Services Group, Inc. | 91 | $116 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 272 | $348 | 0.00% | +272 | New |
| Nisa Investment Advisors, LLC | 275 | $352 | 0.00% | +213+343.5% | Added |
| SRS Capital Advisors, Inc. | 517 | $662 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 545 | $698 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 676 | $1.00K | 0.00% | +387+133.9% | Added |
| Federated Hermes, Inc. | 1,817 | $2.33K | 0.00% | +1,817 | New |
| Amalgamated Bank | 2,099 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,425 | $3.10K | 0.00% | +2,425 | New |
| California State Teachers Retirement System | 4,364 | $5.59K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,142 | $6.58K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,512 | $7.05K | 0.00% | −3,510−38.9% | Reduced |
| Sandy Spring Bank | 5,549 | $7.10K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,386 | $8.00K | 0.00% | +696+12.2% | Added |
| Legal & General Group Plc | 6,419 | $8.22K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 6,755 | $8.65K | 0.00% | +6,755 | New |
| Tower Research Capital LLC (TRC) | 7,405 | $9.48K | 0.00% | −9,679−56.7% | Reduced |
| GWM Advisors LLC | 10,000 | $12.8K | 0.00% | +10,000 | New |
| Russell Investments Group, Ltd. | 10,597 | $13.6K | 0.00% | +6,765+176.5% | Added |
| HSBC Holdings PLC | 11,253 | $14.4K | 0.00% | +11,253 | New |
| ProShare Advisors LLC | 11,380 | $14.6K | 0.00% | +11,380 | New |
| MML Investors Services, LLC | 11,786 | $15.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,727 | $15.0K | 0.00% | −5,968−33.7% | Reduced |
| Victory Capital Management Inc | 13,946 | $17.9K | 0.00% | +197+1.4% | Added |
| SG Americas Securities, LLC | 13,799 | $18.0K | 0.00% | +13,799 | New |
| Two Sigma Advisers, LP | 16,500 | $21.1K | 0.00% | −700−4.1% | Reduced |
| Oasis Management Co Ltd. | 18,084 | $23.1K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 18,550 | $23.7K | 0.00% | −733−3.8% | Reduced |
| PFG Investments, LLC | 19,000 | $24.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 19,244 | $24.6K | 0.00% | +7,704+66.8% | Added |
| Price T Rowe Associates Inc | 19,595 | $26.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,423 | $28.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 22,531 | $28.8K | 0.00% | +731+3.4% | Added |
| Deutsche Bank AG | 26,664 | $34.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 27,733 | $35.5K | 0.00% | +330+1.2% | Added |
| JPMorgan Chase & Co | 27,789 | $35.6K | 0.00% | +796+2.9% | Added |
| UBS Group AG | 28,634 | $36.7K | 0.00% | +10,047+54.1% | Added |
| LPL Financial LLC | 29,348 | $37.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 31,927 | $40.9K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 32,205 | $41.2K | 0.00% | −198−0.6% | Reduced |
| Bank of America Corp | 32,367 | $41.4K | 0.00% | −1,934−5.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,253 | $43.8K | 0.00% | +3,340+10.8% | Added |
| Virtu Financial LLC | 36,801 | $47.0K | 0.00% | +36,801 | New |
| Citigroup Inc | 43,479 | $55.7K | 0.00% | +30,321+230.4% | Added |
| Camden Capital, LLC | 45,000 | $57.6K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 52,862 | $67.7K | 0.00% | −95,188−64.3% | Reduced |
| Rhumbline Advisers | 54,551 | $69.8K | 0.00% | −178−0.3% | Reduced |
| Marex Group plc | 63,800 | $81.7K | 0.00% | +63,800 | New |
| Nuveen Asset Management, LLC | 80,965 | $103.6K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 85,894 | $109.9K | 0.00% | +85,894 | New |
| Barclays PLC | 86,286 | $110.4K | 0.00% | +65,655+318.2% | Added |
| Alliancebernstein L.P. | 94,600 | $121.1K | 0.00% | +5,600+6.3% | Added |
| ExodusPoint Capital Management, LP | 106,835 | $137.0K | 0.00% | +106,835 | New |
| Bank of New York Mellon Corp | 112,791 | $144.4K | 0.00% | −41,990−27.1% | Reduced |
| Klingenstein Fields & Co LP | 119,931 | $153.5K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 159,778 | $204.5K | 0.00% | +42,637+36.4% | Added |
| Bridgeway Capital Management, LLC | 300,500 | $384.6K | 0.01% | +25,500+9.3% | Added |
| Northern Trust Corp | 522,867 | $669.3K | 0.00% | +16,967+3.4% | Added |
| Charles Schwab Investment Management Inc | 566,144 | $724.7K | 0.00% | +21,811+4.0% | Added |
| Marshall Wace, LLP | 568,809 | $728.1K | 0.00% | +152,550+36.6% | Added |
| Ameriprise Financial Inc | 573,602 | $734.2K | 0.00% | +24,224+4.4% | Added |
| Stonehill Capital Management LLC | 777,286 | $995.0K | 0.60% | +777,286 | New |
| Kennedy Capital Management, Inc. | 891,556 | $1.14M | 0.03% | +891,556 | New |
| Comprehensive Financial Management LLC | 1,010,988 | $1.29M | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,111,909 | $1.42M | 0.00% | −102,599−8.4% | Reduced |
| State Street Corp | 1,261,429 | $1.61M | 0.00% | +17,624+1.4% | Added |
| Samjo Management, LLC | 1,380,000 | $1.77M | 0.61% | +330,000+31.4% | Added |
| Geode Capital Management, LLC | 1,550,931 | $1.99M | 0.00% | +108,320+7.5% | Added |
| Millennium Management LLC | 1,740,794 | $2.23M | 0.00% | +43,404+2.6% | Added |
| BlackRock, Inc. | 4,226,490 | $5.41M | 0.00% | +4,226,490 | New |
| Vanguard Group Inc | 4,285,804 | $5.49M | 0.00% | +54,170+1.3% | Added |
| Morgan Stanley | 5,061,131 | $6.48M | 0.00% | +1,259,325+33.1% | Added |
| Maso Capital Partners Ltd | 29,164,371 | $37.3M | 34.97% | +250,640+0.9% | Added |
| International Assets Investment Management, LLC | 134,656 | – | – | +34,956+35.1% | Added |
| 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 |