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, Q4 2024
Institutional positions in FiscalNote Holdings, Inc. as of Dec 31, 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
- 77
- +1 vs. Q3 2024
- Shares held
- 56.4M
- −420.3K (−0.7%) vs. Q3 2024
- Total value
- $60.4M
- −$117.4M (−66.0%) vs. Q3 2024
- New holders
- 11
- 39 more added
- Sold out
- 10
- 9 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maso Capital Partners Ltd | 29,171,513 | $31.2M | 39.43% | +7,1420.0% | Added |
| Morgan Stanley | 5,407,397 | $5.79M | 0.00% | +346,266+6.8% | Added |
| BlackRock, Inc. | 4,289,014 | $4.59M | 0.00% | +62,524+1.5% | Added |
| Vanguard Group Inc | 4,264,649 | $4.56M | 0.00% | −21,155−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 2,272,722 | $2.43M | 0.05% | +1,381,166+154.9% | Added |
| Geode Capital Management, LLC | 1,576,432 | $1.69M | 0.00% | +25,501+1.6% | Added |
| State Street Corp | 1,330,113 | $1.42M | 0.00% | +68,684+5.4% | Added |
| Brown Advisory Inc | 1,041,909 | $1.11M | 0.00% | −70,000−6.3% | Reduced |
| Comprehensive Financial Management LLC | 1,010,988 | $1.08M | 0.03% | 00.0% | Unchanged |
| Stonehill Capital Management LLC | 920,853 | $985.0K | 0.42% | +143,567+18.5% | Added |
| Charles Schwab Investment Management Inc | 570,945 | $610.9K | 0.00% | +4,801+0.8% | Added |
| Northern Trust Corp | 564,004 | $603.5K | 0.00% | +41,137+7.9% | Added |
| Goldman Sachs Group Inc | 439,814 | $470.6K | 0.00% | +280,036+175.3% | Added |
| UBS Group AG | 356,820 | $381.8K | 0.00% | +328,186+1,146.1% | Added |
| Susquehanna International Group, LLP | 317,678 | $339.9K | 0.00% | +317,678 | New |
| Ameriprise Financial Inc | 258,331 | $276.4K | 0.00% | −315,271−55.0% | Reduced |
| Bridgeway Capital Management, LLC | 235,100 | $251.6K | 0.01% | −65,400−21.8% | Reduced |
| Deutsche Bank AG | 139,997 | $149.8K | 0.00% | +113,333+425.0% | Added |
| Marex Group plc | 136,153 | $145.7K | 0.00% | +72,353+113.4% | Added |
| PEAK6 LLC | 134,156 | $143.5K | 0.01% | +134,156 | New |
| International Assets Investment Management, LLC | 137,785 | $143.3K | 0.01% | +3,129+2.3% | Added |
| Klingenstein Fields & Co LP | 119,931 | $128.3K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 112,791 | $120.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 104,348 | $111.7K | 0.00% | +75,000+255.6% | Added |
| Group One Trading, L.P. | 104,023 | $111.3K | 0.00% | +103,478+18,986.8% | Added |
| Barclays PLC | 99,341 | $106.3K | 0.00% | +13,055+15.1% | Added |
| Alliancebernstein L.P. | 94,600 | $101.2K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 85,942 | $92.0K | 0.00% | +48+0.1% | Added |
| Squarepoint Ops LLC | 81,764 | $87.5K | 0.00% | +81,764 | New |
| Nuveen Asset Management, LLC | 80,965 | $86.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 59,933 | $64.1K | 0.00% | +5,382+9.9% | Added |
| Virtu Financial LLC | 54,432 | $58.0K | 0.00% | +17,631+47.9% | Added |
| Citigroup Inc | 50,274 | $53.8K | 0.00% | +6,795+15.6% | Added |
| Bank of America Corp | 49,042 | $52.5K | 0.00% | +16,675+51.5% | Added |
| Fortis Group Advisors, LLC | 48,000 | $51.4K | 0.01% | +48,000 | New |
| PFG Investments, LLC | 46,500 | $49.8K | 0.00% | +27,500+144.7% | Added |
| Simplex Trading, LLC | 42,857 | $45.0K | 0.00% | +42,857 | New |
| Arkadios Wealth Advisors | 37,289 | $39.9K | 0.00% | +37,289 | New |
| Wolverine Trading, LLC | 34,137 | $39.3K | 0.00% | +34,137 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 35,773 | $38.3K | 0.00% | +1,520+4.4% | Added |
| Mariner, LLC | 35,662 | $38.2K | 0.00% | +16,418+85.3% | Added |
| GWM Advisors LLC | 35,000 | $37.5K | 0.00% | +25,000+250.0% | Added |
| New York State Common Retirement Fund | 31,927 | $34.2K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 31,191 | $33.4K | 0.00% | −1,014−3.1% | Reduced |
| JPMorgan Chase & Co | 30,943 | $33.1K | 0.00% | +3,154+11.3% | Added |
| Wells Fargo & Company | 29,315 | $31.4K | 0.00% | +10,765+58.0% | Added |
| Envestnet Asset Management Inc | 28,621 | $30.6K | 0.00% | +6,090+27.0% | Added |
| Invesco Ltd. | 28,251 | $30.2K | 0.00% | +518+1.9% | Added |
| SG Americas Securities, LLC | 25,285 | $27.0K | 0.00% | +11,486+83.2% | Added |
| Marshall Wace, LLP | 22,899 | $24.5K | 0.00% | −545,910−96.0% | Reduced |
| AQR Capital Management LLC | 20,452 | $21.9K | 0.00% | +8,725+74.4% | Added |
| Camden Capital, LLC | 20,000 | $21.4K | 0.00% | −25,000−55.6% | Reduced |
| Price T Rowe Associates Inc | 19,595 | $21.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,669 | $18.9K | 0.00% | +6,289+55.3% | Added |
| Two Sigma Advisers, LP | 16,600 | $17.8K | 0.00% | +100+0.6% | Added |
| XTX Topco Ltd | 16,249 | $17.4K | 0.00% | +16,249 | New |
| Jane Street Group, LLC | 12,968 | $13.9K | 0.00% | −39,894−75.5% | Reduced |
| Russell Investments Group, Ltd. | 12,728 | $13.6K | 0.00% | +2,131+20.1% | Added |
| Tower Research Capital LLC (TRC) | 12,534 | $13.4K | 0.00% | +5,129+69.3% | Added |
| MML Investors Services, LLC | 11,786 | $13.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,014 | $10.7K | 0.00% | +10,014 | New |
| FMR LLC | 9,539 | $10.2K | 0.00% | +4,027+73.1% | Added |
| Legal & General Group Plc | 6,419 | $6.87K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5,549 | $5.94K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,142 | $5.50K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,364 | $4.67K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,425 | $2.60K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,099 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,943 | $2.00K | 0.00% | +1,267+187.4% | Added |
| Federated Hermes, Inc. | 1,817 | $1.94K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,666 | $1.00K | 0.00% | −4,720−73.9% | Reduced |
| SRS Capital Advisors, Inc. | 517 | $554 | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 470 | $503 | 0.00% | +470 | New |
| The PNC Financial Services Group, Inc. | 113 | $121 | 0.00% | +22+24.2% | Added |
| Sterling Capital Management LLC | 63 | $67 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $16 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $12 | 0.00% | +11 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,740,794−100.0% | Sold out |
| Samjo Management, LLC | 0 | $0 | 0.00% | −1,380,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −106,835−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −22,423−100.0% | Sold out |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −18,084−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −13,946−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,253−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −6,755−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −272−100.0% | Sold out |