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
- −$12.2M (−16.8%) 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 | $27.6M |
| 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, 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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 11 | $12 | 0.00% | +11 | New |
| Global Retirement Partners, LLC | 15 | $16 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 63 | $67 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 113 | $121 | 0.00% | +22+24.2% | Added |
| R Squared Ltd | 470 | $503 | 0.00% | +470 | New |
| SRS Capital Advisors, Inc. | 517 | $554 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,666 | $1.00K | 0.00% | −4,720−73.9% | Reduced |
| Federated Hermes, Inc. | 1,817 | $1.94K | 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 |
| CoreCap Advisors, LLC | 2,425 | $2.60K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,364 | $4.67K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,142 | $5.50K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5,549 | $5.94K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,419 | $6.87K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 9,539 | $10.2K | 0.00% | +4,027+73.1% | Added |
| BNP Paribas Arbitrage, SA | 10,014 | $10.7K | 0.00% | +10,014 | New |
| MML Investors Services, LLC | 11,786 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,534 | $13.4K | 0.00% | +5,129+69.3% | Added |
| Russell Investments Group, Ltd. | 12,728 | $13.6K | 0.00% | +2,131+20.1% | Added |
| Jane Street Group, LLC | 12,968 | $13.9K | 0.00% | −39,894−75.5% | Reduced |
| XTX Topco Ltd | 16,249 | $17.4K | 0.00% | +16,249 | New |
| Two Sigma Advisers, LP | 16,600 | $17.8K | 0.00% | +100+0.6% | Added |
| ProShare Advisors LLC | 17,669 | $18.9K | 0.00% | +6,289+55.3% | Added |
| Price T Rowe Associates Inc | 19,595 | $21.0K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 20,000 | $21.4K | 0.00% | −25,000−55.6% | Reduced |
| AQR Capital Management LLC | 20,452 | $21.9K | 0.00% | +8,725+74.4% | Added |
| Marshall Wace, LLP | 22,899 | $24.5K | 0.00% | −545,910−96.0% | Reduced |
| SG Americas Securities, LLC | 25,285 | $27.0K | 0.00% | +11,486+83.2% | Added |
| Invesco Ltd. | 28,251 | $30.2K | 0.00% | +518+1.9% | Added |
| Envestnet Asset Management Inc | 28,621 | $30.6K | 0.00% | +6,090+27.0% | Added |
| Wells Fargo & Company | 29,315 | $31.4K | 0.00% | +10,765+58.0% | Added |
| JPMorgan Chase & Co | 30,943 | $33.1K | 0.00% | +3,154+11.3% | Added |
| Corebridge Financial, Inc. | 31,191 | $33.4K | 0.00% | −1,014−3.1% | Reduced |
| New York State Common Retirement Fund | 31,927 | $34.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 35,000 | $37.5K | 0.00% | +25,000+250.0% | Added |
| Mariner, LLC | 35,662 | $38.2K | 0.00% | +16,418+85.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 35,773 | $38.3K | 0.00% | +1,520+4.4% | Added |
| Wolverine Trading, LLC | 34,137 | $39.3K | 0.00% | +34,137 | New |
| Arkadios Wealth Advisors | 37,289 | $39.9K | 0.00% | +37,289 | New |
| Simplex Trading, LLC | 42,857 | $45.0K | 0.00% | +42,857 | New |
| PFG Investments, LLC | 46,500 | $49.8K | 0.00% | +27,500+144.7% | Added |
| Fortis Group Advisors, LLC | 48,000 | $51.4K | 0.01% | +48,000 | New |
| Bank of America Corp | 49,042 | $52.5K | 0.00% | +16,675+51.5% | Added |
| Citigroup Inc | 50,274 | $53.8K | 0.00% | +6,795+15.6% | Added |
| Virtu Financial LLC | 54,432 | $58.0K | 0.00% | +17,631+47.9% | Added |
| Rhumbline Advisers | 59,933 | $64.1K | 0.00% | +5,382+9.9% | Added |
| Nuveen Asset Management, LLC | 80,965 | $86.6K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 81,764 | $87.5K | 0.00% | +81,764 | New |
| Colony Group, LLC | 85,942 | $92.0K | 0.00% | +48+0.1% | Added |
| Alliancebernstein L.P. | 94,600 | $101.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 99,341 | $106.3K | 0.00% | +13,055+15.1% | Added |
| Group One Trading, L.P. | 104,023 | $111.3K | 0.00% | +103,478+18,986.8% | Added |
| LPL Financial LLC | 104,348 | $111.7K | 0.00% | +75,000+255.6% | Added |
| Bank of New York Mellon Corp | 112,791 | $120.7K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 119,931 | $128.3K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 137,785 | $143.3K | 0.01% | +3,129+2.3% | Added |
| PEAK6 LLC | 134,156 | $143.5K | 0.01% | +134,156 | New |
| Marex Group plc | 136,153 | $145.7K | 0.00% | +72,353+113.4% | Added |
| Deutsche Bank AG | 139,997 | $149.8K | 0.00% | +113,333+425.0% | Added |
| Bridgeway Capital Management, LLC | 235,100 | $251.6K | 0.01% | −65,400−21.8% | Reduced |
| Ameriprise Financial Inc | 258,331 | $276.4K | 0.00% | −315,271−55.0% | Reduced |
| Susquehanna International Group, LLP | 317,678 | $339.9K | 0.00% | +317,678 | New |
| UBS Group AG | 356,820 | $381.8K | 0.00% | +328,186+1,146.1% | Added |
| Goldman Sachs Group Inc | 439,814 | $470.6K | 0.00% | +280,036+175.3% | Added |
| Northern Trust Corp | 564,004 | $603.5K | 0.00% | +41,137+7.9% | Added |
| Charles Schwab Investment Management Inc | 570,945 | $610.9K | 0.00% | +4,801+0.8% | Added |
| Stonehill Capital Management LLC | 920,853 | $985.0K | 0.42% | +143,567+18.5% | Added |
| Comprehensive Financial Management LLC | 1,010,988 | $1.08M | 0.03% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,041,909 | $1.11M | 0.00% | −70,000−6.3% | Reduced |
| State Street Corp | 1,330,113 | $1.42M | 0.00% | +68,684+5.4% | Added |
| Geode Capital Management, LLC | 1,576,432 | $1.69M | 0.00% | +25,501+1.6% | Added |
| Kennedy Capital Management, Inc. | 2,272,722 | $2.43M | 0.05% | +1,381,166+154.9% | Added |
| Vanguard Group Inc | 4,264,649 | $4.56M | 0.00% | −21,155−0.5% | Reduced |
| BlackRock, Inc. | 4,289,014 | $4.59M | 0.00% | +62,524+1.5% | Added |
| Morgan Stanley | 5,407,397 | $5.79M | 0.00% | +346,266+6.8% | Added |
| Maso Capital Partners Ltd | 29,171,513 | $31.2M | 39.43% | +7,1420.0% | Added |
| 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 |