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, Q1 2025
Institutional positions in FiscalNote Holdings, Inc. as of Mar 31, 2025. 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
- 92
- +17 vs. Q4 2024
- Shares held
- 55.8M
- −579.1K (−1.0%) vs. Q4 2024
- Total value
- $45.1M
- −$15.2M (−25.3%) vs. Q4 2024
- New holders
- 22
- 29 more added
- Sold out
- 5
- 30 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maso Capital Partners Ltd | 29,178,150 | $23.6M | 35.64% | +6,6370.0% | Added |
| BlackRock, Inc. | 4,940,317 | $3.99M | 0.00% | +651,303+15.2% | Added |
| Vanguard Group Inc | 4,420,667 | $3.57M | 0.00% | +156,018+3.7% | Added |
| Morgan Stanley | 2,307,914 | $1.87M | 0.00% | −3,099,483−57.3% | Reduced |
| Kennedy Capital Management, Inc. | 1,974,070 | $1.60M | 0.04% | −298,652−13.1% | Reduced |
| Geode Capital Management, LLC | 1,801,279 | $1.46M | 0.00% | +224,847+14.3% | Added |
| State Street Corp | 1,322,133 | $1.07M | 0.00% | −7,980−0.6% | Reduced |
| Comprehensive Financial Management LLC | 1,010,988 | $817.0K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 800,033 | $646.5K | 0.00% | +714,091+830.9% | Added |
| Brown Advisory Inc | 783,507 | $633.2K | 0.00% | −258,402−24.8% | Reduced |
| Stonehill Capital Management LLC | 737,968 | $596.0K | 0.18% | −182,885−19.9% | Reduced |
| Charles Schwab Investment Management Inc | 670,060 | $541.5K | 0.00% | +99,115+17.4% | Added |
| Northern Trust Corp | 639,663 | $516.9K | 0.00% | +75,659+13.4% | Added |
| UBS Group AG | 632,828 | $511.3K | 0.00% | +276,008+77.4% | Added |
| Goldman Sachs Group Inc | 475,798 | $384.5K | 0.00% | +35,984+8.2% | Added |
| Two Sigma Investments, LP | 264,435 | $213.7K | 0.00% | +264,435 | New |
| PEAK6 LLC | 210,904 | $170.4K | 0.01% | +76,748+57.2% | Added |
| Susquehanna International Group, LLP | 204,671 | $165.4K | 0.00% | −113,007−35.6% | Reduced |
| Prosperity Wealth Management, Inc. | 203,200 | $164.2K | 0.08% | +203,200 | New |
| Moore Capital Management, LP | 200,000 | $161.6K | 0.01% | +200,000 | New |
| Citizens Financial Group Inc | 190,000 | $153.5K | 0.00% | +190,000 | New |
| Nuveen, LLC | 181,367 | $146.6K | 0.00% | +181,367 | New |
| Bridgeway Capital Management, LLC | 177,900 | $143.8K | 0.00% | −57,200−24.3% | Reduced |
| Ameriprise Financial Inc | 176,557 | $142.7K | 0.00% | −81,774−31.7% | Reduced |
| Bank of New York Mellon Corp | 143,153 | $115.7K | 0.00% | +30,362+26.9% | Added |
| International Assets Investment Management, LLC | 126,835 | $102.5K | 0.01% | −10,950−7.9% | Reduced |
| Klingenstein Fields & Co LP | 119,931 | $96.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 112,655 | $91.3K | 0.00% | −27,342−19.5% | Reduced |
| Group One Trading, L.P. | 108,181 | $87.4K | 0.00% | +4,158+4.0% | Added |
| SEI Investments Co | 100,402 | $81.1K | 0.00% | +100,402 | New |
| Jane Street Group, LLC | 87,462 | $70.7K | 0.00% | +74,494+574.4% | Added |
| Alliancebernstein L.P. | 81,400 | $65.8K | 0.00% | −13,200−14.0% | Reduced |
| Barclays PLC | 80,314 | $64.9K | 0.00% | −19,027−19.2% | Reduced |
| XTX Topco Ltd | 71,219 | $57.6K | 0.00% | +54,970+338.3% | Added |
| Envestnet Asset Management Inc | 68,365 | $55.2K | 0.00% | +39,744+138.9% | Added |
| Rhumbline Advisers | 57,615 | $46.5K | 0.00% | −2,318−3.9% | Reduced |
| Virtu Financial LLC | 55,583 | $45.0K | 0.00% | +1,151+2.1% | Added |
| Citigroup Inc | 52,907 | $42.8K | 0.00% | +2,633+5.2% | Added |
| Intech Investment Management LLC | 50,504 | $40.8K | 0.00% | +50,504 | New |
| Jefferies Financial Group Inc. | 50,000 | $40.4K | 0.00% | +50,000 | New |
| Marex Group plc | 49,600 | $40.1K | 0.00% | −86,553−63.6% | Reduced |
| Massar Capital Management, LP | 43,016 | $34.8K | 0.04% | +43,016 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 42,535 | $34.4K | 0.00% | +6,762+18.9% | Added |
| J.W. Cole Advisors, Inc. | 40,750 | $32.9K | 0.00% | +40,750 | New |
| GWM Advisors LLC | 37,361 | $30.2K | 0.00% | +2,361+6.7% | Added |
| Corebridge Financial, Inc. | 36,234 | $29.3K | 0.00% | +5,043+16.2% | Added |
| Wells Fargo & Company | 35,337 | $28.6K | 0.00% | +6,022+20.5% | Added |
| JPMorgan Chase & Co | 34,976 | $28.3K | 0.00% | +4,033+13.0% | Added |
| Bank of America Corp | 33,469 | $27.0K | 0.00% | −15,573−31.8% | Reduced |
| Mariner, LLC | 32,887 | $26.6K | 0.00% | −2,775−7.8% | Reduced |
| New York State Common Retirement Fund | 31,927 | $25.8K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 30,444 | $25.0K | 0.00% | +10,849+55.4% | Added |
| LPL Financial LLC | 29,348 | $23.7K | 0.00% | −75,000−71.9% | Reduced |
| Squarepoint Ops LLC | 28,595 | $23.1K | 0.00% | −53,169−65.0% | Reduced |
| Camden Capital, LLC | 28,400 | $22.9K | 0.00% | +8,400+42.0% | Added |
| SG Americas Securities, LLC | 27,081 | $22.0K | 0.00% | +1,796+7.1% | Added |
| Invesco Ltd. | 27,081 | $21.9K | 0.00% | −1,170−4.1% | Reduced |
| Graham Capital Management, L.P. | 27,054 | $21.9K | 0.00% | +27,054 | New |
| Police & Firemen's Retirement System of New Jersey | 24,523 | $19.8K | 0.00% | +24,523 | New |
| AQR Capital Management LLC | 19,942 | $16.1K | 0.00% | −510−2.5% | Reduced |
| PFG Investments, LLC | 19,825 | $16.0K | 0.00% | −26,675−57.4% | Reduced |
| Simplex Trading, LLC | 20,277 | $16.0K | 0.00% | −22,580−52.7% | Reduced |
| Oasis Management Co Ltd. | 18,084 | $14.6K | 0.00% | +18,084 | New |
| Two Sigma Securities, LLC | 16,817 | $13.6K | 0.00% | +16,817 | New |
| CIBC World Markets Corp | 16,411 | $13.3K | 0.00% | +16,411 | New |
| ProShare Advisors LLC | 16,011 | $12.9K | 0.00% | −1,658−9.4% | Reduced |
| Wolverine Trading, LLC | 13,283 | $11.8K | 0.00% | −20,854−61.1% | Reduced |
| Two Sigma Advisers, LP | 13,400 | $10.8K | 0.00% | −3,200−19.3% | Reduced |
| MML Investors Services, LLC | 11,786 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,752 | $9.50K | 0.00% | −782−6.2% | Reduced |
| FMR LLC | 10,833 | $8.75K | 0.00% | +1,294+13.6% | Added |
| Legal & General Group Plc | 6,419 | $5.19K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,253 | $5.05K | 0.00% | −6,475−50.9% | Reduced |
| Sandy Spring Bank | 5,549 | $4.48K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,142 | $4.16K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,364 | $3.53K | 0.00% | 00.0% | Unchanged |
| Caas Capital Management LP | 19,700 | $3.40K | 0.00% | +19,700 | New |
| BNP Paribas Arbitrage, SA | 4,166 | $3.37K | 0.00% | −5,848−58.4% | Reduced |
| Citadel Advisors LLC | 4,091 | $3.31K | 0.00% | +4,091 | New |
| CoreCap Advisors, LLC | 3,425 | $2.77K | 0.00% | +1,000+41.2% | Added |
| Tradewinds Capital Management, LLC | 3,100 | $2.51K | 0.00% | +3,100 | New |
| Amalgamated Bank | 2,099 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,089 | $1.69K | 0.00% | +272+15.0% | Added |
| CWM, LLC | 1,154 | $1.00K | 0.00% | −789−40.6% | Reduced |
| ORG Partners LLC | 1,250 | $975 | 0.00% | +1,250 | New |
| EverSource Wealth Advisors, LLC | 402 | $325 | 0.00% | +402 | New |
| The PNC Financial Services Group, Inc. | 159 | $128 | 0.00% | +46+40.7% | Added |
| Sterling Capital Management LLC | 63 | $51 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $22 | 0.00% | +26 | New |
| IFP Advisors, Inc | 11 | $9 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.00% | +1 | New |
| Royal Bank of Canada | 604 | $0 | 0.00% | −1,062−63.7% | Reduced |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −37,289−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −22,899−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |