FiscalNote Holdings, Inc.

NOTE

Exchange: OTC
Industry: Services-Business Services, NEC
SEC CIK: 0001823466

SEC filings (opens in a new tab)

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

Q1 2025 vs. Q4 2024

How the institutions holding FiscalNote Holdings, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of NOTE: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	77	2	92	+17
Shares	56.4M	81.0K	55.8M	−579.1K (−1.0%)
Value	$60.4M	$86.6K	$45.1M	−$15.2M (−25.3%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held FiscalNote Holdings, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to NOTE in Q1 2025
Institution	Shares	Value	% of portfolio
Two Sigma Investments, LP	264,435	$213.7K	0.00%
Prosperity Wealth Management, Inc.	203,200	$164.2K	0.08%
Moore Capital Management, LP	200,000	$161.6K	0.01%
Citizens Financial Group Inc	190,000	$153.5K	0.00%
Nuveen, LLC	181,367	$146.6K	0.00%
SEI Investments Co	100,402	$81.1K	0.00%
Intech Investment Management LLC	50,504	$40.8K	0.00%
Jefferies Financial Group Inc.	50,000	$40.4K	0.00%
Massar Capital Management, LP	43,016	$34.8K	0.04%
J.W. Cole Advisors, Inc.	40,750	$32.9K	0.00%
Graham Capital Management, L.P.	27,054	$21.9K	0.00%
Police & Firemen's Retirement System of New Jersey	24,523	$19.8K	0.00%
Oasis Management Co Ltd.	18,084	$14.6K	0.00%
Two Sigma Securities, LLC	16,817	$13.6K	0.00%
CIBC World Markets Corp	16,411	$13.3K	0.00%
Caas Capital Management LP	19,700	$3.40K	0.00%
Citadel Advisors LLC	4,091	$3.31K	0.00%
Tradewinds Capital Management, LLC	3,100	$2.51K	0.00%
ORG Partners LLC	1,250	$975	0.00%
EverSource Wealth Advisors, LLC	402	$325	0.00%
True Wealth Design, LLC	26	$22	0.00%
Caitong International Asset Management Co., Ltd	1	$1	0.00%

Sold out (5)

Institutions that held FiscalNote Holdings, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of NOTE in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Fortis Group Advisors, LLC	48,000	$51.4K
Arkadios Wealth Advisors	37,289	$39.9K
Marshall Wace, LLP	22,899	$24.5K
SRS Capital Advisors, Inc.	517	$554
R Squared Ltd	470	$503

Not filed for Q1 2025 yet (2)

Institutions that held FiscalNote Holdings, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NOTE in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	80,965	$86.6K
Global Retirement Partners, LLC	15	$16