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 | $27.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 604 | $0 | 0.00% | −1,062−63.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.00% | +1 | New |
| IFP Advisors, Inc | 11 | $9 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $22 | 0.00% | +26 | New |
| Sterling Capital Management LLC | 63 | $51 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 159 | $128 | 0.00% | +46+40.7% | Added |
| EverSource Wealth Advisors, LLC | 402 | $325 | 0.00% | +402 | New |
| ORG Partners LLC | 1,250 | $975 | 0.00% | +1,250 | New |
| CWM, LLC | 1,154 | $1.00K | 0.00% | −789−40.6% | Reduced |
| Federated Hermes, Inc. | 2,089 | $1.69K | 0.00% | +272+15.0% | Added |
| Amalgamated Bank | 2,099 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,100 | $2.51K | 0.00% | +3,100 | New |
| CoreCap Advisors, LLC | 3,425 | $2.77K | 0.00% | +1,000+41.2% | Added |
| Citadel Advisors LLC | 4,091 | $3.31K | 0.00% | +4,091 | New |
| BNP Paribas Arbitrage, SA | 4,166 | $3.37K | 0.00% | −5,848−58.4% | Reduced |
| Caas Capital Management LP | 19,700 | $3.40K | 0.00% | +19,700 | New |
| California State Teachers Retirement System | 4,364 | $3.53K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,142 | $4.16K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5,549 | $4.48K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,253 | $5.05K | 0.00% | −6,475−50.9% | Reduced |
| Legal & General Group Plc | 6,419 | $5.19K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 10,833 | $8.75K | 0.00% | +1,294+13.6% | Added |
| Tower Research Capital LLC (TRC) | 11,752 | $9.50K | 0.00% | −782−6.2% | Reduced |
| MML Investors Services, LLC | 11,786 | $10.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 13,400 | $10.8K | 0.00% | −3,200−19.3% | Reduced |
| Wolverine Trading, LLC | 13,283 | $11.8K | 0.00% | −20,854−61.1% | Reduced |
| ProShare Advisors LLC | 16,011 | $12.9K | 0.00% | −1,658−9.4% | Reduced |
| CIBC World Markets Corp | 16,411 | $13.3K | 0.00% | +16,411 | New |
| Two Sigma Securities, LLC | 16,817 | $13.6K | 0.00% | +16,817 | New |
| Oasis Management Co Ltd. | 18,084 | $14.6K | 0.00% | +18,084 | New |
| Simplex Trading, LLC | 20,277 | $16.0K | 0.00% | −22,580−52.7% | Reduced |
| PFG Investments, LLC | 19,825 | $16.0K | 0.00% | −26,675−57.4% | Reduced |
| AQR Capital Management LLC | 19,942 | $16.1K | 0.00% | −510−2.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 24,523 | $19.8K | 0.00% | +24,523 | New |
| Graham Capital Management, L.P. | 27,054 | $21.9K | 0.00% | +27,054 | New |
| Invesco Ltd. | 27,081 | $21.9K | 0.00% | −1,170−4.1% | Reduced |
| SG Americas Securities, LLC | 27,081 | $22.0K | 0.00% | +1,796+7.1% | Added |
| Camden Capital, LLC | 28,400 | $22.9K | 0.00% | +8,400+42.0% | Added |
| Squarepoint Ops LLC | 28,595 | $23.1K | 0.00% | −53,169−65.0% | Reduced |
| LPL Financial LLC | 29,348 | $23.7K | 0.00% | −75,000−71.9% | Reduced |
| Price T Rowe Associates Inc | 30,444 | $25.0K | 0.00% | +10,849+55.4% | Added |
| New York State Common Retirement Fund | 31,927 | $25.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 32,887 | $26.6K | 0.00% | −2,775−7.8% | Reduced |
| Bank of America Corp | 33,469 | $27.0K | 0.00% | −15,573−31.8% | Reduced |
| JPMorgan Chase & Co | 34,976 | $28.3K | 0.00% | +4,033+13.0% | Added |
| Wells Fargo & Company | 35,337 | $28.6K | 0.00% | +6,022+20.5% | Added |
| Corebridge Financial, Inc. | 36,234 | $29.3K | 0.00% | +5,043+16.2% | Added |
| GWM Advisors LLC | 37,361 | $30.2K | 0.00% | +2,361+6.7% | Added |
| J.W. Cole Advisors, Inc. | 40,750 | $32.9K | 0.00% | +40,750 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 42,535 | $34.4K | 0.00% | +6,762+18.9% | Added |
| Massar Capital Management, LP | 43,016 | $34.8K | 0.04% | +43,016 | New |
| Marex Group plc | 49,600 | $40.1K | 0.00% | −86,553−63.6% | Reduced |
| Jefferies Financial Group Inc. | 50,000 | $40.4K | 0.00% | +50,000 | New |
| Intech Investment Management LLC | 50,504 | $40.8K | 0.00% | +50,504 | New |
| Citigroup Inc | 52,907 | $42.8K | 0.00% | +2,633+5.2% | Added |
| Virtu Financial LLC | 55,583 | $45.0K | 0.00% | +1,151+2.1% | Added |
| Rhumbline Advisers | 57,615 | $46.5K | 0.00% | −2,318−3.9% | Reduced |
| Envestnet Asset Management Inc | 68,365 | $55.2K | 0.00% | +39,744+138.9% | Added |
| XTX Topco Ltd | 71,219 | $57.6K | 0.00% | +54,970+338.3% | Added |
| Barclays PLC | 80,314 | $64.9K | 0.00% | −19,027−19.2% | Reduced |
| Alliancebernstein L.P. | 81,400 | $65.8K | 0.00% | −13,200−14.0% | Reduced |
| Jane Street Group, LLC | 87,462 | $70.7K | 0.00% | +74,494+574.4% | Added |
| SEI Investments Co | 100,402 | $81.1K | 0.00% | +100,402 | New |
| Group One Trading, L.P. | 108,181 | $87.4K | 0.00% | +4,158+4.0% | Added |
| Deutsche Bank AG | 112,655 | $91.3K | 0.00% | −27,342−19.5% | Reduced |
| Klingenstein Fields & Co LP | 119,931 | $96.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 126,835 | $102.5K | 0.01% | −10,950−7.9% | Reduced |
| Bank of New York Mellon Corp | 143,153 | $115.7K | 0.00% | +30,362+26.9% | Added |
| Ameriprise Financial Inc | 176,557 | $142.7K | 0.00% | −81,774−31.7% | Reduced |
| Bridgeway Capital Management, LLC | 177,900 | $143.8K | 0.00% | −57,200−24.3% | Reduced |
| Nuveen, LLC | 181,367 | $146.6K | 0.00% | +181,367 | New |
| Citizens Financial Group Inc | 190,000 | $153.5K | 0.00% | +190,000 | New |
| Moore Capital Management, LP | 200,000 | $161.6K | 0.01% | +200,000 | New |
| Prosperity Wealth Management, Inc. | 203,200 | $164.2K | 0.08% | +203,200 | New |
| Susquehanna International Group, LLP | 204,671 | $165.4K | 0.00% | −113,007−35.6% | Reduced |
| PEAK6 LLC | 210,904 | $170.4K | 0.01% | +76,748+57.2% | Added |
| Two Sigma Investments, LP | 264,435 | $213.7K | 0.00% | +264,435 | New |
| Goldman Sachs Group Inc | 475,798 | $384.5K | 0.00% | +35,984+8.2% | Added |
| UBS Group AG | 632,828 | $511.3K | 0.00% | +276,008+77.4% | Added |
| Northern Trust Corp | 639,663 | $516.9K | 0.00% | +75,659+13.4% | Added |
| Charles Schwab Investment Management Inc | 670,060 | $541.5K | 0.00% | +99,115+17.4% | Added |
| Stonehill Capital Management LLC | 737,968 | $596.0K | 0.18% | −182,885−19.9% | Reduced |
| Brown Advisory Inc | 783,507 | $633.2K | 0.00% | −258,402−24.8% | Reduced |
| Colony Group, LLC | 800,033 | $646.5K | 0.00% | +714,091+830.9% | Added |
| Comprehensive Financial Management LLC | 1,010,988 | $817.0K | 0.03% | 00.0% | Unchanged |
| State Street Corp | 1,322,133 | $1.07M | 0.00% | −7,980−0.6% | Reduced |
| Geode Capital Management, LLC | 1,801,279 | $1.46M | 0.00% | +224,847+14.3% | Added |
| Kennedy Capital Management, Inc. | 1,974,070 | $1.60M | 0.04% | −298,652−13.1% | Reduced |
| Morgan Stanley | 2,307,914 | $1.87M | 0.00% | −3,099,483−57.3% | Reduced |
| Vanguard Group Inc | 4,420,667 | $3.57M | 0.00% | +156,018+3.7% | Added |
| BlackRock, Inc. | 4,940,317 | $3.99M | 0.00% | +651,303+15.2% | Added |
| Maso Capital Partners Ltd | 29,178,150 | $23.6M | 35.64% | +6,6370.0% | Added |
| 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 |