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, Q2 2025
Institutional positions in FiscalNote Holdings, Inc. as of Jun 30, 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
- 72
- −18 vs. Q1 2025
- Shares held
- 52.0M
- −3.79M (−6.8%) vs. Q1 2025
- Total value
- $27.9M
- −$17.2M (−38.1%) vs. Q1 2025
- New holders
- 19
- 24 more added
- Sold out
- 37
- 18 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maso Capital Partners Ltd | 29,470,277 | $15.8M | 27.87% | +292,127+1.0% | Added |
| Vanguard Group Inc | 3,933,116 | $2.11M | 0.00% | −487,551−11.0% | Reduced |
| Morgan Stanley | 2,205,288 | $1.18M | 0.00% | −102,626−4.4% | Reduced |
| Stonehill Capital Management LLC | 1,674,785 | $898.0K | 0.39% | +936,817+126.9% | Added |
| BlackRock, Inc. | 1,276,953 | $685.0K | 0.00% | −3,663,364−74.2% | Reduced |
| Millennium Management LLC | 1,080,022 | $579.3K | 0.00% | +1,080,022 | New |
| Comprehensive Financial Management LLC | 1,010,988 | $542.3K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 862,871 | $463.0K | 0.00% | −938,408−52.1% | Reduced |
| UBS Group AG | 852,308 | $456.8K | 0.00% | +219,480+34.7% | Added |
| Colony Group, LLC | 803,443 | $431.0K | 0.00% | +3,410+0.4% | Added |
| Brown Advisory Inc | 783,507 | $420.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 641,324 | $344.0K | 0.00% | +165,526+34.8% | Added |
| Gsa Capital Partners LLP | 558,331 | $299.0K | 0.02% | +558,331 | New |
| Jane Street Group, LLC | 493,881 | $264.9K | 0.00% | +406,419+464.7% | Added |
| Citizens Financial Group Inc | 470,000 | $252.1K | 0.00% | +280,000+147.4% | Added |
| Royal Bank of Canada | 456,944 | $244.0K | 0.00% | +456,340+75,553.0% | Added |
| Charles Schwab Investment Management Inc | 439,817 | $235.9K | 0.00% | −230,243−34.4% | Reduced |
| Marshall Wace, LLP | 430,105 | $232.3K | 0.00% | +430,105 | New |
| PEAK6 LLC | 417,164 | $223.8K | 0.00% | +206,260+97.8% | Added |
| Susquehanna International Group, LLP | 416,790 | $223.6K | 0.00% | +212,119+103.6% | Added |
| Renaissance Technologies LLC | 396,564 | $212.7K | 0.00% | +396,564 | New |
| Prosperity Wealth Management, Inc. | 379,500 | $203.6K | 0.08% | +176,300+86.8% | Added |
| State Street Corp | 315,128 | $169.0K | 0.00% | −1,007,005−76.2% | Reduced |
| Cubist Systematic Strategies, LLC | 294,651 | $158.1K | 0.00% | +294,651 | New |
| GWM Advisors LLC | 268,094 | $143.8K | 0.00% | +230,733+617.6% | Added |
| Moore Capital Management, LP | 200,000 | $107.3K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 190,479 | $102.2K | 0.00% | +170,537+855.2% | Added |
| Northern Trust Corp | 178,850 | $95.9K | 0.00% | −460,813−72.0% | Reduced |
| Marex Group plc | 166,100 | $89.1K | 0.00% | +116,500+234.9% | Added |
| International Assets Investment Management, LLC | 158,835 | $85.2K | 0.01% | +32,000+25.2% | Added |
| LPL Financial LLC | 127,126 | $68.2K | 0.00% | +97,778+333.2% | Added |
| Klingenstein Fields & Co LP | 119,931 | $64.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 107,581 | $57.7K | 0.00% | −600−0.6% | Reduced |
| HRT Financial LP | 88,733 | $47.0K | 0.00% | +88,733 | New |
| Citadel Advisors LLC | 68,044 | $36.5K | 0.00% | +63,953+1,563.3% | Added |
| Jain Global LLC | 63,369 | $34.0K | 0.00% | +63,369 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 58,498 | $31.4K | 0.01% | +58,498 | New |
| Virtu Financial LLC | 50,197 | $27.0K | 0.00% | −5,386−9.7% | Reduced |
| R Squared Ltd | 49,601 | $26.6K | 0.01% | +49,601 | New |
| Simplex Trading, LLC | 47,867 | $25.0K | 0.00% | +27,590+136.1% | Added |
| J.W. Cole Advisors, Inc. | 41,100 | $22.0K | 0.00% | +350+0.9% | Added |
| Tower Research Capital LLC (TRC) | 28,480 | $15.3K | 0.00% | +16,728+142.3% | Added |
| Camden Capital, LLC | 28,400 | $15.2K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 24,472 | $13.1K | 0.00% | +24,472 | New |
| Bridgeway Capital Management, LLC | 22,900 | $12.3K | 0.00% | −155,000−87.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,701 | $11.0K | 0.00% | +14,701 | New |
| Callan Family Office, LLC | 20,118 | $10.8K | 0.00% | +20,118 | New |
| PFG Investments, LLC | 19,825 | $10.6K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 18,084 | $9.70K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 18,081 | $9.70K | 0.00% | +18,081 | New |
| Ieq Capital, LLC | 17,497 | $9.38K | 0.00% | +17,497 | New |
| CWM, LLC | 16,029 | $9.00K | 0.00% | +14,875+1,289.0% | Added |
| Two Sigma Advisers, LP | 14,100 | $7.56K | 0.00% | +700+5.2% | Added |
| Bank of America Corp | 13,736 | $7.36K | 0.00% | −19,733−59.0% | Reduced |
| Creative Planning | 11,273 | $6.05K | 0.00% | +11,273 | New |
| Tidemark, LLC | 7,849 | $4.21K | 0.00% | +7,849 | New |
| FMR LLC | 6,545 | $3.51K | 0.00% | −4,288−39.6% | Reduced |
| Atlantic Union Bankshares Corp | 5,549 | $2.98K | 0.00% | +5,549 | New |
| CoreCap Advisors, LLC | 3,425 | $1.84K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,100 | $1.66K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,089 | $1.12K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,611 | $864 | 0.00% | −33,726−95.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,285 | $689 | 0.00% | −2,881−69.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,134 | $608 | 0.00% | +1,134 | New |
| JPMorgan Chase & Co | 639 | $343 | 0.00% | −34,337−98.2% | Reduced |
| Citigroup Inc | 333 | $179 | 0.00% | −52,574−99.4% | Reduced |
| EverSource Wealth Advisors, LLC | 334 | $179 | 0.00% | −68−16.9% | Reduced |
| Raymond James Financial Inc | 300 | $161 | 0.00% | +300 | New |
| True Wealth Design, LLC | 31 | $17 | 0.00% | +5+19.2% | Added |
| IFP Advisors, Inc | 21 | $11 | 0.00% | +10+90.9% | Added |
| Barclays PLC | 1 | $1 | 0.00% | −80,313−100.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −1,974,070−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −264,435−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −181,367−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −176,557−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −143,153−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −112,655−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −100,402−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −81,400−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −71,219−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −68,365−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −57,615−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −50,504−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −43,016−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −42,535−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −36,234−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −32,887−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −31,927−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −30,444−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,595−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −27,081−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −27,081−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −27,054−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −24,523−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,817−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −16,411−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −16,011−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,283−100.0% | Sold out |