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

Q2 2025 vs. Q1 2025

How the institutions holding FiscalNote Holdings, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of NOTE: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	92	2	72	−18
Shares	55.8M	25.2K	51.5M	−4.23M (−7.6%)
Value	$45.1M	$7.88K	$27.6M	−$17.4M (−38.7%)

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (19)

Institutions that held FiscalNote Holdings, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to NOTE in Q2 2025
Institution	Shares	Value	% of portfolio
Millennium Management LLC	1,080,022	$579.3K	0.00%
Gsa Capital Partners LLP	558,331	$299.0K	0.02%
Marshall Wace, LLP	430,105	$232.3K	0.00%
Renaissance Technologies LLC	396,564	$212.7K	0.00%
Cubist Systematic Strategies, LLC	294,651	$158.1K	0.00%
HRT Financial LP	88,733	$47.0K	0.00%
Jain Global LLC	63,369	$34.0K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	58,498	$31.4K	0.01%
R Squared Ltd	49,601	$26.6K	0.01%
JustInvest LLC	24,472	$13.1K	0.00%
Wealth Enhancement Advisory Services, LLC	14,701	$11.0K	0.00%
Callan Family Office, LLC	20,118	$10.8K	0.00%
Jump Financial, LLC	18,081	$9.70K	0.00%
Ieq Capital, LLC	17,497	$9.38K	0.00%
Creative Planning	11,273	$6.05K	0.00%
Tidemark, LLC	7,849	$4.21K	0.00%
Atlantic Union Bankshares Corp	5,549	$2.98K	0.00%
Nisa Investment Advisors, LLC	1,134	$608	0.00%
Raymond James Financial Inc	300	$161	0.00%

Sold out (37)

Institutions that held FiscalNote Holdings, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of NOTE in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Kennedy Capital Management, Inc.	1,974,070	$1.60M
Two Sigma Investments, LP	264,435	$213.7K
Nuveen, LLC	181,367	$146.6K
Ameriprise Financial Inc	176,557	$142.7K
Bank of New York Mellon Corp	143,153	$115.7K
Deutsche Bank AG	112,655	$91.3K
SEI Investments Co	100,402	$81.1K
Alliancebernstein L.P.	81,400	$65.8K
XTX Topco Ltd	71,219	$57.6K
Envestnet Asset Management Inc	68,365	$55.2K
Rhumbline Advisers	57,615	$46.5K
Intech Investment Management LLC	50,504	$40.8K
Jefferies Financial Group Inc.	50,000	$40.4K
Massar Capital Management, LP	43,016	$34.8K
Mirae Asset Global ETFs Holdings Ltd.	42,535	$34.4K
Corebridge Financial, Inc.	36,234	$29.3K
Mariner, LLC	32,887	$26.6K
New York State Common Retirement Fund	31,927	$25.8K
Price T Rowe Associates Inc	30,444	$25.0K
Squarepoint Ops LLC	28,595	$23.1K
SG Americas Securities, LLC	27,081	$22.0K
Invesco Ltd.	27,081	$21.9K
Graham Capital Management, L.P.	27,054	$21.9K
Police & Firemen's Retirement System of New Jersey	24,523	$19.8K
Two Sigma Securities, LLC	16,817	$13.6K
CIBC World Markets Corp	16,411	$13.3K
ProShare Advisors LLC	16,011	$12.9K
Wolverine Trading, LLC	13,283	$11.8K
MML Investors Services, LLC	11,786	$10.0K
Legal & General Group Plc	6,419	$5.19K
Russell Investments Group, Ltd.	6,253	$5.05K
Ameritas Investment Partners, Inc.	5,142	$4.16K
California State Teachers Retirement System	4,364	$3.53K
Amalgamated Bank	2,099	$2.00K
ORG Partners LLC	1,250	$975
The PNC Financial Services Group, Inc.	159	$128
Sterling Capital Management LLC	63	$51

Not filed for Q2 2025 yet (2)

Institutions that held FiscalNote Holdings, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NOTE in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Sandy Spring Bank	5,549	$4.48K
Caas Capital Management LP	19,700	$3.40K