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
- 51.5M
- −4.23M (−7.6%) vs. Q1 2025
- Total value
- $27.6M
- −$17.4M (−38.7%) vs. Q1 2025
- New holders
- 19
- 23 more added
- Sold out
- 37
- 19 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 | $27.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Barclays PLC | 1 | $1 | 0.00% | −80,313−100.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21 | $11 | 0.00% | +10+90.9% | Added |
| True Wealth Design, LLC | 31 | $17 | 0.00% | +5+19.2% | Added |
| Raymond James Financial Inc | 300 | $161 | 0.00% | +300 | New |
| Citigroup Inc | 333 | $179 | 0.00% | −52,574−99.4% | Reduced |
| EverSource Wealth Advisors, LLC | 334 | $179 | 0.00% | −68−16.9% | Reduced |
| JPMorgan Chase & Co | 639 | $343 | 0.00% | −34,337−98.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,134 | $608 | 0.00% | +1,134 | New |
| BNP Paribas Arbitrage, SA | 1,285 | $689 | 0.00% | −2,881−69.2% | Reduced |
| Wells Fargo & Company | 1,611 | $864 | 0.00% | −33,726−95.4% | Reduced |
| Federated Hermes, Inc. | 2,089 | $1.12K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,100 | $1.66K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,425 | $1.84K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,549 | $2.98K | 0.00% | +5,549 | New |
| FMR LLC | 6,545 | $3.51K | 0.00% | −4,288−39.6% | Reduced |
| Tidemark, LLC | 7,849 | $4.21K | 0.00% | +7,849 | New |
| Creative Planning | 11,273 | $6.05K | 0.00% | +11,273 | New |
| Bank of America Corp | 13,736 | $7.36K | 0.00% | −19,733−59.0% | Reduced |
| Two Sigma Advisers, LP | 14,100 | $7.56K | 0.00% | +700+5.2% | Added |
| CWM, LLC | 16,029 | $9.00K | 0.00% | +14,875+1,289.0% | Added |
| Ieq Capital, LLC | 17,497 | $9.38K | 0.00% | +17,497 | New |
| Jump Financial, LLC | 18,081 | $9.70K | 0.00% | +18,081 | New |
| Oasis Management Co Ltd. | 18,084 | $9.70K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,825 | $10.6K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 20,118 | $10.8K | 0.00% | +20,118 | New |
| Wealth Enhancement Advisory Services, LLC | 14,701 | $11.0K | 0.00% | +14,701 | New |
| Bridgeway Capital Management, LLC | 22,900 | $12.3K | 0.00% | −155,000−87.1% | Reduced |
| JustInvest LLC | 24,472 | $13.1K | 0.00% | +24,472 | New |
| Camden Capital, LLC | 28,400 | $15.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 28,480 | $15.3K | 0.00% | +16,728+142.3% | Added |
| J.W. Cole Advisors, Inc. | 41,100 | $22.0K | 0.00% | +350+0.9% | Added |
| Simplex Trading, LLC | 47,867 | $25.0K | 0.00% | +27,590+136.1% | Added |
| R Squared Ltd | 49,601 | $26.6K | 0.01% | +49,601 | New |
| Virtu Financial LLC | 50,197 | $27.0K | 0.00% | −5,386−9.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 58,498 | $31.4K | 0.01% | +58,498 | New |
| Jain Global LLC | 63,369 | $34.0K | 0.00% | +63,369 | New |
| Citadel Advisors LLC | 68,044 | $36.5K | 0.00% | +63,953+1,563.3% | Added |
| HRT Financial LP | 88,733 | $47.0K | 0.00% | +88,733 | New |
| Group One Trading, L.P. | 107,581 | $57.7K | 0.00% | −600−0.6% | Reduced |
| Klingenstein Fields & Co LP | 119,931 | $64.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 127,126 | $68.2K | 0.00% | +97,778+333.2% | Added |
| International Assets Investment Management, LLC | 158,835 | $85.2K | 0.01% | +32,000+25.2% | Added |
| Marex Group plc | 166,100 | $89.1K | 0.00% | +116,500+234.9% | Added |
| Northern Trust Corp | 178,850 | $95.9K | 0.00% | −460,813−72.0% | Reduced |
| AQR Capital Management LLC | 190,479 | $102.2K | 0.00% | +170,537+855.2% | Added |
| Moore Capital Management, LP | 200,000 | $107.3K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 208,582 | $111.9K | 0.00% | −2,322−1.1% | Reduced |
| Royal Bank of Canada | 228,472 | $122.0K | 0.00% | +227,868+37,726.5% | Added |
| GWM Advisors LLC | 268,094 | $143.8K | 0.00% | +230,733+617.6% | Added |
| Cubist Systematic Strategies, LLC | 294,651 | $158.1K | 0.00% | +294,651 | New |
| State Street Corp | 315,128 | $169.0K | 0.00% | −1,007,005−76.2% | Reduced |
| Prosperity Wealth Management, Inc. | 379,500 | $203.6K | 0.08% | +176,300+86.8% | Added |
| Renaissance Technologies LLC | 396,564 | $212.7K | 0.00% | +396,564 | New |
| Susquehanna International Group, LLP | 416,790 | $223.6K | 0.00% | +212,119+103.6% | Added |
| Marshall Wace, LLP | 430,105 | $232.3K | 0.00% | +430,105 | New |
| Charles Schwab Investment Management Inc | 439,817 | $235.9K | 0.00% | −230,243−34.4% | Reduced |
| Citizens Financial Group Inc | 470,000 | $252.1K | 0.00% | +280,000+147.4% | Added |
| Jane Street Group, LLC | 493,881 | $264.9K | 0.00% | +406,419+464.7% | Added |
| Gsa Capital Partners LLP | 558,331 | $299.0K | 0.02% | +558,331 | New |
| Goldman Sachs Group Inc | 641,324 | $344.0K | 0.00% | +165,526+34.8% | Added |
| Brown Advisory Inc | 783,507 | $420.3K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 803,443 | $431.0K | 0.00% | +3,410+0.4% | Added |
| UBS Group AG | 852,308 | $456.8K | 0.00% | +219,480+34.7% | Added |
| Geode Capital Management, LLC | 862,871 | $463.0K | 0.00% | −938,408−52.1% | Reduced |
| Comprehensive Financial Management LLC | 1,010,988 | $542.3K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 1,080,022 | $579.3K | 0.00% | +1,080,022 | New |
| BlackRock, Inc. | 1,276,953 | $685.0K | 0.00% | −3,663,364−74.2% | Reduced |
| Stonehill Capital Management LLC | 1,674,785 | $898.0K | 0.39% | +936,817+126.9% | Added |
| Morgan Stanley | 2,205,288 | $1.18M | 0.00% | −102,626−4.4% | Reduced |
| Vanguard Group Inc | 3,933,116 | $2.11M | 0.00% | −487,551−11.0% | Reduced |
| Maso Capital Partners Ltd | 29,470,277 | $15.8M | 27.87% | +292,127+1.0% | Added |
| 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 |