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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 0 | $0 | 0.00% | −11,786−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −6,419−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −6,253−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −5,142−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −4,364−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Sandy Spring Bank | – | – | – | – | Not filed |
| Caas Capital Management LP | – | – | – | – | Not filed |