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, Q3 2025
Institutional positions in FiscalNote Holdings, Inc. as of Sep 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
- 47
- −25 vs. Q2 2025
- Shares held
- 4.40M
- −47.1M (−91.5%) vs. Q2 2025
- Total value
- $20.3M
- −$7.33M (−26.5%) vs. Q2 2025
- New holders
- 11
- 3 more added
- Sold out
- 36
- 32 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maso Capital Partners Ltd | 2,457,328 | $11.4M | 18.69% | −27,012,949−91.7% | Reduced |
| Vanguard Group Inc | 351,247 | $1.63M | 0.00% | −3,581,869−91.1% | Reduced |
| Morgan Stanley | 190,833 | $883.6K | 0.00% | −2,014,455−91.3% | Reduced |
| Stonehill Capital Management LLC | 141,751 | $656.0K | 0.23% | −1,533,034−91.5% | Reduced |
| Corecam Pte. Ltd. | 136,995 | $634.3K | 0.34% | +136,995 | New |
| Yorkville Advisors Global, LP | 95,000 | $439.9K | 0.17% | +95,000 | New |
| UBS Group AG | 93,483 | $432.8K | 0.00% | −758,825−89.0% | Reduced |
| Geode Capital Management, LLC | 90,288 | $418.2K | 0.00% | −772,583−89.5% | Reduced |
| Comprehensive Financial Management LLC | 84,248 | $390.1K | 0.01% | −926,740−91.7% | Reduced |
| BlackRock, Inc. | 81,816 | $378.8K | 0.00% | −1,195,137−93.6% | Reduced |
| Millennium Management LLC | 69,762 | $323.0K | 0.00% | −1,010,260−93.5% | Reduced |
| Goldman Sachs Group Inc | 67,229 | $311.3K | 0.00% | −574,095−89.5% | Reduced |
| Colony Group, LLC | 66,666 | $308.7K | 0.00% | −736,777−91.7% | Reduced |
| Brown Advisory Inc | 65,291 | $302.3K | 0.00% | −718,216−91.7% | Reduced |
| Jane Street Group, LLC | 47,982 | $222.2K | 0.00% | −445,899−90.3% | Reduced |
| GWM Advisors LLC | 43,171 | $199.9K | 0.00% | −224,923−83.9% | Reduced |
| Susquehanna International Group, LLP | 42,865 | $198.5K | 0.00% | −373,925−89.7% | Reduced |
| Marshall Wace, LLP | 41,872 | $193.9K | 0.00% | −388,233−90.3% | Reduced |
| Marex Group plc | 38,141 | $176.6K | 0.00% | −127,959−77.0% | Reduced |
| State Street Corp | 32,922 | $152.4K | 0.00% | −282,206−89.6% | Reduced |
| Jump Financial, LLC | 27,000 | $125.0K | 0.00% | +8,919+49.3% | Added |
| Royal Bank of Canada | 20,465 | $95.0K | 0.00% | −208,007−91.0% | Reduced |
| XTX Topco Ltd | 15,350 | $71.1K | 0.00% | +15,350 | New |
| Raymond James Financial Inc | 15,000 | $69.5K | 0.00% | +14,700+4,900.0% | Added |
| Bridgeway Capital Management, LLC | 14,907 | $69.0K | 0.00% | −7,993−34.9% | Reduced |
| Northern Trust Corp | 14,903 | $69.0K | 0.00% | −163,947−91.7% | Reduced |
| Two Sigma Investments, LP | 13,887 | $64.3K | 0.00% | +13,887 | New |
| Simplex Trading, LLC | 11,257 | $52.0K | 0.00% | −36,610−76.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,515 | $34.8K | 0.00% | −20,965−73.6% | Reduced |
| Wells Fargo & Company | 2,000 | $9.26K | 0.00% | +389+24.1% | Added |
| Rockefeller Capital Management L.P. | 699 | $3.24K | 0.00% | +699 | New |
| Tidemark, LLC | 654 | $3.03K | 0.00% | −7,195−91.7% | Reduced |
| Atlantic Union Bankshares Corp | 462 | $2.14K | 0.00% | −5,087−91.7% | Reduced |
| CoreCap Advisors, LLC | 285 | $1.32K | 0.00% | −3,140−91.7% | Reduced |
| Limestone Investment Advisors LP | 19,700 | $1.30K | 0.00% | +19,700 | New |
| Tradewinds Capital Management, LLC | 258 | $1.20K | 0.00% | −2,842−91.7% | Reduced |
| Federated Hermes, Inc. | 174 | $806 | 0.00% | −1,915−91.7% | Reduced |
| MAI Capital Management | 98 | $454 | 0.00% | +98 | New |
| Bank of America Corp | 95 | $439 | 0.00% | −13,641−99.3% | Reduced |
| BNP Paribas Arbitrage, SA | 33 | $153 | 0.00% | −1,252−97.4% | Reduced |
| LRI Investments, LLC | 25 | $116 | 0.00% | +25 | New |
| Citigroup Inc | 5 | $23 | 0.00% | −328−98.5% | Reduced |
| Front Row Advisors LLC | 3 | $14 | 0.00% | +3 | New |
| IFP Advisors, Inc | 21 | $9 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $5 | 0.00% | +1 | New |
| Optiver Holding B.V. | 1 | $5 | 0.00% | +1 | New |
| CWM, LLC | 204 | $0 | 0.00% | −15,825−98.7% | Reduced |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −558,331−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −470,000−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −439,817−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −396,564−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −379,500−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −294,651−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −208,582−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −190,479−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −158,835−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −127,126−100.0% | Sold out |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −119,931−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −107,581−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −88,733−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −68,044−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −63,369−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −58,498−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −50,197−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −49,601−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −41,100−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −28,400−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −24,472−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −14,701−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −20,118−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −19,825−100.0% | Sold out |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −18,084−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −17,497−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −11,273−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −6,545−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |