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
- +111.1K (+2.6%) vs. Q2 2025Converted for a 1-for-12 split
- Total value
- $20.3M
- −$7.33M (−26.5%) vs. Q2 2025
- New holders
- 11
- 20 more added
- Sold out
- 36
- 6 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 | $27.6M |
| 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, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 204 | $0 | 0.00% | −1,132−84.7% | ReducedConverted for a 1-for-12 split |
| Danske Bank A/S | 1 | $5 | 0.00% | +1 | New |
| Optiver Holding B.V. | 1 | $5 | 0.00% | +1 | New |
| IFP Advisors, Inc | 21 | $9 | 0.00% | +19+1,100.0% | AddedConverted for a 1-for-12 split |
| Front Row Advisors LLC | 3 | $14 | 0.00% | +3 | New |
| Citigroup Inc | 5 | $23 | 0.00% | −23−82.0% | ReducedConverted for a 1-for-12 split |
| LRI Investments, LLC | 25 | $116 | 0.00% | +25 | New |
| BNP Paribas Arbitrage, SA | 33 | $153 | 0.00% | −74−69.2% | ReducedConverted for a 1-for-12 split |
| Bank of America Corp | 95 | $439 | 0.00% | −1,050−91.7% | ReducedConverted for a 1-for-12 split |
| MAI Capital Management | 98 | $454 | 0.00% | +98 | New |
| Federated Hermes, Inc. | 174 | $806 | 0.00% | 00.0% | UnchangedConverted for a 1-for-12 split |
| Tradewinds Capital Management, LLC | 258 | $1.20K | 0.00% | 00.0% | UnchangedConverted for a 1-for-12 split |
| Limestone Investment Advisors LP | 19,700 | $1.30K | 0.00% | +19,700 | New |
| CoreCap Advisors, LLC | 285 | $1.32K | 0.00% | 00.0% | UnchangedConverted for a 1-for-12 split |
| Atlantic Union Bankshares Corp | 462 | $2.14K | 0.00% | 00.0% | UnchangedConverted for a 1-for-12 split |
| Tidemark, LLC | 654 | $3.03K | 0.00% | 00.0% | UnchangedConverted for a 1-for-12 split |
| Rockefeller Capital Management L.P. | 699 | $3.24K | 0.00% | +699 | New |
| Wells Fargo & Company | 2,000 | $9.26K | 0.00% | +1,866+1,389.8% | AddedConverted for a 1-for-12 split |
| Tower Research Capital LLC (TRC) | 7,515 | $34.8K | 0.00% | +5,142+216.6% | AddedConverted for a 1-for-12 split |
| Simplex Trading, LLC | 11,257 | $52.0K | 0.00% | +7,268+182.2% | AddedConverted for a 1-for-12 split |
| Two Sigma Investments, LP | 13,887 | $64.3K | 0.00% | +13,887 | New |
| Northern Trust Corp | 14,903 | $69.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-12 split |
| Bridgeway Capital Management, LLC | 14,907 | $69.0K | 0.00% | +12,999+681.2% | AddedConverted for a 1-for-12 split |
| Raymond James Financial Inc | 15,000 | $69.5K | 0.00% | +14,975+59,900.0% | AddedConverted for a 1-for-12 split |
| XTX Topco Ltd | 15,350 | $71.1K | 0.00% | +15,350 | New |
| Royal Bank of Canada | 20,465 | $95.0K | 0.00% | +1,426+7.5% | AddedConverted for a 1-for-12 split |
| Jump Financial, LLC | 27,000 | $125.0K | 0.00% | +25,493+1,691.9% | AddedConverted for a 1-for-12 split |
| State Street Corp | 32,922 | $152.4K | 0.00% | +6,661+25.4% | AddedConverted for a 1-for-12 split |
| Marex Group plc | 38,141 | $176.6K | 0.00% | +24,299+175.6% | AddedConverted for a 1-for-12 split |
| Marshall Wace, LLP | 41,872 | $193.9K | 0.00% | +6,030+16.8% | AddedConverted for a 1-for-12 split |
| Susquehanna International Group, LLP | 42,865 | $198.5K | 0.00% | +8,133+23.4% | AddedConverted for a 1-for-12 split |
| GWM Advisors LLC | 43,171 | $199.9K | 0.00% | +20,830+93.2% | AddedConverted for a 1-for-12 split |
| Jane Street Group, LLC | 47,982 | $222.2K | 0.00% | +6,825+16.6% | AddedConverted for a 1-for-12 split |
| Brown Advisory Inc | 65,291 | $302.3K | 0.00% | 00.0% | UnchangedConverted for a 1-for-12 split |
| Colony Group, LLC | 66,666 | $308.7K | 0.00% | 00.0% | UnchangedConverted for a 1-for-12 split |
| Goldman Sachs Group Inc | 67,229 | $311.3K | 0.00% | +13,785+25.8% | AddedConverted for a 1-for-12 split |
| Millennium Management LLC | 69,762 | $323.0K | 0.00% | −20,240−22.5% | ReducedConverted for a 1-for-12 split |
| BlackRock, Inc. | 81,816 | $378.8K | 0.00% | −24,597−23.1% | ReducedConverted for a 1-for-12 split |
| Comprehensive Financial Management LLC | 84,248 | $390.1K | 0.01% | 00.0% | UnchangedConverted for a 1-for-12 split |
| Geode Capital Management, LLC | 90,288 | $418.2K | 0.00% | +18,382+25.6% | AddedConverted for a 1-for-12 split |
| UBS Group AG | 93,483 | $432.8K | 0.00% | +22,457+31.6% | AddedConverted for a 1-for-12 split |
| Yorkville Advisors Global, LP | 95,000 | $439.9K | 0.17% | +95,000 | New |
| Corecam Pte. Ltd. | 136,995 | $634.3K | 0.34% | +136,995 | New |
| Stonehill Capital Management LLC | 141,751 | $656.0K | 0.23% | +2,186+1.6% | AddedConverted for a 1-for-12 split |
| Morgan Stanley | 190,833 | $883.6K | 0.00% | +7,059+3.8% | AddedConverted for a 1-for-12 split |
| Vanguard Group Inc | 351,247 | $1.63M | 0.00% | +23,487+7.2% | AddedConverted for a 1-for-12 split |
| Maso Capital Partners Ltd | 2,457,328 | $11.4M | 18.69% | 00.0% | UnchangedConverted for a 1-for-12 split |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −46,528−100.0% | Sold outConverted for a 1-for-12 split |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −39,167−100.0% | Sold outConverted for a 1-for-12 split |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −36,651−100.0% | Sold outConverted for a 1-for-12 split |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −33,047−100.0% | Sold outConverted for a 1-for-12 split |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −31,625−100.0% | Sold outConverted for a 1-for-12 split |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −24,554−100.0% | Sold outConverted for a 1-for-12 split |
| PEAK6 LLC | 0 | $0 | 0.00% | −17,382−100.0% | Sold outConverted for a 1-for-12 split |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −16,667−100.0% | Sold outConverted for a 1-for-12 split |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −15,873−100.0% | Sold outConverted for a 1-for-12 split |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13,236−100.0% | Sold outConverted for a 1-for-12 split |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,594−100.0% | Sold outConverted for a 1-for-12 split |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −9,994−100.0% | Sold outConverted for a 1-for-12 split |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,965−100.0% | Sold outConverted for a 1-for-12 split |
| HRT Financial LP | 0 | $0 | 0.00% | −7,394−100.0% | Sold outConverted for a 1-for-12 split |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −5,670−100.0% | Sold outConverted for a 1-for-12 split |
| Jain Global LLC | 0 | $0 | 0.00% | −5,281−100.0% | Sold outConverted for a 1-for-12 split |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,875−100.0% | Sold outConverted for a 1-for-12 split |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,183−100.0% | Sold outConverted for a 1-for-12 split |
| R Squared Ltd | 0 | $0 | 0.00% | −4,133−100.0% | Sold outConverted for a 1-for-12 split |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,425−100.0% | Sold outConverted for a 1-for-12 split |
| Camden Capital, LLC | 0 | $0 | 0.00% | −2,367−100.0% | Sold outConverted for a 1-for-12 split |
| JustInvest LLC | 0 | $0 | 0.00% | −2,039−100.0% | Sold outConverted for a 1-for-12 split |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −1,225−100.0% | Sold outConverted for a 1-for-12 split |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −1,676−100.0% | Sold outConverted for a 1-for-12 split |
| PFG Investments, LLC | 0 | $0 | 0.00% | −1,652−100.0% | Sold outConverted for a 1-for-12 split |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −1,507−100.0% | Sold outConverted for a 1-for-12 split |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −1,458−100.0% | Sold outConverted for a 1-for-12 split |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,175−100.0% | Sold outConverted for a 1-for-12 split |
| Creative Planning | 0 | $0 | 0.00% | −939−100.0% | Sold outConverted for a 1-for-12 split |
| FMR LLC | 0 | $0 | 0.00% | −545−100.0% | Sold outConverted for a 1-for-12 split |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold outConverted for a 1-for-12 split |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −53−100.0% | Sold outConverted for a 1-for-12 split |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold outConverted for a 1-for-12 split |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold outConverted for a 1-for-12 split |
| Barclays PLC | 0 | $0 | 0.00% | −0−100.0% | Sold outConverted for a 1-for-12 split |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −0−100.0% | Sold outConverted for a 1-for-12 split |