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Livermore
Livermore
ZHEN

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, Q4 2025

Institutional positions in FiscalNote Holdings, Inc. as of Dec 31, 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
51
+5 vs. Q3 2025
Shares held
2.39M
+439.7K (+22.6%) vs. Q3 2025
Total value
$3.69M
−$5.23M (−58.6%) vs. Q3 2025
New holders
13
14 more added
Sold out
8
11 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 51 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 1 institutionQ3 2022: 23 institutionsQ4 2022: 22 institutionsQ1 2023: 38 institutionsQ2 2023: 63 institutionsQ3 2023: 69 institutionsQ4 2023: 61 institutionsQ1 2024: 69 institutionsQ2 2024: 68 institutionsQ3 2024: 76 institutionsQ4 2024: 77 institutionsQ1 2025: 92 institutionsQ2 2025: 72 institutionsQ3 2025: 47 institutionsQ4 2025: 51 institutionsQ1 2026: 4 institutionsQ2 2026: 0 institutions
Value heldQ4 2025: $3.69M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $7.39MQ3 2022: $207.0MQ4 2022: $239.7MQ1 2023: $103.3MQ2 2023: $200.2MQ3 2023: $102.7MQ4 2023: $55.1MQ1 2024: $63.9MQ2 2024: $77.0MQ3 2024: $72.6MQ4 2024: $60.4MQ1 2025: $45.1MQ2 2025: $27.6MQ3 2025: $20.3MQ4 2025: $3.69MQ1 2026: $1.52KQ2 2026: $0
Institutions holding NOTE and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20264$1.52K
Q4 202551$3.69M
Q3 202547$20.3M
Q2 202572$27.6M
Q1 202592$45.1M
Q4 202477$60.4M
Q3 202476$72.6M
Q2 202468$77.0M
Q1 202469$63.9M
Q4 202361$55.1M
Q3 202369$102.7M
Q2 202363$200.2M
Q1 202338$103.3M
Q4 202222$239.7M
Q3 202223$207.0M
Q2 20221$7.39M
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding FiscalNote Holdings, Inc.; share changes are against Q3 2025.

Institutions holding NOTE in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada13$00.00%−20,452−99.9%Reduced
Danske Bank A/S1$10.00%00.0%Unchanged
Optiver Holding B.V.1$10.00%00.0%Unchanged
Front Row Advisors LLC12$180.00%+9+300.0%Added
LRI Investments, LLC25$370.00%00.0%Unchanged
National Bank of Canada33$480.00%+33New
BNP Paribas Arbitrage, SA36$530.00%+3+9.1%Added
SHP Wealth Management45$660.00%+45New
Rockefeller Capital Management L.P.83$1220.00%−616−88.1%Reduced
MAI Capital Management98$1450.00%00.0%Unchanged
Bank of America Corp106$1560.00%+11+11.6%Added
SBI Securities Co., Ltd.142$2090.00%+142New
CoreCap Advisors, LLC285$4190.00%00.0%Unchanged
Tower Research Capital LLC (TRC)355$5220.00%−7,160−95.3%Reduced
Limestone Investment Advisors LP19,700$6010.00%00.0%Unchanged
Atlantic Union Bankshares Corp462$6790.00%00.0%Unchanged
Group One Trading, L.P.514$7560.00%+514New
Tidemark, LLC654$9620.00%00.0%Unchanged
Wells Fargo & Company2,000$2.94K0.00%00.0%Unchanged
Simplex Trading, LLC2,844$4.18K0.00%−8,413−74.7%Reduced
International Assets Investment Management, LLC4,791$7.04K0.00%+4,791New
HRT Financial LP10,172$14.0K0.00%+10,172New
UBS Group AG12,502$18.4K0.00%−80,981−86.6%Reduced
Bridgeway Capital Management, LLC13,000$19.1K0.00%−1,907−12.8%Reduced
Northern Trust Corp14,903$21.9K0.00%00.0%Unchanged
R Squared Ltd15,681$23.1K0.01%+15,681New
Price T Rowe Associates Inc24,300$36.0K0.00%+24,300New
Susquehanna International Group, LLP29,001$42.6K0.00%−13,864−32.3%Reduced
State Street Corp32,922$48.4K0.00%00.0%Unchanged
Gsa Capital Partners LLP33,533$49.0K0.00%+33,533New
XTX Topco Ltd35,516$52.2K0.00%+20,166+131.4%Added
Goldman Sachs Group Inc40,362$59.3K0.00%−26,867−40.0%Reduced
Two Sigma Securities, LLC41,212$60.6K0.01%+41,212New
Millennium Management LLC47,722$70.2K0.00%−22,040−31.6%Reduced
Marex Group plc48,141$70.8K0.00%+10,000+26.2%Added
Corecam AG49,581$72.9K0.07%+49,581New
Raymond James Financial Inc53,752$79.0K0.00%+38,752+258.3%Added
Brown Advisory Inc65,291$96.0K0.00%00.0%Unchanged
Two Sigma Advisers, LP77,432$113.8K0.00%+77,432New
BlackRock, Inc.81,174$119.3K0.00%−642−0.8%Reduced
Comprehensive Financial Management LLC84,248$123.8K0.00%00.0%Unchanged
GWM Advisors LLC84,261$123.9K0.00%+41,090+95.2%Added
Geode Capital Management, LLC94,305$138.7K0.00%+4,017+4.4%Added
Jane Street Group, LLC99,126$145.7K0.00%+51,144+106.6%Added
Citadel Advisors LLC115,934$170.4K0.00%+115,934New
Two Sigma Investments, LP118,792$174.6K0.00%+104,905+755.4%Added
Corecam Pte. Ltd.142,398$209.3K0.11%+5,403+3.9%Added
Morgan Stanley187,949$276.3K0.00%−2,884−1.5%Reduced
Colony Group, LLC66,989$309.1K0.00%+323+0.5%Added
Stonehill Capital Management LLC221,050$325.0K0.10%+79,299+55.9%Added
Vanguard Group Inc412,864$606.9K0.00%+61,617+17.5%Added
Yorkville Advisors Global, LP0$00.00%−95,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−41,872−100.0%Sold out
Jump Financial, LLC0$00.00%−27,000−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%−258−100.0%Sold out
Federated Hermes, Inc.0$00.00%−174−100.0%Sold out
Citigroup Inc0$00.00%−5−100.0%Sold out
IFP Advisors, Inc0$00.00%−21−100.0%Sold out
CWM, LLC0$00.00%−204−100.0%Sold out
Maso Capital Partners Ltd––––Not filed