Fiscalnote HoldingsNOTE

13F holders, Q3 2024 (September 30)
76holders +8
14new positions
6sold out
3famous investors
$1.28avg. 13F price*

At the end of Q3 2024, 76 institutions reported holding Fiscalnote Holdings Inc. (NOTE) in their 13F filings, up 8 from Q2 2024. 14 opened new positions and 6 sold out. The largest holders were MASO CAPITAL PARTNERS Ltd ($37.3M), Morgan Stanley ($6.5M) and Vanguard Group Inc. ($5.5M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Fiscalnote Holdings Inc.
CUSIP
337655104
Latest filing quarter
Q3 2025

History

Number of 13F holders

020406080100 Q1 2024: 69Q1 2024Q2 2024: 68Q2 2024Q3 2024: 76Q3 2024Q4 2024: 77Q4 2024Q1 2025: 92Q1 2025Q2 2025: 72Q2 2025Q3 2025: 2Q3 2025

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions14$2.6M
Exits6$333K

All 13F filers, Q2 2024 → Q3 2024: 4,505,327 shares bought and 491,313 shares sold, net +4,014,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

MASO CAPITAL PARTNERS Ltd 35.47% Add +0.9% 29,164,371 $37.3M
Morgan Stanley 0.00% Add +33.1% 5,061,131 $6.5M
Vanguard Group Inc. 0.00% Add +1.3% 4,285,804 $5.5M
BlackRock, Inc. 0.00% — 4,226,490 $5.4M
Millennium Management 0.00% Add +2.6% 1,740,794 $2.2M
Geode Capital Management, LLC 0.00% Add +7.5% 1,550,931 $2.0M
Samjo Management, LLC 0.61% Add +31.4% 1,380,000 $1.8M
State Street Corp. 0.00% Add +1.4% 1,261,429 $1.6M
Brown Advisory Inc. 0.00% Reduce -8.4% 1,111,909 $1.4M
Comprehensive Financial Management LLC 0.04% No change 1,010,988 $1.3M
Kennedy Capital Management LLC 0.03% New 891,556 $1.1M
Stonehill Capital Management LLC 0.60% New 777,286 $995K
Ameriprise Financial Inc. 0.00% Add +4.4% 573,602 $734K
Marshall Wace, LLP 0.00% Add +36.6% 568,809 $728K
Charles Schwab Investment Management Inc. 0.00% Add +4.0% 566,144 $725K
Northern Trust Corp. 0.00% Add +3.4% 522,867 $669K
Bridgeway Capital Management, LLC 0.01% Add +9.3% 300,500 $385K
Goldman Sachs Group Inc. 0.00% Add +36.4% 159,778 $205K
Klingenstein Fields & Co. LP 0.01% No change 119,931 $154K
Bank of New York Mellon Corp 0.00% Reduce -27.1% 112,791 $144K
ExodusPoint Capital Management, LP 0.00% New 106,835 $137K
International Assets Investment Management, LLC 0.01% Add +5.5% 105,200 $135K
Alliancebernstein L.P. 0.00% Add +6.3% 94,600 $121K
Barclays PLC 0.00% Add +318.2% 86,286 $110K
Focus Partners Wealth 0.00% New 85,894 $110K
Nuveen Asset Management, LLC 0.00% No change 80,965 $104K
Marex Group Ltd 0.00% New 63,800 $82K
Rhumbline Advisers 0.00% Reduce -0.3% 54,551 $70K
Jane Street Group, LLC 0.00% Reduce -64.3% 52,862 $68K
Certuity, LLC 0.01% No change 45,000 $58K
Citigroup Inc. 0.00% Add +230.4% 43,479 $56K
Virtu Financial LLC 0.00% New 36,801 $47K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +10.8% 34,253 $44K
Bank of America Corp. 0.00% Reduce -5.6% 32,367 $41K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 32,205 $41K
New York State Common Retirement Fund 0.00% No change 31,927 $41K
LPL Financial LLC 0.00% No change 29,348 $38K
UBS Group AG 0.00% Add +54.0% 28,634 $37K
JPMorgan Chase & Co. 0.00% Add +3.0% 27,789 $36K
Invesco Ltd. 0.00% Add +1.2% 27,733 $35K
Deutsche Bank AG 0.00% No change 26,664 $34K
Envestnet Asset Management Inc. 0.00% Add +3.4% 22,531 $29K
Voya Investment Management LLC 0.00% No change 22,423 $29K
T. Rowe Price Associates Inc. 0.00% No change 19,595 $26K
Mariner, LLC 0.00% Add +66.8% 19,244 $25K
PFG Investments, LLC 0.00% No change 19,000 $24K
Wells Fargo & Company 0.00% Reduce -3.8% 18,550 $24K
Oasis Management Co Ltd. 0.01% No change 18,084 $23K
Two Sigma Advisers, LP 0.00% Reduce -4.1% 16,500 $21K
SG Americas Securities, LLC 0.00% New 13,799 $18K
Victory Capital Management Inc. 0.00% Add +1.4% 13,946 $18K
AQR Capital Management 0.00% Reduce -33.7% 11,727 $15K
MML Investors Services, LLC 0.00% No change 11,786 $15K
ProShare Advisors LLC 0.00% New 11,380 $15K
HSBC Holdings PLC 0.00% New 11,253 $14K
Russell Investments Group, Ltd. 0.00% Add +176.5% 10,597 $14K
NewEdge Advisors, LLC 0.00% New 10,000 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -56.7% 7,405 $9K
Citadel Advisors 0.00% New 6,755 $9K
Legal & General Group Plc 0.00% No change 6,419 $8K
Royal Bank of Canada 0.00% Add +12.2% 6,386 $8K
Sandy Spring Bank 0.00% No change 5,549 $7K
FMR LLC 0.00% Reduce -38.9% 5,512 $7K
Ameritas Investment Partners, Inc. 0.00% No change 5,142 $7K
California State Teachers Retirement System 0.00% No change 4,364 $6K
CoreCap Advisors, LLC 0.00% New 2,425 $3K
Amalgamated Bank 0.00% No change 2,099 $3K
Federated Hermes, Inc. 0.00% New 1,817 $2K
Cwm, LLC 0.00% Add +133.9% 676 $1K
Group One Trading LLC 0.00% No change 545 $698
Arax Advisory Partners 0.00% No change 517 $662
Nisa Investment Advisors, LLC 0.00% Add +343.6% 275 $352
Earned Wealth Advisors, LLC 0.00% New 272 $348
PNC Financial Services Group, Inc. 0.00% No change 91 $116
Sterling Capital Management LLC 0.00% — 63 $81
Global Retirement Partners, LLC 0.00% No change 15 $19

"% of holder's portfolio" is NOTE's weight in each manager's 13F, not the share of Fiscalnote Holdings Inc. the manager owns.