Fiscalnote HoldingsNOTE

13F holders, Q4 2024 (December 31)
77holders +1
9new positions
10sold out
1famous investor
$1.07avg. 13F price*

At the end of Q4 2024, 77 institutions reported holding Fiscalnote Holdings Inc. (NOTE) in their 13F filings, up 1 from Q3 2024. 9 opened new positions and 10 sold out. The largest holders were MASO CAPITAL PARTNERS Ltd ($31.2M), Morgan Stanley ($5.8M) and BlackRock, Inc. ($4.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$631K
Exits10$4.2M

All 13F filers, Q3 2024 → Q4 2024: 3,863,485 shares bought and 4,389,001 shares sold, net −525,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

MASO CAPITAL PARTNERS Ltd 40.34% Add +0.0% 29,171,513 $31.2M
Morgan Stanley 0.00% Add +6.8% 5,407,397 $5.8M
BlackRock, Inc. 0.00% Add +1.5% 4,289,014 $4.6M
Vanguard Group Inc. 0.00% Reduce -0.5% 4,264,649 $4.6M
Kennedy Capital Management LLC 0.05% Add +154.9% 2,272,722 $2.4M
Geode Capital Management, LLC 0.00% Add +1.6% 1,576,432 $1.7M
State Street Corp. 0.00% Add +5.4% 1,330,113 $1.4M
Brown Advisory Inc. 0.00% Reduce -6.3% 1,041,909 $1.1M
Comprehensive Financial Management LLC 0.03% No change 1,010,988 $1.1M
Stonehill Capital Management LLC 0.46% Add +18.5% 920,853 $985K
Charles Schwab Investment Management Inc. 0.00% Add +0.8% 570,945 $611K
Northern Trust Corp. 0.00% Add +7.9% 564,004 $603K
Goldman Sachs Group Inc. 0.00% Add +175.3% 439,814 $471K
UBS Group AG 0.00% Add +1146.1% 356,820 $382K
Susquehanna International Group, LLP 0.00% New 317,678 $340K
Ameriprise Financial Inc. 0.00% Reduce -55.0% 258,331 $276K
Bridgeway Capital Management, LLC 0.01% Reduce -21.8% 235,100 $252K
Deutsche Bank AG 0.00% Add +425.0% 139,997 $150K
Marex Group Ltd 0.00% Add +113.4% 136,153 $146K
PEAK6 LLC 0.01% — 134,156 $144K
International Assets Investment Management, LLC 0.01% Add +31.0% 137,785 $143K
Klingenstein Fields & Co. LP 0.01% No change 119,931 $128K
Bank of New York Mellon Corp 0.00% No change 112,791 $121K
LPL Financial LLC 0.00% Add +255.6% 104,348 $112K
Group One Trading LLC 0.00% Add +18986.8% 104,023 $111K
Barclays PLC 0.00% Add +15.1% 99,341 $106K
Alliancebernstein L.P. 0.00% No change 94,600 $101K
Focus Partners Wealth 0.00% Add +0.1% 85,942 $92K
Squarepoint Ops LLC 0.00% New 81,764 $87K
Nuveen Asset Management, LLC 0.00% No change 80,965 $87K
Rhumbline Advisers 0.00% Add +9.9% 59,933 $64K
Virtu Financial LLC 0.00% Add +47.9% 54,432 $58K
Citigroup Inc. 0.00% Add +15.6% 50,274 $54K
Bank of America Corp. 0.00% Add +51.5% 49,042 $52K
Fortis Group Advisors, LLC 0.01% New 48,000 $51K
PFG Investments, LLC 0.00% Add +144.7% 46,500 $50K
Simplex Trading, LLC 0.00% New 42,857 $45K
Arkadios Wealth Advisors 0.00% New 37,289 $40K
Wolverine Trading, LLC 0.00% New 34,137 $39K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.4% 35,773 $38K
Mariner, LLC 0.00% Add +85.3% 35,662 $38K
NewEdge Advisors, LLC 0.00% Add +250.0% 35,000 $37K
New York State Common Retirement Fund 0.00% No change 31,927 $34K
Corebridge Financial, Inc. 0.00% Reduce -3.1% 31,191 $33K
JPMorgan Chase & Co. 0.00% Add +11.3% 30,943 $33K
Wells Fargo & Company 0.00% Add +58.0% 29,315 $31K
Envestnet Asset Management Inc. 0.00% Add +27.0% 28,621 $31K
Invesco Ltd. 0.00% Add +1.9% 28,251 $30K
SG Americas Securities, LLC 0.00% Add +83.2% 25,285 $27K
Marshall Wace, LLP 0.00% Reduce -96.0% 22,899 $25K
AQR Capital Management 0.00% Add +74.4% 20,452 $22K
Certuity, LLC 0.00% Reduce -55.6% 20,000 $21K
T. Rowe Price Associates Inc. 0.00% No change 19,595 $21K
ProShare Advisors LLC 0.00% Add +55.3% 17,669 $19K
Two Sigma Advisers, LP 0.00% Add +0.6% 16,600 $18K
XTX Topco Ltd 0.00% New 16,249 $17K
Jane Street Group, LLC 0.00% Reduce -75.5% 12,968 $14K
Russell Investments Group, Ltd. 0.00% Add +20.1% 12,728 $14K
Tower Research Capital LLC (TRC) 0.00% Add +69.3% 12,534 $13K
MML Investors Services, LLC 0.00% No change 11,786 $13K
BNP Paribas Financial Markets 0.00% New 10,014 $11K
FMR LLC 0.00% Add +73.1% 9,539 $10K
Legal & General Group Plc 0.00% No change 6,419 $7K
Sandy Spring Bank 0.00% No change 5,549 $6K
Ameritas Investment Partners, Inc. 0.00% No change 5,142 $6K
California State Teachers Retirement System 0.00% No change 4,364 $5K
CoreCap Advisors, LLC 0.00% No change 2,425 $3K
Amalgamated Bank 0.00% No change 2,099 $2K
Cwm, LLC 0.00% Add +187.4% 1,943 $2K
Federated Hermes, Inc. 0.00% No change 1,817 $2K
Royal Bank of Canada 0.00% Reduce -73.9% 1,666 $1K
Arax Advisory Partners 0.00% No change 517 $554
R Squared Ltd 0.00% — 470 $503
PNC Financial Services Group, Inc. 0.00% Add +24.2% 113 $121
Sterling Capital Management LLC 0.00% No change 63 $67
Global Retirement Partners, LLC 0.00% No change 15 $16
IFP Advisors, Inc 0.00% New 11 $12

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