Fiscalnote HoldingsNOTE

13F holders, Q1 2025 (March 31)
92holders +15
21new positions
5sold out
2famous investors
$0.81avg. 13F price*

At the end of Q1 2025, 92 institutions reported holding Fiscalnote Holdings Inc. (NOTE) in their 13F filings, up 15 from Q4 2024. 21 opened new positions and 5 sold out. The largest holders were MASO CAPITAL PARTNERS Ltd ($23.6M), BlackRock, Inc. ($4.0M) and Vanguard Group Inc. ($3.6M). 2 famous investors held it, including 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions21$1.0M
Exits5$117K

All 13F filers, Q4 2024 → Q1 2025: 3,845,566 shares bought and 4,606,068 shares sold, net −760,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 92 holders

MASO CAPITAL PARTNERS Ltd 36.71% Add +0.0% 29,178,150 $23.6M
BlackRock, Inc. 0.00% Add +15.2% 4,940,317 $4.0M
Vanguard Group Inc. 0.00% Add +3.7% 4,420,667 $3.6M
Morgan Stanley 0.00% Reduce -57.3% 2,307,914 $1.9M
Kennedy Capital Management LLC 0.04% Reduce -13.1% 1,974,070 $1.6M
Geode Capital Management, LLC 0.00% Add +14.3% 1,801,279 $1.5M
State Street Corp. 0.00% Reduce -0.6% 1,322,133 $1.1M
Comprehensive Financial Management LLC 0.03% No change 1,010,988 $817K
Focus Partners Wealth 0.00% Add +830.9% 800,033 $647K
Brown Advisory Inc. 0.00% Reduce -24.8% 783,507 $633K
Stonehill Capital Management LLC 0.19% Reduce -19.9% 737,968 $596K
Charles Schwab Investment Management Inc. 0.00% Add +17.4% 670,060 $541K
Northern Trust Corp. 0.00% Add +13.4% 639,663 $517K
UBS Group AG 0.00% Add +77.3% 632,828 $511K
Goldman Sachs Group Inc. 0.00% Add +8.2% 475,798 $384K
Two Sigma Investments, LP 0.00% New 264,435 $214K
PEAK6 LLC 0.01% Add +57.2% 210,904 $170K
Susquehanna International Group, LLP 0.00% Reduce -35.6% 204,671 $165K
Prosperity Wealth Management, Inc. 0.08% New 203,200 $164K
Moore Capital Management, LP 0.01% New 200,000 $162K
Citizens Financial Group Inc. 0.00% New 190,000 $154K
Nuveen, LLC 0.00% — 181,367 $147K
Bridgeway Capital Management, LLC 0.00% Reduce -24.3% 177,900 $144K
Ameriprise Financial Inc. 0.00% Reduce -31.6% 176,557 $143K
Bank of New York Mellon Corp 0.00% Add +26.9% 143,153 $116K
International Assets Investment Management, LLC 0.01% Reduce -8.0% 126,835 $102K
Klingenstein Fields & Co. LP 0.00% No change 119,931 $97K
Deutsche Bank AG 0.00% Reduce -19.5% 112,655 $91K
Group One Trading LLC 0.00% Add +4.0% 108,181 $87K
Sei Investments Co. 0.00% New 100,402 $81K
Jane Street Group, LLC 0.00% Add +574.4% 87,462 $71K
Alliancebernstein L.P. 0.00% Reduce -13.9% 81,400 $66K
Barclays PLC 0.00% Reduce -19.1% 80,314 $65K
XTX Topco Ltd 0.00% Add +338.3% 71,219 $58K
Envestnet Asset Management Inc. 0.00% Add +138.9% 68,365 $55K
Rhumbline Advisers 0.00% Reduce -3.9% 57,615 $47K
Virtu Financial LLC 0.00% Add +2.1% 55,583 $45K
Citigroup Inc. 0.00% Add +5.2% 52,907 $43K
Intech Investment Management LLC 0.00% New 50,504 $41K
Jefferies Financial Group Inc. 0.00% New 50,000 $40K
Marex Group Ltd 0.00% Reduce -63.6% 49,600 $40K
Massar Capital Management, LP 0.04% New 43,016 $35K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +18.9% 42,535 $34K
J.W. Cole Advisors, Inc. 0.00% New 40,750 $33K
NewEdge Advisors, LLC 0.00% Add +6.8% 37,361 $30K
Corebridge Financial, Inc. 0.00% Add +16.2% 36,234 $29K
Wells Fargo & Company 0.00% Add +20.5% 35,337 $29K
JPMorgan Chase & Co. 0.00% Add +13.0% 34,976 $28K
Bank of America Corp. 0.00% Reduce -31.8% 33,469 $27K
Mariner, LLC 0.00% Reduce -7.8% 32,887 $27K
New York State Common Retirement Fund 0.00% No change 31,927 $26K
T. Rowe Price Associates Inc. 0.00% Add +55.4% 30,444 $25K
LPL Financial LLC 0.00% Reduce -71.9% 29,348 $24K
Squarepoint Ops LLC 0.00% Reduce -65.0% 28,595 $23K
Certuity, LLC 0.00% Add +42.0% 28,400 $23K
SG Americas Securities, LLC 0.00% Add +7.1% 27,081 $22K
Invesco Ltd. 0.00% Reduce -4.1% 27,081 $22K
Graham Capital Management, L.P. 0.00% New 27,054 $22K
Police & Firemen's Retirement System of New Jersey 0.00% New 24,523 $20K
AQR Capital Management 0.00% Reduce -2.5% 19,942 $16K
PFG Investments, LLC 0.00% Reduce -57.4% 19,825 $16K
Simplex Trading, LLC 0.00% Reduce -52.7% 20,277 $16K
Oasis Management Co Ltd. 0.01% New 18,084 $15K
Two Sigma Securities, LLC 0.00% New 16,817 $14K
Cibc World Markets Corp. 0.00% New 16,411 $13K
ProShare Advisors LLC 0.00% Reduce -9.4% 16,011 $13K
Wolverine Trading, LLC 0.00% Reduce -61.1% 13,283 $12K
Two Sigma Advisers, LP 0.00% Reduce -19.3% 13,400 $11K
MML Investors Services, LLC 0.00% No change 11,786 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -6.2% 11,752 $9K
FMR LLC 0.00% Add +13.6% 10,833 $9K
Legal & General Group Plc 0.00% No change 6,419 $5K
Russell Investments Group, Ltd. 0.00% Reduce -50.9% 6,253 $5K
Sandy Spring Bank 0.00% No change 5,549 $4K
Ameritas Investment Partners, Inc. 0.00% No change 5,142 $4K
California State Teachers Retirement System 0.00% No change 4,364 $4K
Caas Capital Management LP 0.00% New 19,700 $3K
BNP Paribas Financial Markets 0.00% Reduce -58.4% 4,166 $3K
Citadel Advisors 0.00% New 4,091 $3K
CoreCap Advisors, LLC 0.00% Add +41.2% 3,425 $3K
Tradewinds Capital Management, LLC 0.00% New 3,100 $3K
Amalgamated Bank 0.00% No change 2,099 $2K
Federated Hermes, Inc. 0.00% Add +15.0% 2,089 $2K
Cwm, LLC 0.00% Reduce -40.6% 1,154 $1K
ORG Partners LLC 0.00% New 1,250 $975
EverSource Wealth Advisors, LLC 0.00% New 402 $325
PNC Financial Services Group, Inc. 0.00% Add +40.7% 159 $128
Sterling Capital Management LLC 0.00% No change 63 $51
True Wealth Design, LLC 0.00% New 26 $22
IFP Advisors, Inc 0.00% No change 11 $9
Caitong International Asset Management Co., Ltd 0.00% New 1 $1
Royal Bank of Canada 0.00% Reduce -63.8% 604 $0

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