Fiscalnote HoldingsNOTE

13F holders, Q2 2025 (June 30)
72holders −20
19new positions
37sold out
4famous investors
$0.54avg. 13F price*

At the end of Q2 2025, 72 institutions reported holding Fiscalnote Holdings Inc. (NOTE) in their 13F filings, down 20 from Q1 2025. 19 opened new positions and 37 sold out. The largest holders were MASO CAPITAL PARTNERS Ltd ($15.8M), Vanguard Group Inc. ($2.1M) and Morgan Stanley ($1.2M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions19$1.7M
Exits37$3.1M

All 13F filers, Q1 2025 → Q2 2025: 6,832,673 shares bought and 11,064,414 shares sold, net −4,231,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 72 holders

MASO CAPITAL PARTNERS Ltd 28.66% Add +1.0% 29,470,277 $15.8M
Vanguard Group Inc. 0.00% Reduce -11.0% 3,933,116 $2.1M
Morgan Stanley 0.00% Reduce -4.5% 2,205,288 $1.2M
Stonehill Capital Management LLC 0.41% Add +127.0% 1,674,785 $898K
BlackRock, Inc. 0.00% Reduce -74.2% 1,276,953 $685K
Millennium Management 0.00% New 1,080,022 $579K
Comprehensive Financial Management LLC 0.02% No change 1,010,988 $542K
Geode Capital Management, LLC 0.00% Reduce -52.1% 862,871 $463K
UBS Group AG 0.00% Add +34.7% 852,308 $457K
Focus Partners Wealth 0.00% Add +0.4% 803,443 $431K
Brown Advisory Inc. 0.00% No change 783,507 $420K
Goldman Sachs Group Inc. 0.00% Add +34.8% 641,324 $344K
Gsa Capital Partners LLP 0.02% New 558,331 $299K
Jane Street Group, LLC 0.00% Add +464.7% 493,881 $265K
Citizens Financial Group Inc. 0.00% Add +147.4% 470,000 $252K
Charles Schwab Investment Management Inc. 0.00% Reduce -34.4% 439,817 $236K
Marshall Wace, LLP 0.00% New 430,105 $232K
Susquehanna International Group, LLP 0.00% Add +103.6% 416,790 $224K
Renaissance Technologies 0.00% New 396,564 $213K
Prosperity Wealth Management, Inc. 0.08% Add +86.8% 379,500 $204K
State Street Corp. 0.00% Reduce -76.2% 315,128 $169K
Cubist Systematic Strategies, LLC 0.00% New 294,651 $158K
NewEdge Advisors, LLC 0.00% Add +617.6% 268,094 $144K
Royal Bank of Canada 0.00% Add +37726.5% 228,472 $122K
PEAK6 LLC 0.00% Reduce -1.1% 208,582 $112K
Moore Capital Management, LP 0.00% No change 200,000 $107K
AQR Capital Management 0.00% Add +855.2% 190,479 $102K
Northern Trust Corp. 0.00% Reduce -72.0% 178,850 $96K
Marex Group Ltd 0.00% Add +234.9% 166,100 $89K
International Assets Investment Management, LLC 0.01% Add +25.2% 158,835 $85K
LPL Financial LLC 0.00% Add +333.2% 127,126 $68K
Klingenstein Fields & Co. LP 0.00% No change 119,931 $64K
Group One Trading LLC 0.00% Reduce -0.6% 107,581 $58K
HRT Financial LP 0.00% New 88,733 $47K
Citadel Advisors 0.00% Add +1563.3% 68,044 $36K
Jain Global LLC 0.00% New 63,369 $34K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 58,498 $31K
Virtu Financial LLC 0.00% Reduce -9.7% 50,197 $27K
R Squared Ltd 0.01% New 49,601 $27K
Simplex Trading, LLC 0.00% Add +136.1% 47,867 $25K
J.W. Cole Advisors, Inc. 0.00% Add +0.9% 41,100 $22K
Tower Research Capital LLC (TRC) 0.00% Add +142.3% 28,480 $15K
Certuity, LLC 0.00% No change 28,400 $15K
Vanguard Personalized Indexing Management, LLC 0.00% New 24,472 $13K
Bridgeway Capital Management, LLC 0.00% Reduce -87.1% 22,900 $12K
Wealth Enhancement Advisory Services, LLC 0.00% New 14,701 $11K
Callan Family Office, LLC 0.00% New 20,118 $11K
PFG Investments, LLC 0.00% No change 19,825 $11K
Oasis Management Co Ltd. 0.00% No change 18,084 $10K
Jump Financial, LLC 0.00% New 18,081 $10K
Ieq Capital, LLC 0.00% New 17,497 $9K
Cwm, LLC 0.00% Add +1289.0% 16,029 $9K
Two Sigma Advisers, LP 0.00% Add +5.2% 14,100 $8K
Bank of America Corp. 0.00% Reduce -59.0% 13,736 $7K
Creative Planning 0.00% New 11,273 $6K
Tidemark, LLC 0.00% New 7,849 $4K
FMR LLC 0.00% Reduce -39.6% 6,545 $4K
Atlantic Union Bankshares Corp 0.00% New 5,549 $3K
CoreCap Advisors, LLC 0.00% No change 3,425 $2K
Tradewinds Capital Management, LLC 0.00% No change 3,100 $2K
Federated Hermes, Inc. 0.00% No change 2,089 $1K
Wells Fargo & Company 0.00% Reduce -95.4% 1,611 $864
BNP Paribas Financial Markets 0.00% Reduce -69.2% 1,285 $689
Nisa Investment Advisors, LLC 0.00% New 1,134 $608
JPMorgan Chase & Co. 0.00% Reduce -98.2% 639 $343
Citigroup Inc. 0.00% Reduce -99.4% 333 $179
EverSource Wealth Advisors, LLC 0.00% Reduce -16.9% 334 $179
Raymond James Financial Inc. 0.00% New 300 $161
True Wealth Design, LLC 0.00% Add +19.2% 31 $17
IFP Advisors, Inc 0.00% Add +90.9% 21 $11
Barclays PLC 0.00% Reduce -100.0% 1 $1
Caitong International Asset Management Co., Ltd 0.00% No change 1 $1

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