FiscalNote Holdings, Inc. - NOTE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 412,864 | 606 | 0.0% | 0.0% | 1 | +61,617 | 17.54% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 287,346 | 422 | 0.0% | 0.0% | 2 | +190,690 | 197.29% | Q4 2025 | Feb 17, 2026 |
| STONEHILL CAPITAL MANAGEMENT LLC | History | Added to | 221,050 | 325 | 0.1% | 0.23% | 3 | +79,299 | 55.94% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 66,989 | 309 | 0.0% | 0.0% | 4 | +323 | 0.48% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 187,949 | 276 | 0.0% | 0.0% | 5 | -2,884 | -1.51% | Q4 2025 | Feb 13, 2026 |
| Corecam Pte. Ltd. | History | Added to | 142,398 | 209 | 0.11% | 0.33% | 6 | +5,403 | 3.94% | Q4 2025 | Mar 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 118,792 | 174 | 0.0% | 0.0% | 7 | +104,905 | 755.42% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 99,126 | 145 | 0.0% | 0.0% | 8 | +51,144 | 106.59% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 94,305 | 138 | 0.0% | 0.0% | 9 | +4,017 | 4.45% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 84,261 | 123 | 0.0% | 0.0% | 10 | +41,090 | 95.18% | Q4 2025 | Feb 18, 2026 |
| Comprehensive Financial Management LLC | History | No change | 84,248 | 123 | 0.0% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 81,174 | 119 | 0.0% | 0.0% | 12 | -642 | -0.78% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 77,432 | 113 | 0.0% | — | 13 | +77,432 | New | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | No change | 65,291 | 95 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 63,601 | 93 | 0.0% | 0.0% | 15 | -289,364 | -81.98% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 53,752 | 79 | 0.0% | 0.0% | 16 | +38,752 | 258.35% | Q4 2025 | Feb 18, 2026 |
| Corecam AG | History | New | 49,581 | 72 | 0.07% | — | 17 | +49,581 | New | Q4 2025 | Feb 18, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 47,722 | 70 | 0.0% | 0.0% | 18 | -22,040 | -31.59% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Added to | 48,141 | 70 | 0.0% | 0.0% | 19 | +10,000 | 26.22% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 41,212 | 60 | 0.01% | — | 20 | +41,212 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 40,362 | 59 | 0.0% | 0.0% | 21 | -26,867 | -39.96% | Q4 2025 | Mar 25, 2026 |
| XTX Topco Ltd | History | Added to | 35,516 | 52 | 0.0% | 0.0% | 22 | +20,166 | 131.37% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 33,533 | 49 | 0.0% | — | 23 | +33,533 | New | Q4 2025 | Feb 06, 2026 |
| STATE STREET CORP | History | No change | 32,922 | 48 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 25,144 | 36 | 0.0% | 0.0% | 26 | -39,113 | -60.87% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 24,300 | 36 | 0.0% | — | 25 | +24,300 | New | Q4 2025 | Feb 17, 2026 |
| R Squared Ltd | History | New | 15,681 | 23 | 0.01% | — | 27 | +15,681 | New | Q4 2025 | Jan 30, 2026 |
| NORTHERN TRUST CORP | History | No change | 14,903 | 21 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 13,000 | 19 | 0.0% | 0.0% | 29 | -1,907 | -12.79% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 12,502 | 18 | 0.0% | 0.0% | 30 | -80,981 | -86.63% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 10,172 | 14 | 0.0% | — | 31 | +10,172 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4,791 | 7 | 0.0% | — | 32 | +4,791 | New | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,000 | 2 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,014 | 1 | 0.0% | 0.0% | 34 | -11,386 | -91.82% | Q4 2025 | Feb 12, 2026 |
| Yorkville Advisors Global, LP | History | Closed out | 0 | 0 | — | 0.17% | — | -95,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -41,872 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 355 | 0 | — | 0.0% | — | -7,160 | -95.28% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 83 | 0 | — | 0.0% | — | -616 | -88.13% | Q4 2025 | Mar 16, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CWM, LLC | History | Closed out | 0 | 0 | — | — | — | -204 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | — | — | -174 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SBI Securities Co., Ltd. | History | New | 142 | 0 | — | — | — | +142 | New | Q4 2025 | Feb 03, 2026 |
| SHP Wealth Management | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Mar 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 106 | 0 | — | — | — | +11 | 11.58% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | Added to | 12 | 0 | — | — | — | +9 | 300.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 36 | 0 | — | — | — | +3 | 9.09% | Q4 2025 | Feb 10, 2026 |
| DANSKE BANK A/S | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 462 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | No change | 98 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 285 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Tidemark, LLC | History | No change | 654 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Limestone Investment Advisors LP | History | No change | 19,700 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |