NOTE — FISCALNOTE HOLDINGS INC
Reported value held$3.04M
Funds holding (latest)27
SectorInformation Technology
NOTE (FISCALNOTE HOLDINGS INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 27 funds have reported positions historically, with the sum of their latest reported stakes valued at $3.04M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
NOTE is classified in the Information Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q4 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 412.86K | $606.91K | 0.00% | Add |
| Citadel Advisors history | 287.35K | $422.40K | 0.00% | Add |
| Morgan Stanley history | 187.95K | $276.29K | 0.00% | Reduce |
| Two Sigma Investments history | 118.79K | $174.62K | 0.00% | Add |
| Geode Capital Management history | 94.31K | $138.67K | 0.00% | Add |
| BlackRock Inc history | 81.17K | $119.33K | 0.00% | Reduce |
| Millennium Management history | 47.72K | $70.15K | 0.00% | Reduce |
| Goldman Sachs Group history | 40.36K | $59.33K | 0.00% | Reduce |
| Northern Trust Corp history | 14.90K | $21.91K | 0.00% | Hold |
| UBS Group AG history | 12.50K | $18.38K | 0.00% | Reduce |
| Wells Fargo & Co history | 2.00K | $2.94K | 0.00% | Hold |
| Bank of America Corp history | 106 | $156 | 0.00% | Add |
| T. Rowe Price Associates history | 24.30K | $36 | 0.00% | New |
Q3 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 351.25K | $1.63M | 0.00% | Reduce |
| Morgan Stanley history | 190.83K | $883.56K | 0.00% | Reduce |
| Citadel Advisors history | 96.66K | $447.52K | 0.00% | Reduce |
| UBS Group AG history | 93.48K | $432.83K | 0.00% | Reduce |
| Geode Capital Management history | 90.29K | $418.16K | 0.00% | Reduce |
| BlackRock Inc history | 81.82K | $378.81K | 0.00% | Reduce |
| Millennium Management history | 69.76K | $323.00K | 0.00% | Reduce |
| Goldman Sachs Group history | 67.23K | $311.27K | 0.00% | Reduce |
| Marshall Wace history | 41.87K | $193.87K | 0.00% | Reduce |
| Northern Trust Corp history | 14.90K | $69.00K | 0.00% | Reduce |
| Two Sigma Investments history | 13.89K | $64.30K | 0.00% | New |
| Wells Fargo & Co history | 2.00K | $9.26K | 0.00% | Add |
| Bank of America Corp history | 95 | $439 | 0.00% | Reduce |
| Citigroup Inc history | 5 | $23 | 0.00% | Reduce |
Q2 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.93M | $2.11M | 0.00% | Reduce |
| Morgan Stanley history | 2.21M | $1.18M | 0.00% | Reduce |
| BlackRock Inc history | 1.28M | $684.96K | 0.00% | Reduce |
| Millennium Management history | 1.08M | $579.32K | 0.00% | New |
| Geode Capital Management history | 862.87K | $463.01K | 0.00% | Reduce |
| UBS Group AG history | 852.31K | $456.84K | 0.00% | Add |
| Goldman Sachs Group history | 641.32K | $344.01K | 0.00% | Add |
| Charles Schwab Investment Management history | 439.82K | $235.92K | 0.00% | Reduce |
| Marshall Wace history | 430.11K | $232.26K | 0.00% | New |
| Renaissance Technologies history | 396.56K | $212.72K | 0.00% | New |
| Moore Capital Management history | 200.00K | $107.28K | 0.00% | Hold |
| AQR Capital Management history | 190.48K | $102.17K | 0.00% | Add |
| Northern Trust Corp history | 178.85K | $95.94K | 0.00% | Reduce |
| Citadel Advisors history | 123.44K | $66.22K | 0.00% | Add |
| Bank of America Corp history | 13.74K | $7.36K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 6.54K | $3.51K | 0.00% | Reduce |
| Wells Fargo & Co history | 1.61K | $864 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 639 | $343 | 0.00% | Reduce |
| Citigroup Inc history | 333 | $179 | 0.00% | Reduce |
Q1 2025 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.94M | $3.99M | 0.00% | Add |
| Vanguard Group history | 4.42M | $3.57M | 0.00% | Add |
| Morgan Stanley history | 2.31M | $1.87M | 0.00% | Reduce |
| Geode Capital Management history | 1.80M | $1.46M | 0.00% | Add |
| Charles Schwab Investment Management history | 670.06K | $541.48K | 0.00% | Add |
| Northern Trust Corp history | 639.66K | $516.91K | 0.00% | Add |
| UBS Group AG history | 632.83K | $511.32K | 0.00% | Add |
| Goldman Sachs Group history | 475.80K | $384.49K | 0.00% | Add |
| Two Sigma Investments history | 264.44K | $213.69K | 0.00% | New |
| Moore Capital Management history | 200.00K | $161.62K | 0.00% | New |
| BNY Mellon history | 143.15K | $115.68K | 0.00% | Add |
| Deutsche Bank AG history | 112.66K | $91.25K | 0.00% | Reduce |
| Citadel Advisors history | 91.19K | $73.69K | 0.00% | Add |
| Citigroup Inc history | 52.91K | $42.76K | 0.00% | Add |
| Wells Fargo & Co history | 35.34K | $28.56K | 0.00% | Add |
| JPMorgan Chase & Co history | 34.98K | $28.26K | 0.00% | Add |
| Bank of America Corp history | 33.47K | $27.04K | 0.00% | Reduce |
| Invesco Ltd history | 27.08K | $21.88K | 0.00% | Reduce |
| AQR Capital Management history | 19.94K | $16.11K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 10.83K | $8.75K | 0.00% | Add |
| Legal & General Investment Management America history | 6.42K | $5.19K | 0.00% | Hold |
| PNC Financial Services history | 159 | $128 | 0.00% | Add |
| T. Rowe Price Associates history | 30.44K | $25 | 0.00% | Add |
Q4 2024 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 5.41M | $5.79M | 0.00% | Add |
| BlackRock Inc history | 4.29M | $4.59M | 0.00% | Add |
| Vanguard Group history | 4.26M | $4.56M | 0.00% | Hold |
| Geode Capital Management history | 1.58M | $1.69M | 0.00% | Add |
| Charles Schwab Investment Management history | 570.95K | $610.91K | 0.00% | Add |
| Northern Trust Corp history | 564.00K | $603.49K | 0.00% | Add |
| Goldman Sachs Group history | 439.81K | $470.60K | 0.00% | Add |
| UBS Group AG history | 356.82K | $381.80K | 0.00% | Add |
| Deutsche Bank AG history | 140.00K | $149.80K | 0.00% | Add |
| BNY Mellon history | 112.79K | $120.69K | 0.00% | Hold |
| Citigroup Inc history | 50.27K | $53.79K | 0.00% | Add |
| Bank of America Corp history | 49.04K | $52.48K | 0.00% | Add |
| JPMorgan Chase & Co history | 30.94K | $33.11K | 0.00% | Add |
| Wells Fargo & Co history | 29.32K | $31.37K | 0.00% | Add |
| Invesco Ltd history | 28.25K | $30.23K | 0.00% | Add |
| Marshall Wace history | 22.90K | $24.50K | 0.00% | Reduce |
| AQR Capital Management history | 20.45K | $21.88K | 0.00% | Add |
| Citadel Advisors history | 10.90K | $11.66K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 9.54K | $10.21K | 0.00% | Add |
| Legal & General Investment Management America history | 6.42K | $6.87K | 0.00% | Hold |
| PNC Financial Services history | 113 | $121 | 0.00% | Add |
| T. Rowe Price Associates history | 19.59K | $21 | 0.00% | Hold |
Q3 2024 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 5.06M | $6.48M | 0.00% | Add |
| Vanguard Group history | 4.29M | $5.49M | 0.00% | Add |
| BlackRock Inc history | 4.23M | $5.41M | 0.00% | New |
| Millennium Management history | 1.74M | $2.23M | 0.00% | Add |
| Geode Capital Management history | 1.55M | $1.99M | 0.00% | Add |
| Marshall Wace history | 568.81K | $728.08K | 0.00% | Add |
| Charles Schwab Investment Management history | 566.14K | $724.66K | 0.00% | Add |
| Northern Trust Corp history | 522.87K | $669.27K | 0.00% | Add |
| Goldman Sachs Group history | 159.78K | $204.52K | 0.00% | Add |
| BNY Mellon history | 112.79K | $144.37K | 0.00% | Reduce |
| Citigroup Inc history | 43.48K | $55.65K | 0.00% | Add |
| Bank of America Corp history | 32.37K | $41.43K | 0.00% | Reduce |
| UBS Group AG history | 28.63K | $36.65K | 0.00% | Add |
| JPMorgan Chase & Co history | 27.79K | $35.57K | 0.00% | Add |
| Invesco Ltd history | 27.73K | $35.50K | 0.00% | Add |
| Citadel Advisors history | 27.05K | $34.63K | 0.00% | New |
| Deutsche Bank AG history | 26.66K | $34.13K | 0.00% | Hold |
| Wells Fargo & Co history | 18.55K | $23.74K | 0.00% | Reduce |
| AQR Capital Management history | 11.73K | $15.01K | 0.00% | Reduce |
| Legal & General Investment Management America history | 6.42K | $8.22K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 5.51K | $7.05K | 0.00% | Reduce |
| PNC Financial Services history | 91 | $116 | 0.00% | Hold |
| T. Rowe Price Associates history | 19.59K | $26 | 0.00% | Hold |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 412.86K | 351.25K | 3.93M | 4.42M | 4.26M | 4.29M | 4.23M | 4.16M | 4.14M | 4.13M | 4.12M | 3.81M | 973.04K | 520.76K | — |
| Citadel Advisors | 287.35K | 96.66K | 123.44K | 91.19K | 10.90K | 27.05K | — | 12.66K | 43.95K | 52.90K | 79.85K | 19.32K | — | 14.74K | — |
| Morgan Stanley | 187.95K | 190.83K | 2.21M | 2.31M | 5.41M | 5.06M | 3.80M | 1.46M | 1.30M | 559.05K | 594.56K | 744.41K | 6.22K | 292 | — |
| Two Sigma Investments | 118.79K | 13.89K | — | 264.44K | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 94.31K | 90.29K | 862.87K | 1.80M | 1.58M | 1.55M | 1.44M | 1.39M | 1.41M | 1.35M | 1.33M | 626.78K | 626.77K | 608.35K | — |
| BlackRock Inc | 81.17K | 81.82K | 1.28M | 4.94M | 4.29M | 4.23M | — | — | — | — | — | — | — | — | — |
| Millennium Management | 47.72K | 69.76K | 1.08M | — | — | 1.74M | 1.70M | 1.20M | 609.62K | 670.81K | 1.59M | 599.64K | 25.33K | — | — |
| Goldman Sachs Group | 40.36K | 67.23K | 641.32K | 475.80K | 439.81K | 159.78K | 117.14K | 36.12K | 35.18K | 34.85K | 62.12K | — | — | — | — |
| Northern Trust Corp | 14.90K | 14.90K | 178.85K | 639.66K | 564.00K | 522.87K | 505.90K | 523.85K | 546.95K | 522.41K | 517.88K | 128.46K | 121.56K | 118.72K | — |
| UBS Group AG | 12.50K | 93.48K | 852.31K | 632.83K | 356.82K | 28.63K | 18.59K | 59.88K | 64.78K | 33.72K | 35.85K | 1.91K | 75.93K | 90.00K | — |
| Wells Fargo & Co | 2.00K | 2.00K | 1.61K | 35.34K | 29.32K | 18.55K | 19.28K | 20.55K | 37.90K | 34.86K | 37.27K | 501 | 497 | 476 | — |
| Bank of America Corp | 106 | 95 | 13.74K | 33.47K | 49.04K | 32.37K | 34.30K | 20.49K | 134.75K | 38.40K | 33.31K | 122.20K | — | — | — |
| T. Rowe Price Associates | 24.30K | — | — | 30.44K | 19.59K | 19.59K | 19.59K | 19.59K | 13.59K | 13.59K | 12.66K | — | — | — | — |
| Citigroup Inc | — | 5 | 333 | 52.91K | 50.27K | 43.48K | 13.16K | 13.45K | 8.64K | 31 | 18.55K | — | 8.12K | — | — |
| Marshall Wace | — | 41.87K | 430.11K | — | 22.90K | 568.81K | 416.26K | — | — | 26.53K | 106.19K | — | — | — | 745.45K |
| Fidelity Management & Research (FMR) | — | — | 6.54K | 10.83K | 9.54K | 5.51K | 9.02K | 3.63K | 1.83K | 21.66K | 29.11K | — | — | — | — |
| JPMorgan Chase & Co | — | — | 639 | 34.98K | 30.94K | 27.79K | 26.99K | 24.85K | 40.36K | 40.36K | 48.28K | 2.24K | — | — | — |
| Deutsche Bank AG | — | — | — | 112.66K | 140.00K | 26.66K | 26.66K | 31.95K | 33.14K | 33.14K | — | — | — | — | — |
| Renaissance Technologies | — | — | 396.56K | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | — | — | 190.48K | 19.94K | 20.45K | 11.73K | 17.70K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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