C
NOTE

Certuity’s FiscalNote NOTE Stock Holding History

Certuity’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,367
Closed -$15.2K – 565
2025
Q2 		$15.2K Hold
2,367
– – ﹤0.01% 424
2025
Q1 		$22.9K Buy
2,367
+700
+42% +$10.5K ﹤0.01% 399
2024
Q4 		$21.4K Sell
1,667
-2,083
-56% -$25.4K ﹤0.01% 378
2024
Q3 		$57.6K Hold
3,750
– – 0.01% 346
2024
Q2 		$65.7K Hold
3,750
– – 0.01% 346
2024
Q1 		$59.9K Buy
3,750
+417
+13% +$7.05K 0.01% 319
2023
Q4 		$45.6K Buy
3,333
+208
+7% +$3.43K ﹤0.01% 342
2023
Q3 		$78K Buy
+3,125
New +$107K 0.01% 257

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Certuity's NOTE Position: Q3 2025 in Review

Certuity sold out of FiscalNote (NOTE) in Q3 2025, closing a stake of 2,367 shares — an estimated $15.2K sold.

Certuity first reported a position in NOTE in Q3 2023 and held it in 8 quarters. The position peaked at $78K in Q3 2023. 47 funds tracked by Wall St. Rank hold NOTE as of Q3 2025.

  • Certuity reported no remaining FiscalNote position as of Q3 2025 after selling out during the quarter.
  • Certuity sold 2,367 FiscalNote shares in Q3 2025, an estimated $15.2K.
  • Certuity first reported a position in FiscalNote in Q3 2023 and held it in 8 quarters.
  • Certuity's FiscalNote position peaked at $78K in Q3 2023.
  • 47 funds tracked by Wall St. Rank held FiscalNote as of Q3 2025.

Based on Certuity's 13F filing for Q3 2025, filed 13 Nov 2025.