KCM
NOTE

Kennedy Capital Management’s FiscalNote NOTE Stock Holding History

Kennedy Capital Management’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
Q2 		– Sell
-164,506
Closed -$1.6M – 647
2025
Q1 		$1.6M Sell
164,506
-24,888
-13% -$374K 0.04% 458
2024
Q4 		$2.43M Buy
189,394
+115,098
+155% +$1.4M 0.05% 484
2024
Q3 		$1.14M Buy
+74,296
New +$1.29M 0.03% 583

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kennedy Capital Management's NOTE Position: Q2 2025 in Review

Kennedy Capital Management sold out of FiscalNote (NOTE) in Q2 2025, closing a stake of 164,506 shares — an estimated $1.6M sold.

Kennedy Capital Management first reported a position in NOTE in Q3 2024 and held it in 3 quarters. The position peaked at $2.43M in Q4 2024. 70 funds tracked by Wall St. Rank hold NOTE as of Q2 2025.

  • Kennedy Capital Management reported no remaining FiscalNote position as of Q2 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 164,506 FiscalNote shares in Q2 2025, an estimated $1.6M.
  • Kennedy Capital Management first reported a position in FiscalNote in Q3 2024 and held it in 3 quarters.
  • Kennedy Capital Management's FiscalNote position peaked at $2.43M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held FiscalNote as of Q2 2025.

Based on Kennedy Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.