Marshall Wace’s FiscalNote NOTE Stock Holding History

Marshall Wace’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 Q4	–	Sell	-41,872	Closed	-$194K	–	3308
2025 Q3	$194K	Buy	41,872 +6,030	+17%	+$39K	﹤0.01%	2579
2025 Q2	$232K	Buy	+35,842	New	+$269K	﹤0.01%	2413
2025 Q1	–	Sell	-1,908	Closed	-$24.5K	–	2946
2024 Q4	$24.5K	Sell	1,908 -45,493	-96%	-$554K	﹤0.01%	2504
2024 Q3	$728K	Buy	47,401 +12,713	+37%	+$221K	﹤0.01%	1782
2024 Q2	$608K	Buy	+34,688	New	+$550K	﹤0.01%	1895
2023 Q4	–	Sell	-2,211	Closed	-$55.2K	–	2473
2023 Q3	$55.2K	Sell	2,211 -6,638	-75%	-$227K	﹤0.01%	2081
2023 Q2	$387K	Buy	+8,849	New	+$249K	﹤0.01%	2068

Other funds holding NOTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Marshall Wace's NOTE Position: Q4 2025 in Review

Marshall Wace sold out of FiscalNote (NOTE) in Q4 2025, closing a stake of 41,872 shares — an estimated $194K sold.

Marshall Wace first reported a position in NOTE in Q2 2023 and held it in 7 quarters. The position peaked at $728K in Q3 2024. 51 funds tracked by Wall St. Rank hold NOTE as of Q4 2025.

Marshall Wace reported no remaining FiscalNote position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 41,872 FiscalNote shares in Q4 2025, an estimated $194K.
Marshall Wace first reported a position in FiscalNote in Q2 2023 and held it in 7 quarters.
Marshall Wace's FiscalNote position peaked at $728K in Q3 2024.
51 funds tracked by Wall St. Rank held FiscalNote as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.