Simplex Trading’s FiscalNote NOTE Stock Holding History

Simplex Trading’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
2026 Q1	$510	Sell	2,000 -20,300	-91%	-$24.6K	﹤0.01%	8733
2025 Q4	$32.8K	Sell	22,300 -30,700	-58%	-$93.3K	﹤0.01%	6035
2025 Q3	$245K	Buy	53,000 +48,583	+1,100%	+$314K	﹤0.01%	4700
2025 Q2	$28K	Buy	4,417 +1,734	+65%	+$13K	﹤0.01%	6470
2025 Q1	$26K	Buy	2,683 +1,108	+70%	+$16.7K	﹤0.01%	6372
2024 Q4	$20K	Buy	+1,575	New	+$19.2K	﹤0.01%	6692
2023 Q4	–	Sell	-342	Closed	-$8K	–	9481
2023 Q3	$8K	Buy	+342	New	+$11.7K	﹤0.01%	7340

Other funds holding NOTE

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Simplex Trading's NOTE Position: Q1 2026 in Review

Simplex Trading increased its FiscalNote (NOTE) stake by 96% in Q1 2026, buying an estimated $3.33K and bringing the position to 5,587 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #8490.

Simplex Trading first reported a position in NOTE in Q3 2023 and has held it in 10 quarters since. The position peaked at $52K in Q3 2025. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

Simplex Trading held 5,587 shares of FiscalNote worth $1.42K as of Q1 2026.
Simplex Trading bought 2,743 FiscalNote shares in Q1 2026, an estimated $3.33K.
FiscalNote made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8490 holding.
Simplex Trading first reported a position in FiscalNote in Q3 2023 and has held it in 10 quarters since.
Simplex Trading's FiscalNote position peaked at $52K in Q3 2025.
4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.