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FiscalNote Ownership | Who Owns FiscalNote?

OverviewForecastRevenueFinancialsChartTranscripts

FiscalNote Ownership Summary

FiscalNote is owned by 36.83% institutional investors, 10.89% insiders, and 52.28% retail investors. Marshall wace, llp is the largest institutional shareholder, holding 0% of NOTE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.69% of its assets in FiscalNote shares.

NOTE Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFiscalNote36.83%10.89%52.28%
SectorTechnology Stocks 38.58%12.56%48.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Marshall wace, llp---
Fortis group advisors---
Arkadios wealth advisors---
Srs capital advisors---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Marshall wace, llp---
Fortis group advisors---
Arkadios wealth advisors---
Srs capital advisors---

Top Buyers

HolderShares% AssetsChange
Srs capital advisors---517.00
Marshall wace, llp---22.90K
Arkadios wealth advisors---37.29K
Fortis group advisors---48.00K

Top Sellers

HolderShares% AssetsChange
Fortis group advisors---48.00K
Arkadios wealth advisors---37.29K
Marshall wace, llp---22.90K
Srs capital advisors---517.00

Sold Out

HolderChange
Srs capital advisors-517.00
Marshall wace, llp-22.90K
Arkadios wealth advisors-37.29K
Fortis group advisors-48.00K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20259828.95%55,719,8371.61%362.31%5519.57%25150.00%
Dec 31, 202479-56,294,003-0.87%412.32%498.89%10-9.09%
Sep 30, 20247917.91%56,786,7027.63%422.73%4528.57%11-31.25%
Jun 30, 202467-2.90%52,762,2329.84%392.91%3512.90%16-36.00%
Mar 31, 20246911.29%48,035,740-0.54%362.65%31-3.13%2578.57%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv2.61M1.69%-
Vanguard US Total Market Shares ETF2.64M1.64%-
iShares Russell 2000 ETF1.88M1.19%921.00
Vanguard Institutional Extnd Mkt Idx Tr1.17M0.75%-
Kennedy Micro Cap1.07M0.66%-436.54K
Kennedy Micro Cap Opportunities718.87K0.45%-44.71K
iShares Russell 2000 Growth ETF675.24K0.43%-
Fidelity Small Cap Index633.41K0.41%11.12K
Fidelity Extended Market Index455.94K0.29%25.28K
Schwab US Small-Cap ETF™407.51K0.26%-

Recent Insider Transactions

DateNameRoleActivityValue
Jun 02, 2025Resnik Josh President and CEOSell$2.50K
Jun 02, 2025Hwang Tim Sell$19.90K
Jun 02, 2025Hwang Tim Sell$6.51K
May 19, 2025Aman Todd SVP, General Counsel & Sec.Sell$363.11
May 07, 2025Aman Todd SVP, General Counsel & Sec.Sell$503.55

Insider Transactions Trends

DateBuySell
2025 Q2-12
2025 Q1-12
2024 Q4-19
2024 Q3-21
2024 Q2-18

NOTE Ownership FAQ

Who owns the most shares of FiscalNote?

FiscalNote’s largest shareholders are Marshall wace, llp (0 shares, 0%), Fortis group advisors (0 shares, 0%), and Arkadios wealth advisors (0 shares, 0%). Together, they hold 0% of FiscalNote’s total shares outstanding.

Does Blackrock own FiscalNote?

BlackRock is not among the top 10 institutional shareholders of FiscalNote.

Who is FiscalNote’s biggest shareholder by percentage of total assets invested?

Marshall wace, llp is FiscalNote’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 FiscalNote shares, valued at 0$.

Who is the top mutual fund holder of FiscalNote shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of FiscalNote shares, with 1.69% of its total shares outstanding invested in 2.61M FiscalNote shares.

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