FiscalNote Ownership | Who Owns FiscalNote?

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FiscalNote Ownership Summary

FiscalNote is owned by 3.37% institutional investors, 8.13% insiders, and 88.50% retail investors. Vanguard group is the largest institutional shareholder, holding 3.11% of NOTE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.72% of its assets in FiscalNote shares.

NOTE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	FiscalNote	3.37%	8.13%	88.50%
Sector	Technology Stocks	35.36%	13.13%	51.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	412.86K	3.11%	$606.91K
Morgan stanley	187.95K	1.42%	$276.29K
Jane street group	99.13K	0.75%	$145.72K
Geode capital management	94.31K	0.71%	$138.67K
Blackrock funding, inc. /de	81.17K	0.61%	$119.33K
Marex group	48.14K	0.36%	$70.77K
Goldman sachs group	40.36K	0.30%	$59.33K
Gsa capital partners llp	33.53K	0.25%	$49.00K
Ubs group	12.50K	0.09%	$18.38K
Hrt financial lp	10.17K	0.08%	$14.00K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gsa capital partners llp	33.53K	0.00%	$49.00K
International assets investment management	4.79K	0.00%	$7.04K
Marex group	48.14K	0.00%	$70.77K
Tidemark	654.00	0.00%	$962.00
Renaissance	-	-	-
Marshall wace, llp	-	-	-
Proshare advisors	-	-	-
New york state common retirement fund	-	-	-
Moore capital management, lp	-	-	-
Mariner	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	412.86K	-	61.62K
Jane street group	99.13K	-	51.14K
Gsa capital partners llp	33.53K	0.00%	33.53K
Hrt financial lp	10.17K	-	10.17K
Marex group	48.14K	0.00%	10.00K

Top Sellers

Holder	Shares	% Assets	Change
Maso capital partners	-	-	-29.47M
Kennedy capital management	-	-	-1.97M
Stonehill capital management	-	-	-1.67M
Comprehensive financial management	-	-	-1.01M
Colony group	-	-	-803.44K

New Positions

Holder	Shares	% Assets	Change	Value
Gsa capital partners llp	33.53K	0.00%	33.53K	$49.00K
Hrt financial lp	10.17K	-	10.17K	$14.00K
International assets investment management	4.79K	0.00%	4.79K	$7.04K
Group one trading	514.00	-	514.00	$756.00

Sold Out

Holder	Change
Citigroup	-5.00
Ifp advisors	-21.00
Lri investments	-25.00
True wealth design	-31.00
Sterling capital management	-63.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	9	-82.00%	446,753	-89.53%	3	0.33%	4	-73.33%	1	-96.77%
Sep 30, 2025	49	-38.75%	4,266,672	-91.72%	32	2.17%	15	-66.67%	31	63.16%
Jun 30, 2025	79	-19.39%	51,360,028	-7.82%	38	2.82%	43	-21.82%	20	-20.00%
Mar 31, 2025	98	28.95%	55,719,837	1.61%	36	2.31%	55	19.57%	25	150.00%
Dec 31, 2024	79	-	56,294,003	-0.87%	41	2.32%	49	8.89%	10	-9.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	279.80K	1.72%	-
Vanguard US Total Market Shares ETF	2.64M	1.64%	-
Kennedy Micro Cap	1.07M	0.66%	-436.54K
Fidelity Small Cap Index	779.30K	0.49%	-
Vanguard Institutional Extnd Mkt Idx Tr	78.25K	0.48%	-
Kennedy Micro Cap Opportunities	718.87K	0.45%	-44.71K
iShares Russell 2000 Growth ETF	671.14K	0.42%	-
Fidelity Extended Market Index	65.15K	0.34%	12.97K
Schwab US Small-Cap ETF™	404.61K	0.27%	1.01K
State St Russell Sm/Mid Cp® Indx NL Cl C	391.71K	0.25%	-

Recent Insider Transactions

Date	Name	Activity	Value
Feb 02, 2026	Hwang Tim	Sell	$3.69K
Feb 02, 2026	Hwang Tim	Sell	$1.21K
Jan 02, 2026	Hwang Tim	Sell	$680.52
Jan 02, 2026	Hwang Tim	Sell	$2.08K
Dec 02, 2025	Hwang Tim	Sell	$2.63K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	4
2025 Q4	-	6
2025 Q3	-	6
2025 Q2	-	12
2025 Q1	-	12

NOTE Ownership FAQ

Who owns the most shares of FiscalNote?

FiscalNote’s largest shareholders are Vanguard group (412.86K shares, 3.11%), Morgan stanley (187.95K shares, 1.42%), and Jane street group (99.13K shares, 0.75%). Together, they hold 5.28% 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?

Gsa capital partners llp is FiscalNote’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 33.53K FiscalNote shares, valued at 49K$.

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 1.72% of its total shares outstanding invested in 279.8K FiscalNote shares.

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