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FiscalNote Ownership | Who Owns FiscalNote?

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FiscalNote Ownership Summary

FiscalNote is owned by 32.18% institutional investors, 8.21% insiders, and 59.61% retail investors. Geode capital management is the largest institutional shareholder, holding 0% of NOTE shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.64% of its assets in FiscalNote shares.

NOTE Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFiscalNote32.18%8.21%59.61%
SectorTechnology Stocks 50.72%12.57%36.71%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Geode capital management---
Proshare advisors---
Legal & general group---
Moore capital management, lp---
Renaissance---
Marshall wace, llp---
Mariner---
Gsa capital partners llp---
New york state common retirement fund---
Price t rowe associates inc /md/---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Geode capital management---
Proshare advisors---
Legal & general group---
Moore capital management, lp---
Renaissance---
Marshall wace, llp---
Mariner---
Gsa capital partners llp---
New york state common retirement fund---
Price t rowe associates inc /md/---

Top Buyers

HolderShares% AssetsChange
True wealth design---31.00
Sterling capital management---63.00
Pnc financial services group---159.00
Raymond james financial---300.00
Citigroup---333.00

Top Sellers

HolderShares% AssetsChange
Maso capital partners---29.47M
Vanguard group---3.93M
Morgan stanley---2.21M
Kennedy capital management---1.97M
Stonehill capital management---1.67M

Sold Out

HolderChange
True wealth design-31.00
Sterling capital management-63.00
Pnc financial services group-159.00
Raymond james financial-300.00
Citigroup-333.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202549-38.75%4,266,672-91.72%322.17%15-66.67%3163.16%
Jun 30, 202579-19.39%51,360,028-7.82%382.82%43-21.82%20-20.00%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF2.64M1.64%-
Vanguard Total Stock Mkt Idx Inv2.55M1.48%-55.84K
Kennedy Micro Cap1.07M0.66%-436.54K
Vanguard Institutional Extnd Mkt Idx Tr938.98K0.55%-226.26K
Fidelity Small Cap Index779.30K0.49%-
Kennedy Micro Cap Opportunities718.87K0.45%-44.71K
iShares Russell 2000 Growth ETF671.14K0.42%-
Fidelity Extended Market Index470.60K0.31%22.16K
Schwab US Small-Cap ETF™404.61K0.27%1.01K
State St Russell Sm/Mid Cp® Indx NL Cl C391.71K0.25%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 02, 2025Hwang Tim Sell$8.06K
Dec 02, 2025Hwang Tim Sell$2.63K
Nov 06, 2025Hwang Tim Sell$15.04K
Nov 06, 2025Hwang Tim Sell$4.92K
Sep 03, 2025Hwang Tim Sell$18.44K

Insider Transactions Trends

DateBuySell
2025 Q4-6
2025 Q3-6
2025 Q2-12
2025 Q1-12
2024 Q4-19

NOTE Ownership FAQ

Who owns the most shares of FiscalNote?

FiscalNote’s largest shareholders are Geode capital management (0 shares, 0%), Proshare advisors (0 shares, 0%), and Legal & general group (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?

Geode capital management 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 US Total Market Shares ETF is the top mutual fund holder of FiscalNote shares, with 1.64% of its total shares outstanding invested in 2.64M FiscalNote shares.

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