FiscalNote Ownership | Who Owns FiscalNote?
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 1.78% 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 | 35.18% | 13.13% | 51.68% |
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 |
| R squared | 15.68K | 0.12% | $23.05K |
| Ubs group | 12.50K | 0.09% | $18.38K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| R squared | 15.68K | 0.01% | $23.05K |
| 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 |
| Marshall wace, llp | - | - | - |
| Renaissance | - | - | - |
| Proshare advisors | - | - | - |
| New york state common retirement fund | - | - | - |
| Moore capital management, lp | - | - | - |
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 |
| R squared | 15.68K | 0.01% | 15.68K |
| Hrt financial lp | 10.17K | - | 10.17K |
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 |
| R squared | 15.68K | 0.01% | 15.68K | $23.05K |
| 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 |
| True wealth design | -31.00 |
| Sterling capital management | -63.00 |
| Pnc financial services group | -159.00 |
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 | 1.78% | - |
| Vanguard US Total Market Shares ETF | 2.64M | 1.64% | - |
| Kennedy Micro Cap | 1.07M | 0.66% | -436.54K |
| Vanguard Institutional Extnd Mkt Idx Tr | 78.25K | 0.50% | - |
| Fidelity Small Cap Index | 779.30K | 0.49% | - |
| Kennedy Micro Cap Opportunities | 718.87K | 0.45% | -44.71K |
| iShares Russell 2000 Growth ETF | 671.14K | 0.42% | - |
| Fidelity Extended Market Index | 52.36K | 0.33% | -101.00 |
| 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 | Role | 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
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