FiscalNote Ownership | Who Owns FiscalNote?
FiscalNote Ownership Summary
FiscalNote is owned by 38.21% institutional investors, 9.01% insiders, and 52.77% retail investors. Maso capital partners is the largest institutional shareholder, holding 21.93% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FiscalNote | 38.21% | 9.01% | 52.77% |
| Sector | Technology Stocks | 144.02% | 12.52% | -56.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Maso capital partners | 29.47M | 21.93% | $15.81M |
| Stonehill capital management | 1.67M | 1.25% | $898.00K |
| Blackrock funding, inc. /de | 1.28M | 0.95% | $684.96K |
| Colony group | 803.44K | 0.60% | $430.97K |
| Brown advisory | 783.51K | 0.58% | $420.27K |
| Citizens financial group inc/ri | 470.00K | 0.35% | $252.11K |
| Marshall wace, llp | 430.11K | 0.32% | $232.26K |
| Prosperity wealth management | 379.50K | 0.28% | $203.56K |
| Newedge advisors | 268.09K | 0.20% | $143.81K |
| Peak6 | 208.58K | 0.16% | $111.88K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Maso capital partners | 29.47M | 27.87% | $15.81M |
| Stonehill capital management | 1.67M | 0.39% | $898.00K |
| Prosperity wealth management | 379.50K | 0.08% | $203.56K |
| International assets investment management | 158.84K | 0.01% | $85.20K |
| Point72 asia (singapore) pte. | 58.50K | 0.01% | $31.38K |
| Citizens financial group inc/ri | 470.00K | 0.00% | $252.11K |
| Klingenstein fields & co lp | 119.93K | 0.00% | $64.33K |
| Tidemark | 7.85K | 0.00% | $4.21K |
| Certuity | 28.40K | 0.00% | $15.23K |
| Moore capital management, lp | 200.00K | 0.00% | $107.28K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Stonehill capital management | 1.67M | 0.39% | 936.82K |
| Marshall wace, llp | 430.11K | 0.00% | 430.11K |
| Maso capital partners | 29.47M | 27.87% | 292.13K |
| Citizens financial group inc/ri | 470.00K | 0.00% | 280.00K |
| Newedge advisors | 268.09K | 0.00% | 230.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.28M | - | -3.66M |
| Kennedy capital management | - | - | -1.97M |
| Two sigma investments, lp | - | - | -264.44K |
| Ameriprise financial | - | - | -176.56K |
| Bank of new york mellon | - | - | -143.15K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hrt financial lp | 88.73K | 0.00% | 88.73K | $47.00K |
| Point72 asia (singapore) pte. | 58.50K | 0.01% | 58.50K | $31.38K |
| Callan family office | 20.12K | 0.00% | 20.12K | $10.79K |
| Jump financial | 18.08K | 0.00% | 18.08K | $9.70K |
| Ieq capital | 17.50K | 0.00% | 17.50K | $9.38K |
Sold Out
| Holder | Change |
|---|---|
| Sterling capital management | -63.00 |
| Pnc financial services group | -159.00 |
| Srs capital advisors | -517.00 |
| Org partners | -1.25K |
| Amalgamated bank | -2.10K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 79 | 17.91% | 56,786,702 | 7.63% | 42 | 2.73% | 45 | 28.57% | 11 | -31.25% |
| Jun 30, 2024 | 67 | -2.90% | 52,762,232 | 9.84% | 39 | 2.91% | 35 | 12.90% | 16 | -36.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 2.64M | 1.64% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.55M | 1.48% | -55.84K |
| Kennedy Micro Cap | 1.07M | 0.66% | -436.54K |
| Vanguard Institutional Extnd Mkt Idx Tr | 938.98K | 0.55% | -226.26K |
| 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 | 448.44K | 0.28% | -1.17K |
| Schwab US Small-Cap ETF™ | 403.54K | 0.26% | -203.00 |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 391.71K | 0.25% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 01, 2025 | Hwang Tim | Sell | $8.12K | |
| Aug 01, 2025 | Hwang Tim | Sell | $24.61K | |
| Jul 01, 2025 | Hwang Tim | Sell | $6.03K | |
| Jul 01, 2025 | Hwang Tim | Sell | $18.24K | |
| Jun 02, 2025 | Resnik Josh | President and CEO | Sell | $2.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 12 |
| 2025 Q1 | - | 12 |
| 2024 Q4 | - | 19 |
| 2024 Q3 | - | 21 |
NOTE Ownership FAQ
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