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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 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
StockFiscalNote3.37%8.13%88.50%
SectorTechnology Stocks 35.36%13.13%51.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group412.86K3.11%$606.91K
Morgan stanley187.95K1.42%$276.29K
Geode capital management94.31K0.71%$138.67K
Goldman sachs group40.36K0.30%$59.33K
Hrt financial lp10.17K0.08%$14.00K
Simplex trading2.84K0.02%$4.18K
Atlas wealth1.19K0.01%$217.46K
Corecap advisors285.000.00%$73.00
Mai capital management98.000.00%$145.00
Front row advisors12.000.00%$18.00

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Atlas wealth1.19K0.07%$217.46K
Proshare advisors---
Mariner---
Moore capital management, lp---
Renaissance---
Marshall wace, llp---
Legal & general group---
Gsa capital partners llp---
New york state common retirement fund---
Geode capital management94.31K-$138.67K

Top Buyers

HolderShares% AssetsChange
Vanguard group412.86K-61.62K
Hrt financial lp10.17K-10.17K
Geode capital management94.31K-4.02K
Atlas wealth1.19K0.07%1.19K
Front row advisors12.00-9.00

Top Sellers

HolderShares% AssetsChange
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

HolderShares% AssetsChangeValue
Hrt financial lp10.17K-10.17K$14.00K
Atlas wealth1.19K0.07%1.19K$217.46K

Sold Out

HolderChange
Danske bank-1.00
Citigroup-5.00
Ifp advisors-21.00
Lri investments-25.00
True wealth design-31.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20259-82.00%446,753-89.53%30.33%4-73.33%1-96.77%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF2.64M1.64%-
Kennedy Micro Cap1.07M0.66%-436.54K
Fidelity Small Cap Index779.30K0.49%-
Vanguard Institutional Extnd Mkt Idx Tr78.25K0.48%-
Kennedy Micro Cap Opportunities718.87K0.45%-44.71K
iShares Russell 2000 Growth ETF671.14K0.42%-
Fidelity Extended Market Index65.15K0.34%12.97K
Schwab US Small-Cap ETF™404.61K0.27%1.01K
State St Russell Sm/Mid Cp® Indx NL Cl C391.71K0.25%-
State St Russell Sm/Mid Cp® Indx SL Cl I391.71K0.25%-

Recent Insider Transactions

DateNameRoleActivityValue
Feb 02, 2026Hwang Tim Sell$3.69K
Feb 02, 2026Hwang Tim Sell$1.21K
Jan 02, 2026Hwang Tim Sell$680.52
Jan 02, 2026Hwang Tim Sell$2.08K
Dec 02, 2025Hwang Tim Sell$2.63K

Insider Transactions Trends

DateBuySell
2026 Q2--
2026 Q1-4
2025 Q4-6
2025 Q3-6
2025 Q2-12

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 Geode capital management (94.3K shares, 0.71%). Together, they hold 5.24% 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?

Atlas wealth is FiscalNote’s biggest shareholder by percentage of total assets invested, with 0.07% of its assets in 1.19K FiscalNote shares, valued at 217.46K$.

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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