FiscalNote (NOTE) Institutional Ownership $0.52 +0.02 (+3.20%) Closing price 08/22/2025 03:59 PM EasternExtended Trading$0.51 -0.01 (-1.16%) As of 08/22/2025 07:57 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for FiscalNote (NYSE:NOTE)CurrentInstitutional OwnershipPercentage54.31%Number ofInstitutional Buyers(last 12 months)32TotalInstitutional Inflows(last 12 months)$5.30MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$1.73M Get NOTE Insider Trade Alerts Want to know when executives and insiders are buying or selling FiscalNote stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data NOTE Institutional Buying and Selling by Quarter FiscalNote Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/19/2025 Marex Group plc166,100$89K0.0%N/A0.105% 8/14/2025 NewEdge Advisors LLC268,094$144K0.0%+617.6%0.169% 8/13/2025 Marshall Wace LLP430,105$232K0.0%N/A0.272% 8/8/2025 Citizens Financial Group Inc. RI470,000$252K0.0%+147.4%0.297% 8/8/2025 Geode Capital Management LLC862,871$463K0.0%-52.1%0.545% 7/31/2025 R Squared Ltd49,601$27K0.0%N/A0.031% 7/29/2025 International Assets Investment Management LLC158,835$85K0.0%+25.2%0.100% 6/27/2025 Goldman Sachs Group Inc.475,798$384K0.0%+8.2%0.301% 5/20/2025 Focus Partners Wealth800,033$647K0.0%+830.9%0.496% 5/16/2025 Goldman Sachs Group Inc.475,798$384K0.0%+8.2%0.295% Get the Latest News and Ratings for NOTE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for FiscalNote and its competitors with MarketBeat's FREE daily newsletter. 5/12/2025 Nuveen LLC181,367$147K0.0%N/A0.112% 5/9/2025 Deutsche Bank AG112,655$91K0.0%-19.5%0.070% 5/9/2025 Charles Schwab Investment Management Inc.670,060$541K0.0%+17.4%0.415% 5/9/2025 Citizens Financial Group Inc. RI190,000$154K0.0%N/A0.118% 5/8/2025Jefferies Financial Group Inc.50,000$40K0.0%N/A0.031% 5/8/2025 XTX Topco Ltd71,219$58K0.0%+338.3%0.044% 4/30/2025 Brown Advisory Inc.783,507$633K0.0%-24.8%0.485% 4/29/2025 Bank of New York Mellon Corp143,153$116K0.0%+26.9%0.089% 2/17/2025 Wolverine Trading LLC34,137$39K0.0%+95.1%0.024% 2/17/2025 Squarepoint Ops LLC81,764$87K0.0%N/A0.058% 2/17/2025 Deutsche Bank AG139,997$150K0.0%+425.0%0.099% 2/17/2025 Bridgeway Capital Management LLC235,100$252K0.0%-21.8%0.166% 2/17/2025 Bank of America Corp DE49,042$52K0.0%+51.5%0.035% 2/17/2025 Ameriprise Financial Inc.258,331$276K0.0%-55.0%0.183% 2/14/2025 Northern Trust Corp564,004$603K0.0%+7.9%0.399% 2/13/2025 Marshall Wace LLP22,899$25K0.0%-96.0%0.016% 2/13/2025 NewEdge Advisors LLC35,000$37K0.0%+250.0%0.025% 2/13/2025 Mariner LLC35,662$38K0.0%+85.3%0.025% 2/13/2025 Barclays PLC99,341$106K0.0%+15.1%0.070% 2/13/2025 Kennedy Capital Management LLC2,272,722$2.43M0.1%+154.9%1.609% 2/13/2025 Envestnet Asset Management Inc.28,621$31K0.0%+27.0%0.020% 2/13/2025 Wells Fargo & Company MN29,315$31K0.0%+58.0%0.021% 2/12/2025 Geode Capital Management LLC1,576,432$1.69M0.0%+1.6%1.116% 2/11/2025 LPL Financial LLC104,348$112K0.0%+255.6%0.074% 2/11/2025 Virtu Financial LLC54,432$58K0.0%+47.9%0.039% 1/31/2025 Fortis Group Advisors LLC48,000$51K0.0%N/A0.034% 1/22/2025 PFG Investments LLC46,500$50K0.0%+144.7%0.033% 1/17/2025 SG Americas Securities LLC25,285$27K0.0%+83.2%0.018% 1/15/2025 Arkadios Wealth Advisors37,289$40K0.0%N/A0.026% 11/20/2024 Virtu Financial LLC36,801$47K0.0%N/A0.026% He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.See his full breakdown of the seven stocks to own now11/19/2024 Barclays PLC86,286$110K0.0%+318.2%0.061% 11/16/2024 Geode Capital Management LLC1,550,931$1.99M0.0%+7.5%1.112% 11/15/2024 Barclays PLC86,286$110K0.0%+318.2%0.062% 11/15/2024 State Street Corp1,261,429$1.62M0.0%+1.4%0.904% 11/15/2024 Stonehill Capital Management LLC777,286$995K0.6%N/A0.557% 11/12/2024 Charles Schwab Investment Management Inc.566,144$725K0.0%+4.0%0.406% 10/22/2024 International Assets Investment Management LLC134,656$172K0.0%+35.1%0.100% 8/15/2024 AQR Capital Management LLC17,695$26K0.0%N/A0.013% 8/14/2024 Squarepoint Ops LLC149,490$218K0.0%+181.9%0.111% 8/14/2024 Marshall Wace LLP416,259$608K0.0%N/A0.310% 8/7/2024 PFG Investments LLC19,000$28K0.0%-58.7%0.014% 8/1/2024 Rhumbline Advisers54,729$80K0.0%-15.7%0.041% 7/30/2024 International Assets Investment Management LLC99,700$146K0.0%-8.7%0.074% 7/26/2024 Bank of New York Mellon Corp154,781$226K0.0%-10.4%0.115% 5/14/2024 Natixis30,000$40K0.0%N/A0.023% 5/10/2024 Vanguard Group Inc.4,157,496$5.53M0.0%+0.3%3.173% 4/22/2024 PFG Investments LLC46,000$61K0.0%N/A0.035% 4/11/2024 International Assets Investment Management LLC109,200$136K0.0%+51.5%0.083% 2/8/2024 Brown Advisory Inc.1,420,239$1.62M0.0%-5.1%1.099% 1/24/2024 International Assets Investment Management LLC82,194$94K0.0%+196.7%0.064% 11/15/2023 Worth Venture Partners LLC22,372$47K0.0%-49.9%0.017% 11/6/2023 Victory Capital Management Inc.301,506$627K0.0%+2,632.3%0.234% 11/3/2023 Certuity LLC37,500$78K0.0%N/A0.029% 10/30/2023 Harel Insurance Investments & Financial Services Ltd.136,868$277K0.0%N/A0.106% 10/13/2023 SG Americas Securities LLC23,563$49K0.0%N/A0.018% 10/4/2023 International Assets Investment Management LLC27,700$58K0.0%+123.4%0.022% 9/21/2023 Barclays PLC12,362$44K0.0%-72.8%0.010% 8/14/2023 Manatuck Hill Partners LLC800,000$2.91M1.4%+60.0%0.597% 8/8/2023AlphaCentric Advisors LLC200,000$728K0.4%N/A0.149% 8/4/2023 American International Group Inc.29,971$109K0.0%N/A0.022% 7/31/2023 LPL Financial LLC144,348$525K0.0%+391.8%0.108% 7/31/2023 Brown Advisory Inc.1,495,803$5.45M0.0%+29.9%1.117% 7/27/2023 Virtu Financial LLC54,669$199K0.0%N/A0.041% 7/20/2023 International Assets Investment Management LLC12,400$45K0.0%N/A0.009% 7/20/2023Tiedemann Advisors LLC69,000$251K0.0%+27.8%0.052% 5/10/2023 Connor Clark & Lunn Investment Management Ltd.27,154$61K0.0%N/A0.020% 5/8/2023 Brown Advisory Inc.1,151,194$2.57M0.0%N/A0.861% 5/3/2023 Jump Financial LLC57,327$128K0.0%N/A0.043% 4/28/2023 Klingenstein Fields & Co. LP119,931$267K0.0%N/A0.090% 4/27/2023Tiedemann Advisors LLC54,000$120K0.0%+237.5%0.040% 11/14/2022 NEA Management Company LLC1,694,323$8.63M0.4%N/A1.395% 11/14/2022 Regal Partners Ltd333,085$2.12M0.4%N/A0.274% 11/14/2022 Comprehensive Financial Management LLC1,010,988$6.44M0.2%N/A0.832% 11/10/2022Accomplice Management LLC201,554$1.28M3.2%N/A0.166% 11/7/2022 Virtu Financial LLC12,632$80K0.0%N/A0.010% 10/28/2022Tiedemann Advisors LLC18,479$118K0.0%N/A0.015% (Data available from 1/1/2016 forward) NOTE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of NOTE shares? During the previous two years, 43 institutional investors and hedge funds held shares of FiscalNote. The most heavily invested institutionals were Vanguard Group Inc. ($5.53M), Kennedy Capital Management LLC ($2.43M), State Street Corp ($1.62M), Stonehill Capital Management LLC ($995K), Focus Partners Wealth ($647K), Brown Advisory Inc. ($633K), and Victory Capital Management Inc. ($627K).Learn more on FiscalNote's institutional investors. What percentage of FiscalNote's stock is owned by institutional investors? 54.31% of FiscalNote's stock is owned by institutional investors. Learn more on NOTE's institutional investor holdings. Which institutional investors have been buying FiscalNote's stock? Of the 38 institutional investors that purchased FiscalNote's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kennedy Capital Management LLC ($1.38M), Marshall Wace LLP ($846.36K), Stonehill Capital Management LLC ($777.29K), Focus Partners Wealth ($714.09K), Citizens Financial Group Inc. RI ($470K), Victory Capital Management Inc. ($290.47K), and NewEdge Advisors LLC ($255.73K). How much institutional buying is happening at FiscalNote? Institutional investors have bought a total of 5,672,967 shares in the last 24 months. This purchase volume represents approximately $5.30M in transactions. Which of FiscalNote's major shareholders have been selling company stock? The following institutional investors have sold FiscalNote stock in the last 24 months: Geode Capital Management LLC ($938.41K), Marshall Wace LLP ($545.91K), Ameriprise Financial Inc. ($315.27K), Brown Advisory Inc. ($258.40K), Bridgeway Capital Management LLC ($65.40K), and Deutsche Bank AG ($27.34K). How much institutional selling is happening at FiscalNote? Institutional investors have sold a total of 2,150,733 shares in the last 24 months. This volume of shares sold represents approximately $1.73M in transactions. Related Companies OOMA Institutional Ownership OPRX Institutional Ownership ATLN Institutional Ownership TRAK Institutional Ownership PAYS Institutional Ownership AHG Institutional Ownership EGHT Institutional Ownership OABI Institutional Ownership III Institutional Ownership TRVG Institutional Ownership This page (NYSE:NOTE) was last updated on 8/23/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...Goldco Precious Metals | SponsoredAlex’s “Next Magnificent Seven” stocksThe original “Magnificent Seven” turned $7K into $1.18 million. 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