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FiscalNote (NOTE) Institutional Ownership

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$0.75 +0.04 (+5.72%)
Closing price 03:58 PM Eastern
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$0.75 +0.00 (+0.53%)
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Institutional Ownership Changes (13F Filings) for FiscalNote (NYSE:NOTE)

Current
Institutional Ownership
Percentage
54.31%
Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$5.44M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.32M
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NOTE Institutional Buying and Selling by Quarter

FiscalNote Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.475,798$384K0.0%+8.2%0.301%
5/20/2025Focus Partners Wealth800,033$647K0.0%+830.9%0.496%
5/16/2025Goldman Sachs Group Inc.475,798$384K0.0%+8.2%0.295%
5/12/2025Nuveen LLC181,367$147K0.0%N/A0.112%
5/9/2025Deutsche Bank AG112,655$91K0.0%-19.5%0.070%
5/9/2025Charles Schwab Investment Management Inc.670,060$541K0.0%+17.4%0.415%
5/9/2025Citizens Financial Group Inc. RI190,000$154K0.0%N/A0.118%
5/8/2025Jefferies Financial Group Inc.50,000$40K0.0%N/A0.031%
5/8/2025XTX Topco Ltd71,219$58K0.0%+338.3%0.044%
4/30/2025Brown Advisory Inc.783,507$633K0.0%-24.8%0.485%
4/29/2025Bank of New York Mellon Corp143,153$116K0.0%+26.9%0.089%
2/17/2025Wolverine Trading LLC34,137$39K0.0%+95.1%0.024%
2/17/2025Squarepoint Ops LLC81,764$87K0.0%N/A0.058%
2/17/2025Deutsche Bank AG139,997$150K0.0%+425.0%0.099%
2/17/2025Bridgeway Capital Management LLC235,100$252K0.0%-21.8%0.166%
2/17/2025Bank of America Corp DE49,042$52K0.0%+51.5%0.035%
2/17/2025Ameriprise Financial Inc.258,331$276K0.0%-55.0%0.183%
2/14/2025Northern Trust Corp564,004$603K0.0%+7.9%0.399%
2/13/2025Marshall Wace LLP22,899$25K0.0%-96.0%0.016%
2/13/2025NewEdge Advisors LLC35,000$37K0.0%+250.0%0.025%
2/13/2025Mariner LLC35,662$38K0.0%+85.3%0.025%
2/13/2025Barclays PLC99,341$106K0.0%+15.1%0.070%
2/13/2025Kennedy Capital Management LLC2,272,722$2.43M0.1%+154.9%1.609%
2/13/2025Envestnet Asset Management Inc.28,621$31K0.0%+27.0%0.020%
2/13/2025Wells Fargo & Company MN29,315$31K0.0%+58.0%0.021%
2/12/2025Geode Capital Management LLC1,576,432$1.69M0.0%+1.6%1.116%
2/11/2025LPL Financial LLC104,348$112K0.0%+255.6%0.074%
2/11/2025Virtu Financial LLC54,432$58K0.0%+47.9%0.039%
1/31/2025Fortis Group Advisors LLC48,000$51K0.0%N/A0.034%
1/22/2025PFG Investments LLC46,500$50K0.0%+144.7%0.033%
1/17/2025SG Americas Securities LLC25,285$27K0.0%+83.2%0.018%
1/15/2025Arkadios Wealth Advisors37,289$40K0.0%N/A0.026%
11/20/2024Virtu Financial LLC36,801$47K0.0%N/A0.026%
11/19/2024Barclays PLC86,286$110K0.0%+318.2%0.061%
11/16/2024Geode Capital Management LLC1,550,931$1.99M0.0%+7.5%1.112%
11/15/2024Barclays PLC86,286$110K0.0%+318.2%0.062%
11/15/2024State Street Corp1,261,429$1.62M0.0%+1.4%0.904%
11/15/2024Stonehill Capital Management LLC777,286$995K0.6%N/A0.557%
11/12/2024Charles Schwab Investment Management Inc.566,144$725K0.0%+4.0%0.406%
10/22/2024International Assets Investment Management LLC134,656$172K0.0%+35.1%0.100%
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8/15/2024AQR Capital Management LLC17,695$26K0.0%N/A0.013%
8/14/2024Squarepoint Ops LLC149,490$218K0.0%+181.9%0.111%
8/14/2024Marshall Wace LLP416,259$608K0.0%N/A0.310%
8/7/2024PFG Investments LLC19,000$28K0.0%-58.7%0.014%
8/1/2024Rhumbline Advisers54,729$80K0.0%-15.7%0.041%
7/30/2024International Assets Investment Management LLC99,700$146K0.0%-8.7%0.074%
7/26/2024Bank of New York Mellon Corp154,781$226K0.0%-10.4%0.115%
5/14/2024Natixis30,000$40K0.0%N/A0.023%
5/10/2024Vanguard Group Inc.4,157,496$5.53M0.0%+0.3%3.173%
4/22/2024PFG Investments LLC46,000$61K0.0%N/A0.035%
4/11/2024International Assets Investment Management LLC109,200$136K0.0%+51.5%0.083%
2/8/2024Brown Advisory Inc.1,420,239$1.62M0.0%-5.1%1.099%
1/24/2024International Assets Investment Management LLC82,194$94K0.0%+196.7%0.064%
11/15/2023Worth Venture Partners LLC22,372$47K0.0%-49.9%0.017%
11/6/2023Victory Capital Management Inc.301,506$627K0.0%+2,632.3%0.234%
11/3/2023Certuity LLC37,500$78K0.0%N/A0.029%
10/30/2023Harel Insurance Investments & Financial Services Ltd.136,868$277K0.0%N/A0.106%
10/13/2023SG Americas Securities LLC23,563$49K0.0%N/A0.018%
10/4/2023International Assets Investment Management LLC27,700$58K0.0%+123.4%0.022%
9/21/2023Barclays PLC12,362$44K0.0%-72.8%0.010%
8/14/2023Manatuck Hill Partners LLC800,000$2.91M1.4%+60.0%0.597%
8/8/2023AlphaCentric Advisors LLC200,000$728K0.4%N/A0.149%
8/4/2023American International Group Inc.29,971$109K0.0%N/A0.022%
7/31/2023LPL Financial LLC144,348$525K0.0%+391.8%0.108%
7/31/2023Brown Advisory Inc.1,495,803$5.45M0.0%+29.9%1.117%
7/27/2023Virtu Financial LLC54,669$199K0.0%N/A0.041%
7/20/2023International Assets Investment Management LLC12,400$45K0.0%N/A0.009%
7/20/2023Tiedemann Advisors LLC69,000$251K0.0%+27.8%0.052%
5/10/2023Connor Clark & Lunn Investment Management Ltd.27,154$61K0.0%N/A0.020%
5/8/2023Brown Advisory Inc.1,151,194$2.57M0.0%N/A0.861%
5/3/2023Jump Financial LLC57,327$128K0.0%N/A0.043%
4/28/2023Klingenstein Fields & Co. LP119,931$267K0.0%N/A0.090%
4/27/2023Tiedemann Advisors LLC54,000$120K0.0%+237.5%0.040%
11/14/2022NEA Management Company LLC1,694,323$8.63M0.4%N/A1.395%
11/14/2022Regal Partners Ltd333,085$2.12M0.4%N/A0.274%
11/14/2022Comprehensive Financial Management LLC1,010,988$6.44M0.2%N/A0.832%
11/10/2022Accomplice Management LLC201,554$1.28M3.2%N/A0.166%
11/7/2022Virtu 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, 45 institutional investors and hedge funds held shares of FiscalNote. The most heavily invested institutionals were Vanguard Group Inc. ($5.53M), Manatuck Hill Partners LLC ($2.91M), Kennedy Capital Management LLC ($2.43M), Geode Capital Management LLC ($1.69M), State Street Corp ($1.62M), Stonehill Capital Management LLC ($995K), and AlphaCentric Advisors LLC ($728K).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 41 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), Stonehill Capital Management LLC ($777.29K), Focus Partners Wealth ($714.09K), Marshall Wace LLP ($416.26K), Brown Advisory Inc. ($344.61K), Manatuck Hill Partners LLC ($300K), and Victory Capital Management Inc. ($290.47K).

How much institutional buying is happening at FiscalNote?

Institutional investors have bought a total of 5,014,839 shares in the last 24 months. This purchase volume represents approximately $5.44M in transactions.

Which of FiscalNote's major shareholders have been selling company stock?

Of the 9 institutional investors that sold FiscalNote's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Marshall Wace LLP ($545.91K), Ameriprise Financial Inc. ($315.27K), Brown Advisory Inc. ($258.40K), Bridgeway Capital Management LLC ($65.40K), Deutsche Bank AG ($27.34K), PFG Investments LLC ($27K), and Bank of New York Mellon Corp ($18.06K).

How much institutional selling is happening at FiscalNote?

Institutional investors have sold a total of 1,277,039 shares in the last 24 months. This volume of shares sold represents approximately $1.32M in transactions.


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This page (NYSE:NOTE) was last updated on 7/3/2025 by MarketBeat.com Staff
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