Ownership Summary
FiscalNote Holdings, Inc. (OTC:NOTE) is held by 49 institutional investors per 13F filings through December 2025.
- These investors held 16.4% of outstanding shares in December 2025, down from 30.5% in September 2025.
- They increased total shares held in NOTE by 33.69% quarter over quarter, and investors in FiscalNote Holdings decreased 35.53% from a year ago.
- During the quarter, 25 of these 49 funds increased positions in NOTE, 12 reduced exposure, and 12 held steady.
- The aggregate institutional position in FiscalNote Holdings amounted to 2.36Mn shares as of December 2025, up by 595.24K shares quarter on quarter, and down 59.82Mn shares year over year.
- As of December 31, 2025, SIMPLEX TRADING, LLC held the largest stake in FiscalNote Holdings with 5.59K shares, accounting for 0.04% of total shares outstanding.
- The most significant purchases of NOTE for the quarter ending December 2025 came from SIMPLEX TRADING, LLC (2.74K), Atlas Wealth LLC (1.19K), DANSKE BANK A/S (1).
- The biggest sellers of FiscalNote Holdings for the quarter ending December 2025 included Rockefeller Capital Management L.P. (83).
- Business Quant data shows the 5 biggest positions in FiscalNote Holdings as of December 2025 are held by SIMPLEX TRADING, LLC (5.59K), Atlas Wealth LLC (1.19K), CoreCap Advisors, LLC (285), Rockefeller Capital Management L.P. (83), DANSKE BANK A/S (1).