FiscalNote Holdings, Inc. (NOTE) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

1,989,350Shares held by institutions

$1,054,356Value of institutional holdings

372.66%Institutional ownership %

-5.01%Shares Changed QoQ

71No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

FiscalNote Holdings, Inc. (NYSE:NOTE) showed up in the 13F filings of 49 institutional investors as of December 2025.

Their combined ownership stood at 16.4% of outstanding shares in December 2025, down from 30.5% in September 2025.
Their total shares held in NOTE increased 33.69% quarter over quarter, and separately, investors owning FiscalNote Holdings decreased 35.53% from a year ago.
Of these 49 holders, 25 added to their stakes in FiscalNote Holdings, 12 trimmed positions, and 12 made no changes.
Altogether, these fund groups held 2.36Mn shares in NOTE by December 2025, up by 595.24K shares quarter on quarter, and down 59.82Mn shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held the largest stake in FiscalNote Holdings with 412.86K shares, accounting for 2.87% of total shares outstanding.
The largest buyers of FiscalNote Holdings for the quarter ending December 2025 were CITADEL ADVISORS LLC (115.93K), TWO SIGMA INVESTMENTS, LP (104.9K), STONEHILL CAPITAL MANAGEMENT LLC (79.3K), TWO SIGMA ADVISERS, LP (77.43K), VANGUARD GROUP INC (61.62K).
The largest sellers of FiscalNote Holdings for the quarter ending December 2025 were UBS Group AG (80.98K), Goldman Sachs Group Inc (26.87K), MILLENNIUM MANAGEMENT LLC (22.04K), Royal Bank Of Canada (20.45K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (13.86K).
Per Business Quant data, the top 10 holders of FiscalNote Holdings for the quarter ending December 2025 are VANGUARD GROUP INC (412.86K), STONEHILL CAPITAL MANAGEMENT LLC (221.05K), Morgan Stanley (187.95K), Corecam Pte. Ltd. (142.4K), TWO SIGMA INVESTMENTS, LP (118.79K), CITADEL ADVISORS LLC (115.93K), JANE STREET GROUP, LLC (99.13K), GEODE CAPITAL MANAGEMENT, LLC (94.3K), NewEdge Advisors, LLC (84.26K), Comprehensive Financial Management LLC (84.25K).

49 Institutional Holders

1,989,350 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-642	-0.78%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	61,617	17.54%	$0.00
Corecam Pte. Ltd.	31 Dec, 2025	5,403	3.94%	$0.00
STONEHILL CAPITAL MANAGEMENT LLC	31 Dec, 2025	79,299	55.94%	$0.00
NewEdge Advisors, LLC	31 Dec, 2025	41,090	95.18%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	-533	-76.25%	$0.00
Morgan Stanley	31 Dec, 2025	-2,884	-1.51%	$0.00
Comprehensive Financial Management LLC	31 Dec, 2025	0	0.00%	$0.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	104,905	755.42%	$0.00
Corecam AG	31 Dec, 2025	49,581	0.00%	$0.00
CITADEL ADVISORS LLC	31 Dec, 2025	115,934	0.00%	$0.00
Marex Group plc	31 Dec, 2025	10,000	26.22%	$0.00
JANE STREET GROUP, LLC	31 Dec, 2025	51,144	106.59%	$0.00
XTX Topco Ltd	31 Dec, 2025	35,516	0.00%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	4,017	4.45%	$0.00
Limestone Investment Advisors LP	31 Dec, 2025	0	0.00%	$0.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	77,432	0.00%	$0.00
R Squared Ltd	31 Dec, 2025	15,681	0.00%	$0.00
Focus Partners Wealth	31 Dec, 2025	323	0.48%	$0.00
UBS Group AG	31 Dec, 2025	-80,981	-86.63%	$0.00

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