FiscalNote Holdings, Inc. (NOTE) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

14,376,802Shares Outstanding

2,402,457Shares held by institutions

$0Value of institutional holdings

16.71%Institutional ownership %

35.98%Shares Changed QoQ

49No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

FiscalNote Holdings, Inc. (OTC:NOTE) has 49 institutional investors that have filed 13F reports for the period ending 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 FiscalNote Holdings by 33.69% from the prior quarter, while the number of investors in NOTE decreased 35.53% year over year.
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.
VANGUARD GROUP INC is the top holder of FiscalNote Holdings as of December 31, 2025, with 412.86K shares representing 2.87% of outstanding stock.
The biggest buyers of FiscalNote Holdings for the quarter ending December 2025 included 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).
Top sellers of NOTE stock for the quarter ending December 2025 included UBS Group AG (80.98K), MILLENNIUM MANAGEMENT LLC (22.04K), Royal Bank Of Canada (20.45K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (13.86K), SIMPLEX TRADING, LLC (8.41K).
Per Business Quant, the top 10 investors in NOTE for the quarter ending December 2025 include 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

2,402,457 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	412,864	61,617	17.54%	$606,911.00
STONEHILL CAPITAL MANAGEMENT LLC	31 Dec, 2025	221,050	79,299	55.94%	$325.00
Morgan Stanley	31 Dec, 2025	187,949	-2,884	-1.51%	$276,285.00
Corecam Pte. Ltd.	31 Dec, 2025	142,398	5,403	3.94%	$209,325.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	118,792	104,905	755.42%	$174,624.00
CITADEL ADVISORS LLC	31 Dec, 2025	115,934	115,934	0.00%	$170,423.00
JANE STREET GROUP, LLC	31 Dec, 2025	99,126	51,144	106.59%	$145,716.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	94,305	4,017	4.45%	$138,667.00
NewEdge Advisors, LLC	31 Dec, 2025	84,261	41,090	95.18%	$123,864.00
Comprehensive Financial Management LLC	31 Dec, 2025	84,248	0	0.00%	$123,845.00
BlackRock, Inc.	31 Dec, 2025	81,174	-642	-0.78%	$119,325.00
Goldman Sachs Group Inc	31 Dec, 2025	80,724	13,495	20.07%	$118,664.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	77,432	77,432	0.00%	$113,825.00
Focus Partners Wealth	31 Dec, 2025	66,989	323	0.48%	$309,139.00
BROWN ADVISORY INC	31 Dec, 2025	65,291	0	0.00%	$95,978.00
Raymond James Financial Inc	31 Dec, 2025	53,752	38,752	258.35%	$79,015.00
Corecam AG	31 Dec, 2025	49,581	49,581	0.00%	$72,887.00
Marex Group plc	31 Dec, 2025	48,141	10,000	26.22%	$70,767.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	47,722	-22,040	-31.59%	$70,151.00
TWO SIGMA SECURITIES, LLC	31 Dec, 2025	41,212	41,212	0.00%	$60,582.00

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