FiscalNote Holdings, Inc. (NOTE) Institutional Ownership

Ownership Summary

The institutional landscape for FiscalNote Holdings, Inc. (NYSE:NOTE) includes 44 filers as of the latest reporting cycle ending December 2025.

• The collective stake of institutional investors in FiscalNote Holdings moved to 15.5% in December 2025, a shift down from the 32.4% reported for September 2025.
• Quarterly data indicates a 29.30% shift in institutional share volume, and the annual owner count reflects a decrease of 42.11%.
• The latest 13F cycle for FiscalNote Holdings reveals that of 44 total investors, 21 funds grew their exposure, whereas 11 reduced theirs and 12 made no changes.
• The total number of shares held by institutions in FiscalNote Holdings increased to 2.03Mn as of December 2025, a net change of up by 460.46K shares quarter on quarter, and down 2.66Mn shares year over year.
• With 412.86K shares, VANGUARD GROUP INC commands the largest institutional position in FiscalNote Holdings as of December 31, 2025, equating to 3.15% of the company.
• Among the most significant buyers of FiscalNote Holdings during December 2025 were CITADEL ADVISORS LLC (115.93K), TWO SIGMA INVESTMENTS, LP (104.91K), STONEHILL CAPITAL MANAGEMENT LLC (79.30K), TWO SIGMA ADVISERS, LP (77.43K), VANGUARD GROUP INC (61.62K).
• Leading sellers of FiscalNote Holdings stock in December 2025 included 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).
• The top 10 institutional holders of FiscalNote Holdings for the quarter ending December 2025 included VANGUARD GROUP INC (412.86K), STONEHILL CAPITAL MANAGEMENT LLC (221.05K), MORGAN STANLEY (187.95K), TWO SIGMA INVESTMENTS, LP (118.79K), CITADEL ADVISORS LLC (115.93K), JANE STREET GROUP, LLC (99.13K), GEODE CAPITAL MANAGEMENT, LLC (94.31K), Comprehensive Financial Management LLC (84.25K), BlackRock, Inc. (81.17K), TWO SIGMA ADVISERS, LP (77.43K).