FiscalNote Ownership 2024 | Who Owns FiscalNote Now?
Institutional Ownership
69.75%
Insider Ownership
13.77%
Retail Ownership
16.48%
Institutional Holders
39.00
FiscalNote Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MASO CAPITAL PARTNERS LTD | 43.47% | 42.82% | 28,913,731 | - | - | 64,478,000 | Mar 31, 2023 |
STONEHILL CAPITAL MANAGEMENT LLC | 8.75% | 6.74% | 5,822,906 | -1,881,000 | -24.42% | 12,985,000 | Mar 31, 2023 |
VANGUARD GROUP INC | 5.72% | 0.00% | 3,806,976 | 2,833,934 | 291.24% | 8,489,557,000 | Mar 31, 2023 |
BROWN ADVISORY INC | 1.73% | 0.00% | 1,151,194 | 1,151,194 | 100.00% | 2,567,163,000 | Mar 31, 2023 |
COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 1.52% | 0.07% | 1,010,988 | - | - | 2,254,503,000 | Mar 31, 2023 |
BLACKROCK INC. | 1.41% | 0.00% | 938,889 | 119,929 | 14.64% | 2,093,723,000 | Mar 31, 2023 |
MORGAN STANLEY | 1.12% | 0.00% | 744,407 | 738,189 | 11871.81% | 1,660,027,000 | Mar 31, 2023 |
GEODE CAPITAL MANAGEMENT, LLC | 0.94% | 0.00% | 626,779 | 4 | 0.00% | 1,397,720,000 | Mar 31, 2023 |
MILLENNIUM MANAGEMENT LLC | 0.90% | 0.00% | 599,639 | 574,306 | 2267.03% | 1,337,000 | Mar 31, 2023 |
MANATUCK HILL PARTNERS, LLC | 0.75% | 0.56% | 500,000 | 500,000 | 100.00% | 1,115,000,000 | Mar 31, 2023 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.57% | 0.00% | 376,466 | -97 | -0.03% | 839,519,000 | Mar 31, 2023 |
STATE STREET CORP | 0.47% | - | 309,978 | 55,700 | 21.91% | 691,251,000 | Mar 31, 2023 |
NEA MANAGEMENT COMPANY, LLC | 0.46% | 0.04% | 307,344 | -1,386,979 | -81.86% | 576,166,000 | Mar 31, 2023 |
REGAL PARTNERS LTD | 0.43% | 0.12% | 283,524 | -49,561 | -14.88% | 632,259,000 | Mar 31, 2023 |
NORTHERN TRUST CORP | 0.19% | 0.00% | 128,461 | 6,901 | 5.68% | 286,468,000 | Mar 31, 2023 |
BANK OF AMERICA CORP /DE/ | 0.18% | - | 122,197 | 122,197 | 100.00% | 272,499,000 | Mar 31, 2023 |
KLINGENSTEIN FIELDS & CO LP | 0.18% | 0.01% | 119,931 | 119,931 | 100.00% | 267,446,000 | Mar 31, 2023 |
JANE STREET GROUP, LLC | 0.15% | 0.00% | 103,012 | 80,873 | 365.30% | 229,717,000 | Mar 31, 2023 |
SYMMETRY PEAK MANAGEMENT LLC | 0.10% | 0.03% | 65,000 | 65,000 | 100.00% | 144,950,000 | Mar 31, 2023 |
JUMP FINANCIAL, LLC | 0.09% | 0.01% | 57,327 | 57,327 | 100.00% | 127,839,000 | Mar 31, 2023 |
FiscalNote's largest institutional shareholder is MASO CAPITAL PARTNERS LTD, holding 43.47% of the company's total share outstanding, currently valued at $64.48M. The top 10 institutional shareholders own together 66.33% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MASO CAPITAL PARTNERS LTD | 43.47% | 42.82% | 28,913,731 | - | - | 64,478,000 | Mar 31, 2023 |
STONEHILL CAPITAL MANAGEMENT LLC | 8.75% | 6.74% | 5,822,906 | -1,881,000 | -24.42% | 12,985,000 | Mar 31, 2023 |
MANATUCK HILL PARTNERS, LLC | 0.75% | 0.56% | 500,000 | 500,000 | 100.00% | 1,115,000,000 | Mar 31, 2023 |
REGAL PARTNERS LTD | 0.43% | 0.12% | 283,524 | -49,561 | -14.88% | 632,259,000 | Mar 31, 2023 |
COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 1.52% | 0.07% | 1,010,988 | - | - | 2,254,503,000 | Mar 31, 2023 |
NEA MANAGEMENT COMPANY, LLC | 0.46% | 0.04% | 307,344 | -1,386,979 | -81.86% | 576,166,000 | Mar 31, 2023 |
WORTH VENTURE PARTNERS, LLC | 0.05% | 0.04% | 33,100 | 33,100 | 100.00% | 73,813,000 | Mar 31, 2023 |
DIAMETRIC CAPITAL, LP | 0.05% | 0.03% | 29,967 | 29,967 | 100.00% | 66,826,000 | Mar 31, 2023 |
SYMMETRY PEAK MANAGEMENT LLC | 0.10% | 0.03% | 65,000 | 65,000 | 100.00% | 144,950,000 | Mar 31, 2023 |
KLINGENSTEIN FIELDS & CO LP | 0.18% | 0.01% | 119,931 | 119,931 | 100.00% | 267,446,000 | Mar 31, 2023 |
OASIS MANAGEMENT CO LTD. | 0.03% | 0.01% | 18,084 | 18,084 | 100.00% | 40,327,000 | Mar 31, 2023 |
TIEDEMANN ADVISORS, LLC | 0.08% | 0.01% | 54,000 | 38,000 | 237.50% | 120,420,000 | Mar 31, 2023 |
JUMP FINANCIAL, LLC | 0.09% | 0.01% | 57,327 | 57,327 | 100.00% | 127,839,000 | Mar 31, 2023 |
BROWN ADVISORY INC | 1.73% | 0.00% | 1,151,194 | 1,151,194 | 100.00% | 2,567,163,000 | Mar 31, 2023 |
MILLENNIUM MANAGEMENT LLC | 0.90% | 0.00% | 599,639 | 574,306 | 2267.03% | 1,337,000 | Mar 31, 2023 |
COLONY GROUP LLC | 0.02% | 0.00% | 13,344 | 13,344 | 100.00% | 30,000 | Mar 31, 2023 |
SQUAREPOINT OPS LLC | 0.07% | 0.00% | 43,448 | 43,448 | 100.00% | 96,889,000 | Mar 31, 2023 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.04% | 0.00% | 27,154 | 27,154 | 100.00% | 60,553,000 | Mar 31, 2023 |
CIBC ASSET MANAGEMENT INC | 0.05% | 0.00% | 30,880 | 30,880 | 100.00% | 68,862,000 | Mar 31, 2023 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.57% | 0.00% | 376,466 | -97 | -0.03% | 839,519,000 | Mar 31, 2023 |
The largest FiscalNote shareholder by % of total assets is MASO CAPITAL PARTNERS LTD. The company owns 28.91M shares of FiscalNote (NOTE), representing 42.82% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 5.72% | 0.00% | 3,806,976 | 2,833,934 | 291.24% | 8,489,557,000 | Mar 31, 2023 |
BROWN ADVISORY INC | 1.73% | 0.00% | 1,151,194 | 1,151,194 | 100.00% | 2,567,163,000 | Mar 31, 2023 |
MORGAN STANLEY | 1.12% | 0.00% | 744,407 | 738,189 | 11871.81% | 1,660,027,000 | Mar 31, 2023 |
MILLENNIUM MANAGEMENT LLC | 0.90% | 0.00% | 599,639 | 574,306 | 2267.03% | 1,337,000 | Mar 31, 2023 |
MANATUCK HILL PARTNERS, LLC | 0.75% | 0.56% | 500,000 | 500,000 | 100.00% | 1,115,000,000 | Mar 31, 2023 |
BANK OF AMERICA CORP /DE/ | 0.18% | - | 122,197 | 122,197 | 100.00% | 272,499,000 | Mar 31, 2023 |
KLINGENSTEIN FIELDS & CO LP | 0.18% | 0.01% | 119,931 | 119,931 | 100.00% | 267,446,000 | Mar 31, 2023 |
BLACKROCK INC. | 1.41% | 0.00% | 938,889 | 119,929 | 14.64% | 2,093,723,000 | Mar 31, 2023 |
JANE STREET GROUP, LLC | 0.15% | 0.00% | 103,012 | 80,873 | 365.30% | 229,717,000 | Mar 31, 2023 |
SYMMETRY PEAK MANAGEMENT LLC | 0.10% | 0.03% | 65,000 | 65,000 | 100.00% | 144,950,000 | Mar 31, 2023 |
JUMP FINANCIAL, LLC | 0.09% | 0.01% | 57,327 | 57,327 | 100.00% | 127,839,000 | Mar 31, 2023 |
STATE STREET CORP | 0.47% | - | 309,978 | 55,700 | 21.91% | 691,251,000 | Mar 31, 2023 |
BARCLAYS PLC | 0.07% | - | 45,521 | 45,521 | 100.00% | 102,000 | Mar 31, 2023 |
SQUAREPOINT OPS LLC | 0.07% | 0.00% | 43,448 | 43,448 | 100.00% | 96,889,000 | Mar 31, 2023 |
TIEDEMANN ADVISORS, LLC | 0.08% | 0.01% | 54,000 | 38,000 | 237.50% | 120,420,000 | Mar 31, 2023 |
WORTH VENTURE PARTNERS, LLC | 0.05% | 0.04% | 33,100 | 33,100 | 100.00% | 73,813,000 | Mar 31, 2023 |
CIBC ASSET MANAGEMENT INC | 0.05% | 0.00% | 30,880 | 30,880 | 100.00% | 68,862,000 | Mar 31, 2023 |
DIAMETRIC CAPITAL, LP | 0.05% | 0.03% | 29,967 | 29,967 | 100.00% | 66,826,000 | Mar 31, 2023 |
LPL FINANCIAL LLC | 0.04% | 0.00% | 29,348 | 29,348 | 100.00% | 65,446,000 | Mar 31, 2023 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.04% | 0.00% | 27,154 | 27,154 | 100.00% | 60,553,000 | Mar 31, 2023 |
As of Mar 31 2023, FiscalNote's largest institutional buyer is VANGUARD GROUP INC. The company purchased 2.83M stocks of NOTE, valued at $8.49B.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
STONEHILL CAPITAL MANAGEMENT LLC | 8.75% | 6.74% | 5,822,906 | -1,881,000 | -24.42% | 12,985,000 | Mar 31, 2023 |
NEA MANAGEMENT COMPANY, LLC | 0.46% | 0.04% | 307,344 | -1,386,979 | -81.86% | 576,166,000 | Mar 31, 2023 |
UBS GROUP AG | 0.00% | - | 1,907 | -74,023 | -97.49% | 4,253,000 | Mar 31, 2023 |
REGAL PARTNERS LTD | 0.43% | 0.12% | 283,524 | -49,561 | -14.88% | 632,259,000 | Mar 31, 2023 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | - | - | - | -16,670 | -100.00% | - | Mar 31, 2023 |
CITIGROUP INC | - | - | - | -8,115 | -100.00% | - | Mar 31, 2023 |
VICTORY CAPITAL MANAGEMENT INC | 0.02% | - | 11,291 | -285 | -2.46% | 25,179,000 | Mar 31, 2023 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.57% | 0.00% | 376,466 | -97 | -0.03% | 839,519,000 | Mar 31, 2023 |
MASO CAPITAL PARTNERS LTD | 43.47% | 42.82% | 28,913,731 | - | - | 64,478,000 | Mar 31, 2023 |
COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 1.52% | 0.07% | 1,010,988 | - | - | 2,254,503,000 | Mar 31, 2023 |
BANK OF NEW YORK MELLON CORP | 0.04% | - | 28,090 | - | - | 62,641,000 | Mar 31, 2023 |
HUNTINGTON NATIONAL BANK | - | - | 1 | - | - | 11,000 | Mar 31, 2023 |
GEODE CAPITAL MANAGEMENT, LLC | 0.94% | 0.00% | 626,779 | 4 | 0.00% | 1,397,720,000 | Mar 31, 2023 |
WELLS FARGO & COMPANY/MN | 0.00% | - | 501 | 4 | 0.80% | 1,117,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.00% | - | 2,238 | 2,238 | 100.00% | 5,000,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 3,708 | 3,212 | 647.58% | 8,000 | Mar 31, 2023 |
NORTHERN TRUST CORP | 0.19% | 0.00% | 128,461 | 6,901 | 5.68% | 286,468,000 | Mar 31, 2023 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.02% | 0.00% | 12,200 | 12,200 | 100.00% | 27,000 | Mar 31, 2023 |
COLONY GROUP LLC | 0.02% | 0.00% | 13,344 | 13,344 | 100.00% | 30,000 | Mar 31, 2023 |
OASIS MANAGEMENT CO LTD. | 0.03% | 0.01% | 18,084 | 18,084 | 100.00% | 40,327,000 | Mar 31, 2023 |
As of Mar 31 2023, FiscalNote's biggest institutional seller is STONEHILL CAPITAL MANAGEMENT LLC. The company sold -1.88M shares of NOTE, valued at $12.98M.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BROWN ADVISORY INC | 1.73% | 0.00% | 1,151,194 | 1,151,194 | 100.00% | 2,567,163,000 | Mar 31, 2023 |
MANATUCK HILL PARTNERS, LLC | 0.75% | 0.56% | 500,000 | 500,000 | 100.00% | 1,115,000,000 | Mar 31, 2023 |
BANK OF AMERICA CORP /DE/ | 0.18% | - | 122,197 | 122,197 | 100.00% | 272,499,000 | Mar 31, 2023 |
KLINGENSTEIN FIELDS & CO LP | 0.18% | 0.01% | 119,931 | 119,931 | 100.00% | 267,446,000 | Mar 31, 2023 |
SYMMETRY PEAK MANAGEMENT LLC | 0.10% | 0.03% | 65,000 | 65,000 | 100.00% | 144,950,000 | Mar 31, 2023 |
JUMP FINANCIAL, LLC | 0.09% | 0.01% | 57,327 | 57,327 | 100.00% | 127,839,000 | Mar 31, 2023 |
BARCLAYS PLC | 0.07% | - | 45,521 | 45,521 | 100.00% | 102,000 | Mar 31, 2023 |
SQUAREPOINT OPS LLC | 0.07% | 0.00% | 43,448 | 43,448 | 100.00% | 96,889,000 | Mar 31, 2023 |
WORTH VENTURE PARTNERS, LLC | 0.05% | 0.04% | 33,100 | 33,100 | 100.00% | 73,813,000 | Mar 31, 2023 |
CIBC ASSET MANAGEMENT INC | 0.05% | 0.00% | 30,880 | 30,880 | 100.00% | 68,862,000 | Mar 31, 2023 |
DIAMETRIC CAPITAL, LP | 0.05% | 0.03% | 29,967 | 29,967 | 100.00% | 66,826,000 | Mar 31, 2023 |
LPL FINANCIAL LLC | 0.04% | 0.00% | 29,348 | 29,348 | 100.00% | 65,446,000 | Mar 31, 2023 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.04% | 0.00% | 27,154 | 27,154 | 100.00% | 60,553,000 | Mar 31, 2023 |
CITADEL ADVISORS LLC | 0.03% | - | 19,316 | 19,316 | 100.00% | 43,075,000 | Mar 31, 2023 |
OASIS MANAGEMENT CO LTD. | 0.03% | 0.01% | 18,084 | 18,084 | 100.00% | 40,327,000 | Mar 31, 2023 |
COLONY GROUP LLC | 0.02% | 0.00% | 13,344 | 13,344 | 100.00% | 30,000 | Mar 31, 2023 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.02% | 0.00% | 12,200 | 12,200 | 100.00% | 27,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.00% | - | 2,238 | 2,238 | 100.00% | 5,000,000 | Mar 31, 2023 |
FiscalNote's largest new institutional shareholder by number of shares is BROWN ADVISORY INC, purchased 1.15M shares, valued at $2.57B, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP | - | - | - | -16,670 | -100.00% | - | Mar 31, 2023 |
CITIGROUP INC | - | - | - | -8,115 | -100.00% | - | Mar 31, 2023 |
FiscalNote's largest sold out institutional shareholder by shares sold is SUSQUEHANNA INTERNATIONAL GROUP, LLP, sold -16.67K shares, valued at -, as of undefined.
FiscalNote Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
VANGUARD VALLEY FORGE FUNDS | 0.14% | 70,600 | - | - | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.12% | 275,000 | 275,000 | - | Mar 28, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.02% | 107,542 | - | - | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 9,652 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.01% | 3,684,486 | -1,036,162 | -21.95% | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 142,336 | -31,549 | -18.14% | Jan 31, 2024 |
LoCorr Investment Trust | 0.00% | 62,331 | - | - | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 66,657 | -3,512 | -5.01% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 5,142 | - | - | Mar 31, 2024 |
VICTORY PORTFOLIOS | 0.00% | 34,410 | - | - | Mar 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 20,263 | -4,554 | -18.35% | Mar 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,217 | -1,592 | -41.80% | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 1,154 | - | - | Mar 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 19,200 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 3,484 | - | - | Mar 31, 2024 |
NORTHERN FUNDS | 0.00% | 30,543 | 2,331 | 8.26% | Mar 28, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 3,954 | 889 | 29.00% | Mar 31, 2024 |
RYDEX SERIES FUNDS | 0.00% | 563 | -5 | -0.88% | Dec 31, 2023 |
iSHARES TRUST | 0.00% | 2,162,735 | -122,912 | -5.38% | Mar 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 126,356 | -27,402 | -17.82% | Mar 31, 2024 |
MASTER INVESTMENT PORTFOLIO | 0.00% | 9,095 | - | - | Mar 31, 2024 |
PENN SERIES FUNDS INC | 0.00% | 2,500 | - | - | Mar 28, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 10,524 | -3,194 | -23.28% | Jan 31, 2024 |
NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 9,675 | - | - | Mar 31, 2024 |
RYDEX DYNAMIC FUNDS | 0.00% | 269 | -13 | -4.61% | Dec 31, 2023 |
TIAA-CREF FUNDS | 0.00% | 201,537 | - | - | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 13,617 | 2,505 | 22.54% | Jan 31, 2024 |
ProFunds | 0.00% | 464 | -39 | -7.75% | Mar 31, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 37 | - | - | Dec 31, 2023 |
COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 31,321 | - | - | Mar 31, 2024 |
Brighthouse Funds Trust II | 0.00% | 22,140 | - | - | Mar 31, 2024 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 52,800 | - | - | Mar 31, 2024 |
SUNAMERICA SERIES TRUST | 0.00% | 6,770 | -313 | -4.42% | Jan 31, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 26,199 | 9,619 | 58.02% | Mar 31, 2024 |
MUTUAL FUND SERIES TRUST | 0.00% | 50,000 | - | - | Mar 31, 2024 |
FIDELITY SALEM STREET TRUST | 0.00% | 42,043 | -687 | -1.61% | Mar 31, 2024 |
PACIFIC SELECT FUND | 0.00% | 24,451 | - | - | Mar 31, 2024 |
Bridge Builder Trust | 0.00% | 23,526 | - | - | Mar 31, 2024 |
Advisors' Inner Circle Fund III | 0.00% | 316 | 316 | - | Jan 31, 2024 |
BlackRock Variable Series Funds, Inc. | 0.00% | 7,953 | - | - | Mar 31, 2024 |
PRINCIPAL FUNDS, INC. | 0.00% | 8,417 | - | - | Jan 31, 2024 |
BLACKROCK FUNDS | 0.00% | 6,358 | - | - | Jan 31, 2024 |
FiscalNote's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 70.60K shares, compromising 0.14% of its total assets.
FiscalNote Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Mar, 23 | 39 | 69.57% |
31 Dec, 22 | 23 | - |
30 Sep, 22 | 23 | 2200.00% |
30 Jun, 22 | 1 | - |
As of 31 Mar 23, 39 institutions are holding FiscalNote's shares, representing an increase of 69.57% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 23 | 46,392,847 | 7.79% |
31 Dec, 22 | 43,038,276 | 12.17% |
30 Sep, 22 | 38,368,445 | 5046.99% |
30 Jun, 22 | 745,454 | - |
FiscalNote (NOTE) has 46.39M shares outstanding as of 31 Mar 23, up 7.79% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 23 | 69.75% | 55.96% |
31 Dec, 22 | 44.72% | -55.28% |
30 Sep, 22 | 100.00% | 1979.78% |
30 Jun, 22 | 4.81% | - |
As of 31 Mar 23, FiscalNote is held by 69.75% institutional shareholders, representing a 55.96% growth compared to 31 Dec 22.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 23 | 11 | 22.22% |
31 Dec, 22 | 9 | - |
30 Sep, 22 | - | - |
30 Jun, 22 | - | - |
11 institutional shareholders have increased their position in NOTE stock as of 31 Mar 23 compared to 9 in the previous quarter (a 22.22% increase).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 23 | 6 | 50.00% |
31 Dec, 22 | 4 | - |
30 Sep, 22 | - | - |
30 Jun, 22 | - | - |
6 institutional shareholders have reduced their position in NOTE stock as of 31 Mar 23 compared to 4 in the previous quarter (a 50.00% increase).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 23 | 39 | 69.57% | 46,392,847 | 7.79% | 69.75% | 55.96% | 11 | 22.22% | 6 | 50.00% |
31 Dec, 22 | 23 | - | 43,038,276 | 12.17% | 44.72% | -55.28% | 9 | - | 4 | - |
30 Sep, 22 | 23 | 2200.00% | 38,368,445 | 5046.99% | 100.00% | 1979.78% | - | - | - | - |
30 Jun, 22 | 1 | - | 745,454 | - | 4.81% | - | - | - | - | - |
FiscalNote Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
The last insider sell of FiscalNote's stock was made by Yao Gerald on Aug 09 2024, selling 483 shares at $1.39 per share (valued at $671.37).
FiscalNote Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 11 | 18 | 61.11% |
Q2 2024 | 8 | 25 | 32.00% |
Q1 2024 | 3 | 33 | 9.09% |
Q4 2023 | 6 | 31 | 19.35% |
Q3 2023 | 5 | 33 | 15.15% |
Q2 2023 | 14 | 30 | 46.67% |
Q1 2023 | 26 | 27 | 96.30% |
Q4 2022 | 23 | 24 | 95.83% |
Q3 2022 | 76 | 3 | 2533.33% |
Q1 2022 | - | 1 | - |
Q4 2021 | 2 | 1 | 200.00% |
Q4 2020 | - | 4 | - |
11 total buy trades, and 18 total sell trades (buy/sell ratio of 0.61%) were made by FiscalNote's insiders, as of Q3 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 14 | - |
Q2 2024 | - | 18 | - |
Q1 2024 | - | 19 | - |
Q4 2023 | 3 | 18 | 16.67% |
Q3 2023 | 1 | 13 | 7.69% |
Q2 2023 | 2 | - | - |
Q1 2023 | - | - | - |
Q4 2022 | - | - | - |
Q3 2022 | - | - | - |
Q1 2022 | - | - | - |
Q4 2021 | 2 | 1 | 200.00% |
Q4 2020 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 14 open market sell trades of FiscalNote's stocks.
FiscalNote Peer Ownership
Ticker | Company |
---|---|
INOD | Innodata Inc. |
ARBB | ARB IOT Group Limited |
CYXT | Cyxtera Technologies, Inc. |
ALYA | Alithya Group Inc. |
CLPS | CLPS Incorporation |
AUR | Aurora Innovation, Inc. |
BBAI | BigBear.ai Holdings, Inc. |
AGIL | AgileThought, Inc. |
GDYN | Grid Dynamics Holdings, Inc. |
SASI | NextTrip, Inc. |
JFU | 9F Inc. |
IBM | International Business Machines Corporation |
CTLP | Cantaloupe, Inc. |
NOTE Ownership FAQ
Who Owns FiscalNote?
FiscalNote is owned by institutional shareholders (69.75%), insiders (13.77%), and public (16.48%). The largest institutional shareholder of FiscalNote is MASO CAPITAL PARTNERS LTD (43.47% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.14% of total shares).
Who are the major institutional shareholders of FiscalNote?
FiscalNote's major institutional shareholders are MASO CAPITAL PARTNERS LTD, STONEHILL CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC, BROWN ADVISORY INC, and COMPREHENSIVE FINANCIAL MANAGEMENT LLC. The top five shareholders own together 61.20% of the company's share outstanding.
How many FiscalNote shareholders are there?
As of Mar 2023, there are 39 institutional shareholders of FiscalNote.
What percentage of FiscalNote is owned by MASO CAPITAL PARTNERS LTD?
MASO CAPITAL PARTNERS LTD owns 28.91M shares of FiscalNote, representing 43.47% of the company's total shares outstanding, valued at $64.48M (as of Mar 2023).
What percentage of FiscalNote is owned by STONEHILL CAPITAL MANAGEMENT LLC?
As of Mar 2023, STONEHILL CAPITAL MANAGEMENT LLC holds 5.82M shares of FiscalNote (NOTE), compromising 8.75% of the company, valued at $12.98M.
What percentage of FiscalNote is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of FiscalNote. The company owns 3.81M of the company's shares outstanding (worth $8.49B).