FiscalNote Ownership | Who Owns FiscalNote?
FiscalNote Ownership Summary
FiscalNote is owned by 41.01% institutional investors, 13.70% insiders, and 45.29% retail investors. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.73% of its assets in FiscalNote shares.
NOTE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FiscalNote | 41.01% | 13.70% | 45.29% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 79 | - | 56,294,003 | -0.87% | 41 | 2.32% | 49 | 8.89% | 10 | -9.09% |
| Sep 30, 2024 | 79 | 17.91% | 56,786,702 | 7.63% | 42 | 2.73% | 45 | 28.57% | 11 | -31.25% |
| Jun 30, 2024 | 67 | -2.90% | 52,762,232 | 9.84% | 39 | 2.91% | 35 | 12.90% | 16 | -36.00% |
| Mar 31, 2024 | 69 | 11.29% | 48,035,740 | -0.54% | 36 | 2.65% | 31 | -3.13% | 25 | 78.57% |
| Dec 31, 2023 | 62 | -12.68% | 48,297,079 | -2.17% | 37 | 2.54% | 32 | -5.88% | 14 | -22.22% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.61M | 1.73% | - |
| Vanguard US Total Market Shares ETF | 2.64M | 1.64% | - |
| iShares Russell 2000 ETF | 1.95M | 1.21% | -16.89K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.17M | 0.77% | 125.56K |
| Kennedy Micro Cap | 1.07M | 0.66% | -436.54K |
| Kennedy Micro Cap Opportunities | 718.87K | 0.45% | -44.71K |
| iShares Russell 2000 Growth ETF | 690.00K | 0.43% | -3.28K |
| Fidelity Small Cap Index | 622.30K | 0.39% | -11.65K |
| Fidelity Extended Market Index | 430.66K | 0.27% | -2.74K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 391.71K | 0.26% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 07, 2025 | Donnell Paul | Chief Accounting Officer | Sell | $366.19 |
| Apr 03, 2025 | Resnik Josh | President and CEO | Sell | $3.03K |
| Apr 03, 2025 | Hwang Tim | Sell | $23.34K | |
| Mar 03, 2025 | Hwang Tim | Sell | $24.17K | |
| Mar 03, 2025 | Hwang Tim | Sell | $33.80K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 12 |
| 2024 Q4 | - | 19 |
| 2024 Q3 | - | 21 |
| 2024 Q2 | - | 18 |
NOTE Ownership FAQ
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