
FiscalNote Holdings, Inc.
FiscalNote Holdings, Inc. (NOTE) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · NOTE · as of Sep 30, 2025
Ownership Breakdown
52
Institutional Holders
▼ 29 vs Q2
$20.41M
Total Inst. Value
▼ $7.23M vs Q2
15.44M
Shares Outstanding
freeFloat 75.94%
4.49M
13F Shares Held
▼ 47.04M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
NOTE largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MASO CAPITAL PARTNERS LTD services-business services, nec | 2.46M | 17.09% | 17.09% | $11.38B | Nov 14, 2025 | NEW |
VANGUARD GROUP INC services-business services, nec | 351.2K | 2.44% | 2.44% | $1.63B | Nov 7, 2025 | NEW |
MORGAN STANLEY services-business services, nec | 190.8K | 1.44% | 1.44% | $883.56M | May 27, 2026 | NEW |
SUSQUEHANNA INTERNATIONAL GROUP, LLP services-business services, nec | 199.6K | 1.39% | 1.39% | $924.15M | Nov 14, 2025 | NEW |
STONEHILL CAPITAL MANAGEMENT LLC services-business services, nec | 141.8K | 98.60% | 98.60% | $656.00M | Nov 14, 2025 | NEW |
services-business services, nec | 137.0K | 95.29% | 95.29% | $634.29M | Mar 2, 2026 | NEW |
SUSQUEHANNA INTERNATIONAL GROUP, LLP services-business services, nec | 110.5K | 76.86% | 76.86% | $511.62M | Nov 14, 2025 | NEW |
YORKVILLE ADVISORS GLOBAL, LP services-business services, nec | 95.0K | 66.08% | 66.08% | $439.85M | Nov 18, 2025 | NEW |
BARCLAYS PLC services-business services, nec | 86.3K | 65.08% | 65.08% | $110.44M | Mar 19, 2026 | ▲ 86.3K |
UBS GROUP AG services-business services, nec | 93.5K | 65.02% | 65.02% | $432.83M | Nov 13, 2025 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
1
Increased
+86.3K shares48
New Positions
first time holders0
Decreased
−0 shares0
Sold Out
fully exitedNet shares change (top 50)
+86.3K
+86.3K / −0
Net new holders
+49
48 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
NOTE insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
3
Sell transactions
0.33
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Resnik Josh President and CEO | May 15, 2026 | Tax Withhold | 1,708 | $0.20 | $341.6 | 209.1K | Form 4 ↗ |
Resnik Josh President and CEO | May 15, 2026 | Tax Withhold | 5,358 | $0.20 | $1.1K | 203.7K | Form 4 ↗ |
Compton Key director | May 6, 2026 | J-Other | 431,394 | — | — | 431.5K | Form 4 ↗ |
Compton Key director | May 6, 2026 | J-Other | 431,394 | — | — | 446.7K | Form 4 ↗ |
Resnik Josh President and CEO | Apr 17, 2026 | Tax Withhold | 1,059 | $0.26 | $275.34 | 210.8K | Form 4 ↗ |
Aman Todd Chief Legal & Admin. Officer | Apr 17, 2026 | Tax Withhold | 317 | $0.26 | $82.42 | 77.2K | Form 4 ↗ |
Aman Todd Chief Legal & Admin. Officer | Apr 9, 2026 | Tax Withhold | 2,236 | $0.26 | $581.36 | 77.5K | Form 4 ↗ |
Donnell Paul Chief Accounting Officer | Feb 12, 2026 | Tax Withhold | 233 | $1.15 | $267.95 | 34.1K | Form 4 ↗ |
Resnik Josh President and CEO | Feb 12, 2026 | Tax Withhold | 1,371 | $0.88 | $1.2K | 216.2K | Form 4 ↗ |
Resnik Josh President and CEO | Feb 12, 2026 | Tax Withhold | 4,301 | $0.88 | $3.8K | 211.9K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
FiscalNote Holdings, Inc. (NOTE) is primarily owned by institutional investors, who hold approximately 29.1% of total shares outstanding. Company insiders own approximately 24.06%, while retail and public investors account for the remaining 46.85%.
The largest institutional shareholder of FiscalNote Holdings, Inc. is MASO CAPITAL PARTNERS LTD, holding approximately 2.46 million shares — equal to 17.09% of outstanding shares — as of September 30, 2025.
A total of 52 institutional investors currently hold NOTE stock, with a combined institutional value of approximately $20,409,471 as of the most recent 13F filing period.
Frequently asked questions
NOTE ownershipFiscalNote Holdings, Inc. (NOTE) is primarily owned by institutional investors, who hold approximately 29.1% of shares. The largest shareholder is MASO CAPITAL PARTNERS LTD with a 17.09% stake. Company insiders hold 24.06%. Data sourced from SEC Form 13F as of September 30, 2025.