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 Mar 31, 2025
Ownership Breakdown
99
Institutional Holders
▲ 19 vs Q4
$45.06M
Total Inst. Value
▼ $15.32M vs Q4
15.44M
Shares Outstanding
freeFloat 75.94%
55.77M
13F Shares Held
▼ 660,719 vs Q4
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
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MASO CAPITAL PARTNERS LTD services-business services, nec | 29.18M | 19.29% | 19.29% | $23.58B | May 9, 2025 | ▲ 6.6K |
BLACKROCK, INC. services-business services, nec | 4.94M | 3.27% | 3.27% | $3.99B | May 2, 2025 | ▲ 651.3K |
VANGUARD GROUP INC services-business services, nec | 4.42M | 2.92% | 2.92% | $3.57B | May 9, 2025 | ▲ 156.0K |
MORGAN STANLEY services-business services, nec | 2.31M | 1.53% | 1.53% | $1.87B | May 15, 2025 | ▼ 3.10M |
KENNEDY CAPITAL MANAGEMENT LLC services-business services, nec | 1.97M | 1.30% | 1.30% | $1.60B | May 13, 2025 | ▼ 298.7K |
GEODE CAPITAL MANAGEMENT, LLC services-business services, nec | 1.80M | 1.19% | 1.19% | $1.46B | May 13, 2025 | ▲ 224.8K |
STATE STREET CORP services-business services, nec | 1.32M | 87.39% | 87.39% | $1.07B | May 15, 2025 | ▼ 8.0K |
COMPREHENSIVE FINANCIAL MANAGEMENT LLC services-business services, nec | 1.01M | 66.82% | 66.82% | $816.98M | May 15, 2025 | — held |
COLONY GROUP, LLC services-business services, nec | 800.0K | 52.88% | 52.88% | $646.51M | May 20, 2025 | ▲ 714.1K |
BROWN ADVISORY INC services-business services, nec | 783.5K | 51.79% | 51.79% | $633.15M | Apr 30, 2025 | ▼ 258.4K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
23
Increased
+2.75M shares11
New Positions
first time holders14
Decreased
−4.26M shares0
Sold Out
fully exitedNet shares change (top 50)
1.51M
+2.75M / −4.26M
Net new holders
+20
11 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 100.0% of total shares outstanding. Company insiders own approximately 24.06%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of FiscalNote Holdings, Inc. is MASO CAPITAL PARTNERS LTD, holding approximately 29.18 million shares — equal to 19.29% of outstanding shares — as of March 31, 2025.
A total of 99 institutional investors currently hold NOTE stock, with a combined institutional value of approximately $45,056,542 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 100.0% of shares. The largest shareholder is MASO CAPITAL PARTNERS LTD with a 19.29% stake. Company insiders hold 24.06%. Data sourced from SEC Form 13F as of March 31, 2025.