FiscalNote Holdings, Inc.

NYSE:NOTE Stock Report

Market Cap: US$176.5m

FiscalNote Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:NOTE Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Mar 24SellUS$7,200Gerald YaoIndividual4,000US$1.80

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of NOTE?
Owner TypeNumber of SharesOwnership Percentage
Private Companies4,240,6023%
VC/PE Firms9,746,1076.9%
Individual Insiders12,095,4718.57%
General Public30,626,15821.7%
Institutions37,488,69726.5%
Hedge Funds47,019,14533.3%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 8.7%.


Top Shareholders

Top 25 shareholders own 75.18% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
20.7%
Maso Capital Partners Ltd
29,164,371US$36.5m0.87%30.9%
12.6%
Farringdon Capital Management
17,854,774US$22.3m0%14.12%
6.9%
Xplorer Capital
9,746,107US$12.2m0%no data
5.8%
Timothy Hwang
8,188,518US$10.2m-15.6%no data
4.96%
Axar Capital Management LP
7,002,387US$8.8m0%58.64%
3.58%
Morgan Stanley, Investment Banking and Brokerage Investments
5,061,131US$6.3m33.1%no data
3.03%
The Vanguard Group, Inc.
4,285,804US$5.4m1.28%no data
2.99%
BlackRock, Inc.
4,226,490US$5.3m3.18%no data
2.44%
Maso Capital Investments Limited
3,450,320US$4.3m0%no data
1.97%
AS1 Growth Partners Pty Ltd
2,786,321US$3.5m0%no data
1.23%
Millennium Management LLC
1,740,794US$2.2m2.56%no data
1.1%
Geode Capital Management, LLC
1,550,931US$1.9m7.51%no data
0.98%
Samjo Management, LLC
1,380,000US$1.7m31.4%0.63%
0.89%
State Street Global Advisors, Inc.
1,261,429US$1.6m1.42%no data
0.88%
Gerald Yao
1,244,517US$1.6m0.14%no data
0.79%
Brown Advisory Incorporated
1,111,909US$1.4m-8.45%no data
0.72%
Comprehensive Financial Management LLC
1,010,988US$1.3m0%0.03%
0.63%
Kennedy Capital Management LLC
891,556US$1.1m0%0.02%
0.55%
Stonehill Capital Management LLC
777,286US$971.6k0%0.53%
0.43%
Duddell Street Holdings Limited
606,250US$757.8k0%no data
0.42%
Keith Nilsson
590,383US$738.0k1.64%no data
0.41%
Columbia Management Investment Advisers, LLC
573,602US$717.0k4.41%no data
0.4%
Marshall Wace LLP
568,809US$711.0k36.7%no data
0.4%
Charles Schwab Investment Management, Inc.
566,144US$707.7k4.01%no data
0.37%
Northern Trust Global Investments
522,867US$653.6k3.35%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/06 12:21
End of Day Share Price 2025/01/03 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

FiscalNote Holdings, Inc. is covered by 7 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Zachary CumminsB. Riley Securities, Inc.
Matthew VanVlietBTIG
Jesse SobelsonD. Boral Capital LLC.