FiscalNote Holdings, Inc.

NYSE:NOTE Stock Report

Market Cap: US$37.3m

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
01 Aug 25SellUS$8,116Timothy HwangIndividual1,160.7US$6.99
01 Jul 25SellUS$6,035Timothy HwangIndividual770.72US$7.83
02 Jun 25SellUS$6,508Timothy HwangIndividual841.88US$7.73
19 May 25SellUS$363Todd AmanIndividual44US$8.25
07 May 25SellUS$330Paul DonnellIndividual43.08US$7.65

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 Companies353,3832.4%
VC/PE Firms812,1745.52%
Individual Insiders1,241,6548.45%
Institutions2,662,27318.1%
Hedge Funds3,943,65626.8%
General Public5,689,34638.7%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 24.9%.

Top Shareholders

Top 25 shareholders own 59.92% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
16.7%
Maso Capital Partners Ltd
2,455,758US$6.2m1%13.03%
10.1%
Nantahala Capital Management, LLC
1,487,898US$3.8m0%0.2%
5.52%
Xplorer Capital
812,174US$2.1m0%no data
5.46%
Timothy Hwang
803,289US$2.0m-3.13%no data
3.97%
Axar Capital Management LP
583,532US$1.5m0%14.63%
3.59%
The Goldman Sachs Group, Inc.
527,329US$1.3m1,100%no data
2.39%
The Vanguard Group, Inc.
351,247US$892.2k7.17%no data
1.96%
Maso Capital Investments Limited
287,527US$730.3k0%no data
1.58%
AS1 Growth Partners Pty Ltd
232,184US$589.7k0%no data
1.25%
Morgan Stanley
183,766US$466.8k-4.28%no data
0.95%
Stonehill Capital Management LLC
139,559US$354.5k127%0.1%
0.73%
Gerald Yao
107,118US$272.1k2.91%no data
0.64%
UBS Asset Management AG
93,483US$237.4k31.6%no data
0.61%
Geode Capital Management, LLC
90,288US$229.3k25.6%no data
0.61%
Millennium Management LLC
89,998US$228.6k0%no data
0.57%
Comprehensive Financial Management LLC
84,245US$214.0k0%0.01%
0.56%
BlackRock, Inc.
81,816US$207.8k-23.1%no data
0.46%
Focus Partners Wealth, LLC
66,950US$170.1k0.43%no data
0.44%
Brown Advisory Incorporated
65,289US$165.8k0%no data
0.43%
Keith Nilsson
62,633US$159.1k2.42%no data
0.34%
Duddell Street Holdings Limited
50,520US$128.3k0%no data
0.28%
Marshall Wace LLP
41,872US$106.4k16.8%no data
0.27%
Joshua Resnik
40,385US$102.6k41.7%no data
0.24%
Brandon Sweeney
35,684US$90.6k6.63%no data
0.24%
Susquehanna International Group, LLP
34,731US$88.2k104%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/16 23:22
End of Day Share Price 2025/11/14 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

FiscalNote Holdings, Inc. is covered by 5 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
Glenn MattsonLadenburg Thalmann & Company