Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in FiscalNote Holdings, Inc. include
Gsa Capital Partners Llp,
Renaissance Technologies Llc,
Cubist Systematic Strategies, LLC,
Marex Group plc,
LMR Partners LLP,
Jain Global LLC,
Point72 Asia (Singapore) Pte. Ltd.,
JustInvest LLC,
Callan Family Office, LLC,
Caas Capital Management Lp,
Ieq Capital, Llc,
Wealth Enhancement Advisory Services, Llc,
Savant Capital, LLC,
Creative Planning,
Tidemark, LLC,
Atlantic Union Bankshares Corp,
and
Raymond James Financial Inc
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-08-18 |
13F |
Wolverine Trading, Llc
|
|
Call
|
|
30,700 |
8.87 |
15 |
-44.00 |
|
| 2025-08-08 |
13F |
Citizens Financial Group Inc/ri
|
|
|
|
470,000 |
147.37 |
252 |
64.71 |
|
| 2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
88,733 |
|
0 |
|
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
449,610 |
4.40 |
269 |
-49.15 |
|
| 2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
42,943 |
19.91 |
26 |
-40.91 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
300 |
|
0 |
|
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
Put
|
|
57,300 |
108.36 |
31 |
36.36 |
|
| 2025-08-12 |
13F |
J.w. Cole Advisors, Inc.
|
|
|
|
41,100 |
0.86 |
22 |
-31.25 |
|
| 2025-05-30 |
NP |
TRSYX - T. Rowe Price Small-Cap Index Fund
|
|
|
|
5,968 |
50.94 |
5 |
0.00 |
|
| 2025-05-27 |
NP |
NSIDX - Northern Small Cap Index Fund
|
|
|
|
40,754 |
44.98 |
33 |
6.67 |
|
| 2025-05-28 |
NP |
SSMHX - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
24,900 |
29.69 |
20 |
0.00 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
416,790 |
103.64 |
224 |
35.15 |
|
| 2025-07-31 |
13F |
Nisa Investment Advisors, Llc
|
|
|
|
1,134 |
|
1 |
|
|
| 2025-07-29 |
13F |
International Assets Investment Management, Llc
|
|
|
|
158,835 |
25.23 |
85 |
-16.67 |
|
| 2025-06-23 |
NP |
SLPIX - Small-cap Profund Investor Class
|
|
|
|
72 |
1.41 |
0 |
|
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
Put
|
|
175,700 |
65.91 |
95 |
10.59 |
|
| 2025-07-29 |
NP |
VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares
|
|
|
|
65,961 |
15.49 |
40 |
-44.29 |
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
493,881 |
464.68 |
265 |
277.14 |
|
| 2025-08-05 |
13F |
Prosperity Wealth Management, Inc.
|
|
|
|
379,500 |
86.76 |
204 |
23.78 |
|
| 2025-07-28 |
NP |
ITWO - ProShares Russell 2000 High Income ETF
|
|
|
|
1,256 |
14.81 |
1 |
-100.00 |
|
| 2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
367 |
19.54 |
0 |
|
|
| 2025-08-05 |
13F |
Simplex Trading, Llc
|
|
|
|
47,867 |
136.07 |
0 |
|
|
| 2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
430,105 |
|
232 |
|
|
| 2025-05-27 |
NP |
FECGX - Fidelity Small Cap Growth Index Fund
|
|
|
|
45,989 |
19.98 |
37 |
-9.76 |
|
| 2025-08-14 |
13F |
Two Sigma Advisers, Lp
|
|
|
|
14,100 |
5.22 |
8 |
-30.00 |
|
| 2025-07-24 |
13F |
Callan Family Office, LLC
|
|
|
|
20,118 |
|
11 |
|
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
228,472 |
37,726.49 |
122 |
|
|
| 2025-05-28 |
NP |
Profunds - Profund Vp Ultrasmall-cap
|
|
|
|
267 |
10.79 |
0 |
|
|
| 2025-05-27 |
NP |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
|
|
|
|
9,638 |
17.12 |
8 |
-12.50 |
|
| 2025-08-06 |
13F |
Savant Capital, LLC
|
|
|
|
13,078 |
|
7 |
|
|
| 2025-06-18 |
NP |
GMRAX - Nationwide Small Cap Index Fund Class A
|
|
|
|
6,374 |
27.51 |
4 |
-50.00 |
|
| 2025-08-11 |
13F |
Tidemark, LLC
|
|
|
|
7,849 |
|
4 |
|
|
| 2025-08-14 |
13F |
Cubist Systematic Strategies, LLC
|
|
|
|
294,651 |
|
158 |
|
|
| 2025-07-31 |
13F |
R Squared Ltd
|
|
|
|
49,601 |
|
27 |
|
|
| 2025-06-23 |
NP |
PPNMX - SmallCap Growth Fund I R-3
|
|
|
|
7,420 |
16.92 |
5 |
-42.86 |
|
| 2025-05-29 |
NP |
RYMKX - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
103 |
8.42 |
0 |
|
|
| 2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
16,236 |
54.84 |
10 |
-30.77 |
|
| 2025-08-13 |
13F |
Jump Financial, LLC
|
|
|
|
18,081 |
|
10 |
|
|
| 2025-05-29 |
NP |
RYRRX - Russell 2000 Fund Class A
|
|
|
|
134 |
21.82 |
0 |
|
|
| 2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
16,029 |
1,288.99 |
0 |
|
|
| 2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
44,348 |
85.07 |
27 |
-10.34 |
|
| 2025-07-22 |
13F |
Gsa Capital Partners Llp
|
|
|
|
558,331 |
|
0 |
|
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
641,324 |
34.79 |
344 |
-10.42 |
|
| 2025-03-27 |
NP |
REBYX - U.S. Small Cap Equity Fund Class Y
|
|
|
|
0 |
-100.00 |
0 |
-100.00 |
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
268,094 |
617.58 |
144 |
376.67 |
|
| 2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
1,080,022 |
|
579 |
|
|
| 2025-08-14 |
13F |
Stonehill Capital Management Llc
|
|
|
|
1,674,785 |
126.95 |
1 |
|
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
21 |
90.91 |
0 |
|
|
| 2025-08-14 |
13F |
Colony Group, LLC
|
|
|
|
803,443 |
0.43 |
431 |
-33.44 |
|
| 2025-07-25 |
13F |
JustInvest LLC
|
|
|
|
24,472 |
|
13 |
|
|
| 2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
779,303 |
25.23 |
473 |
-39.25 |
|
| 2025-08-08 |
13F |
Creative Planning
|
|
|
|
11,273 |
|
6 |
|
|
| 2025-05-29 |
NP |
GNXAX - AlphaCentric Robotics and Automation Fund Class A
|
|
|
|
200,000 |
300.00 |
162 |
182.46 |
|
| 2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
97 |
31.08 |
0 |
|
|
| 2025-03-31 |
NP |
FZIPX - Fidelity ZERO Extended Market Index Fund
|
|
|
|
23,433 |
17.31 |
29 |
61.11 |
|
| 2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
127,126 |
333.17 |
68 |
195.65 |
|
| 2025-05-01 |
13F |
Caas Capital Management Lp
|
|
|
|
19,700 |
|
3 |
|
|
| 2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
396,564 |
|
213 |
|
|
| 2025-08-06 |
13F |
True Wealth Design, LLC
|
|
|
|
31 |
19.23 |
0 |
|
|
| 2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
8,405 |
20.92 |
5 |
-37.50 |
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
153,909 |
48.41 |
92 |
-27.56 |
|
| 2025-05-28 |
NP |
Profunds - Profund Vp Small-cap
|
|
|
|
167 |
7.74 |
0 |
|
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
852,308 |
34.68 |
457 |
-10.76 |
|
| 2025-08-18 |
13F |
Maso Capital Partners Ltd
|
|
|
|
29,470,277 |
1.00 |
15,808 |
-32.96 |
|
| 2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
14,701 |
|
11 |
|
|
| 2025-08-06 |
13F |
Atlantic Union Bankshares Corp
|
|
|
|
5,549 |
|
3 |
|
|
| 2025-08-14 |
13F |
Ieq Capital, Llc
|
|
|
|
17,497 |
|
9 |
|
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
Put
|
|
39,800 |
82.57 |
21 |
23.53 |
|
| 2025-08-19 |
13F |
Marex Group plc
|
|
|
|
166,100 |
|
89 |
|
|
| 2025-08-14 |
13F |
Aqr Capital Management Llc
|
|
|
|
190,479 |
855.16 |
102 |
537.50 |
|
| 2025-08-14 |
13F |
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
58,498 |
|
31 |
|
|
| 2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
367,636 |
24.73 |
220 |
-39.23 |
|
| 2025-07-25 |
NP |
SCHB - Schwab U.S. Broad Market ETF
|
|
|
|
41,652 |
0.12 |
25 |
-52.94 |
|
| 2025-08-14 |
13F |
LMR Partners LLP
|
|
Call
|
|
73,200 |
|
39 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
28,480 |
142.34 |
15 |
66.67 |
|
| 2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
190,314 |
33.71 |
115 |
-35.03 |
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
68,044 |
1,563.26 |
36 |
1,100.00 |
|
| 2025-08-14 |
13F |
Jain Global LLC
|
|
|
|
63,369 |
|
34 |
|
|
