NewtekoneNEWT
13F holders, Q2 2026 (June 30)149holders +3
20new positions
16sold out
5famous investors
$14.81avg. 13F price*
At the end of Q2 2026, 149 institutions reported holding Newtekone Inc. (NEWT) in their 13F filings, up 3 from Q1 2026. 20 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($37.5M), Patriot Financial Partners GP II, L.P. ($34.2M) and Vanguard Capital Management LLC ($16.6M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Newtekone Inc.
- CUSIP
- 652526203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $3.8M |
| Exits | 16 | $3.5M |
All 13F filers, Q1 2026 → Q2 2026: 1,592,024 shares bought and 780,532 shares sold, net +811,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| BlackRock, Inc. | 0.00% | Add +15.2% | 2,528,805 | $37.5M |
| Patriot Financial Partners GP II, L.P. | 8.74% | No change | 2,307,692 | $34.2M |
| Vanguard Capital Management LLC | 0.00% | Reduce -4.1% | 1,118,464 | $16.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.8% | 1,095,561 | $16.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.2% | 731,313 | $10.8M |
| Geode Capital Management, LLC | 0.00% | Add +7.0% | 703,047 | $10.4M |
| AQR Capital Management | 0.00% | Add +0.7% | 568,816 | $8.4M |
| State Street Corp. | 0.00% | Add +4.2% | 539,672 | $8.1M |
| Marshall Wace, LLP | 0.01% | Reduce -14.1% | 536,051 | $7.9M |
| Royce & Associates LP | 0.04% | No change | 337,544 | $5.0M |
| Two Sigma Investments, LP | 0.00% | Add +39.2% | 332,802 | $4.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +6.1% | 318,244 | $4.7M |
| Franklin Resources Inc. | 0.00% | Add +22.8% | 312,014 | $4.6M |
| Morgan Stanley | 0.00% | Reduce -13.2% | 221,074 | $3.3M |
| Northern Trust Corp. | 0.00% | Add +10.7% | 215,138 | $3.2M |
| Vanguard Portfolio Management LLC | 0.00% | Add +16.4% | 207,794 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +50.7% | 202,166 | $3.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +5.2% | 178,517 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Add +7.1% | 173,340 | $2.6M |
| Tudor Investment Corporation | 0.01% | Add +79.7% | 158,583 | $2.3M |
| North Reef Capital Management LP | 0.09% | Reduce -21.8% | 155,681 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Add +10.3% | 152,841 | $2.3M |
| Nuveen, LLC | 0.00% | Reduce -41.2% | 141,896 | $2.1M |
| Barrett & Company, Inc. | 0.54% | Add +16.9% | 129,618 | $1.9M |
| Trexquant Investment LP | 0.01% | Reduce -12.7% | 124,555 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +49.8% | 120,632 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -16.1% | 120,055 | $1.8M |
| LSV Asset Management | 0.00% | Reduce -2.1% | 118,000 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +3.9% | 100,254 | $1.5M |
| Huber Capital Management LLC | 0.22% | Reduce -1.0% | 99,207 | $1.5M |
| North Star Investment Management Corp. | 0.08% | New | 94,000 | $1.4M |
| Citigroup Inc. | 0.00% | Add +24.9% | 85,311 | $1.3M |
| Boston Partners | 0.00% | Add +1.6% | 84,625 | $1.3M |
| Man Group plc | 0.00% | Add +13.9% | 82,241 | $1.2M |
| Creative Planning | 0.00% | Add +35.5% | 78,886 | $1.2M |
| Bank of America Corp. | 0.00% | Add +8.5% | 70,992 | $1.1M |
| American Century Companies Inc. | 0.00% | Add +16.0% | 63,997 | $948K |
| Segall Bryant & Hamill, LLC | 0.01% | No change | 63,433 | $939K |
| Ridgewood Investments LLC | 0.35% | Reduce -0.3% | 62,285 | $922K |
| Invesco Ltd. | 0.00% | Add +16.4% | 57,744 | $855K |
| Millennium Management | 0.00% | Reduce -14.3% | 53,863 | $798K |
| Almitas Capital LLC | 0.19% | No change | 53,570 | $793K |
| Numerai GP LLC | 0.06% | Reduce -15.6% | 51,188 | $758K |
| Ieq Capital, LLC | 0.00% | Add +8.0% | 51,184 | $758K |
| Jackson Thornton Wealth Management, LLC | 0.06% | Add +98.2% | 51,008 | $755K |
| Jump Financial, LLC | 0.01% | Reduce -7.4% | 50,200 | $743K |
| Avenir Corp. | 0.07% | No change | 40,800 | $604K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 40,244 | $596K |
| Citadel Advisors | 0.00% | New | 39,733 | $588K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Add +29.0% | 38,186 | $566K |
| Wells Fargo & Company | 0.00% | Add +59.6% | 35,846 | $531K |
| XTX Topco Ltd | 0.01% | Add +17.8% | 33,276 | $493K |
| Rhumbline Advisers | 0.00% | Add +5.6% | 30,684 | $454K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 29,700 | $440K |
| Founders Financial Alliance, LLC | 0.06% | Add +0.9% | 28,897 | $428K |
| Deutsche Bank AG | 0.00% | Add +8.7% | 25,226 | $374K |
| HSBC Holdings PLC | 0.00% | New | 24,330 | $368K |
| MetLife Investment Management, LLC | 0.00% | Add +10.4% | 24,777 | $367K |
| 1620 Investment Advisors, Inc. | 0.23% | No change | 24,637 | $365K |
| Integrated Quantitative Investments LLC | 0.06% | New | 23,816 | $353K |
| Cerity Partners LLC | 0.00% | Add +65.2% | 23,023 | $341K |
| Mercer Global Advisors Inc. | 0.00% | Add +56.1% | 22,295 | $330K |
| Algert Global LLC | 0.00% | Add +22.6% | 21,878 | $324K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +46.5% | 21,506 | $318K |
| LPL Financial LLC | 0.00% | Reduce -1.3% | 21,081 | $312K |
| Alliancebernstein L.P. | 0.00% | Add +5.8% | 27,170 | $298K |
| UBS Group AG | 0.00% | Add +22.3% | 19,160 | $284K |
| Russell Investments Group, Ltd. | 0.00% | Add +161.3% | 19,071 | $282K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 19,061 | $282K |
| BNP Paribas Financial Markets | 0.00% | Add +185.1% | 18,899 | $280K |
| Mariner, LLC | 0.00% | Add +41.6% | 18,887 | $280K |
| Beacon Investment Advisors LLC | 0.08% | Add +1.4% | 16,961 | $251K |
| JPMorgan Chase & Co. | 0.00% | Add +62.2% | 16,371 | $249K |
| Boothbay Fund Management, LLC | 0.00% | Add +35.6% | 16,751 | $248K |
| Corient Private Wealth LP | 0.00% | Add +17.1% | 15,673 | $233K |
| Balyasny Asset Management L.P. | 0.00% | New | 15,159 | $225K |
| Arkadios Wealth Advisors | 0.00% | Reduce -6.5% | 15,142 | $224K |
| Empowered Funds, LLC | 0.00% | New | 14,108 | $209K |
| Martingale Asset Management L P | 0.00% | New | 13,950 | $207K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 13,047 | $193K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.9% | 11,751 | $174K |
| Jane Street Group, LLC | 0.00% | Reduce -81.9% | 10,532 | $156K |
| nVerses Capital, LLC | 0.24% | New | 10,417 | $154K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -58.6% | 10,355 | $153K |
| Dumont & Blake Investment Advisors LLC | 0.03% | Reduce -4.7% | 10,254 | $152K |
| Regal Investment Advisors LLC | 0.01% | No change | 10,203 | $151K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +53.5% | 9,106 | $135K |
| Arax Advisory Partners | 0.00% | Add +3796.1% | 9,000 | $133K |
| New York State Common Retirement Fund | 0.00% | Add +1448.7% | 7,697 | $114K |
| Barclays PLC | 0.00% | Reduce -57.9% | 7,070 | $105K |
| Crewe Advisors LLC | 0.01% | Add +100.0% | 6,000 | $89K |
| FMR LLC | 0.00% | Add +1.7% | 5,218 | $77K |
| Meeder Asset Management Inc. | 0.00% | New | 4,309 | $64K |
| Allworth Financial LP | 0.00% | Add +18.6% | 3,115 | $46K |
| Ancora Advisors LLC | 0.00% | No change | 3,108 | $46K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.1% | 3,094 | $46K |
| Royal Bank of Canada | 0.00% | Add +2525.5% | 2,468 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +45.5% | 2,491 | $37K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -9.4% | 2,421 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | Add +90.3% | 2,386 | $35K |
"% of holder's portfolio" is NEWT's weight in each manager's 13F, not the share of Newtekone Inc. the manager owns.