NewtekoneNEWT
13F holders, Q1 2025 (March 31)126holders +7
24new positions
16sold out
5famous investors
$11.96avg. 13F price*
At the end of Q1 2025, 126 institutions reported holding Newtekone Inc. (NEWT) in their 13F filings, up 7 from Q4 2024. 24 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($25.4M), Vanguard Group Inc. ($16.9M) and Geode Capital Management, LLC ($7.4M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Newtekone Inc.
- CUSIP
- 652526203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $6.0M |
| Exits | 16 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,708,020 shares bought and 582,577 shares sold, net +1,125,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| BlackRock, Inc. | 0.00% | Add +1.6% | 2,126,296 | $25.4M |
| Vanguard Group Inc. | 0.00% | Add +2.0% | 1,410,640 | $16.9M |
| Geode Capital Management, LLC | 0.00% | Add +5.3% | 615,692 | $7.4M |
| Royce & Associates LP | 0.07% | Add +16.2% | 520,035 | $6.2M |
| State Street Corp. | 0.00% | Add +4.0% | 506,039 | $6.1M |
| Marshall Wace, LLP | 0.01% | Add +67.2% | 436,437 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 269,790 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Add +52.9% | 213,312 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 207,721 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.4% | 206,395 | $2.5M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 184,743 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Add +71.1% | 181,128 | $2.2M |
| AQR Capital Management | 0.00% | Add +306.4% | 168,269 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +37.3% | 158,982 | $1.9M |
| Segall Bryant & Hamill, LLC | 0.03% | New | 156,973 | $1.9M |
| Ancora Advisors LLC | 0.04% | Add +0.4% | 141,821 | $1.7M |
| Barrett & Company, Inc. | 0.71% | Reduce -8.2% | 137,276 | $1.6M |
| Tudor Investment Corporation | 0.01% | Add +20.0% | 130,241 | $1.6M |
| Bard Associates Inc. | 0.57% | No change | 127,657 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Add +37.6% | 124,447 | $1.5M |
| Bank of America Corp. | 0.00% | Add +59.0% | 112,965 | $1.4M |
| Citadel Advisors | 0.00% | Add +234.4% | 105,034 | $1.3M |
| LSV Asset Management | 0.00% | Add +337.1% | 100,528 | $1.2M |
| Wellington Management Group LLP | 0.00% | Reduce -61.1% | 98,676 | $1.2M |
| Trexquant Investment LP | 0.01% | Add +27.6% | 94,219 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -1.5% | 92,496 | $1.1M |
| American Century Companies Inc. | 0.00% | Reduce -24.3% | 85,077 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +459.4% | 83,014 | $993K |
| Boothbay Fund Management, LLC | 0.03% | Reduce -33.6% | 77,556 | $928K |
| Prudential Financial Inc. | 0.00% | New | 73,051 | $874K |
| Millennium Management | 0.00% | Reduce -5.2% | 72,327 | $865K |
| Nuveen, LLC | 0.00% | — | 63,362 | $758K |
| UBS Group AG | 0.00% | Add +79.5% | 54,568 | $653K |
| Ridgewood Investments LLC | 0.29% | No change | 52,485 | $628K |
| Russell Investments Group, Ltd. | 0.00% | Add +14.3% | 48,432 | $579K |
| Arkadios Wealth Advisors | 0.02% | Add +0.6% | 43,561 | $521K |
| Campbell & CO Investment Adviser LLC | 0.04% | Add +77.2% | 42,634 | $510K |
| Los Angeles Capital Management LLC | 0.00% | New | 42,553 | $509K |
| Qube Research & Technologies Ltd | 0.00% | New | 41,468 | $496K |
| Invesco Ltd. | 0.00% | Reduce -3.6% | 40,987 | $490K |
| Dynamic Technology Lab Private Ltd | 0.07% | Add +246.2% | 38,542 | $461K |
| Raymond James Financial Inc. | 0.00% | Reduce -56.9% | 37,946 | $454K |
| Squarepoint Ops LLC | 0.00% | New | 37,874 | $453K |
| Man Group plc | 0.00% | Reduce -25.5% | 37,834 | $452K |
| Avenir Corp. | 0.05% | No change | 37,800 | $452K |
| Jane Street Group, LLC | 0.00% | Add +24.7% | 36,676 | $439K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -28.8% | 35,235 | $421K |
| Susquehanna International Group, LLP | 0.00% | Add +129.1% | 34,831 | $417K |
| Rhumbline Advisers | 0.00% | Reduce -2.7% | 34,325 | $411K |
| 1620 Investment Advisors, Inc. | 0.32% | Reduce -0.2% | 33,772 | $404K |
| Jump Financial, LLC | 0.01% | Add +217.1% | 33,114 | $396K |
| Citigroup Inc. | 0.00% | Add +68.8% | 32,643 | $390K |
| Wells Fargo & Company | 0.00% | Add +41.5% | 30,523 | $365K |
| Founders Financial Alliance, LLC | 0.09% | Add +1.1% | 29,542 | $353K |
| Alps Advisors Inc. | 0.00% | Reduce -5.8% | 29,475 | $353K |
| Graham Capital Management, L.P. | 0.01% | Add +22.1% | 26,911 | $322K |
| Barclays PLC | 0.00% | Reduce -30.9% | 26,692 | $319K |
| Alliancebernstein L.P. | 0.00% | No change | 26,570 | $318K |
| Algert Global LLC | 0.01% | Add +27.6% | 25,843 | $309K |
| Beacon Investment Advisors LLC | 0.14% | Add +0.4% | 25,346 | $303K |
| Royal Bank of Canada | 0.00% | Add +33.4% | 23,639 | $282K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.6% | 22,446 | $268K |
| Jackson Thornton Wealth Management, LLC | 0.04% | Reduce -1.7% | 26,113 | $267K |
| Two Sigma Advisers, LP | 0.00% | New | 22,200 | $266K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 20,390 | $244K |
| AlphaQuest LLC | 0.03% | Add +49.4% | 20,117 | $241K |
| BNP Paribas Financial Markets | 0.00% | Add +62.4% | 18,000 | $215K |
| LPL Financial LLC | 0.00% | Reduce -26.9% | 17,698 | $212K |
| Creative Planning | 0.00% | Add +40.7% | 17,366 | $208K |
| Deutsche Bank AG | 0.00% | Reduce -15.9% | 17,315 | $207K |
| Semanteon Capital Management, LP | 0.11% | Reduce -0.0% | 16,438 | $197K |
| Franklin Resources Inc. | 0.00% | New | 15,933 | $191K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 14,430 | $173K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,115 | $170K |
| Intech Investment Management LLC | 0.00% | New | 14,040 | $168K |
| Magnetar Financial LLC | 0.00% | New | 13,367 | $160K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.3% | 12,780 | $153K |
| Tradition Wealth Management, LLC | 0.01% | Add +1.6% | 12,758 | $153K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.2% | 12,132 | $145K |
| Corton Capital Inc. | 0.45% | Reduce -58.3% | 11,288 | $135K |
| Centiva Capital, LP | 0.01% | New | 11,055 | $132K |
| Quantinno Capital Management LP | 0.00% | New | 10,774 | $129K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.6% | 10,527 | $126K |
| XTX Topco Ltd | 0.01% | New | 10,515 | $126K |
| EP Wealth Advisors, LLC | 0.00% | New | 10,251 | $123K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,214 | $122K |
| ExodusPoint Capital Management, LP | 0.00% | New | 10,070 | $120K |
| SG Americas Securities, LLC | 0.00% | Reduce -19.8% | 9,042 | $108K |
| New York State Common Retirement Fund | 0.00% | No change | 7,597 | $91K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 6,566 | $79K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.9% | 6,438 | $77K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,933 | $71K |
| Aquatic Capital Management LLC | 0.00% | Add +4.6% | 5,737 | $69K |
| IFP Advisors, Inc | 0.00% | No change | 3,875 | $46K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.4% | 2,006 | $24K |
| Legal & General Group Plc | 0.00% | No change | 1,999 | $24K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,925 | $23K |
| Vision Financial Markets LLC | 0.02% | Add +1.0% | 1,847 | $22K |
| California State Teachers Retirement System | 0.00% | No change | 1,808 | $22K |
| Quadrant Capital Group LLC | 0.00% | Add +4774.2% | 1,511 | $18K |
"% of holder's portfolio" is NEWT's weight in each manager's 13F, not the share of Newtekone Inc. the manager owns.