NewtekoneNEWT
13F holders, Q2 2025 (June 30)123holders −3
20new positions
23sold out
5famous investors
$11.28avg. 13F price*
At the end of Q2 2025, 123 institutions reported holding Newtekone Inc. (NEWT) in their 13F filings, down 3 from Q1 2025. 20 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($23.0M), Vanguard Group Inc. ($16.2M) and Geode Capital Management, LLC ($7.1M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $4.3M |
| Exits | 23 | $3.3M |
All 13F filers, Q1 2025 → Q2 2025: 2,088,958 shares bought and 804,911 shares sold, net +1,284,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| BlackRock, Inc. | 0.00% | Reduce -4.1% | 2,038,572 | $23.0M |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 1,432,085 | $16.2M |
| Geode Capital Management, LLC | 0.00% | Add +2.3% | 630,105 | $7.1M |
| Marshall Wace, LLP | 0.01% | Add +42.9% | 623,540 | $7.0M |
| State Street Corp. | 0.00% | Add +2.7% | 519,571 | $5.9M |
| AQR Capital Management | 0.00% | Add +111.5% | 355,847 | $4.0M |
| Royce & Associates LP | 0.04% | Reduce -35.1% | 337,544 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +49.7% | 308,918 | $3.5M |
| Segall Bryant & Hamill, LLC | 0.05% | Add +81.4% | 284,754 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 269,656 | $3.0M |
| Citadel Advisors | 0.00% | Add +107.3% | 217,775 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +190.5% | 212,228 | $2.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +32.1% | 210,067 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 209,970 | $2.4M |
| UBS Group AG | 0.00% | Add +276.1% | 205,246 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Add +12.3% | 203,433 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -4.5% | 198,263 | $2.2M |
| Millennium Management | 0.00% | Add +133.6% | 168,972 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -11.7% | 163,194 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +73.0% | 143,607 | $1.6M |
| Ancora Advisors LLC | 0.03% | No change | 141,821 | $1.6M |
| Bank of America Corp. | 0.00% | Add +20.0% | 135,578 | $1.5M |
| Trexquant Investment LP | 0.02% | Add +43.0% | 134,718 | $1.5M |
| Barrett & Company, Inc. | 0.56% | Reduce -4.3% | 131,349 | $1.5M |
| Bard Associates Inc. | 0.46% | Reduce -1.4% | 125,812 | $1.4M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +254.8% | 125,008 | $1.4M |
| LSV Asset Management | 0.00% | Add +10.7% | 111,300 | $1.3M |
| Tudor Investment Corporation | 0.01% | Reduce -15.9% | 109,573 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -13.0% | 108,248 | $1.2M |
| First Trust Advisors LP | 0.00% | Add +4.6% | 96,747 | $1.1M |
| Boston Partners | 0.00% | New | 71,050 | $801K |
| Commons Capital, LLC | 0.61% | New | 70,658 | $797K |
| Jump Financial, LLC | 0.01% | Add +112.5% | 70,378 | $794K |
| Los Angeles Capital Management LLC | 0.00% | Add +61.4% | 68,662 | $775K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +54.3% | 65,770 | $742K |
| American Century Companies Inc. | 0.00% | Reduce -23.0% | 65,488 | $739K |
| Gsa Capital Partners LLP | 0.05% | New | 57,697 | $651K |
| Dynamic Technology Lab Private Ltd | 0.09% | Add +45.1% | 55,928 | $631K |
| Magnetar Financial LLC | 0.00% | Add +304.3% | 54,039 | $610K |
| Ridgewood Investments LLC | 0.26% | No change | 52,485 | $592K |
| Nuveen, LLC | 0.00% | Reduce -18.3% | 51,761 | $584K |
| Invesco Ltd. | 0.00% | Add +13.8% | 46,649 | $526K |
| Raymond James Financial Inc. | 0.00% | Add +20.2% | 45,620 | $515K |
| Barclays PLC | 0.00% | Add +59.4% | 42,539 | $480K |
| Verition Fund Management LLC | 0.00% | New | 42,255 | $477K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -0.5% | 41,279 | $466K |
| Man Group plc | 0.00% | Add +6.1% | 40,138 | $453K |
| Avenir Corp. | 0.04% | No change | 37,800 | $426K |
| Rhumbline Advisers | 0.00% | Add +6.1% | 36,433 | $411K |
| Jane Street Group, LLC | 0.00% | Reduce -3.5% | 35,378 | $399K |
| Wells Fargo & Company | 0.00% | Add +11.7% | 34,093 | $385K |
| 1620 Investment Advisors, Inc. | 0.28% | No change | 33,772 | $381K |
| State of Wisconsin Investment Board | 0.00% | New | 33,435 | $377K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -32.5% | 32,666 | $368K |
| Citigroup Inc. | 0.00% | Reduce -3.8% | 31,394 | $354K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.7% | 30,746 | $347K |
| Alps Advisors Inc. | 0.00% | Add +3.6% | 30,536 | $344K |
| Founders Financial Alliance, LLC | 0.08% | Add +1.3% | 29,919 | $337K |
| Corton Capital Inc. | 0.37% | Add +150.8% | 28,311 | $319K |
| Petrus Trust Company, LTA | 0.03% | New | 28,120 | $317K |
| Jackson Thornton Wealth Management, LLC | 0.04% | Add +0.3% | 26,192 | $314K |
| Royal Bank of Canada | 0.00% | Add +17.2% | 27,700 | $313K |
| Algert Global LLC | 0.01% | No change | 25,843 | $292K |
| Alliancebernstein L.P. | 0.00% | Reduce -3.4% | 25,670 | $290K |
| Beacon Investment Advisors LLC | 0.12% | Add +0.9% | 25,565 | $289K |
| ExodusPoint Capital Management, LP | 0.00% | Add +151.4% | 25,313 | $286K |
| Ieq Capital, LLC | 0.00% | New | 25,260 | $285K |
| MetLife Investment Management, LLC | 0.00% | No change | 22,446 | $253K |
| LPL Financial LLC | 0.00% | Add +18.6% | 20,999 | $237K |
| Arkadios Wealth Advisors | 0.01% | Reduce -52.2% | 20,835 | $235K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -74.9% | 19,434 | $219K |
| Quantinno Capital Management LP | 0.00% | Add +52.2% | 16,394 | $185K |
| Franklin Resources Inc. | 0.00% | No change | 15,933 | $180K |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.3% | 15,289 | $173K |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.7% | 14,995 | $169K |
| Two Sigma Advisers, LP | 0.00% | Reduce -37.4% | 13,900 | $157K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.0% | 13,570 | $153K |
| Kestra Advisory Services, LLC | 0.00% | New | 13,406 | $151K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | Reduce -35.9% | 13,081 | $148K |
| Round Rock Advisors LLC | 0.03% | New | 13,000 | $147K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.3% | 12,355 | $139K |
| Deutsche Bank AG | 0.00% | Reduce -28.9% | 12,315 | $139K |
| Intech Investment Management LLC | 0.00% | Reduce -13.6% | 12,132 | $137K |
| Stifel Financial Corp. | 0.00% | New | 10,851 | $122K |
| Aquatic Capital Management LLC | 0.00% | Add +87.7% | 10,769 | $121K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.8% | 10,721 | $121K |
| Quantbot Technologies LP | 0.00% | New | 9,452 | $107K |
| Cwm, LLC | 0.00% | Add +728.7% | 8,610 | $97K |
| New York State Common Retirement Fund | 0.00% | No change | 7,597 | $86K |
| Osaic Holdings, Inc. | 0.00% | Add +8.6% | 6,992 | $79K |
| IFP Advisors, Inc | 0.00% | Add +74.9% | 6,776 | $77K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 6,566 | $74K |
| AlphaQuest LLC | 0.01% | Reduce -69.7% | 6,091 | $69K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,933 | $67K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +216.1% | 2,933 | $33K |
| FMR LLC | 0.00% | Add +95.1% | 2,751 | $31K |
| Trust Co. of Vermont | 0.00% | New | 2,605 | $29K |
| Legal & General Group Plc | 0.00% | Add +11.0% | 2,218 | $25K |
| Allworth Financial LP | 0.00% | New | 2,149 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.3% | 2,072 | $23K |
"% of holder's portfolio" is NEWT's weight in each manager's 13F, not the share of Newtekone Inc. the manager owns.