NewtekoneNEWT
13F holders, Q3 2025 (September 30)132holders +9
20new positions
12sold out
5famous investors
$11.45avg. 13F price*
At the end of Q3 2025, 132 institutions reported holding Newtekone Inc. (NEWT) in their 13F filings, up 9 from Q2 2025. 20 opened new positions and 12 sold out. The largest holders were Patriot Financial Partners GP II, L.P. ($26.4M), BlackRock, Inc. ($24.1M) and Vanguard Group Inc. ($16.7M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Newtekone Inc.
- CUSIP
- 652526203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.6M |
| Exits | 12 | $4.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,456,943 shares bought and 1,259,037 shares sold, net +197,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| Patriot Financial Partners GP II, L.P. | 8.36% | — | 2,307,692 | $26.4M |
| BlackRock, Inc. | 0.00% | Add +3.4% | 2,108,030 | $24.1M |
| Vanguard Group Inc. | 0.00% | Add +1.9% | 1,459,051 | $16.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.4% | 627,736 | $7.2M |
| AQR Capital Management | 0.00% | Add +62.1% | 576,972 | $6.6M |
| Marshall Wace, LLP | 0.01% | Reduce -10.6% | 557,532 | $6.4M |
| State Street Corp. | 0.00% | Reduce -1.4% | 512,074 | $5.9M |
| North Reef Capital Management LP | 0.21% | New | 386,924 | $4.4M |
| Royce & Associates LP | 0.04% | No change | 337,544 | $3.9M |
| D. E. Shaw & Co. | 0.00% | Add +41.1% | 286,962 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 273,078 | $3.1M |
| Segall Bryant & Hamill, LLC | 0.04% | Reduce -4.9% | 270,806 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.9% | 250,409 | $2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +9.2% | 229,411 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Add +106.6% | 223,622 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 199,297 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.3% | 195,771 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -19.2% | 171,530 | $2.0M |
| Morgan Stanley | 0.00% | Reduce -2.5% | 159,055 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 140,327 | $1.6M |
| Ancora Advisors LLC | 0.03% | Reduce -1.8% | 139,332 | $1.6M |
| Nuveen, LLC | 0.00% | Add +164.5% | 136,926 | $1.6M |
| LSV Asset Management | 0.00% | Add +18.4% | 131,800 | $1.5M |
| Trexquant Investment LP | 0.02% | Reduce -3.3% | 130,276 | $1.5M |
| Barrett & Company, Inc. | 0.51% | Reduce -1.5% | 129,379 | $1.5M |
| Bard Associates Inc. | 0.37% | Reduce -3.3% | 121,639 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -47.5% | 114,269 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -21.1% | 106,898 | $1.2M |
| First Trust Advisors LP | 0.00% | Reduce -6.1% | 90,814 | $1.0M |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -27.4% | 90,768 | $1.0M |
| Millennium Management | 0.00% | Reduce -47.2% | 89,225 | $1.0M |
| Boston Partners | 0.00% | Add +14.4% | 81,319 | $931K |
| Jump Financial, LLC | 0.01% | Add +2.7% | 72,300 | $828K |
| Commons Capital, LLC | 0.54% | No change | 70,658 | $809K |
| American Century Companies Inc. | 0.00% | Reduce -2.7% | 63,706 | $729K |
| Ieq Capital, LLC | 0.00% | Add +142.3% | 61,204 | $701K |
| Two Sigma Advisers, LP | 0.00% | Add +280.6% | 52,900 | $606K |
| Ridgewood Investments LLC | 0.25% | No change | 52,485 | $601K |
| Citigroup Inc. | 0.00% | Add +65.6% | 51,984 | $595K |
| Russell Investments Group, Ltd. | 0.00% | Add +47.6% | 48,227 | $552K |
| Invesco Ltd. | 0.00% | Add +2.4% | 47,765 | $547K |
| UBS Group AG | 0.00% | Reduce -77.5% | 46,074 | $528K |
| ExodusPoint Capital Management, LP | 0.01% | Add +79.9% | 45,527 | $521K |
| Creative Planning | 0.00% | New | 45,044 | $516K |
| Quantinno Capital Management LP | 0.00% | Add +171.0% | 44,432 | $509K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -33.7% | 43,600 | $499K |
| Barclays PLC | 0.00% | Add +1.5% | 43,180 | $494K |
| Man Group plc | 0.00% | Add +7.5% | 43,145 | $494K |
| Jane Street Group, LLC | 0.00% | Add +15.4% | 40,820 | $467K |
| Avenir Corp. | 0.05% | Add +7.9% | 40,800 | $467K |
| Verition Fund Management LLC | 0.00% | Reduce -10.7% | 37,730 | $432K |
| Rhumbline Advisers | 0.00% | Reduce -3.1% | 35,305 | $404K |
| 1620 Investment Advisors, Inc. | 0.26% | Reduce -0.6% | 33,587 | $385K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -52.7% | 32,451 | $372K |
| Wells Fargo & Company | 0.00% | Reduce -5.6% | 32,169 | $368K |
| Founders Financial Alliance, LLC | 0.07% | Add +0.8% | 30,151 | $345K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +0.6% | 26,348 | $295K |
| Alliancebernstein L.P. | 0.00% | No change | 25,670 | $294K |
| Bailard, Inc. | 0.01% | New | 23,400 | $268K |
| MetLife Investment Management, LLC | 0.00% | No change | 22,446 | $257K |
| AlphaQuest LLC | 0.02% | Add +257.1% | 21,752 | $249K |
| BNP Paribas Financial Markets | 0.00% | Add +43.3% | 21,484 | $246K |
| Graham Capital Management, L.P. | 0.01% | New | 21,447 | $246K |
| Cwm, LLC | 0.00% | Add +147.3% | 21,289 | $244K |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 20,445 | $234K |
| Raymond James Financial Inc. | 0.00% | Reduce -55.3% | 20,388 | $233K |
| R Squared Ltd | 0.10% | New | 19,658 | $225K |
| Arax Advisory Partners | 0.00% | New | 19,558 | $224K |
| State of Wisconsin Investment Board | 0.00% | Reduce -43.8% | 18,800 | $215K |
| Tudor Investment Corporation | 0.00% | Reduce -82.9% | 18,784 | $215K |
| Arkadios Wealth Advisors | 0.01% | Reduce -11.8% | 18,372 | $210K |
| Deutsche Bank AG | 0.00% | Add +47.4% | 18,149 | $208K |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.9% | 17,106 | $197K |
| Mercer Global Advisors Inc. | 0.00% | New | 16,711 | $191K |
| Beacon Investment Advisors LLC | 0.08% | Reduce -36.7% | 16,185 | $185K |
| Franklin Resources Inc. | 0.00% | No change | 15,933 | $182K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.4% | 15,606 | $179K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -21.1% | 15,338 | $176K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 13,404 | $150K |
| Round Rock Advisors LLC | 0.02% | No change | 13,000 | $149K |
| Mariner, LLC | 0.00% | New | 12,662 | $145K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 12,355 | $141K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.0% | 11,667 | $134K |
| Cerity Partners LLC | 0.00% | New | 11,619 | $133K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.6% | 10,897 | $125K |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 10,820 | $124K |
| Intech Investment Management LLC | 0.00% | Reduce -14.8% | 10,334 | $118K |
| Osaic Holdings, Inc. | 0.00% | Add +4.6% | 7,316 | $90K |
| New York State Common Retirement Fund | 0.00% | No change | 7,597 | $87K |
| Aquatic Capital Management LLC | 0.00% | Reduce -30.9% | 7,441 | $85K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 6,799 | $78K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,933 | $68K |
| Quantbot Technologies LP | 0.00% | Reduce -37.9% | 5,870 | $67K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -37.8% | 4,083 | $47K |
| Advisory Services Network, LLC | 0.00% | New | 4,000 | $46K |
| FMR LLC | 0.00% | Reduce -7.7% | 2,538 | $29K |
| Essential Partners LLC | 0.01% | Add +252.1% | 2,468 | $28K |
| Allworth Financial LP | 0.00% | Add +11.2% | 2,389 | $27K |
| Legal & General Group Plc | 0.00% | No change | 2,218 | $25K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.2% | 2,047 | $23K |
"% of holder's portfolio" is NEWT's weight in each manager's 13F, not the share of Newtekone Inc. the manager owns.