NewtekoneNEWT
13F holders, Q4 2025 (December 31)133holders +1
22new positions
19sold out
6famous investors
$11.36avg. 13F price*
At the end of Q4 2025, 133 institutions reported holding Newtekone Inc. (NEWT) in their 13F filings, up 1 from Q3 2025. 22 opened new positions and 19 sold out. The largest holders were Patriot Financial Partners GP II, L.P. ($26.2M), BlackRock, Inc. ($24.5M) and Vanguard Group Inc. ($17.2M). 6 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $6.3M |
| Exits | 19 | $4.9M |
All 13F filers, Q3 2025 → Q4 2025: 1,737,719 shares bought and 1,552,189 shares sold, net +185,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Patriot Financial Partners GP II, L.P. | 8.17% | No change | 2,307,692 | $26.2M |
| BlackRock, Inc. | 0.00% | Add +2.6% | 2,162,835 | $24.5M |
| Vanguard Group Inc. | 0.00% | Add +3.9% | 1,516,091 | $17.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.6% | 617,989 | $7.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +119.3% | 549,239 | $6.2M |
| AQR Capital Management | 0.00% | Reduce -7.2% | 535,523 | $6.1M |
| Marshall Wace, LLP | 0.01% | Reduce -7.6% | 514,980 | $5.8M |
| State Street Corp. | 0.00% | Reduce -2.0% | 501,904 | $5.8M |
| North Reef Capital Management LP | 0.18% | Reduce 0.0% | 386,923 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1987.6% | 357,106 | $4.1M |
| Royce & Associates LP | 0.04% | No change | 337,544 | $3.8M |
| Nuveen, LLC | 0.00% | Add +99.2% | 272,791 | $3.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +17.1% | 268,676 | $3.0M |
| Two Sigma Investments, LP | 0.00% | Add +15.3% | 257,781 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -18.7% | 233,344 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -12.2% | 171,888 | $2.0M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 158,064 | $1.8M |
| Trexquant Investment LP | 0.01% | Add +11.5% | 145,253 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.3% | 138,491 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -21.8% | 134,095 | $1.5M |
| LSV Asset Management | 0.00% | No change | 131,800 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 131,707 | $1.5M |
| UBS Group AG | 0.00% | Add +170.1% | 124,439 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.4% | 108,765 | $1.2M |
| Barrett & Company, Inc. | 0.40% | Reduce -18.1% | 106,020 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -62.7% | 101,775 | $1.2M |
| Gsa Capital Partners LLP | 0.10% | New | 99,170 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +7.0% | 97,214 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +131.5% | 94,502 | $1.1M |
| Jump Financial, LLC | 0.01% | Add +21.8% | 88,084 | $1000K |
| Huber Capital Management LLC | 0.14% | New | 86,207 | $978K |
| Boston Partners | 0.00% | Reduce -1.9% | 79,789 | $906K |
| Citadel Advisors | 0.00% | Reduce -41.9% | 66,379 | $753K |
| Qube Research & Technologies Ltd | 0.00% | New | 63,903 | $725K |
| American Century Companies Inc. | 0.00% | Reduce -0.1% | 63,620 | $722K |
| Ancora Advisors LLC | 0.01% | Reduce -54.6% | 63,200 | $717K |
| Millennium Management | 0.00% | Reduce -30.6% | 61,895 | $703K |
| Citigroup Inc. | 0.00% | Add +10.1% | 57,256 | $650K |
| Almitas Capital LLC | 0.13% | New | 53,570 | $608K |
| Bank of America Corp. | 0.00% | Reduce -51.6% | 51,681 | $587K |
| Barclays PLC | 0.00% | Add +8.4% | 46,818 | $531K |
| Ieq Capital, LLC | 0.00% | Reduce -24.9% | 45,942 | $521K |
| Man Group plc | 0.00% | Add +6.4% | 45,906 | $521K |
| Invesco Ltd. | 0.00% | Reduce -6.8% | 44,519 | $505K |
| Creative Planning | 0.00% | Reduce -3.5% | 43,447 | $493K |
| Two Sigma Advisers, LP | 0.00% | Reduce -20.0% | 42,300 | $480K |
| Point72 Asset Management | 0.00% | New | 41,142 | $467K |
| Avenir Corp. | 0.05% | No change | 40,800 | $463K |
| Quantinno Capital Management LP | 0.00% | Reduce -8.7% | 40,553 | $460K |
| Wells Fargo & Company | 0.00% | Add +21.5% | 39,082 | $444K |
| Jefferies Financial Group Inc. | 0.00% | New | 35,000 | $397K |
| Graham Capital Management, L.P. | 0.02% | Add +54.0% | 33,034 | $375K |
| Founders Financial Alliance, LLC | 0.07% | Add +0.8% | 30,401 | $345K |
| Bridgeway Capital Management, LLC | 0.01% | New | 29,700 | $337K |
| Rhumbline Advisers | 0.00% | Reduce -17.3% | 29,188 | $331K |
| Segall Bryant & Hamill, LLC | 0.00% | Reduce -89.6% | 28,064 | $319K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Reduce -1.1% | 26,048 | $312K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -46.7% | 25,720 | $292K |
| Alliancebernstein L.P. | 0.00% | No change | 25,670 | $291K |
| 1620 Investment Advisors, Inc. | 0.19% | Reduce -26.6% | 24,637 | $280K |
| MetLife Investment Management, LLC | 0.00% | No change | 22,446 | $255K |
| AlphaQuest LLC | 0.01% | Add +1.9% | 22,161 | $252K |
| Cwm, LLC | 0.00% | Add +2.4% | 21,793 | $247K |
| Raymond James Financial Inc. | 0.00% | Add +4.1% | 21,221 | $241K |
| LPL Financial LLC | 0.00% | Add +3.8% | 21,220 | $241K |
| Deutsche Bank AG | 0.00% | Reduce -1.4% | 17,897 | $203K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.7% | 17,742 | $201K |
| Arkadios Wealth Advisors | 0.00% | Reduce -8.4% | 16,827 | $191K |
| Beacon Investment Advisors LLC | 0.08% | Add +1.9% | 16,499 | $187K |
| Tudor Investment Corporation | 0.00% | Reduce -18.8% | 15,254 | $173K |
| Verition Fund Management LLC | 0.00% | Reduce -59.7% | 15,200 | $173K |
| BNP Paribas Financial Markets | 0.00% | Reduce -29.5% | 15,142 | $172K |
| Cerity Partners LLC | 0.00% | Add +18.0% | 13,714 | $156K |
| Round Rock Advisors LLC | 0.02% | No change | 13,000 | $148K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.2% | 11,901 | $142K |
| Focus Partners Wealth | 0.00% | New | 12,535 | $142K |
| Mariner, LLC | 0.00% | Reduce -15.4% | 10,708 | $122K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -10.6% | 10,433 | $118K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.2% | 10,355 | $118K |
| Intech Investment Management LLC | 0.00% | No change | 10,334 | $117K |
| Aquatic Capital Management LLC | 0.00% | Add +12.5% | 8,370 | $95K |
| New York State Common Retirement Fund | 0.00% | No change | 7,597 | $86K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -78.3% | 7,059 | $72K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,933 | $67K |
| FMR LLC | 0.00% | Add +62.1% | 4,114 | $47K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 4,083 | $46K |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.5% | 3,479 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +92.5% | 3,253 | $37K |
| Allworth Financial LP | 0.00% | Add +1.3% | 2,421 | $27K |
| IFP Advisors, Inc | 0.00% | Reduce -68.5% | 2,144 | $24K |
| Crewe Advisors LLC | 0.00% | New | 2,000 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11288.2% | 1,936 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,925 | $22K |
| Vision Financial Markets LLC | 0.02% | Add +1.1% | 1,910 | $22K |
| Legal & General Group Plc | 0.00% | Reduce -14.9% | 1,888 | $21K |
| International Assets Investment Management, LLC | 0.00% | New | 1,875 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -18.0% | 1,678 | $19K |
| Royal Bank of Canada | 0.00% | Add +130.3% | 1,688 | $18K |
| California State Teachers Retirement System | 0.00% | Reduce -11.1% | 1,380 | $16K |
| Essential Partners LLC | 0.00% | Reduce -45.1% | 1,355 | $15K |
| Sterling Capital Management LLC | 0.00% | Reduce -24.6% | 1,291 | $15K |
| Quadrant Capital Group LLC | 0.00% | Add +1156.3% | 1,206 | $14K |
| Signaturefd, LLC | 0.00% | Add +6558.8% | 1,132 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -8.3% | 1,100 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.1% | 1,063 | $12K |
| GAMMA Investing LLC | 0.00% | Add +93.6% | 970 | $11K |
| Avion Wealth | 0.00% | Add +66.7% | 1,000 | $11K |
| Versant Capital Management, Inc | 0.00% | Add +625.4% | 856 | $10K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1948.8% | 840 | $10K |
| FNY Investment Advisers, LLC | 0.00% | New | 800 | $9K |
| Amalgamated Bank | 0.00% | Reduce -10.4% | 704 | $8K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 673 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 500 | $6K |
| Optiver Holding B.V. | 0.00% | No change | 450 | $5K |
| Rothschild Investment LLC | 0.00% | Add +65.2% | 266 | $3K |
| WealthCollab, LLC | 0.00% | New | 203 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 181 | $2K |
| Covestor Ltd | 0.00% | Reduce -35.3% | 154 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -99.3% | 145 | $2K |
| US Bancorp \de | 0.00% | Add +248.3% | 101 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 98 | $1K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 79 | $897 |
| Cornerstone Planning Group LLC | 0.00% | Add +2400.0% | 50 | $684 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 50 | $568 |
| Fifth Third Bancorp | 0.00% | No change | 45 | $511 |
| True Wealth Design, LLC | 0.00% | Reduce -76.0% | 41 | $466 |
| Front Row Advisors LLC | 0.00% | No change | 32 | $370 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 21 | $242 |
| MAI Capital Management | 0.00% | New | 19 | $216 |
| TD Private Client Wealth LLC | 0.00% | New | 13 | $148 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 12 | $136 |
| SJS Investment Consulting Inc. | 0.00% | New | 11 | $125 |
| Torren Management, LLC | 0.00% | — | 2 | $22 |
"% of holder's portfolio" is NEWT's weight in each manager's 13F, not the share of Newtekone Inc. the manager owns.