NewtekoneNEWT
13F holders, Q1 2026 (March 31)146holders +13
25new positions
15sold out
4famous investors
$10.96avg. 13F price*
At the end of Q1 2026, 146 institutions reported holding Newtekone Inc. (NEWT) in their 13F filings, up 13 from Q4 2025. 25 opened new positions and 15 sold out. The largest holders were Patriot Financial Partners GP II, L.P. ($25.3M), BlackRock, Inc. ($24.0M) and Vanguard Capital Management LLC ($12.8M). 4 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $6.5M |
| Exits | 15 | $4.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,038,531 shares bought and 1,208,279 shares sold, net +830,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Patriot Financial Partners GP II, L.P. | 6.51% | No change | 2,307,692 | $25.3M |
| BlackRock, Inc. | 0.00% | Add +1.5% | 2,196,013 | $24.0M |
| Vanguard Capital Management LLC | 0.00% | — | 1,166,164 | $12.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +158.3% | 922,469 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.9% | 663,764 | $7.3M |
| Geode Capital Management, LLC | 0.00% | Add +6.4% | 657,346 | $7.2M |
| Marshall Wace, LLP | 0.01% | Add +21.2% | 624,203 | $6.8M |
| AQR Capital Management | 0.00% | Add +5.5% | 564,888 | $6.2M |
| State Street Corp. | 0.00% | Add +3.1% | 517,702 | $5.8M |
| Royce & Associates LP | 0.04% | No change | 337,544 | $3.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +11.7% | 299,968 | $3.3M |
| Morgan Stanley | 0.00% | Add +61.1% | 254,580 | $2.8M |
| Franklin Resources Inc. | 0.00% | New | 253,993 | $2.8M |
| Nuveen, LLC | 0.00% | Reduce -11.6% | 241,174 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -7.2% | 239,158 | $2.6M |
| North Reef Capital Management LP | 0.07% | Reduce -48.6% | 198,954 | $2.2M |
| Northern Trust Corp. | 0.00% | Add +13.1% | 194,369 | $2.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 178,566 | $2.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 169,764 | $1.9M |
| Squarepoint Ops LLC | 0.00% | Add +22.9% | 161,807 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -38.7% | 143,008 | $1.6M |
| Trexquant Investment LP | 0.01% | Reduce -1.8% | 142,613 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +36.1% | 138,506 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 134,181 | $1.5M |
| LSV Asset Management | 0.00% | Reduce -8.6% | 120,500 | $1.3M |
| Barrett & Company, Inc. | 0.42% | Add +4.6% | 110,915 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +69.6% | 108,393 | $1.2M |
| Huber Capital Management LLC | 0.17% | Add +16.2% | 100,207 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -0.7% | 96,529 | $1.1M |
| Tudor Investment Corporation | 0.01% | Add +478.7% | 88,272 | $967K |
| Boston Partners | 0.00% | Add +4.4% | 83,272 | $912K |
| Quantinno Capital Management LP | 0.00% | Add +98.6% | 80,543 | $882K |
| Man Group plc | 0.00% | Add +57.3% | 72,215 | $791K |
| Citigroup Inc. | 0.00% | Add +19.3% | 68,319 | $748K |
| Bank of America Corp. | 0.00% | Add +26.6% | 65,442 | $717K |
| Segall Bryant & Hamill, LLC | 0.01% | Add +126.0% | 63,433 | $695K |
| Millennium Management | 0.00% | Add +1.6% | 62,871 | $688K |
| Ridgewood Investments LLC | 0.28% | — | 62,485 | $684K |
| Gsa Capital Partners LLP | 0.04% | Reduce -38.7% | 60,816 | $666K |
| Numerai GP LLC | 0.07% | New | 60,612 | $664K |
| Creative Planning | 0.00% | Add +34.0% | 58,232 | $638K |
| Jane Street Group, LLC | 0.00% | Reduce -38.5% | 58,088 | $636K |
| American Century Companies Inc. | 0.00% | Reduce -13.3% | 55,189 | $604K |
| Jump Financial, LLC | 0.01% | Reduce -38.4% | 54,229 | $594K |
| Almitas Capital LLC | 0.13% | No change | 53,570 | $587K |
| Invesco Ltd. | 0.00% | Add +11.4% | 49,613 | $543K |
| Ieq Capital, LLC | 0.00% | Add +3.2% | 47,416 | $519K |
| ExodusPoint Capital Management, LP | 0.00% | New | 42,353 | $464K |
| Avenir Corp. | 0.05% | No change | 40,800 | $447K |
| Vanguard Global Advisers, LLC | 0.00% | — | 40,244 | $441K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 29,700 | $325K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 29,607 | $324K |
| Rhumbline Advisers | 0.00% | Reduce -0.5% | 29,049 | $318K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Reduce -1.2% | 25,733 | $316K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -5.8% | 28,643 | $314K |
| XTX Topco Ltd | 0.01% | New | 28,240 | $309K |
| Alliancebernstein L.P. | 0.00% | No change | 25,670 | $291K |
| Brevan Howard Capital Management LP | 0.00% | New | 26,607 | $291K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +141.8% | 25,042 | $274K |
| 1620 Investment Advisors, Inc. | 0.18% | No change | 24,637 | $270K |
| Deutsche Bank AG | 0.00% | Add +29.6% | 23,201 | $254K |
| Wells Fargo & Company | 0.00% | Reduce -42.5% | 22,458 | $246K |
| MetLife Investment Management, LLC | 0.00% | No change | 22,446 | $246K |
| LPL Financial LLC | 0.00% | Add +0.7% | 21,362 | $234K |
| Cwm, LLC | 0.00% | Reduce -3.0% | 21,148 | $232K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.8% | 18,951 | $208K |
| Algert Global LLC | 0.00% | New | 17,848 | $195K |
| Barclays PLC | 0.00% | Reduce -64.2% | 16,786 | $184K |
| Beacon Investment Advisors LLC | 0.07% | Add +1.4% | 16,723 | $183K |
| Arkadios Wealth Advisors | 0.00% | Reduce -3.7% | 16,201 | $177K |
| UBS Group AG | 0.00% | Reduce -87.4% | 15,670 | $172K |
| Mirabella Financial Services LLP | 0.02% | New | 14,936 | $164K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +23.3% | 14,677 | $162K |
| Susquehanna International Group, LLP | 0.00% | New | 14,712 | $161K |
| Mercer Global Advisors Inc. | 0.00% | New | 14,281 | $156K |
| Magnetar Financial LLC | 0.00% | New | 14,121 | $155K |
| Cerity Partners LLC | 0.00% | Add +1.6% | 13,938 | $153K |
| Corient Private Wealth LP | 0.00% | New | 13,384 | $147K |
| Mariner, LLC | 0.00% | Add +24.6% | 13,339 | $146K |
| Focus Partners Wealth | 0.00% | Add +4.0% | 13,041 | $143K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 12,431 | $136K |
| Boothbay Fund Management, LLC | 0.00% | New | 12,356 | $135K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +10.6% | 11,536 | $126K |
| Dumont & Blake Investment Advisors LLC | 0.03% | New | 10,754 | $118K |
| EP Wealth Advisors, LLC | 0.00% | New | 10,306 | $113K |
| Regal Investment Advisors LLC | 0.01% | New | 10,203 | $112K |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.7% | 10,095 | $107K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -71.6% | 7,300 | $80K |
| BNP Paribas Financial Markets | 0.00% | Reduce -56.2% | 6,628 | $73K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,933 | $65K |
| FMR LLC | 0.00% | Add +24.7% | 5,129 | $56K |
| Advisory Services Network, LLC | 0.00% | New | 4,011 | $44K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 3,296 | $36K |
| Ancora Advisors LLC | 0.00% | Reduce -95.1% | 3,108 | $34K |
| Crewe Advisors LLC | 0.00% | Add +50.0% | 3,000 | $33K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -34.6% | 2,671 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -18.2% | 2,660 | $29K |
| Allworth Financial LP | 0.00% | Add +8.5% | 2,626 | $29K |
| Legal & General Group Plc | 0.00% | Add +22.9% | 2,320 | $25K |
| IFP Advisors, Inc | 0.00% | Reduce -0.7% | 2,130 | $23K |
| Vision Financial Markets LLC | 0.02% | Add +1.1% | 1,931 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,925 | $21K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,875 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.0% | 1,712 | $19K |
| Harbour Investments, Inc. | 0.00% | New | 1,682 | $18K |
| Essential Partners LLC | 0.01% | Add +7.8% | 1,461 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +70.4% | 1,459 | $16K |
| California State Teachers Retirement System | 0.00% | Reduce -3.3% | 1,334 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -35.2% | 1,254 | $14K |
| Signaturefd, LLC | 0.00% | Add +5.7% | 1,197 | $13K |
| GAMMA Investing LLC | 0.00% | Add +16.0% | 1,125 | $12K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,100 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.6% | 1,057 | $12K |
| Avion Wealth | 0.00% | No change | 1,000 | $10K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 840 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -36.9% | 815 | $9K |
| Aquatic Capital Management LLC | 0.00% | Reduce -90.4% | 802 | $9K |
| FNY Investment Advisers, LLC | 0.00% | No change | 800 | $8K |
| New York State Common Retirement Fund | 0.00% | Reduce -93.5% | 497 | $5K |
| Quadrant Capital Group LLC | 0.00% | Reduce -64.1% | 433 | $5K |
| Axiom Investment Management LLC | 0.00% | — | 348 | $4K |
| Rothschild Investment LLC | 0.00% | Add +18.1% | 314 | $3K |
| Optiver Holding B.V. | 0.00% | Reduce -40.9% | 266 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +44.8% | 262 | $3K |
| US Bancorp \de | 0.00% | Add +140.6% | 243 | $3K |
| Arax Advisory Partners | 0.00% | Add +59.3% | 231 | $3K |
| WealthCollab, LLC | 0.00% | No change | 203 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +278.0% | 189 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 164 | $2K |
| Synergy Investment Management, LLC | 0.00% | New | 115 | $1K |
| MAI Capital Management | 0.00% | Add +473.7% | 109 | $1K |
| Covestor Ltd | 0.00% | Reduce -38.3% | 95 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -94.4% | 94 | $1K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 79 | $865 |
| Cornerstone Planning Group LLC | 0.00% | No change | 50 | $648 |
| Root Financial Partners, LLC | 0.00% | New | 47 | $515 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 46 | $504 |
| Fifth Third Bancorp | 0.00% | No change | 45 | $493 |
| True Wealth Design, LLC | 0.00% | Add +4.9% | 43 | $471 |
| Front Row Advisors LLC | 0.00% | No change | 32 | $357 |
| TopTier Wealth Management, LLC | 0.00% | New | 28 | $307 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 27 | $296 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 21 | $233 |
| TD Private Client Wealth LLC | 0.00% | No change | 13 | $142 |
| SJS Investment Consulting Inc. | 0.00% | Add +9.1% | 12 | $132 |
| Torren Management, LLC | 0.00% | No change | 2 | $25 |
"% of holder's portfolio" is NEWT's weight in each manager's 13F, not the share of Newtekone Inc. the manager owns.