NewtekOne, Inc.
NEWT- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001587987
No open-market purchases or sales by NewtekOne, Inc. insiders were filed in the last 90 days; 149 institutions reported holding it in 13F filings for Q2 2026, worth $238.0M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in NewtekOne, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 146
- +14 vs. Q4 2025
- Shares held
- 15.3M
- +2.38M (+18.5%) vs. Q4 2025
- Total value
- $167.5M
- +$21.0M (+14.3%) vs. Q4 2025
- New holders
- 31
- 54 more added
- Sold out
- 17
- 38 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NEWT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 149 | $238.0M |
| Q1 2026 | 146 | $167.5M |
| Q4 2025 | 133 | $163.7M |
| Q3 2025 | 132 | $164.6M |
| Q2 2025 | 123 | $133.9M |
| Q1 2025 | 126 | $126.5M |
| Q4 2024 | 119 | $120.9M |
| Q3 2024 | 103 | $112.7M |
| Q2 2024 | 100 | $122.7M |
| Q1 2024 | 89 | $102.6M |
| Q4 2023 | 90 | $130.3M |
| Q3 2023 | 84 | $132.2M |
| Q2 2023 | 82 | $143.6M |
| Q1 2023 | 76 | $67.6M |
| Q4 2022 | 69 | $68.5M |
| Q3 2022 | 74 | $63.0M |
| Q2 2022 | 80 | $78.8M |
| Q1 2022 | 85 | $98.9M |
| Q4 2021 | 74 | $125.5M |
| Q3 2021 | 75 | $94.9M |
| Q2 2021 | 83 | $99.0M |
| Q1 2021 | 72 | $82.0M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 49,613 | $543.3K | 0.00% | +5,094+11.4% | Added |
| Almitas Capital LLC | 53,570 | $586.6K | 0.13% | 00.0% | Unchanged |
| Jump Financial, LLC | 54,229 | $593.8K | 0.01% | −33,855−38.4% | Reduced |
| American Century Companies Inc | 55,189 | $604.3K | 0.00% | −8,431−13.3% | Reduced |
| Jane Street Group, LLC | 58,088 | $636.1K | 0.00% | −36,414−38.5% | Reduced |
| Creative Planning | 58,232 | $637.6K | 0.00% | +14,785+34.0% | Added |
| Numerai GP LLC | 60,612 | $663.7K | 0.07% | +60,612 | New |
| Gsa Capital Partners LLP | 60,816 | $666.0K | 0.04% | −38,354−38.7% | Reduced |
| Ridgewood Investments LLC | 62,485 | $684.2K | 0.28% | +62,485 | New |
| Millennium Management LLC | 62,871 | $688.4K | 0.00% | +976+1.6% | Added |
| Segall Bryant & Hamill, LLC | 63,433 | $694.6K | 0.01% | +35,369+126.0% | Added |
| Bank of America Corp | 65,442 | $716.6K | 0.00% | +13,761+26.6% | Added |
| Citigroup Inc | 68,319 | $748.1K | 0.00% | +11,063+19.3% | Added |
| Man Group plc | 72,215 | $790.8K | 0.00% | +26,309+57.3% | Added |
| Quantinno Capital Management LP | 80,543 | $881.9K | 0.00% | +39,990+98.6% | Added |
| Boston Partners | 83,272 | $911.8K | 0.00% | +3,483+4.4% | Added |
| Tudor Investment Corp Et Al | 88,272 | $966.6K | 0.01% | +73,018+478.7% | Added |
| First Trust Advisors LP | 96,529 | $1.06M | 0.00% | −685−0.7% | Reduced |
| Huber Capital Management LLC | 100,207 | $1.10M | 0.17% | +14,000+16.2% | Added |
| Qube Research & Technologies Ltd | 108,393 | $1.19M | 0.00% | +44,490+69.6% | Added |
| Barrett & Company, Inc. | 110,915 | $1.21M | 0.42% | +4,895+4.6% | Added |
| LSV Asset Management | 120,500 | $1.32M | 0.00% | −11,300−8.6% | Reduced |
| Ameriprise Financial Inc | 134,181 | $1.47M | 0.00% | −4,310−3.1% | Reduced |
| Bank of New York Mellon Corp | 138,506 | $1.52M | 0.00% | +36,731+36.1% | Added |
| Trexquant Investment LP | 142,613 | $1.56M | 0.01% | −2,640−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 143,008 | $1.57M | 0.00% | −90,336−38.7% | Reduced |
| Squarepoint Ops LLC | 161,807 | $1.77M | 0.00% | +30,100+22.9% | Added |
| Vanguard Fiduciary Trust Co | 169,764 | $1.86M | 0.00% | +169,764 | New |
| Vanguard Portfolio Management LLC | 178,566 | $1.96M | 0.00% | +178,566 | New |
| Northern Trust Corp | 194,369 | $2.13M | 0.00% | +22,481+13.1% | Added |
| North Reef Capital Management LP | 198,954 | $2.18M | 0.07% | −187,969−48.6% | Reduced |
| Two Sigma Investments, LP | 239,158 | $2.62M | 0.00% | −18,623−7.2% | Reduced |
| Nuveen, LLC | 241,174 | $2.64M | 0.00% | −31,617−11.6% | Reduced |
| Franklin Resources Inc | 253,993 | $2.78M | 0.00% | +253,993 | New |
| Morgan Stanley | 254,580 | $2.79M | 0.00% | +96,516+61.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 299,968 | $3.28M | 0.01% | +31,292+11.6% | Added |
| Royce & Associates LP | 337,544 | $3.70M | 0.04% | 00.0% | Unchanged |
| State Street Corp | 517,702 | $5.77M | 0.00% | +15,798+3.1% | Added |
| AQR Capital Management LLC | 564,888 | $6.19M | 0.00% | +29,365+5.5% | Added |
| Marshall Wace, LLP | 624,203 | $6.84M | 0.01% | +109,223+21.2% | Added |
| Geode Capital Management, LLC | 657,346 | $7.20M | 0.00% | +39,357+6.4% | Added |
| Goldman Sachs Group Inc | 663,764 | $7.27M | 0.00% | +114,525+20.9% | Added |
| Price T Rowe Associates Inc | 922,469 | $10.1M | 0.00% | +565,363+158.3% | Added |
| Vanguard Capital Management LLC | 1,166,164 | $12.8M | 0.00% | +1,166,164 | New |
| BlackRock, Inc. | 2,196,013 | $24.0M | 0.00% | +33,178+1.5% | Added |
| Patriot Financial Partners GP II, L.P. | 2,307,692 | $25.3M | 6.51% | 00.0% | Unchanged |
| Prudential Financial Inc | 0 | $0 | 0.00% | −134,095−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −66,379−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −42,300−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −41,142−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −33,034−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −22,161−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −21,221−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,334−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,059−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |