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.
Holders of 5% or more of NEWT
Holders whose latest Schedule 13D or 13G filing reports 5% or more of NewtekOne, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Patriot Financial Partners IV, L.P. | 13D | 8.06%2.31M shares | New | Sep 22, 20251 filing | Sep 22, 2025 | SEC |
| Sloane Barry | 13D/A | 5.20%1.36M shares | – | Feb 11, 20251 filing | Feb 11, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
8 Schedule 13D and 13G filings on NewtekOne, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Mar 27, 202611:08 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Sep 22, 20252:46 PM ET | Patriot Financial Partners IV, L.P.and 5 others | 13D | 8.06%2.31M shares | New | Sep 16, 2025 | SEC |
| Feb 11, 20254:35 PM ET | Sloane Barry | 13D/A | 5.20%1.36M shares | – | Feb 11, 2025 | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13GOld format | – | New | – | SEC |
| Jan 24, 2024 | Royce & Associates LP | 13GOld format | – | New | – | SEC |
| Jan 31, 20237:13 AM ET | NewtekOne, Inc. | 13DOld format | – | – | – | SEC |
| Jan 10, 20223:58 PM ET | Newtek Business Services Corp. | 13DOld format | – | – | – | SEC |
| Jan 22, 20214:18 PM ET | Newtek Business Services Corp. | 13DOld format | – | New | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell NewtekOne, Inc. shares.
No Form 144 notices for NewtekOne, Inc. are on file.