NEWTEKONE INC (NEWT) Top Institutional Shareholders
NEWTEKONE INC (NEWT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $170.79M in NEWT holdings during the latest filing period.
Patriot Financial Partners Gp Ii, L.P. is currently the largest disclosed institutional shareholder of NEWT tracked by InsiderSet, reporting ownership valued at approximately $25.27M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $31.41M, representing an estimated gain of +24.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed NEWT value among the investors covered in this analysis. Major shareholders include Patriot Financial Partners Gp Ii, L.P., Blackrock, Inc., Eversource Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in NEWTEKONE INC (NEWT).
This page ranks the largest institutional NEWT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
142
Total Reported Value
$170.79M
Largest Holder
Patriot Financial Partners Gp Ii, L.P.
Largest Position
$25.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
160
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Patriot Financial Partners Gp Ii, L.P. | 6.51% | 2,307,692 | $25,269,227 | $31,407,688 | +$6,138,461 | +24.29% | |
| Blackrock, Inc. | 0.00% | 2,196,013 | $24,046,341 | $29,887,737 | +$5,841,396 | +24.29% | |
| Eversource Wealth Advisors, Llc | 0.47% | 29,676 | $15,299,951 | $403,890 | -$14,896,061 | -97.36% | |
| Vanguard Capital Management Llc | 0.00% | 1,166,164 | $12,769,496 | $15,871,492 | +$3,101,996 | +24.29% | |
| Goldman Sachs Group Inc | 0.00% | 663,764 | $7,268,216 | $9,033,828 | +$1,765,612 | +24.29% | |
| Geode Capital Management, Llc | 0.00% | 657,346 | $7,199,659 | $8,946,479 | +$1,746,820 | +24.26% | |
| Marshall Wace, Llp | 0.01% | 624,203 | $6,835,025 | $8,495,403 | +$1,660,378 | +24.29% | |
| Aqr Capital Management Llc | 0.00% | 564,888 | $6,185,525 | $7,688,126 | +$1,502,601 | +24.29% | |
| State Street Corp | 0.00% | 517,702 | $5,766,115 | $7,045,924 | +$1,279,809 | +22.20% | |
| Royce & Associates Lp | 0.04% | 337,544 | $3,696,107 | $4,593,974 | +$897,867 | +24.29% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | 299,968 | $3,284,650 | $4,082,564 | +$797,914 | +24.29% | |
| Morgan Stanley | 0.00% | 254,580 | $2,787,667 | $3,464,834 | +$677,167 | +24.29% | |
| Franklin Resources Inc | 0.00% | 253,993 | $2,781,224 | $3,456,845 | +$675,621 | +24.29% | |
| Nuveen, Llc | 0.00% | 241,174 | $2,640,856 | $3,282,378 | +$641,522 | +24.29% | |
| Two Sigma Investments, Lp | 0.00% | 239,158 | $2,618,780 | $3,254,940 | +$636,160 | +24.29% | |
| North Reef Capital Management Lp | 0.07% | 198,954 | $2,178,546 | $2,707,764 | +$529,218 | +24.29% | |
| Northern Trust Corp | 0.00% | 194,369 | $2,128,340 | $2,645,362 | +$517,022 | +24.29% | |
| Vanguard Portfolio Management Llc | 0.00% | 178,566 | $1,955,298 | $2,430,283 | +$474,985 | +24.29% | |
| Vanguard Fiduciary Trust Co | 0.00% | 169,764 | $1,858,916 | $2,310,488 | +$451,572 | +24.29% | |
| Squarepoint Ops Llc | 0.00% | 161,807 | $1,771,787 | $2,202,193 | +$430,406 | +24.29% | |
| D. E. Shaw & Co., Inc. | 0.00% | 143,008 | $1,565,938 | $1,946,339 | +$380,401 | +24.29% | |
| Trexquant Investment Lp | 0.01% | 142,613 | $1,561,612 | $1,940,963 | +$379,351 | +24.29% | |
| Bank Of New York Mellon Corp | 0.00% | 138,506 | $1,516,635 | $1,885,067 | +$368,432 | +24.29% | |
| Ameriprise Financial Inc | 0.00% | 134,181 | $1,469,282 | $1,826,203 | +$356,921 | +24.29% | |
| Independent Financial Group, Llc | 0.02% | 82,600 | $1,379,362 | $1,124,186 | -$255,176 | -18.50% | |
| Barrett & Company, Inc. | 0.42% | 110,915 | $1,214,523 | $1,509,553 | +$295,030 | +24.29% | |
| Qube Research & Technologies Ltd | 0.00% | 108,393 | $1,186,903 | $1,475,229 | +$288,326 | +24.29% | |
| Huber Capital Management Llc | 0.17% | 100,207 | $1,097,267 | $1,363,817 | +$266,550 | +24.29% | |
| First Trust Advisors Lp | 0.00% | 96,529 | $1,056,992 | $1,313,760 | +$256,768 | +24.29% | |
| Tudor Investment Corp Et Al | 0.01% | 88,272 | $966,578 | $1,201,382 | +$234,804 | +24.29% | |
| Boston Partners | 0.00% | 83,272 | $911,830 | $1,133,332 | +$221,502 | +24.29% | |
| Quantinno Capital Management Lp | 0.00% | 80,543 | $881,949 | $1,096,190 | +$214,241 | +24.29% | |
| Man Group Plc | 0.00% | 72,215 | $790,754 | $982,846 | +$192,092 | +24.29% | |
| Citigroup Inc | 0.00% | 68,319 | $748,093 | $929,822 | +$181,729 | +24.29% | |
| Bank Of America Corp | 0.00% | 65,442 | $716,590 | $890,666 | +$174,076 | +24.29% | |
| Millennium Management Llc | 0.00% | 62,871 | $688,437 | $855,674 | +$167,237 | +24.29% | |
| Ridgewood Investments Llc | 0.28% | 62,485 | $684,211 | $850,421 | +$166,210 | +24.29% | |
| Numerai Gp Llc | 0.07% | 60,612 | $663,701 | $824,929 | +$161,228 | +24.29% | |
| Creative Planning | 0.00% | 58,232 | $637,644 | $792,538 | +$154,894 | +24.29% | |
| Jane Street Group, Llc | 0.00% | 58,088 | $636,064 | $790,578 | +$154,514 | +24.29% | |
| American Century Companies Inc | 0.00% | 55,189 | $604,323 | $751,122 | +$146,799 | +24.29% | |
| Jump Financial, Llc | 0.01% | 54,229 | $593,808 | $738,057 | +$144,249 | +24.29% | |
| Almitas Capital Llc | 0.13% | 53,570 | $586,592 | $729,088 | +$142,496 | +24.29% | |
| Invesco Ltd. | 0.00% | 49,613 | $543,263 | $675,233 | +$131,970 | +24.29% | |
| Ieq Capital, Llc | 0.00% | 47,416 | $519,207 | $645,332 | +$126,125 | +24.29% | |
| Exoduspoint Capital Management, Lp | 0.00% | 42,353 | $463,765 | $576,424 | +$112,659 | +24.29% | |
| Avenir Corp | 0.05% | 40,800 | $446,760 | $555,288 | +$108,528 | +24.29% | |
| Vanguard Global Advisers, Llc | 0.00% | 40,244 | $440,672 | $547,721 | +$107,049 | +24.29% | |
| Bridgeway Capital Management, Llc | 0.01% | 29,700 | $325,215 | $404,217 | +$79,002 | +24.29% | |
| Susquehanna Fundamental Investments, Llc | 0.01% | 29,607 | $324,197 | $402,951 | +$78,754 | +24.29% |
Frequently asked questions about NEWT
Who owns the most NEWT stock?
The largest holders of NEWT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEWTEKONE INC (NEWT).
Is NEWT widely held by superinvestors?
Many widely followed stocks like NEWT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NEWT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.