NEWTEKONE INC NEWT
$14.57
-3.3% 52w: $9.18 – $15.22
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data9.1812.2015.22
Jun 20, 2025 Jul 2, 2026
Institutional holders
147
+12 QoQ
13F value
$169.4M
+2.3% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
7.0×
$1.0M calls / $150K puts
Institutional value by quarter
Number of holders
Who owns NEWT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. ★3 | Fundamental concentrated | 2.3M | $25.3M | 6.5% | Held |
| BlackRock, Inc. | Index provider | 2.2M | $24.0M | 0.0% | +1.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.2M | $12.8M | 0.0% | — |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 922.5K | $10.1M | 0.0% | +158.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 663.8K | $7.3M | 0.0% | +20.9% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 657.3K | $7.2M | 0.0% | +6.4% |
| MARSHALL WACE, LLP | Quant stat arb | 624.2K | $6.8M | 0.0% | +21.2% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 564.9K | $6.2M | 0.0% | +5.5% |
| STATE STREET CORP | Index provider | 517.7K | $5.8M | 0.0% | +3.1% |
| ROYCE & ASSOCIATES LP | Other | 337.5K | $3.7M | 0.0% | Held |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 300.0K | $3.3M | 0.0% | +11.6% |
| MORGAN STANLEY | Bank broker | 254.6K | $2.8M | 0.0% | +61.1% |
| FRANKLIN RESOURCES INC | Long only active | 254.0K | $2.8M | 0.0% | New |
| Nuveen, LLC | Diversified mechanical | 241.2K | $2.6M | 0.0% | -11.6% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 239.2K | $2.6M | 0.0% | -7.2% |
| North Reef Capital Management LP ★2 | Fundamental concentrated | 199.0K | $2.2M | 0.1% | -48.6% |
| NORTHERN TRUST CORP | Index provider | 194.4K | $2.1M | 0.0% | +13.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 178.6K | $2.0M | 0.0% | — |
| IAT REINSURANCE CO LTD. ★2 | Fundamental diversified | 80.0K | $1.9M | 0.6% | Held |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 169.8K | $1.9M | 0.0% | — |
| Squarepoint Ops LLC | Quant stat arb | 161.8K | $1.8M | 0.0% | +22.9% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 143.0K | $1.6M | 0.0% | -38.7% |
| Trexquant Investment LP | Diversified mechanical | 142.6K | $1.6M | 0.0% | -1.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 138.5K | $1.5M | 0.0% | +36.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 134.2K | $1.5M | 0.0% | -3.1% |
| LSV ASSET MANAGEMENT | Other | 120.5K | $1.3M | 0.0% | -8.6% |
| BARRETT & COMPANY, INC. | Wealth advisor | 110.9K | $1.2M | 0.4% | +4.6% |
| Qube Research & Technologies Ltd | Quant stat arb | 108.4K | $1.2M | 0.0% | +69.6% |
| Huber Capital Management LLC ★2 | Fundamental diversified | 100.2K | $1.1M | 0.2% | +16.2% |
| FIRST TRUST ADVISORS LP | Index provider | 96.5K | $1.1M | 0.0% | -0.7% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 88.3K | $967K | 0.0% | +478.7% |
| Boston Partners | Other | 83.3K | $912K | 0.0% | +4.4% |
| Quantinno Capital Management LP | Diversified mechanical | 80.5K | $882K | 0.0% | +98.6% |
| Man Group plc | Quant stat arb | 72.2K | $791K | 0.0% | +57.3% |
| CITIGROUP INC | Bank broker | 68.3K | $748K | 0.0% | +19.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 65.4K | $717K | 0.0% | +26.6% |
| SEGALL BRYANT & HAMILL, LLC | Other | 63.4K | $695K | 0.0% | +126.0% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 62.9K | $688K | 0.0% | +1.6% |
| Ridgewood Investments LLC | Other | 62.5K | $684K | 0.3% | — |
| GSA CAPITAL PARTNERS LLP | Diversified mechanical | 60.8K | $666K | 0.0% | -38.7% |
| Numerai GP LLC | Quant stat arb | 60.6K | $664K | 0.1% | New |
| Creative Planning | Wealth advisor | 58.2K | $638K | 0.0% | +34.0% |
| JANE STREET GROUP, LLC | Market maker | 58.1K | $636K | 0.0% | -38.5% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 55.2K | $604K | 0.0% | -13.3% |
| Jump Financial, LLC | Market maker | 54.2K | $594K | 0.0% | -38.4% |
| Almitas Capital LLC ★2 | Fundamental diversified | 53.6K | $587K | 0.1% | Held |
| Invesco Ltd. | Index provider | 49.6K | $543K | 0.0% | +11.4% |
| IEQ CAPITAL, LLC | Diversified mechanical | 47.4K | $519K | 0.0% | +3.2% |
| ExodusPoint Capital Management, LP | Multistrat pod | 42.4K | $464K | 0.0% | New |
| AVENIR CORP ★2 | Fundamental diversified | 40.8K | $447K | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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