13F Insight
DOSSIER · 13F Holders · Q4 2025Cheap mega-capRe-rated
NEWT

NEWTEKONE INC

149 institutions still hold NEWTEKONE INC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 652526203·149 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 2.8%
vs prior quarter
13F value held
$126M
53.0% inst. owned
of float
Holders
149
-69 QoQ
filers reporting
Activity
+19 / −21
+819 added · −729 reduced
this quarter
Concentration
20.85%
Patriot Financial Partners GP II, L.P. #1
top holder share
AI Holders Summary · Q4 2025

149 institutions reported NEWT in Q4 2025. Patriot Financial Partners GP II, L.P. leads at 20.8% of the visible book. -69 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Patriot Financial Partners GP II, L.P.
CIK 0002061817
$26M2.3M8.17%Q4 202502
BlackRock, Inc.
CIK 0002012383
$24M2.2M0.00%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$13M1.2M0.00%Q1 202604
GOLDMAN SACHS GROUP INC
CIK 0000886982
$7M664K0.00%Q1 202605
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$7M657K0.00%Q1 202606
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$6M565K0.00%Q1 202607
MARSHALL WACE, LLP
CIK 0001318757
$6M515K0.01%Q4 202508
STATE STREET CORP
CIK 0000093751
$6M518K0.00%Q1 202609
ROYCE & ASSOCIATES LP
CIK 0000906304
$4M338K0.04%Q1 202610
Connor, Clark & Lunn Investment Management Ltd.
CIK 0001596800
$3M300K0.01%Q1 202611
MORGAN STANLEY
CIK 0000895421
$3M255K0.00%Q1 202612
FRANKLIN RESOURCES INC
CIK 0000038777
$3M254K0.00%Q1 202613
D. E. Shaw & Co., Inc.
CIK 0001009207
$3M233K0.00%Q4 202514
Nuveen, LLC
CIK 0001871926
$3M241K0.00%Q1 202615
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$3M239K0.00%Q1 202616
North Reef Capital Management LP
CIK 0001867831
$2M199K0.07%Q1 202617
NORTHERN TRUST CORP
CIK 0000073124· Index
$2M194K0.00%Q1 202618
Vanguard Portfolio Management
CIK 0002100121
$2M179K0.00%Q1 202619
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$2M170K0.00%Q1 202620
Squarepoint Ops LLC
CIK 0001642575
$2M162K0.00%Q1 2026
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