AI Holders Summary · Q4 2025

152 institutions reported NEWT in Q4 2025. Patriot Financial Partners GP II, L.P. leads at 19.6% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

Patriot Financial Partners GP II, L.P.

CIK 0002061817

$26M2.3M8.17%Q4 2025 02

BlackRock, Inc.

CIK 0002012383

$24M2.2M0.00%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$13M1.2M0.00%Q1 2026 04

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$10M922K0.00%Q1 2026 05

GOLDMAN SACHS GROUP INC

CIK 0000886982

$7M664K0.00%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$7M657K0.00%Q1 2026 07

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$6M565K0.00%Q1 2026 08

MARSHALL WACE, LLP

CIK 0001318757

$6M515K0.01%Q4 2025 09

STATE STREET CORP

CIK 0000093751

$6M518K0.00%Q1 2026 10

ROYCE & ASSOCIATES LP

CIK 0000906304

$4M338K0.04%Q1 2026 11

Connor, Clark & Lunn Investment Management Ltd.

CIK 0001596800

$3M300K0.01%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$3M255K0.00%Q1 2026 13

FRANKLIN RESOURCES INC

CIK 0000038777

$3M254K0.00%Q1 2026 14

D. E. Shaw & Co., Inc.

CIK 0001009207

$3M233K0.00%Q4 2025 15

Nuveen, LLC

CIK 0001871926

$3M241K0.00%Q1 2026 16

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$3M239K0.00%Q1 2026 17

North Reef Capital Management LP

CIK 0001867831

$2M199K0.07%Q1 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$2M194K0.00%Q1 2026 19

Vanguard Portfolio Management

CIK 0002100121· Index

$2M179K0.00%Q1 2026 20

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$2M170K0.00%Q1 2026

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