Institutional Ownership
Newtekone Inc
CUSIP 652526203COM NEWNEWTQ1 2026
13D / 13G Filings
12
Schedule 13D/13G on record
Beneficial Filers
7
Distinct reporting persons
Largest Stake
8.3%
Max % of class reported
Institutional Holders
140
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
12 filings · latest Sep 22, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Sep 22, 2025 | Patriot Financial Partners IV, L.P. | 13D | 8.1% | — | SEC |
| 2 | Feb 11, 2025 | Sloane, Barry | 13D/A | 5.2% | — | SEC |
| 3 | Oct 30, 2024 | Royce & Associates LP | 13G/A | 2.9% | 751.3K | SEC |
| 4 | May 15, 2024 | Newtekone, Inc. | 13D | 5.3% | 1.32M | SEC |
| 5 | Feb 13, 2024 | Vanguard Group Inc | 13G | 5.5% | 1.35M | SEC |
| 6 | Jan 26, 2024 | Newtekone, Inc. | 13D | 5.3% | 1.31M | SEC |
| 7 | Jan 26, 2024 | Blackrock Inc. | 13G | 7.3% | 1.79M | SEC |
| 8 | Jan 24, 2024 | Royce & Associates LP | 13G | 8.3% | 2.04M | SEC |
| 9 | Jan 31, 2023 | Newtekone, Inc. | 13D | 5.2% | 1.27M | SEC |
| 10 | Jan 10, 2022 | Newtek Business Services Corp. | 13D | 4.8% | 1.16M | SEC |
2 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Newtekone Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Patriot Financial Partners Gp II, L.P. | 2.31M | $25.27M |
| 2 | Blackrock, Inc. | 2.20M | $24.05M |
| 3 | Goldman Sachs Group Inc | 663.8K | $7.27M |
| 4 | Geode Capital Management, LLC | 657.3K | $7.20M |
| 5 | Marshall Wace, LLP | 624.2K | $6.84M |
| 6 | Aqr Capital Management LLC | 564.9K | $6.19M |
| 7 | State Street Corp | 517.7K | $5.77M |
| 8 | Royce & Associates LP | 337.5K | $3.70M |
| 9 | Connor, Clark & Lunn Investment Management Ltd. | 300.0K | $3.28M |
| 10 | Morgan Stanley | 254.6K | $2.79M |